Investors Business Daily·14h ago
First Solar Sues Corning Subsidiary, Chinese Rival Over Patent InfringementFirst Solar stock rose about 2% on Friday, a day after it filed the lawsuit.
Corning's accelerating revenue growth, up 16.6% year-over-year in 2026Q2 to $4.5B, is driven by AI data center optical demand, with gross margins expanding from 29.2% in 2024Q2 to 36.1% in 2026Q2. Operating leverage is evident as operating margin reached 15.5%...
Price trend, volume and key moving averages
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Revenue growth accelerated to 16.6% year-over-year in 2026Q2, with gross margin expanding to 36.1% from 29.2% in 2024Q2, though EPS of $0.64 missed consensus of $0.87.
Corning's Photonics MAP positions it as a key player in advanced optical connectivity technologies, essential for scaling AI data center networks.
The bull case highlights Corning's potential to dominate the global supply chain for AI data center optics, driven by increasing demand for high-performance connectivity.
Recent multibillion-dollar agreements with major tech companies like Amazon underscore Corning's role as a critical supplier in high-growth markets.
Trailing total returns as of 10/3/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 28, 2026 | $0.78+3.3% vs $0.76 | $4.7B+2.3% vs $4.6B |
Q2 2026 Apr 28, 2026 | $0.70+1.2% vs $0.69 | $4.3B+1.1% vs $4.3B |
Q1 2026 Jan 28, 2026 | $0.72+1.8% vs $0.71 | $4.4B+1.1% vs $4.4B |
Q4 2025 Oct 28, 2025 | $0.67+0.8% vs $0.67 | $4.1B-3.1% vs $4.2B |
First Solar stock rose about 2% on Friday, a day after it filed the lawsuit.
The artificial intelligence (AI) build-out has historically focused on the semiconductor sector, driving valuations to historic premiums as capital chased processing power. However, processing capabilities hold limited utility without the physical infrastructure required to transmit staggering data volumes.
GLW signs a $3 billion-plus AT&T deal to expand U.S. broadband, boosting fiber capacity as data use and AI adoption drive connectivity demand.
Coherent Corp. (NYSE:COHR | COHR Price Prediction) stock jumped 10% to $315.71 as traders focused on the company's PhotonLink platform and fresh Wall Street support for AI infrastructure suppliers. Lumentum Holdings (NASDAQ:LITE) stock rose 9% to $1,058.
Benchmark GLW against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Corning Inc (GLW)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $164.16 | $141.28B | 88.74 | 19.14% | 10.21% | 13.65% | 0.71% | |
| $86.96 | $214.44B | 52.07 | 51.71% | 17.76% | 36.94% | — | |
| $220.36 | $63.89B | 35.77 | 7.85% | 15.75% | 22.92% | — | |
| $161.61 | $90.52B | 40.00 | 3% | 13.83% | 12.68% | — | |
| $160.00 | $2.86B | -47.62 | -2.33% | 3.78% | 2.61% | — | |
| $37.10 | $1.03B | -84.32 | 2.49% | -9.48% | -3.42% | — |
Corning Inc (GLW) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Corning Inc (GLW) SEC filings — annual & quarterly reports (10-K, 10-Q)
Jul 28, 2026·SEC
May 15, 2026·SEC
May 6, 2026·SEC
Feb 12, 2026·SEC
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Corning Inc (GLW) stock FAQ — growth, dividends, profitability & financials explained
Corning Inc (GLW) reported $16.96B in revenue for fiscal year 2025. This represents a 365% increase from $3.65B in 1996.
Corning Inc (GLW) grew revenue by 19.1% over the past year. This is strong growth.
Yes, Corning Inc (GLW) is profitable, generating $1.90B in net income for fiscal year 2025 (10.2% net margin).
Yes, Corning Inc (GLW) pays a dividend with a yield of 0.71%. This makes it attractive for income-focused investors.
Corning Inc (GLW) has a return on equity (ROE) of 13.7%. This is reasonable for most industries.
Corning Inc (GLW) generated $2.40B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
