Bank of America Upgrade: Social media discussions on Corning stock surged after Bank of America raised its price target to $186 while reiterating a Buy rating, citing robust optical demand from AI infrastructure scaling poised to drive multi-year earnings growth. Investors highlighted potential revenue expansion despite short-term margin pressures.
AI Infrastructure Momentum: Chatter emphasized Corning's pivotal role in optical fiber for data centers, including a $6 billion multi-year deal with Meta, fueling shares toward all-time highs after triple-digit yearly gains. With earnings due May 5, many view it as a top performer in the AI materials space.
Valuation Debates Emerge: Amid the optimism, some pointed to JPMorgan's downgrade to Neutral with a $175 target, arguing current multiples demand flawless execution on AI opportunities. Political disclosures of purchases added intrigue, underscoring the stock's strong year-to-date performance.
Note: This discussion summary was generated from an AI condensation of post data.
Corning Insider Trading Activity
Corning insiders have traded $GLW stock on the open market 17 times in the past 6 months. Of those trades, 0 have been purchases and 17 have been sales.
Here’s a breakdown of recent trading of $GLW stock by insiders over the last 6 months:
- ERIC S MUSSER has made 0 purchases and 3 sales selling 140,000 shares for an estimated $13,721,131.
- EDWARD A SCHLESINGER (Exec. Vice President and CFO) has made 0 purchases and 2 sales selling 41,997 shares for an estimated $4,112,812.
- LEWIS A STEVERSON (Vice Chairman, EVP and CLAO) has made 0 purchases and 2 sales selling 38,508 shares for an estimated $4,061,720.
- JORDANA DARYL KAMMERUD (SVP) sold 30,000 shares for an estimated $3,830,019
- RONALD L VERKLEEREN (SVP Emerging Innovations Group) sold 21,000 shares for an estimated $1,988,580
- SOUMYA SEETHARAM (Senior Vice President & CDIO) sold 16,547 shares for an estimated $1,502,202
- LI FANG (SVP, Corning Intl & NBD, Solar) sold 9,797 shares for an estimated $1,112,077
- STEFAN BECKER (SVP, Finance & Corp Controller) sold 12,100 shares for an estimated $1,104,535
- AVERY H III NELSON (Executive Vice President & COO) has made 0 purchases and 2 sales selling 7,845 shares for an estimated $1,016,522.
- MICHAEL PAUL O'DAY (SVP and GM, Optical Comm.) sold 5,051 shares for an estimated $558,231
- JOHN Z ZHANG (Exec. Vice President & CCDO) sold 1,531 shares for an estimated $204,764
- MICHELLE L GULLO (Senior Vice President & CHRO) sold 44 shares for an estimated $4,505
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API.
Corning Revenue
Corning had revenues of $4.2B in Q4 2025. This is an increase of 20.39% from the same period in the prior year.
You can track GLW financials on Quiver Quantitative's GLW stock page.
Corning Congressional Stock Trading
Members of Congress have traded $GLW stock 3 times in the past 6 months. Of those trades, 3 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $GLW stock by members of Congress over the last 6 months:
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. purchased up to $15,000 on 03/25.
- REPRESENTATIVE MARIA ELVIRA SALAZAR has traded it 2 times. They made 2 purchases worth up to $100,000 on 03/19 and 0 sales.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API.
Corning Hedge Fund Activity
We have seen 883 institutional investors add shares of Corning stock to their portfolio, and 858 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 12,905,862 shares (-71.6%) from their portfolio in Q4 2025, for an estimated $1,130,037,276
- FMR LLC added 6,898,165 shares (+91.3%) to their portfolio in Q4 2025, for an estimated $604,003,327
- CAPITAL RESEARCH GLOBAL INVESTORS added 5,831,873 shares (+52.7%) to their portfolio in Q4 2025, for an estimated $510,638,799
- POINTSTATE CAPITAL LP removed 5,147,888 shares (-85.7%) from their portfolio in Q4 2025, for an estimated $450,749,073
- WELLINGTON MANAGEMENT GROUP LLP removed 3,985,304 shares (-24.1%) from their portfolio in Q4 2025, for an estimated $348,953,218
- T. ROWE PRICE INVESTMENT MANAGEMENT, INC. removed 3,910,350 shares (-88.3%) from their portfolio in Q4 2025, for an estimated $342,390,246
- JPMORGAN CHASE & CO removed 3,181,374 shares (-21.3%) from their portfolio in Q4 2025, for an estimated $278,561,107
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.
Corning Analyst Ratings
Wall Street analysts have issued reports on $GLW in the last several months. We have seen 5 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- JP Morgan issued a "Overweight" rating on 01/28/2026
- Citigroup issued a "Buy" rating on 01/12/2026
- UBS issued a "Buy" rating on 11/21/2025
- Susquehanna issued a "Positive" rating on 10/29/2025
- Argus Research issued a "Buy" rating on 10/29/2025
To track analyst ratings and price targets for Corning, check out Quiver Quantitative's $GLW forecast page.
Corning Price Targets
Multiple analysts have issued price targets for $GLW recently. We have seen 10 analysts offer price targets for $GLW in the last 6 months, with a median target of $132.5.
Here are some recent targets:
- Wamsi Mohan from B of A Securities set a target price of $186.0 on 04/20/2026
- Meta Marshall from Morgan Stanley set a target price of $140.0 on 04/20/2026
- Samik Chatterjee from JP Morgan set a target price of $175.0 on 04/16/2026
- Matthew Niknam from Truist Securities set a target price of $125.0 on 03/31/2026
- Asiya Merchant from Citigroup set a target price of $170.0 on 02/25/2026
- Joshua Spector from UBS set a target price of $160.0 on 02/20/2026
- John Roberts from Mizuho set a target price of $120.0 on 01/29/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
