GLW Corning Incorporated Loading... : Bullish and Bearish Analyst Opinions
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15:27
Jul 17
Jul 17
Author notes uncertainty from CPO delay reports and Corning's glass bridge, but does not state a position or forward-looking trade.
LOW
14:02
Jul 17
Jul 17
The author warns of a stealth correction with many former leaders down over 40%, but advises tightening stops rather than indiscriminate exits, maintaining a cautious watch on listed names.
LOW
00:06
Jul 17
Jul 17
Margin unwind hitting good tech, watch.
Parabolic rallies in data center component stocks (memory, storage, plumbing) were driven by leverage and call-option speculation. Now margin calls are forcing selling despite strong fundamentals. The unwind is healthy, but the margin clerks have not finished. Once the forced selling abates, these good companies will present buying opportunities. Watch for the bottom.
HIGH
20:17
Jul 16
Jul 16
Buy GLW as a photonics materials/fiber play within AI buildout theme; author sees current selloff as leverage/sentiment-driven rather than fundamental deterioration.
MED
10:11
Jul 16
Jul 16
JPMorgan raises its price target on Corning to 200 dollars from 185 dollars per share.
00:45
Jul 13
Jul 13
Watch GLW as Morgan Stanley sees potential in its glass bridge technology for CPO/AI interconnect, though near-term displacement of incumbent FAU suppliers like FOCI is limited.
MED
00:14
Jul 13
Jul 13
Author is excited for photonics earnings season and asks which names others are watching, but does not state a personal position or forward call on any ticker.
LOW
17:33
Jul 10
Jul 10
Identified as a potential beneficiary of oversupply at the laser/transceiver layer if higher volumes drive more fiber deployment; author poses this as an open question, not a directional call.
MED
22:40
Jul 09
Jul 09
Author cites a positive read-through for GLW from optical cables update and notes that more laser/transceiver volume drives more fiber deployment demand; no explicit directional commitment.
MED
16:39
Jul 09
Jul 09
Goldman projects massive growth in AI optical component spend (15B→154B by 2028) and NVIDIA committed $2B each to Coherent/Lumentum, highlighting the entire optical supply chain as a potential beneficiary.
LOW
16:05
Jul 09
Jul 09
Buy GLW as an optical components supplier; GS supply-demand check across optical cables and devices shows constraint remains intact despite capacity ramps, supporting the AI buildout demand thesis for the photonics basket.
MED
00:26
Jul 09
Jul 09
Goldman Sachs optical cables supply/demand update cited as a read-through for GLW; no explicit directional stance from author.
LOW
16:33
Jul 08
Jul 08
Author flags a positive read-through for GLW from GS optical cables update showing severe supply constraints through end of 2027 with steady double-digit price increases.
LOW
09:33
Jul 08
Jul 08
The author describes a prior run-up in Corning as unprecedented and too fast, now asking for opinions at $180 without taking a current position.
LOW
17:01
Jul 07
Jul 07
Long GLW as a high-conviction AI name the author holds. Down -13.6% in prior context; author explicitly owns and plans to keep for the foreseeable future.
MED
20:17
Jul 06
Jul 06
Buy GLW on a 13% five-day pullback; stock is anchored by three major hyperscale contracts (NVIDIA 10x-capacity partnership, Meta deal up to $6B, Amazon multi-billion agreement), making the selloff sentiment-driven rather than fundamental.
MED
05:37
Jul 05
Jul 05
Author promotes an article about recent photonics buys and discusses this ticker among several names, but the tweet does not identify which named tickers were actually bought; watch as bullish sector/research context, not a confirmed ticker-specific long.
02:42
Jul 05
Jul 05
The author shares a VCSEL CPO article link with a list of tickers as research context, not a personal position or trade call.
LOW
22:49
Jul 03
Jul 03
Corning (GLW) appears in the list of companies the article deems relevant; optical components and fiber are central to the photonics theme the author is bullish on.
Corning (GLW) appears in the list of companies the article deems relevant; optical components and fiber are central to the photonics theme the author is bullish on.
Risk: Sensitivity to telecom spending slowdowns.
20:04
Jul 02
Jul 02
Author asks about preferred entry levels for GLW without stating a position or directional view.
LOW
19:12
Jul 02
Jul 02
Author dismisses a Bloomberg-driven semi selloff as overblown, arguing Meta's capex signals real demand, but lists only price drops and a factual rebuttal without stating any current positions.
LOW
16:31
Jul 02
Jul 02
Buy these photonics names for a short-term relief bounce given oversold conditions, as the speaker expects a reversal early next week.
MED
15:18
Jul 02
Jul 02
Author describes a contrarian sentiment rule: sell when X sentiment gets euphoric and buy when it panics; no explicit current GLW position, sale, or close is stated.
00:03
Jul 02
Jul 02
Fiber replaces copper, decline excessive.
Corning's decline as the worst S&P 500 stock today seems extreme. The company's fiber technology could replace copper in data centers, including connectors and eventually even within chips, offering a future growth story.
MED
23:44
Jul 01
Jul 01
Corning's fiber will replace copper in data centers.
Corning's stock decline is extreme, as its fiber could replace copper in data centers as connectors and eventually within the chips themselves.
MED
21:03
Jul 01
Jul 01
Long GLW as a high-conviction AI-linked holding; author explicitly owns and intends to hold through current weakness (-13.6% on the day).
MED
19:08
Jul 01
Jul 01
Author exited entire GLW position after previously being bullish, citing social media posts as catalyst for reversal.
MED
04:59
Jul 01
Jul 01
Notes a positive article about GLW's relevance in infrastructure buildouts, but no personal directional commitment or catalyst.
LOW
02:54
Jul 01
Jul 01
Author bought ON and MXL at the open and sold GLW at 269, acting on a parent strategy of buying strongest names with medium-term tailwinds.
15:59
Jun 30
Jun 30
Named as glass core substrate materials innovator for next-generation advanced packaging in AI chiplet architectures; thematic basket mention.
MED
About GLW Analyst Coverage
Buzzberg tracks GLW (Corning Incorporated) across 42 sources. 100 bullish vs 2 bearish calls from 47 analysts. Sentiment: predominantly bullish (45%). 219 total trade ideas tracked. Past 7 days: 1 bullish, 6 watch. Latest voices: aleabitoreddit, Mark Minervini, Jim Cramer.