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

Corning Incorporated (NYSE:GLW) has been assigned an average rating of “Moderate Buy” from the fifteen ratings firms that are presently covering the firm, Marketbeat.com reports. Five equities research analysts have rated the stock with a hold recommendation and ten have given a buy recommendation to the company. The average 12-month price target among analysts that have issued ratings on the stock in the last year is $114.25.

Several equities research analysts have recently issued reports on GLW shares. Argus raised their target price on shares of Corning from $68.00 to $110.00 and gave the stock a “buy” rating in a report on Wednesday, October 29th. UBS Group reissued a “buy” rating and issued a $125.00 price objective on shares of Corning in a research report on Friday, January 30th. Oppenheimer set a $120.00 target price on Corning in a research report on Thursday, January 29th. Susquehanna upped their target price on Corning from $100.00 to $125.00 and gave the company a “positive” rating in a research note on Thursday, January 29th. Finally, Zacks Research downgraded Corning from a “strong-buy” rating to a “hold” rating in a report on Friday, November 21st.

Key Corning News

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 Stock Performance

NYSE GLW opened at $133.52 on Monday. The business’s 50 day moving average price is $97.68 and its 200-day moving average price is $85.02. Corning has a fifty-two week low of $37.31 and a fifty-two week high of $136.82. The company 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.

Corning (NYSE:GLW) last issued its quarterly earnings results on Wednesday, January 28th. The electronics maker reported $0.72 earnings per share (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 company had revenue of $4.41 billion during the quarter, compared to the consensus estimate of $4.35 billion. During the same period last year, the company earned $0.57 earnings per share. Corning’s 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 predict that Corning will post 2.33 earnings per share for the current year.

Corning Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Monday, March 30th. Shareholders of record on Friday, February 27th will be paid a $0.28 dividend. The ex-dividend date is Friday, February 27th. This represents a $1.12 dividend on an annualized basis and a yield of 0.8%. Corning’s dividend payout ratio (DPR) is presently 60.87%.

Insider Buying and Selling at Corning

In other news, SVP Li Fang sold 9,797 shares of the company’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 transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, insider Eric S. Musser sold 15,000 shares of Corning stock in a transaction dated Monday, February 9th. The shares were sold at an average price of $130.25, for a total transaction of $1,953,750.00. Following the sale, the insider owned 4,926 shares of the company’s stock, valued at $641,611.50. The trade was a 75.28% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 95,687 shares of company stock valued at $11,249,008. 0.32% of the stock is owned by company insiders.

Institutional Trading of Corning

A number of large investors have recently modified their holdings of the company. Capital Research Global Investors bought a new stake in Corning during the 3rd quarter valued at $907,164,000. Norges Bank bought a new position in shares of Corning during the 4th quarter worth $921,435,000. WCM Investment Management LLC purchased a new position in shares of Corning during the third quarter valued at $676,931,000. Wellington Management Group LLP raised its holdings in shares of Corning by 30.3% in the third quarter. Wellington Management Group LLP now owns 16,557,489 shares of the electronics maker’s stock valued at $1,358,211,000 after acquiring an additional 3,848,540 shares in the last quarter. Finally, Voya Investment Management LLC lifted its stake in Corning by 748.0% in the third quarter. Voya Investment Management LLC now owns 3,169,741 shares of the electronics maker’s stock worth $260,014,000 after acquiring an additional 2,795,948 shares during the period. Hedge funds and other institutional investors own 69.80% of the company’s stock.

About Corning

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.