CORNING INC /NY(GLW)Stock Analysis
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Rank #130 of 2,961 stocksTOP 5%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
GLW Stock Analysis & AI Quality Score
Data updated 2026-09-11AI stock analysis and institutional research for CORNING INC /NY (GLW), a Materials sector company. 13F Pro's AI-powered ranking engine scores GLW at 73.7/100 on a 32-signal composite quality model, placing it at rank #130 of 2,961 stocks — the top 5% of the AI-ranked universe. GLW scores in the top quartile across revenue scale (91.0), institutional flow (76.6). Shareholder dilution risk is elevated at 41.7/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), CORNING INC /NY reports quarterly revenue of $4.1B, net income of $371.0M, an operating margin of 15.4%. Top institutional holders of GLW by reported 13-F value include BlackRock, VANGUARD CAPITAL MANAGEMENT, STATE STREET, based on the most recent SEC filings. GLW trades on the NYSE exchange and files with the SEC under CIK 24741. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate GLW daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for CORNING INC /NY directly from SEC EDGAR. CORNING INC /NY's 13F Pro composite quality score has ranged between 46 and 77 since 2021, currently 73.7 — an improving long-term trajectory across 67 quarterly and live scoring snapshots.
What's Driving GLW's Business? Latest 10-Q Breakdown
✓ 33/33 datapoints verifiedAI-extracted from CORNING INC /NY's 10-Q filed 2026-07-29 — Q2 2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Net sales rose 17% to $4,505M as optical communications products added $506M on Generative AI demand, while Corning booked a $1.0B AI-infrastructure customer deposit.
Biggest Revenue Drivers
Continued growth in Enterprise business driven by strong demand for Generative AI products
Glass Innovations segment cites continued strong demand for LCD glass
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Revenue
Q1 2026
$4.1B
Net Income
Q1 2026
$371.0M
Operating Margin
Q1 2026
15.4%
ROIC
Q1 2026
12.3%
D/E Ratio
Q1 2026
0.76
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
+19.1% YoYNet Income
+215.4% YoYOperating Income
+100.8% YoYEPS (Diluted)
+215.5% YoYTotal Assets
+11.7% YoYTotal Debt
+22.4% YoYOp. Cash Flow
+39.0% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $15.63B +19.1% | $13.12B +4.2% | $12.59B -11.3% | $14.19B +0.8% | $14.08B +24.6% | $11.30B |
| Net Income | $1.60B +215.4% | $506.0M -12.9% | $581.0M -55.9% | $1.32B -31.0% | $1.91B +272.3% | $512.0M |
| Operating Income | $2.28B +100.8% | $1.14B +27.5% | $890.0M -38.1% | $1.44B -31.9% | $2.11B +314.9% | $509.0M |
| EPS (Diluted) | $1.83 +215.5% | $0.58 -14.7% | $0.68 -55.8% | $1.54 +20.3% | $1.28 +137.0% | $0.54 |
| Total Assets | $30.98B +11.7% | $27.73B -2.7% | $28.50B -3.4% | $29.50B -2.2% | $30.15B -2.0% | $30.77B |
| Total Debt | $9.23B +22.4% | $7.54B -3.9% | $7.85B +10.0% | $7.13B +0.5% | $7.10B -12.7% | $8.13B |
| Operating Cash Flow | $2.69B +39.0% | $1.94B -3.3% | $2.00B -23.3% | $2.62B -23.4% | $3.41B +56.5% | $2.18B |
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Top Institutional Holders of GLW
BlackRock, Inc.
$16.8B65,765,574 shVANGUARD CAPITAL MANAGEMENT LLC
$13.0B50,831,214 shSTATE STREET CORP
$10.5B41,108,384 shJPMORGAN CHASE & CO
$9.2B36,016,393 shCapital Research Global Investors
$6.3B24,698,700 shFMR LLC
$6.1B24,027,884 shVANGUARD PORTFOLIO MANAGEMENT LLC
$4.8B18,920,070 shBANK OF AMERICA CORP /DE/
$4.8B18,730,616 shGEODE CAPITAL MANAGEMENT, LLC
$4.7B18,363,394 shMORGAN STANLEY
$3.9B15,134,070 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $16.8B | 65,765,574 |
| VANGUARD CAPITAL MANAGEMENT LLC | $13.0B | 50,831,214 |
| STATE STREET CORP | $10.5B | 41,108,384 |
| JPMORGAN CHASE & CO | $9.2B | 36,016,393 |
| Capital Research Global Investors | $6.3B | 24,698,700 |
| FMR LLC | $6.1B | 24,027,884 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $4.8B | 18,920,070 |
| BANK OF AMERICA CORP /DE/ | $4.8B | 18,730,616 |
| GEODE CAPITAL MANAGEMENT, LLC | $4.7B | 18,363,394 |
| MORGAN STANLEY | $3.9B | 15,134,070 |
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Popular Research
Is GLW a good stock to buy?
13F Pro's AI-powered analysis of CORNING INC /NY (GLW) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Materials sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for GLW are available on the GLW stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. GLW is classified as a large company.
Which hedge funds own GLW?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling GLW. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of CORNING INC /NY's investment landscape.