Professional
Added to YB: 2025-10-20
Pitch date: 2025-10-16
GLW [neutral]
Corning Incorporated
+2.51%
current return
Author Info
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Company Info
Corning Incorporated operates in optical communications, display technologies, environmental technologies, specialty materials, and life sciences businesses.
Market Cap
$82.3B
Pitch Price
$85.96
Price Target
N/A
Dividend
1.17%
EV/EBITDA
24.95
P/E
61.56
EV/Sales
6.05
Sector
Electronic Equipment, Instruments and Components
Category
growth
The Lion's Roar - Outside the Box Investments | Q3 2025 Investor Letter - Corning Incorporated
GLW (holding update): Benefiting from AI-driven fiber demand, up ~75% YTD trading at 36x P/E. Different from dot-com era (better capital discipline vs $10B acquisitions at 12x EV/sales that caused 99% decline). Risk: multiple compression to mid-teens could cause ~50% downside to $40 vs current ~$80.
Read full article (2 min)