--- title: "GLW Corning Inc" canonical: "https://supercyclehq.com/stock/corning-inc" type: "stock" dataAsOf: "2026-11-06" ticker: "GLW" license: "Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset." disclaimer: "Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI." --- # Corning Inc (GLW) Corning is a specialty glass and materials company. ## AI Exposure Score **42/100, Growing.** Corning sells optical fiber and connectivity solutions that hyperscalers buy in volume to wire AI data centers, alongside display and specialty glass. The optical segment's AI orders are now the clearest growth driver, though legacy glass businesses remain large. ## Quote | Field | Value | | --- | --- | | Price (EOD close) | $106.13 | | Change 1d | +2.61% | | Change 7d | -13.93% | | Change 30d | -30.56% | | Change 1y | +25.24% | | 52-week high | $255.21 | | 52-week low | $77.62 | | Market cap | $91.4B | | P/E | 42.97 | | EPS | $2.47 | | Next earnings | 2027-01-26 | Quote as of 2026-11-06. ## Company | Field | Value | | --- | --- | | Exchange | NYSE | | Sector | Technology | | Headquarters | Corning, New York | | CEO | Wendell P. Weeks | | Employees | 67,200 | | Website | https://www.corning.com | | Buildout layers | [Networking & Optics](https://supercyclehq.com/category/networking) | ## What the company does Corning is a specialty glass and materials company. It makes optical fiber and cable, display glass for screens, and precision glass for advanced devices, earning revenue across telecommunications, display, and specialty materials markets. AI has turned its optical business into the growth engine. Hyperscalers buy its optical fiber in volume to wire AI data centers, where thousands of servers must be connected at high bandwidth. Its lineup includes optical fiber for AI data center interconnection, high-density fiber solutions, advanced display glass, and precision glass for AR and VR devices. Founded in 1851 and headquartered in Corning, New York, the company trades on the NYSE and employs roughly 67,000 people. ## Role in the AI buildout Corning sits in the Networking & Optics layer of the buildout as a physical supplier. AI data centers need vastly more fiber connections than conventional facilities, and hyperscalers buy Corning's optical fiber and high-density solutions in volume to wire them. Those AI-driven optical orders are now its clearest growth driver, while large legacy display and specialty glass businesses remain. Supercycle assigns it an AI Exposure Score of 42 out of 100. ## Tracked investors holding it (13F) | Investor | Fund | Position value | Portfolio % | Change | Period | | --- | --- | --- | --- | --- | --- | | [Stephen Mandel](https://supercyclehq.com/investors/stephen-mandel) | Lone Pine Capital | $696.8M | 4.26% | trimmed | 2026-06-30 | | [Whale Rock Capital](https://supercyclehq.com/investors/whale-rock) | Whale Rock Capital Management | $570.6M | 4.58% | trimmed | 2026-06-30 | | [Ray Dalio](https://supercyclehq.com/investors/ray-dalio) | Bridgewater Associates | $333,847 | 0.00% | new | 2026-06-30 | ## Recent news - [Do Wall Street Analysts Like Corning Stock?](https://www.barchart.com/story/news/8693325/do-wall-street-analysts-like-corning-stock?.tsrc=rss) (source, 2026-11-06) - [Corning (GLW) Stock Looks Like It Trades At A Discount](https://finance.yahoo.com/markets/stocks/articles/corning-glw-stock-looks-trades-121456141.html?.tsrc=rss) (source, 2026-11-05) - [Corning: 3 Key Takeaways for Long-Term Investors](https://www.fool.com/earnings/takeaways/2026/11/03/corning-3-key-takeaways-for-long-term-investors/?.tsrc=rss) (source, 2026-11-03) - [Cell Harvesting - Global Strategic Business Report: Capitalize on 7.6% CAGR to US$516.3 Million by 2030 as Thermo Fisher Scientific, PerkinElmer, Corning and Sartorius Accelerate Automation](https://finance.yahoo.com/healthcare/articles/cell-harvesting-global-strategic-business-151400593.html?.tsrc=rss) (source, 2026-11-03) - [3D Cell Culture - Global Strategic Business Report: Capitalize on 13.9% CAGR to US$3.9 Billion by 2030 as Agilent, Corning, GE Healthcare and Bio-Rad Reshape Drug Discovery](https://finance.yahoo.com/healthcare/articles/3d-cell-culture-global-strategic-151200221.html?.tsrc=rss) (source, 2026-11-03) ## FAQ ### What does Corning do? Corning makes specialty glass and materials: optical fiber for telecommunications, display glass for screens, and precision glass for advanced devices, sold across multiple end markets. ### How is Corning exposed to AI? Hyperscalers buy its optical fiber in volume to wire AI data centers, making AI orders the clearest growth driver in its optical segment. Supercycle rates its AI Exposure Score at 42 out of 100. ### What are Corning's main AI-related products? Optical fiber for AI data center interconnection, high-density fiber solutions for dense server connectivity, advanced display glass, and precision glass for AR and VR devices. ### Is GLW a pure play AI stock? No. Corning's optical segment rides AI demand, but large legacy display and specialty glass businesses remain. Its score of 42 out of 100 reflects that meaningful but partial exposure. ### Where is Corning based and who leads it? Corning is headquartered in Corning, New York, and is led by CEO Wendell Weeks. Founded in 1851, it employs roughly 67,200 people and trades on the NYSE. --- Source: https://supercyclehq.com/stock/corning-inc. Data as of 2026-11-06. Prices are end-of-day closes, never live. Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI. Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset.