GLW
CORNING INC /NYEvidence as of 2026-10-13The desk's Snapshot
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Overview · CORNING INC /NY
Corning Incorporated engages in the display technologies, optical communications, environmental technologies, specialty materials, and life sciences businesses worldwide. The company's Display Technologies segment offers glass substrates for flat panel displays, including liquid crystal displays and organic light-emitting diodes that are used in televisions, notebook computers, desktop monitors, tablets, and handheld…
Management team
- Mr. John Z. Zhang · Senior VP & GM of Display, Mobile Consumer Electronics & Corning AsiaFind on LinkedIn
- Mr. Avery H. Nelson III · Senior VP and GM of Automotive, Live Sciences & SolarFind on LinkedIn
- Mr. Lewis A. Steverson J.D. · Executive VP and Chief Legal & Administrative OfficerFind on LinkedIn
- Mr. Edward A. Schlesinger · Executive VP & CFOFind on LinkedIn
Start free to see the full management team.
Links open LinkedIn searches, not verified profiles. Team data from our market-data vendor's company profile.
Moneyta sentiment
Where the published evidence leans after the desk debated it, not a rating or a recommendation.
−0.5 on a −2 to +2 scale.
What builds the score
Solid bars are analyst rubric scores; faded bars are computed directly from data. Claims dropped in debate count for nothing; weakened claims count at half weight.
Editor's note
Written after the debate settled. The rest of the page is the evidence behind it.
The evidence balance is Cautious ( -0.5 of a possible +2; confidence high). Revenues rose from $ 3,452,000,000 in Q1 2025 (fiscal quarter ended 2025-04-24) to $ 4,144,000,000 in Q1 2026 (fiscal quarter ended 2026-04-24), and gross profit increased from $ 1,214,000,000 to $ 1,528,000,000 over the same pair of quarters, implying a modest expansion in gross margin. Net income moved from $ 157,000,000 in Q1 2025 to $ 371,000,000 in Q1 2026 while diluted shares rose slightly from 866,000,000 to 871,000,000.
Post‑reporting filings show management reported net sales of $ 4,505 million for the three months ended 2026-06-30 (a 17% year-over-year increase) and $ 8,649 million for the six months ended 2026-06-30 (an 18% increase), driven by optical communications and polycrystalline silicon and solar sales. Market signals are mixed: short‑term momentum readings are negative while 12‑month momentum is strongly positive at + 123.6%; volatility and beta are elevated (90‑day annualized volatility + 87.9%, beta versus SPY 2.84), and valuation multiples look rich on the provided inputs (trailing P/E ~ 89.26; EV / operating‑income roughly 57x), with key free‑cash‑flow and EBITDA figures missing from the packet.
How this note was made
every stage ran before the note was writtenAnalyst desk
Mercer, Oakes, Nash, Ellis, Yates, Talbot and Archer. The desk: named AI agents, not people. Each reads one slice of the evidence and nothing else (no outside knowledge, no browsing), so every finding traces to a source you can open.
Reads the XBRL figures companies file with the SEC (revenue, margins, income, debt and share count, quarter by quarter) and reports which way the trend is running.
Revenues increased from $3,452,000,000 in fiscal Q1 2025 (2025-01-01 to 2025-03-31) to $4,144,000,000 in fiscal Q1 2026 (2026-01-01 to 2026-03-31).
XBRL companyfacts · 0001628280-25-021711Gross profit rose from $1,214,000,000 in fiscal Q1 2025 (2025-01-01 to 2025-03-31) to $1,528,000,000 in fiscal Q1 2026 (2026-01-01 to 2026-03-31), implying a modest expansion in gross margin between those quarters.
XBRL companyfacts · 0000024741-26-000205Reads the filings themselves, above all the year-over-year diff of Item 1A risk factors: which risks a company added, dropped or quietly reworded since its last annual report.
Which filings the desk reads
The desk reads the annual 10-K in full: its risk factors, and how they changed since last year. Quarterly 10-Qs and event filings (8-Ks, insider Form 4s) are listed for context but not read line by line: the 10-K is where the material risk disclosures live. A brand-new company, or one we have only just begun tracking, may have no annual report on file yet; its risk analysis fills in once that lands.
In the Form 10-Q filed 2026-07-29, management reported net sales of $4,505 million for the three months ended June 30, 2026, a 17% increase versus the same quarter in 2025, and $8,649 million for the six months ended June 30, 2026, an 18% increase versus the same period in 2025; management characterized the primary drivers as an increase in optical communications sales of $506 million (three months) and $997 million (six months) and polycrystalline silicon and solar sales of $207 million (three months) and $371 million (six months).
10-Q filed 2026-07-29The 10-K filed 2026-02-12 added risk-language noting implementation of emerging technologies, such as artificial intelligence and machine learning, in Corning’s or its supply chain’s manufacturing processes as a risk factor.
Item 1A risk-factor diff · 0000024741-26-000124 vs 0001628280-25-005347Reads the signal panel above (momentum, volatility, drawdown, relative strength and beta) and ranks each against the whole research universe rather than judging it in isolation.
90-day annualized volatility is +87.9% and 30-day annualized volatility is +70.0%; the 90-day volatility ranks in the 94th percentile of the 881-stock research universe as of 2026-10-12.
Moneyta signal set · 2026-10-12Beta versus SPY is 2.84 and correlation with SPY is 0.50 as of 2026-10-12.
Moneyta signal set · 2026-10-12Reads which funds hold the name and at what weight, plus insider Form 4 filings, to show the exposure you may already carry through index funds.
The 13F-reported institutional holdings as of 2026-06-30 list BlackRock, Inc. with $16.89B, VANGUARD CAPITAL MANAGEMENT LLC with $12.98B, and STATE STREET CORP with $10.50B among the top holders.
13F holdings · 2695 filers · as of 2026-06-30Total reported 13F institutional holdings value for the period ended 2026-06-30 is $166.47B, with 2,695 holders and a quarter-over-quarter reported value change of 100.7%.
13F holdings · 2695 filers · as of 2026-06-30Reads recent headlines that are genuinely about this company, ignoring rating chatter and market-wide stories. Findings argue in the debate but never move the sentiment score.
Corning is part of a joint demonstration of PCIe-over-optics connectivity for AI rack-scale architectures at the 2026 OCP Global Summit announced 12 October 2026.
News · finance.yahoo.com · 2026-10-12Corning's board declared a quarterly dividend of $0.28 per share on October 6, 2026, and AT&T announced a multi-year fiber and cable supply deal valued at more than $3 billion with Corning to support its U.S. network.
News · simplywall.st · 2026-10-12Reads parsed Forms 3/4/5: who bought or sold, at what size, and whether a 10b5-1 plan was involved. Flags clustered open-market officer buying; treats plan sales as routine and never counts a fund or 10%-holder as an officer.
Wendell P. Weeks (Chairman, CEO and President) reported a sale of 100,000 shares valued at "$18.6M" on 2026-06-09.
Form 4 · WEEKS WENDELL P (Chairman, CEO and President) · $2.7M code M · 2026-06-09Wendell P. Weeks (Chairman, CEO and President) also reported a separate disposition labeled "code M" for 100,000 shares valued at "$2.7M" on 2026-06-09.
Form 4 · WEEKS WENDELL P (Chairman, CEO and President) · $2.7M code M · 2026-06-09Reads the implied-expectations math built from the company's own filings (the growth rate today's price would justify, and the multiples beside it) and argues whether the market's bar looks high or low for this business. Never turns the math into a target.
The reported price-to-earnings (P/E) ratio on a trailing twelve-month basis is 89.26.
Valuation inputs · SEC XBRL + stored EOD closeTrailing twelve-month net cash provided by operating activities is $560,000,000, which implies an operating-cash-yield versus the reported market capitalization of $126,754,738,866 of about 0.44% (560M / 126.755B).
Valuation inputs · SEC XBRL + stored EOD closeDebate and risk review
A bull and a bear contest the claims and the chair rules on each; the risk review stress-tests what survived.
A bull and a bear argue the analysts' claims across two rounds, then a chair rules on each one. Only what survives feeds the score. The argument is shown, not hidden, so you can judge the reasoning yourself.
SEC filings document consecutive quarter-over-quarter revenue, gross profit, and net income improvements (fundamentals-0, fundamentals-1, fundamentals-2), and management attributes continued top-line growth to meaningful optical communications and solar sales gains in the 10-Q (filings-0); these are direct, high-quality sources and represent strong evidence of recent operating momentum. Institutional ownership data and ETF inclusion (ownership-0, ownership-1, ownership-2) provide corroborating market-level validation from large, diversified holders and increase liquidity of the stock (moderate-to-strong evidence). Longer-horizon price momentum and notable commercial news flow — a PCIe-over-optics AI demo and a multi-year AT&T fiber/cable agreement alongside a declared dividend (market-3, news-0, news-1) — further support a constructive read on business relevance and investor interest (moderate evidence). The bear points about volatility, insider dispositions, and high valuation multiples rely on market-price and behavioral signals that are factual but do not negate the company-reported operating improvements; given the strength of the company filings and institutional holdings, those contrarian signals merit scrutiny for timing and context rather than being treated as definitive on cash-flow generation (mixed evidence).
Chair's verdict, claim by claim
Fragility · computed, not argued
balanced0.30
38 surviving claims rest on 20 distinct sources; the heaviest analyst carries 18% of them, and 97% of what the desk raised survived the debate.
The evidence set is moderately robust: surviving claims draw on two dozen sources and most items remained standing after debate, so the read reflects sustained corroboration rather than a single-source narrative. However, a meaningful fraction of claims ties to a handful of contributors (one analyst accounts for nearly a fifth), and high survival in debate can amplify any shared blind spots — these fragility signals indicate the conclusions should be weighted with caution rather than treated as definitive.
Peer context · computed, not argued
12-1 momentum ranks 1st of 2 in Electronic Components (as of 2026-10-12).
6-month relative strength ranks 1st of 2 in Electronic Components (as of 2026-10-12).
90-day volatility ranks 2nd of 2 in Electronic Components (as of 2026-10-12).
dividend yield ranks 2nd of 2 in Electronic Components (as of 2026-10-12).
Disconfirming evidence · base rates · falsifiers
Context
Outside consensus, and where this name already sits in your own portfolio.
Third-party consensus shown for context. It never enters Moneyta sentiment. When the two diverge, the debate above is where the why lives.
What this was built from
Every figure on this page traces to one of these. The desk reads only what is listed here (no outside knowledge, no browsing), and each card shows who read it and what it contributed to the score.
12 filings· 3 cited
SEC XBRL filings
Quarterly figures as filed with the SEC, read straight from EDGAR's structured data, not retyped or estimated.
Read by Mercer+0.4 to the score
13 documents· 3 cited
SEC filing documents
The filings themselves, including the year-over-year comparison of Item 1A risk factors.
Read by Oakes−0.4 to the score
1 signal set
Moneyta signal set
Computed from our own end-of-day price history and ranked against the whole research universe. No AI involved.
Read by Nash−0.7 to the score
3 holdings records· 1 cited
Fund holdings
Which funds hold this name and at what weight, plus insider Form 4 filings.
Read by Ellis+0.6 to the score
8 headlines· 2 cited
News coverage
Recent headlines about this company, rating chatter excluded and nothing published after the report date.
Read by Yatesnothing survived
18 filings· 1 cited
Insider filings
Parsed Forms 3/4/5 from EDGAR: named insiders, share counts, prices, and 10b5-1 plan state, with stated and inferred flags kept apart.
Read by Talbot−1.2 to the score
1 computation
Valuation inputs
TTM cash-flow figures from the company's own XBRL filings, priced with the stored closing price. Implied growth and multiples only; no fair-value dollar figure reaches the desk, by design.
Read by Archercontext only
1 record· 0 cited
Company profile
Sector, industry and company details.
1 record· 0 cited
Analyst consensus
Third-party consensus, shown for context only; it never enters Moneyta sentiment.
Read means we pulled and handed it to an analyst; cited means a claim on this page points at it. Reading twelve quarters to state one trend is normal; the gap is shown rather than hidden.
Written by AI, checked against sources
The analysts, the bull–bear debate and the editor's note are AI agents reading only the evidence listed on this page. They can misread a filing or a headline, which is why every claim cites a source you can open and check yourself. The sentiment score is arithmetic over the claims that survived the debate, not a language model's opinion.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations. Past patterns do not indicate future results.
The full terminal on GLW Gold
Who holds it, who's buying, what the Street thinks: live behind the lock, updated as filings land.
Institutional holders
Net institutional flow, Q/Q
Largest holder position
Insider buys, 90 days
Clustered insider value
Street target range
The real figures are for members. Educational analysis, not advice.
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