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U.S.-listed market research with live data and structured thesis notes.

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Clear
Silicon Stack Data Center Fabric AI Software Power + Grid Robotics
GLW AI Data Center Fabric

Corning

Optical fiber and advanced glass

Detail page

AI data centers need more optical connectivity, fiber density, and high-performance materials.

Price $106.13
1D change +2.61%
Market cap $91.42B
Sector Technology

Shared metric table

Live market metrics plus reported quarterly revenue and profit QoQ rows.

Green and red only apply where direction is meaningful. Quarterly revenue and profit cells inherit the sign of the reported QoQ change, which can swing sharply when the prior quarter included a one-time item.

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Metric GLW
Price $106.13
1D Change +2.61%
Market Cap $91.42B
Enterprise Value $98.67B
Trailing P/E 43.0
Forward P/E 23.5
PEG Ratio 0.61x
Price / Sales 5.2
EV / Revenue 5.6
Revenue Growth 18.4%
Earnings Growth 56.0%
Gross Margin 36.5%
Operating Margin 18.9%
Net Margin 12.1%
ROE 17.9%
Free Cash Flow $870.1M
FCF Margin 4.9%
Debt / Equity 0.64x
Current Ratio 1.72x
Dividend Yield 1.06%
Next Earnings Jan 26, 2027
Quarterly Revenue $4.86B
Revenue QoQ +7.8%
Quarterly Net Income $680.0M
Net Income QoQ +21.6%

GLW thesis lens

Optical fiber and advanced glass

Why it could benefit

  • AI data centers need more optical connectivity, fiber density, and high-performance materials.
  • Corning can benefit from network buildouts tied to cloud and data-center expansion.
  • Its glass and optical expertise gives the dashboard another picks-and-shovels infrastructure name.

Moat / edge

  • Deep materials science expertise.
  • Strong optical communications franchise.
  • Long customer relationships in telecom, display, and specialty materials.

What to watch

  • Optical communications growth.
  • AI data-center demand contribution.
  • Recovery in display and specialty materials.

Key risks

  • Several non-AI segments can dominate results.
  • Telecom inventory cycles can pressure optical demand.