Corning Incorporated ($GLW) Stock Forecast: Down 6.9% Today

What is Corning Incorporated?

Corning Incorporated (GLW) is a leading technology company specializing in materials science, producing a wide range of products such as glass, ceramics, and optical fiber. The company has been experiencing a bullish trend in the market, driven by strategic partnerships and strong financial performance.

Why is Corning Incorporated going down?

GLW stock is down 6.9% on Feb 13, 2026 14:46

• The recent bearish movement in Corning's stock (GLW) can be attributed to insider selling activities, with the Executive Vice President & Chief Commercial Development Officer, John Zhang, selling a significant number of shares. This could have raised concerns among investors about the company's future prospects.
• Despite the positive news of securing a multi-billion dollar fiber optic supply deal with Meta Platforms and exceeding operating margin targets, the overvaluation of the stock compared to its intrinsic value and high P/E ratio may have led to profit-taking by insiders and investors.
• The market might be reacting to the stretched valuation multiples and the pattern of insider selling, indicating a potential lack of confidence in the sustainability of the stock's rally. Investors may be cautious about the company's ability to meet its ambitious sales targets outlined in the Springboard plan amidst the current market and operational risks.

GLW Price Chart

GLW Technical Analysis

GLW News

AI Deals Drives Corning (GLW) Shares Up 50% In 2026: Can the Rally Continue?

Corning (GLW) shares have surged over 50% year-to-date in 2026, driven by a $6 billion multiyear fiber optic supply deal with Meta Platforms for AI data centers and strong Q4 earnings. The company also surpassed its 20% operating margin target a year early and upgraded its "Springboard" plan to target $11 billion in incremental annualized sales by 2028. While valuation multiples are stretched, Wall Street anticipates significant earnings growth, suggesting the rally could be sustainable if AI infrastructure buildout continues.

https://247wallst.com/investing/2026/02/13/ai-deals-drives-corning-glw-shares-up-50-in-2026-can-the-rally-continue/

Lodge Hill Capital LLC Sells 25,000 Shares of Mohawk Industries, Inc. $MHK

Lodge Hill Capital LLC recently reduced its stake in Mohawk Industries, Inc. (NYSE:MHK) by selling 25,000 shares, bringing its total holdings to 372,480 shares, valued at $48.02 million. This sale represents a 6.3% decrease in their position, though Mohawk Industries remains their third-largest holding. Other institutional investors like Invesco Ltd. and State Street Corp, however, increased their positions in the company during the same period.

https://www.marketbeat.com/instant-alerts/filing-lodge-hill-capital-llc-sells-25000-shares-of-mohawk-industries-inc-mhk-2026-02-13/

Insider Sell: John Zhang Sells Shares of Corning Inc (GLW)

John Zhang, Executive Vice President & Chief Commercial Development Officer at a Corning Inc subsidiary, sold 1,531 shares of GLW on February 12, 2026, and now owns no shares of the company. Over the past year, Zhang has sold a total of 20,353 shares with no purchases, contributing to a pattern of 38 insider sells and no buys for Corning Inc in the same period. The stock is currently trading at $133.75, which is significantly overvalued compared to its GF Value of $51.50, and its P/E ratio of 71.47 is higher than both the industry median and the company's historical median.

https://www.gurufocus.com/news/8613155/insider-sell-john-zhang-sells-shares-of-corning-inc-glw

John Zhang Sells 1,531 Shares of Corning (NYSE:GLW) Stock

John Zhang, VP of Corning, sold 1,531 shares of GLW stock for over $204,000. This insider sale comes as Corning recently reported strong quarterly earnings, secured a significant Meta AI fiber/cable contract, and saw its stock rise to near a 12-month high. Despite positive momentum and analyst upgrades, other insiders have also sold shares, and the stock trades at a high P/E ratio, which may dampen sentiment.

https://www.marketbeat.com/instant-alerts/john-zhang-sells-1531-shares-of-corning-nyseglw-stock-2026-02-12/

CORNING INC /NY SEC 10-K Report

Corning Inc. has released its 2025 Form 10-K report, highlighting a year of significant financial growth with net sales rising by 19% to $15,629 million and core net income increasing by 29%. The company saw strong performance in optical communications driven by generative AI demand and introduced new products and expanded manufacturing capabilities globally. Looking ahead, Corning's Springboard plan aims for $4 billion in incremental core sales by 2026, targeting sustained growth despite market and operational risks.

https://www.tradingview.com/news/tradingview:ff8403fcf1371:0-corning-inc-ny-sec-10-k-report/

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Corning Incorporated Price History

06.01.2026 - GLW Stock was up 8.6%

• Corning's stock price rise is linked to its strong Q4 2025 financial results. The report revealed a 14% increase in sales and a 26% rise in EPS, surpassing analyst forecasts.
• Despite the positive performance, concerns have arisen about the stock potentially being overvalued, given its high P/E ratio and the RSI indicating an overbought status.
• Recent insider selling, notably by Li Fang, who divested all shares, has sparked investor caution, hinting at internal doubts within the company.
• The introduction of new options contracts for Corning Inc. offers investors diverse approaches to either generate income or purchase shares at a reduced price, reflecting varied market sentiments on the stock's future trajectory.

06.01.2026 - GLW Stock was up 5.6%

• The bullish movement in GLW stock today can be attributed to the company's outstanding 2025 results, with annual sales up 13% to $16.41 billion and a positive outlook for Q1 2026.
• The insider selling activity by Li Fang, Senior Vice President, might have initially raised concerns among investors, but the overall market sentiment seems to have been overshadowed by the positive financial performance and growth forecasts.
• The availability of new options contracts for GLW, offering strategies for income generation and share acquisition, could have also contributed to the bullish movement as investors explore different trading opportunities.
• The recognition of Corning as a hidden winner in the AI investing space, providing essential infrastructure for data center build-outs, might have attracted investor interest and boosted the stock's performance today.

29.00.2026 - GLW Stock was down 7.5%

• The bearish movement in Corning Inc.'s stock (GLW) today could be attributed to profit-taking by investors after the company reported strong Q4 2025 results and a positive outlook for 2026.
• Despite the impressive financial performance and growth projections, investors might be concerned about the stock trading above its fair value, as mentioned in the analysis about Coherent Corp.
• Additionally, recent developments of Saba Capital Management reducing its stake in BlackRock ESG Capital Allocation Trust (ECAT) could have created some negative sentiment around investment funds, impacting Corning's stock price.
• The overall market reaction might have been influenced by the broader tech industry updates, such as Intel's potential role in manufacturing Nvidia GPUs and the positive sentiment from Intel's CFO purchasing company stock, leading to a shift in investor focus away from Corning temporarily.

30.00.2026 - GLW Stock was up 5.2%

• Corning Inc. (GLW) experienced a bullish market movement today, possibly driven by positive industry outlook and highlighted as a "cash cow" stock with high Return on Equity (ROE).
• The Zacks Communication Components industry, where Corning operates, is expected to benefit from increased demand for scalable infrastructure driven by IoT, 5G, and fiber/cloud densification.
• The company's performance might have been influenced by the overall economic strength, tech rally, and stable interest rates, as highlighted in various recommendations of stocks with high ROE for investment.
• Corning's bullish movement could also be attributed to the positive sentiment around tech companies like Apple, which posted stellar earnings and is anticipated to have a strong growth cycle, indicating a favorable tech market environment.

13.01.2026 - GLW Stock was down 6.9%

• The recent bearish movement in Corning's stock (GLW) can be attributed to insider selling activities, with the Executive Vice President & Chief Commercial Development Officer, John Zhang, selling a significant number of shares. This could have raised concerns among investors about the company's future prospects.
• Despite the positive news of securing a multi-billion dollar fiber optic supply deal with Meta Platforms and exceeding operating margin targets, the overvaluation of the stock compared to its intrinsic value and high P/E ratio may have led to profit-taking by insiders and investors.
• The market might be reacting to the stretched valuation multiples and the pattern of insider selling, indicating a potential lack of confidence in the sustainability of the stock's rally. Investors may be cautious about the company's ability to meet its ambitious sales targets outlined in the Springboard plan amidst the current market and operational risks.

03.01.2026 - GLW Stock was up 6.6%

• Corning's upward trend today is linked to JPMorgan reiterating an Overweight rating, pointing to strong LCD panel prices and the data center connectivity deal with Meta.
• The sale of 25,000 shares by retired president Eric Musser could have caused initial uncertainty but did not affect investors' positive view on the stock.
• Emphasis on fiber optics and technological advancements in this sector likely contributed to investor confidence in Corning's long-term growth.
• Corning's strategic positioning and favorable market developments appear to have driven the positive movement in its stock today.

04.01.2026 - GLW Stock was down 5.6%

• The decline in Corning's stock price today may be linked to the revenue falling slightly below expectations in its Q4 earnings.
• Despite the positive industry demand and optimistic outlook from management, investors may have responded poorly to the revenue miss, leading to a sell-off.
• During the earnings call, questions from analysts about future customer agreements, the Meta deal's impact on market share, and the potential for margin growth could have influenced investor sentiment and contributed to the downward movement.
• Some investors may have shifted their investments to opportunities such as Amphenol's acquisition of CommScope's division for improved fiber optic offerings in AI data centers, which could have further impacted Corning's stock price.

28.00.2026 - GLW Stock was down 5.2%

• Strong Q4 earnings and increased sales targets were announced by Corning, yet its stock saw a drop, potentially due to lofty investor expectations following a recent uptrend.
• Investor confidence in Corning may have been diluted by news of a possible partnership between Intel and Nvidia for GPU production, as well as a stock purchase by the CFO.
• Speculation made by Jim Cramer regarding Apple's stock dip caused by a memory shortage impacting tech companies could have drawn attention away from Corning.
• Owens Corning's reintroduction of a premium shingle line likely diverted investor attention from Corning, resulting in a negative impact on its stock performance.

28.00.2026 - GLW Stock was down 5.7%

• Corning's stock declined as a result of investor anticipation following a substantial surge the previous day, highlighting a scenario of profit-taking.
• The failure to sustain momentum from Meta's positive market movement may have played a role in the stock's bearish movement.
• Despite Corning's robust financial performance and enhanced sales growth plan disclosures, market response could reflect profit-taking actions following the recent stock price increase.
• Market sentiment towards Corning appears cautious, potentially influenced by broader market trends and profit realization strategies.

12.01.2026 - GLW Stock was up 5.8%

• Despite the sale of a significant amount of stock by an EVP, Corning (GLW) sustained its bullish trajectory, buoyed by positive developments like securing a major Meta AI fiber deal and announcing dividends.
• The bullish movement was further supported by increased investments from institutional players like Krilogy Financial and Stratos Wealth Partners.
• Analysts, who have assigned a "Moderate Buy" rating to the stock with an average price target of $112.36, also contributed to the overall positive outlook on Corning (GLW).
• Strategic measures such as the implementation of the Springboard plan in conjunction with a new Meta agreement aimed at driving sales growth seemed to have instilled confidence in investors, propelling the stock price upwards.

09.01.2026 - GLW Stock was up 5.0%

• Corning's stock (GLW) surged 18.3% to a new all-time high after posting stellar earnings, tripling its net income, and increasing net sales significantly in 2025.
• The $6 billion partnership with Meta Platforms for fiber optic cable supply further boosted investor confidence in Corning's strategic decisions.
• The explosive demand for high-speed connectivity, particularly for co-packaged optics within servers, has propelled Corning's success in the market.
• The broader market rebound, driven by a recovery in technology stocks and Bitcoin, also contributed to the positive sentiment towards Corning and other related companies.

09.01.2026 - GLW Stock was up 5.0%

• Corning's price target was increased to $125 by UBS, highlighting an expanding optical deal pipeline, including a significant agreement with Meta Platforms, which has contributed to positive investor sentiment.
• Despite previous losses, Corning's strategic focus on fiber optics is now proving successful due to advancements in AI technology. Notably, a $6 billion deal with Meta Platforms and other tech giants emphasizes its key role in high-speed connectivity.
• Stellar earnings performance, with tripled net income and a new billion-dollar fiber optic supply deal with Meta Platforms, led to the stock reaching an all-time high, further reinforcing investor trust.
• The optimistic market outlook on Corning stands out compared to the performance of other companies like Arista Networks and Century Aluminum, indicating a prevailing bullish trend in the fiber optics sector.