GLW
Corning IncTechnology · $123.6B market cap
Verdict
Share price
$164.19
close of Oct 3, 2026
Fair value
$56.84
Sticker Price
Payback Price
$22.74
buy price
GLW is Overpriced: at $164.19 it trades 189% above its fair value of $56.84. Its buy price (Payback Price) is $22.74, 86% below today's price. Business quality is limited: none of the 5 key numbers clears the 10% bar.
How we valued it
Owner Earnings. Earnings have been shrinking, but the business still generates cash, so we value it on its cash flow instead of its earnings.
Business quality
0 of 5 clear the 10% bar. What are the Big Five?
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5 of the investors we track hold GLW. In Q2 2026, 2 trimmed and 1 sold out. Who we track
Stephen Mandel
Lone Pine Capital · as of Q2 2026
$696.8M
2,728,058 shares
Mairs & Power Funds
Mairs & Power Funds · as of Q2 2026
$21.8M
85,447 shares
Dodge & Cox Funds
Dodge & Cox Funds · as of Q2 2026
$8.9M
34,665 shares
Steven Check
Check Capital Management · as of Q2 2026
$1.3M
5,050 shares
Lee Ainslie
Maverick Capital · as of Q2 2026
$1.2M
4,774 shares
Insider activity
Since Jun 22, 2026: no open-market purchases, 2 sales worth $3.5M and 5 other filings (stock awards, tax withholding and similar). Why purchases matter
Sales
Gullo Michelle L
Senior Vice President & CHRO · 2026-09-04
Sold
$1.5M
STEVERSON LEWIS A
Vice Chairman, EVP and CLAO · 2026-08-28
Sold
$2.0M
Other filings
About Corning Inc
Corning Incorporated operates in optical communications, display, specialty materials, automotive, and life sciences businesses in the United States, Canada, Mexico, Japan, Taiwan, China, South Korea, Germany, and internationally. The company provides optical fibers and cables; and hardware and equipment products, such as cable assemblies, fiber optic hardware and connectors, optical components and couplers…
Hardware, Equipment & Parts
Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works