Corning Stock Price, News & Analysis

Corning (NYSE:GLW) appointed Ami Badani, chief marketing officer at Arm Holdings, to its Board of Directors effective October 7, 2025. Ms. Badani brings expertise in strategic marketing, portfolio expansion, artificial intelligence, and semiconductor packaging that Corning said aligns with its growth initiatives. She will hold office until Corning’s annual shareholders meeting in spring 2026, when she will stand for election to a one-year term. Her appointment increases the board to 10 directors. The move is positioned as strengthening Corning’s perspective on key end markets and scaling transformative technologies.

QuantumScape (NYSE: QS) and Corning (NYSE: GLW) have announced a strategic partnership to jointly develop ceramic separator manufacturing capabilities for QS's solid-state batteries. The collaboration aims to achieve high-volume production of QS's ceramic separators for commercial applications.

The agreement leverages Corning's expertise in ceramics manufacturing and QS's solid-state battery technology to build a robust ecosystem for rapid industrialization. Dr. Siva Sivaram, CEO of QuantumScape, emphasized that this partnership will help establish the foundation for scalable production of their high-performance solid-state batteries.

Corning (NYSE: GLW) reported outstanding Q2 2025 financial results, with core sales growing 12% year-over-year to $4.05 billion and core EPS increasing 28% to $0.60. The company's core operating margin expanded 160 basis points to 19%, while adjusted free cash flow grew 28% to $451 million.

Notable highlights include Optical Communications' Enterprise sales surging 81% YoY, driven by strong demand for new Gen AI products. For Q3 2025, Corning expects continued strong performance with projected core sales of $4.2 billion and core EPS ranging from $0.63 to $0.67, despite temporary higher costs from ramping up production for Gen AI and U.S.-made solar products.

Corning (NYSE: GLW) has announced its quarterly dividend payment of $0.28 per share. The dividend will be payable on September 29, 2025, to shareholders of record as of August 29, 2025.

This dividend announcement demonstrates Corning's commitment to returning value to shareholders through regular quarterly distributions.

Corning (NYSE:GLW) has announced a strategic collaboration with Broadcom (NASDAQ:AVGO) to develop co-packaged optics (CPO) infrastructure for AI data centers. Corning will supply optical components for Broadcom's Bailly CPO system, the industry's first CPO-based 51.2 terabit per second ethernet switch.

The collaboration focuses on delivering improved optical interconnection density and power savings through Broadcom's system, which incorporates eight 6.4 TBps optical engines co-packaged with StrataXGS® Tomahawk®5 Ethernet switch chip. Corning will provide fiber harnesses including connectors, single mode and polarization maintaining fibers, and fiber array units (FAUs). The company has also launched the CPO FlexConnect™ Fiber, engineered for superior bend performance and enhanced system performance.

Corning (NYSE: GLW) and Samsung Electronics have announced their collaboration on the upcoming Galaxy S25 Edge, which will feature the new Gorilla® Glass Ceramic 2. This innovative display material combines advanced glass technology with embedded crystals, designed specifically for Samsung's slimmest Galaxy S series device yet.

The new glass ceramic material offers enhanced durability through improved crack deflection capabilities while maintaining high optical transparency. The material is further strengthened through Corning's ion exchange process, delivering exceptional durability in a sleek design. The Galaxy S25 Edge launch event will be livestreamed on Samsung's YouTube channel on May 13, 2025 at 9:00 a.m. KST (May 12, 8:00 p.m. EDT).

Corning (NYSE: GLW) has announced a quarterly dividend of $0.28 per share, which will be paid on June 27, 2025, to shareholders of record as of May 30, 2025. This regular dividend announcement demonstrates the company's continued commitment to returning value to shareholders through consistent dividend payments.

Corning (NYSE: GLW) announced significant leadership changes as President and COO Eric Musser plans to retire after 39 years of service. The company revealed strategic promotions: Hal Nelson will become COO, Lewis Steverson has been elected vice chairman, and John Zhang will serve as chief corporate development officer. These changes support Corning's Springboard plan, which aims to add over $4 billion in annualized sales and achieve 20% operating margin by 2026. Under Musser's leadership since 2020, Corning successfully navigated the pandemic and implemented key operational improvements, reaching record productivity levels. The new leadership team, including CFO Ed Schlesinger, will focus on executing the company's growth strategy through its Market-Access Platforms and maintaining operational excellence.

Corning reported strong Q1 2025 results with core sales up 13% to $3.7 billion and core EPS rising 42% to $0.54. The company's Enterprise segment saw remarkable 106% growth, driven by strong demand for Gen AI products.

Key highlights:

• Core operating margin expanded 250 basis points to 18%
• Optical Communications sales grew 46% to $1.36 billion
• Display sales increased 4% to $905 million
• Specialty Materials rose 10% to $501 million

For Q2 2025, Corning expects core sales of approximately $3.85 billion and core EPS between $0.55-$0.59, factoring in $0.01-$0.02 impact from tariffs and $0.03 in temporary costs for Gen AI and solar production ramps. The company is accelerating U.S. manufacturing capacity to meet growing demand for U.S.-made solar products and Gen AI innovations.