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

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Use up to 4 U.S.-listed names from this dashboard to compare valuation, growth, cash flow, balance-sheet strength, and the curated investment case in one place.

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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 $209.83
1D change +7.65%
Market cap $180.59B
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 $209.83
1D Change +7.65%
Market Cap $180.59B
Enterprise Value $189.29B
Trailing P/E 100.9
Forward P/E 49.9
PEG Ratio 1.53x
Price / Sales 11.1
EV / Revenue 11.6
Revenue Growth 20.0%
Earnings Growth 138.9%
Gross Margin 36.4%
Operating Margin 15.7%
Net Margin 11.1%
ROE 16.7%
Free Cash Flow $612.0M
FCF Margin 3.7%
Debt / Equity 0.80x
Current Ratio 1.61x
Dividend Yield 53.00%
Next Earnings Jul 28, 2026
Quarterly Revenue $4.14B
Revenue QoQ -1.7%
Quarterly Net Income $371.0M
Net Income QoQ -31.3%

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.