Corning Incorporated (NYSE:GLW) Receives Average Recommendation of “Moderate Buy” from Analysts

Corning Incorporated (NYSE:GLW) has received a consensus rating of “Moderate Buy” from the fifteen brokerages that are covering the stock, Marketbeat Ratings reports. Five equities research analysts have rated the stock with a hold rating and ten have issued a buy rating on the company. The average 1 year price target among analysts that have issued a report on the stock in the last year is $114.25.

A number of research firms recently weighed in on GLW. HSBC restated a “buy” rating and set a $135.00 target price on shares of Corning in a research note on Friday. Wolfe Research set a $130.00 price objective on Corning and gave the company an “outperform” rating in a research report on Tuesday, January 27th. Mizuho upped their price objective on Corning from $97.00 to $120.00 and gave the stock an “outperform” rating in a research note on Thursday, January 29th. Susquehanna increased their target price on Corning from $100.00 to $125.00 and gave the stock a “positive” rating in a research report on Thursday, January 29th. Finally, Wall Street Zen raised Corning from a “hold” rating to a “buy” rating in a research note on Friday, January 23rd.

Insider Activity

In other Corning news, CFO Edward A. Schlesinger sold 21,104 shares of Corning stock in a transaction on Thursday, January 29th. The shares were sold at an average price of $104.55, for a total value of $2,206,423.20. Following the sale, the chief financial officer directly owned 54,780 shares in the company, valued at approximately $5,727,249. The trade was a 27.81% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, SVP Li Fang sold 9,797 shares of the firm’s stock in a transaction dated Wednesday, February 4th. The shares were sold at an average price of $113.51, for a total value of $1,112,057.47. The disclosure for this sale is available in the SEC filing. Insiders have sold 95,687 shares of company stock valued at $11,249,008 in the last quarter. Company insiders own 0.32% of the company’s stock.

Institutional Trading of Corning

A number of large investors have recently added to or reduced their stakes in the company. Pinpoint Asset Management Singapore Pte. Ltd. bought a new stake in Corning in the third quarter worth $25,000. Berbice Capital Management LLC bought a new stake in shares of Corning in the 4th quarter worth about $26,000. Basepoint Wealth LLC purchased a new stake in shares of Corning during the 4th quarter valued at about $26,000. Strengthening Families & Communities LLC bought a new position in shares of Corning in the 3rd quarter valued at about $27,000. Finally, Total Investment Management Inc. purchased a new position in Corning in the second quarter worth about $28,000. Institutional investors own 69.80% of the company’s stock.

Key Stories Impacting Corning

Here are the key news stories impacting Corning this week:

• Positive Sentiment: Optical Communications strength: Corning generated roughly $6.3B in revenue from Optical Communications in 2025, up ~35% year‑over‑year — a core driver of revenue and margin upside. GLW Rides on Solid Traction in Optical Communication
• Positive Sentiment: Major commercial win with Meta: Disclosure of a multi‑billion dollar (reported ~ $6B) Meta AI fiber contract and stronger 2025 results are the headline catalysts lifting demand expectations for Corning’s fiber business. Corning Is Up After Strong 2025 Results And $6 Billion Meta AI Fiber Deal
• Positive Sentiment: AI infrastructure momentum and analyst support: Market commentators and fund flows into AI‑infrastructure names have amplified GLW’s rally; several analysts have raised targets or reiterated buy/outperform views. AI Deals Drives Corning (GLW) Shares Up 50% In 2026
• Positive Sentiment: Dividend affirmed: Corning declared a quarterly dividend of $0.28 (payable Mar 30; record Feb 27), which supports cash-return expectations as AI/telecom revenues ramp. Corning Announces Quarterly Dividend
• Neutral Sentiment: Valuation and consensus: Analyst coverage is constructive (consensus = Moderate Buy), but GLW’s PE and forward multiples now price significant growth — important when sizing positions. GLW Profile & Analyst Coverage
• Negative Sentiment: Insider selling flagged: Multiple Form 4 filings show sizable sales by senior executives (COO Avery Nelson III, EVP Lewis Steverson, VP John Zhang). Those transactions have triggered short‑term selling headlines. Nelson Form 4 Steverson Form 4 Zhang Form 4
• Negative Sentiment: Short‑term profit‑taking: Financial press pointed to insider sales as a reason for intraday weakness following the rally, even as fundamentals remain strong. Corning Trading Down After Insider Selling

Corning Price Performance

Shares of Corning stock opened at $133.52 on Monday. The stock has a market cap of $114.55 billion, a P/E ratio of 72.56, a P/E/G ratio of 2.31 and a beta of 1.13. The company has a debt-to-equity ratio of 0.62, a quick ratio of 1.04 and a current ratio of 1.59. The stock’s fifty day moving average is $97.68 and its 200 day moving average is $85.02. Corning has a one year low of $37.31 and a one year high of $136.82.

Corning (NYSE:GLW) last issued its quarterly earnings results on Wednesday, January 28th. The electronics maker reported $0.72 EPS for the quarter, topping analysts’ consensus estimates of $0.71 by $0.01. Corning had a return on equity of 18.72% and a net margin of 10.21%.The business had revenue of $4.41 billion during the quarter, compared to analysts’ expectations of $4.35 billion. During the same quarter in the prior year, the business posted $0.57 earnings per share. The business’s quarterly revenue was up 13.9% on a year-over-year basis. Corning has set its Q1 2026 guidance at 0.660-0.700 EPS. Sell-side analysts anticipate that Corning will post 2.33 earnings per share for the current year.

Corning Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Monday, March 30th. Stockholders of record on Friday, February 27th will be issued a $0.28 dividend. This represents a $1.12 annualized dividend and a dividend yield of 0.8%. The ex-dividend date of this dividend is Friday, February 27th. Corning’s payout ratio is 60.87%.

Corning Company Profile

Corning Incorporated is a global manufacturer specializing in specialty glass, ceramics and related materials and technologies. Headquartered in Corning, New York, the company supplies engineered materials and components used across multiple industries, including consumer electronics, telecommunications, automotive emissions control, pharmaceutical and life sciences, and industrial and scientific applications. Corning emphasizes materials science and precision manufacturing to develop durable, high-performance glass and ceramic products.

Key product lines include specialty display glass used by television and mobile-device manufacturers, cover glass marketed under well-known trade names for smartphones and tablets, and optical fiber and cable and related hardware for telecommunications networks.