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The maker of optical fiber plunged on its tepid outlook. Time to buy?
Corning (NYSE:GLW) reported second-quarter 2026 results that exceeded its guidance, led by continued growth in Optical Communications and demand for products supporting generative AI data centers. The company also reiterated its long-term Springboard growth plan, which calls for an annualized sales
Moby summary of Corning Incorporated's Q2 2026 earnings call
Corning's third-quarter sales forecast missed expectations despite continued demand for AI data-center infrastructure.
Third-quarter guidance points to core sales of $4.9 billion to $5 billion
The optical fiber specialist reported results that beat expectations, but investors wanted more.
While demand for next-generation data centers remains hot, executives signaled that output is capped by current manufacturing limits as it rushes to build out new capacity.
O’Keeffe Stevens Advisory, an investment advisory firm, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. During Q2 2026, the market experienced notable dispersion between perceived AI losers and winners. The firm has made investments early in AI infrastructure companies, which yielded gains during market repricing. The second quarter […]
Corning (NYSE:GLW) reported strong Q2 2026 results, with solid contributions from its Optical Communications and Solar segments. The company announced new supply agreements with Amazon and NVIDIA that support expansion of U.S. optical fiber capacity. Despite the positive operational update, shares declined after the company issued Q3 guidance that did not meet analyst expectations. Corning enters this news cycle with a share price of $143.36 and a very large 3‑year gain of about 7x. The...
Here is how Corning (GLW) and Grindr Inc. (GRND) have performed compared to their sector so far this year.
While the top- and bottom-line numbers for Corning (GLW) give a sense of how the business performed in the quarter ended June 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
QuantumScape holds solid-state battery IP that every major automaker quietly covets, yet its stock has lost more than half its value in a year. Five potential acquirers have the cash, the motive, and a reason to move before someone else does.
GLW beats Q2 estimates as AI-driven optical demand and surging solar sales lifted revenues, margins and cash flow.
Corning’s third-quarter guidance fell short of Wall Street expectations, with the company’s softer near-term outlook weighing on the stock ahead of the opening bell on Tuesday.
Corning has been betting that the massive infrastructure demands of AI will drive its next wave of growth, relying on its specialized optical fiber to link hyperscale data centers. That wager has resonated with Wall Street, more than doubling its shares over the past year.
Corning Incorporated (NYSE:GLW) reported better-than-expected second-quarter earnings on Tuesday, but investors focused on weaker-than-anticipated guidance for the third quarter, sending the specialty glass and materials manufacturer’s shares down 11. 2%.
Corning (GLW) delivered earnings and revenue surprises of +2.63% and +2.94%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
Glass and electronic component manufacturer Corning (NYSE:GLW) missed Wall Street’s revenue expectations in Q2 CY2026, but sales rose 11.4% year on year to $4.51 billion. Next quarter’s revenue guidance of $4.95 billion underwhelmed, coming in 1.7% below analysts’ estimates. Its non-GAAP profit of $0.78 per share was 3.5% above analysts’ consensus estimates.
Corning issued lighter-than-expected third-quarter sales guidance, overshadowing a better-than-expected second quarter that was driven by artificial-intelligence demand.
Corning posted core EPS of $0.78 and core sales of $4.74 billion in the second quarter, but its third-quarter outlook fell short of Wall Street expectations
Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the “Carillon Eagle Growth & Income Fund”. A copy of the letter is available to download here. The second quarter of 2026 was driven by a sharp rally in AI-related stocks, although gains were concentrated in highly cyclical semiconductor, memory, and […]
APH heads into Q2 earnings with strong AI infrastructure demand, rising sales and earnings expectations, and a premium valuation supported by growth prospects.