$GLW — X 투자자들은 지금 무슨 이야기를 하나

$GLWCorning Inc · Hardware, Equipment & Parts · 1382억 달러

$162.80

프리마켓+1.4%

이벤트 흐름

주요 이벤트 · 시간순

22건

2026-10-01기업호재
코닝, AT&T와 30억 달러 규모 계약으로 AI 광대역용 광섬유 사업 강화
AT&T와의 다년 계약으로 미국 광대역 사업 확장, AI와 데이터 성장 속 광섬유 수요 증가
첫날 +4.3%
2026-09-29기업호재
AT&T, Corning, 30억 달러 규모 다년간 광섬유 공급 계약 체결
이번 계약은 AT&T의 미국 네트워크 확장과 2030년까지 60M 미국인에게 광섬유를 제공하려는 목표를 지원하며, Corning의 광섬유 수요를 늘릴 전망
첫날 +4.7% · 현재까지 +1.1%

이전 이벤트 20건

2026-09-22제품호재
Qualcomm AI Optical Interconnect Pact with Lumentum & Corning영어 원문
Qualcomm unveils AI optical interconnect pact with Lumentum and Corning, positioning Corning as key supplier.
첫날 +0.4% · 5일 후 -0.6%
전개 과정 2회
- 2026-09-22 Aims for ~10 Tb/s low-power chip-to-chip bandwidth, signaling optics moving closer to the chip
- 2026-09-22 Qualcomm unveils AI optical interconnect pact with Lumentum and Corning, positioning Corning as key supplier.
2026-09-128-K 공시
8-K: 기타 주요 사항
첫날 -13.7% · 5일 후 +10.7%
2026-09-09 → 09-10기업호재
Verizon and Corning Sign Multi-Year, Multi-Billion Dollar Fiber Supply Agreement Including 80 Million Miles영어 원문
Deal secures high-density fiber supply for broadband expansion and AI infrastructure, market reacts positively
첫날 +1.5% · 5일 후 -14.4%
전개 과정 2회
- 2026-09-09 Deal secures high-density fiber supply for Verizon's broadband and AI infrastructure, boosting Corning's long-term demand visibility.
- 2026-09-10 Deal secures high-density fiber supply for broadband expansion and AI infrastructure, market reacts positively
2026-08-20기업호재
Zayo Expands Corning Fiber Deal for 15,000-Mile AI Network영어 원문
Zayo expands strategic fiber supply agreement with Corning, securing significant fiber requirements for AI network buildout, reinforcing Corning's role in AI infrastructure.
첫날 -0.7% · 5일 후 +0.9%
2026-08-17기업
Corning CEO Says Tariff Immunity Hinges on Strategic Choice영어 원문
CEO discusses key tariff decision on Mad Money, affecting costs and competitiveness
첫날 +4.3% · 5일 후 -16.0%
2026-08-17M&A·자금조달
AMG National Trust Takes $8.91M Position in Corning영어 원문
13F filing shows new 34,900-share position, indicating institutional interest
첫날 +4.3% · 5일 후 -16.0%
2026-08-11애널리스트호재
Apple's 2027 All-Glass iPhone Still Planned, Benefiting Corning영어 원문
Apple's 20th-anniversary glass iPhone plan persists, potentially boosting Corning glass demand expectations
첫날 +0.9% · 5일 후 +0.4%
전개 과정 2회
- 2026-08-11 Jefferies supply chain checks indicate poor yields, cancelling all-glass iPhone; PT cut to $263.66
- 2026-08-11 Apple's 20th-anniversary glass iPhone plan persists, potentially boosting Corning glass demand expectations
2026-08-11애널리스트호재
Corning Upgraded to Buy on Improved Fundamentals, Multiple Positive Catalysts영어 원문
Seekingalpha upgrade to Buy reinforced by Q2 beat and Apple glass iPhone rumors, two independent sources
첫날 +0.9% · 5일 후 +0.4%
2026-08-04애널리스트호재
Truist Upgrades Corning to Buy, Cuts PT to $175영어 원문
Multiple sources see pullback as entry, but PT cut reflects adjusted expectations
첫날 +9.0% · 5일 후 -0.4%
2026-08-03애널리스트호재
Truist Securities: 투자의견 상향 → Buy
첫날 +6.1% · 5일 후 +7.6%
2026-07-29 → 07-31실적호재
Corning Q2 Beats Estimates, Highlights AI Infrastructure & Optical Growth영어 원문
Multiple sources highlight AI data center driving optical demand, but premium valuation and execution risks remain
첫날 -1.6% · 5일 후 +26.3%
전개 과정 3회
- 2026-07-29 Earnings call highlights AI demand and Springboard plan to drive sales and profitability expansion
- 2026-07-30 CEO unveils Springboard plan targeting $40B annual sales, reinforcing AI narrative
- 2026-07-31 Multiple sources highlight AI data center driving optical demand, but premium valuation and execution risks remain
2026-07-27 → 07-30M&A·자금조달악재
Multiple Institutions Reduce Corning Holdings영어 원문
Asset manager Amundi discloses 15% stake reduction, adding to institutional selling trend
첫날 -2.2% · 5일 후 +2.3%
전개 과정 3회
- 2026-07-27 Bank of Nova Scotia and First Trust Advisors cut stakes in Q1
- 2026-07-29 Post-earnings, multiple banks cut PTs; BofA removes from US 1 List
- 2026-07-30 Asset manager Amundi discloses 15% stake reduction, adding to institutional selling trend
2026-07-25 → 07-28실적
Corning to report earnings before market open July 28영어 원문
Q2 revenue and EPS beat estimates on optical and solar growth, but Q3 guidance missed expectations, pressuring shares
첫날 -2.2% · 5일 후 +2.3%
전개 과정 4회
- 2026-07-25 Multiple sources confirm timing; focus on guidance amid AI photonics demand
- 2026-07-27 Multiple X accounts confirm earnings date, market watches results
- 2026-07-28 Revenue/profit grow on AI optical demand; stock falls on in-line guidance
- 2026-07-28 Q2 revenue and EPS beat estimates on optical and solar growth, but Q3 guidance missed expectations, pressuring shares
2026-07-28실적
실적 발표
첫날 -12.1% · 5일 후 +26.9%
2026-07-288-K 공시
8-K: 실적 공시
첫날 -12.1% · 5일 후 +26.9%
2026-07-21M&A·자금조달호재
Baader Bank and Andra AP Fonden Boost Corning Stakes영어 원문
Baader Bank raised stake by 179.2%, Andra AP by 429.5%, showing institutional accumulation.
첫날 +6.1% · 5일 후 -22.4%
전개 과정 2회
- 2026-07-21 Two institutions significantly raised their Corning holdings per latest 13F filings, indicating institutional confidence.
- 2026-07-21 Baader Bank raised stake by 179.2%, Andra AP by 429.5%, showing institutional accumulation.
2026-07-16 → 07-17기타악재
Corning stock down 36% from June peak, hits historical technical support영어 원문
Multiple sources show Corning falling with the AI infrastructure complex, though less than most peers
첫날 -9.2% · 5일 후 -1.5%
전개 과정 2회
- 2026-07-16 Multiple independent technical sources note GLW near key support, historical signals suggest higher odds of short-term bounce
- 2026-07-17 Multiple sources show Corning falling with the AI infrastructure complex, though less than most peers
2026-07-15애널리스트호재
Corning highlighted by multiple sources as beneficiary of AI fiber demand영어 원문
Zacks and multiple analysts independently cite Corning's position in fiber, 5G, and AI data center demand
첫날 -7.1% · 5일 후 -11.7%
2026-07-13애널리스트호재
Citi raises Corning PT to $240영어 원문
Citi maintains Buy, PT raised from $225 to $240
첫날 -4.1% · 5일 후 -16.4%
2026-06-09내부자 매도악재
내부자 매도 1860만 달러 (내부자 1명)
첫날 -7.3% · 5일 후 +2.0%

①

강세 vs 약세

방향별 정리 · 원문 링크

호재 요인0

아직 항목이 없어요

리스크 요인0

아직 항목이 없어요

최근 2주간 X 신뢰 작성자 의견을 AI가 묶은 주장이며, 수치는 독립 작성자 수다. 언급량은 방향을 예측하지 않는다 · 투자 권유 아님

⑩

토론

첫 댓글을 남겨 보세요

서로 존중 · 의견은 작성자 본인 책임 · 투자 권유 아님

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사실과 의견을 구분해 표시 · 모든 항목 원문 확인 가능 · 본 정보는 투자 권유를 목적으로 하지 않으며, 투자 판단과 그 결과에 대한 책임은 투자자 본인에게 있습니다.

이벤트 흐름

주요 이벤트 · 시간순

22건

2026-10-01기업호재
코닝, AT&T와 30억 달러 규모 계약으로 AI 광대역용 광섬유 사업 강화
AT&T와의 다년 계약으로 미국 광대역 사업 확장, AI와 데이터 성장 속 광섬유 수요 증가
첫날 +4.3%
2026-09-29기업호재
AT&T, Corning, 30억 달러 규모 다년간 광섬유 공급 계약 체결
이번 계약은 AT&T의 미국 네트워크 확장과 2030년까지 60M 미국인에게 광섬유를 제공하려는 목표를 지원하며, Corning의 광섬유 수요를 늘릴 전망
첫날 +4.7% · 현재까지 +1.1%
2026-09-22제품호재
Qualcomm AI Optical Interconnect Pact with Lumentum & Corning영어 원문
Qualcomm unveils AI optical interconnect pact with Lumentum and Corning, positioning Corning as key supplier.
첫날 +0.4% · 5일 후 -0.6%
전개 과정 2회
- 2026-09-22 Aims for ~10 Tb/s low-power chip-to-chip bandwidth, signaling optics moving closer to the chip
- 2026-09-22 Qualcomm unveils AI optical interconnect pact with Lumentum and Corning, positioning Corning as key supplier.
2026-09-128-K 공시
8-K: 기타 주요 사항
첫날 -13.7% · 5일 후 +10.7%
2026-09-09 → 09-10기업호재
Verizon and Corning Sign Multi-Year, Multi-Billion Dollar Fiber Supply Agreement Including 80 Million Miles영어 원문
Deal secures high-density fiber supply for broadband expansion and AI infrastructure, market reacts positively
첫날 +1.5% · 5일 후 -14.4%
전개 과정 2회
- 2026-09-09 Deal secures high-density fiber supply for Verizon's broadband and AI infrastructure, boosting Corning's long-term demand visibility.
- 2026-09-10 Deal secures high-density fiber supply for broadband expansion and AI infrastructure, market reacts positively

이전 이벤트 17건

2026-08-20기업호재
Zayo Expands Corning Fiber Deal for 15,000-Mile AI Network영어 원문
Zayo expands strategic fiber supply agreement with Corning, securing significant fiber requirements for AI network buildout, reinforcing Corning's role in AI infrastructure.
첫날 -0.7% · 5일 후 +0.9%
2026-08-17기업
Corning CEO Says Tariff Immunity Hinges on Strategic Choice영어 원문
CEO discusses key tariff decision on Mad Money, affecting costs and competitiveness
첫날 +4.3% · 5일 후 -16.0%
2026-08-17M&A·자금조달
AMG National Trust Takes $8.91M Position in Corning영어 원문
13F filing shows new 34,900-share position, indicating institutional interest
첫날 +4.3% · 5일 후 -16.0%
2026-08-11애널리스트호재
Apple's 2027 All-Glass iPhone Still Planned, Benefiting Corning영어 원문
Apple's 20th-anniversary glass iPhone plan persists, potentially boosting Corning glass demand expectations
첫날 +0.9% · 5일 후 +0.4%
전개 과정 2회
- 2026-08-11 Jefferies supply chain checks indicate poor yields, cancelling all-glass iPhone; PT cut to $263.66
- 2026-08-11 Apple's 20th-anniversary glass iPhone plan persists, potentially boosting Corning glass demand expectations
2026-08-11애널리스트호재
Corning Upgraded to Buy on Improved Fundamentals, Multiple Positive Catalysts영어 원문
Seekingalpha upgrade to Buy reinforced by Q2 beat and Apple glass iPhone rumors, two independent sources
첫날 +0.9% · 5일 후 +0.4%
2026-08-04애널리스트호재
Truist Upgrades Corning to Buy, Cuts PT to $175영어 원문
Multiple sources see pullback as entry, but PT cut reflects adjusted expectations
첫날 +9.0% · 5일 후 -0.4%
2026-08-03애널리스트호재
Truist Securities: 투자의견 상향 → Buy
첫날 +6.1% · 5일 후 +7.6%
2026-07-29 → 07-31실적호재
Corning Q2 Beats Estimates, Highlights AI Infrastructure & Optical Growth영어 원문
Multiple sources highlight AI data center driving optical demand, but premium valuation and execution risks remain
첫날 -1.6% · 5일 후 +26.3%
전개 과정 3회
- 2026-07-29 Earnings call highlights AI demand and Springboard plan to drive sales and profitability expansion
- 2026-07-30 CEO unveils Springboard plan targeting $40B annual sales, reinforcing AI narrative
- 2026-07-31 Multiple sources highlight AI data center driving optical demand, but premium valuation and execution risks remain
2026-07-27 → 07-30M&A·자금조달악재
Multiple Institutions Reduce Corning Holdings영어 원문
Asset manager Amundi discloses 15% stake reduction, adding to institutional selling trend
첫날 -2.2% · 5일 후 +2.3%
전개 과정 3회
- 2026-07-27 Bank of Nova Scotia and First Trust Advisors cut stakes in Q1
- 2026-07-29 Post-earnings, multiple banks cut PTs; BofA removes from US 1 List
- 2026-07-30 Asset manager Amundi discloses 15% stake reduction, adding to institutional selling trend
2026-07-25 → 07-28실적
Corning to report earnings before market open July 28영어 원문
Q2 revenue and EPS beat estimates on optical and solar growth, but Q3 guidance missed expectations, pressuring shares
첫날 -2.2% · 5일 후 +2.3%
전개 과정 4회
- 2026-07-25 Multiple sources confirm timing; focus on guidance amid AI photonics demand
- 2026-07-27 Multiple X accounts confirm earnings date, market watches results
- 2026-07-28 Revenue/profit grow on AI optical demand; stock falls on in-line guidance
- 2026-07-28 Q2 revenue and EPS beat estimates on optical and solar growth, but Q3 guidance missed expectations, pressuring shares
2026-07-28실적
실적 발표
첫날 -12.1% · 5일 후 +26.9%
2026-07-288-K 공시
8-K: 실적 공시
첫날 -12.1% · 5일 후 +26.9%
2026-07-21M&A·자금조달호재
Baader Bank and Andra AP Fonden Boost Corning Stakes영어 원문
Baader Bank raised stake by 179.2%, Andra AP by 429.5%, showing institutional accumulation.
첫날 +6.1% · 5일 후 -22.4%
전개 과정 2회
- 2026-07-21 Two institutions significantly raised their Corning holdings per latest 13F filings, indicating institutional confidence.
- 2026-07-21 Baader Bank raised stake by 179.2%, Andra AP by 429.5%, showing institutional accumulation.
2026-07-16 → 07-17기타악재
Corning stock down 36% from June peak, hits historical technical support영어 원문
Multiple sources show Corning falling with the AI infrastructure complex, though less than most peers
첫날 -9.2% · 5일 후 -1.5%
전개 과정 2회
- 2026-07-16 Multiple independent technical sources note GLW near key support, historical signals suggest higher odds of short-term bounce
- 2026-07-17 Multiple sources show Corning falling with the AI infrastructure complex, though less than most peers
2026-07-15애널리스트호재
Corning highlighted by multiple sources as beneficiary of AI fiber demand영어 원문
Zacks and multiple analysts independently cite Corning's position in fiber, 5G, and AI data center demand
첫날 -7.1% · 5일 후 -11.7%
2026-07-13애널리스트호재
Citi raises Corning PT to $240영어 원문
Citi maintains Buy, PT raised from $225 to $240
첫날 -4.1% · 5일 후 -16.4%
2026-06-09내부자 매도악재
내부자 매도 1860만 달러 (내부자 1명)
첫날 -7.3% · 5일 후 +2.0%

$GLW (Corning Inc) — X 투자자 토론

5팩터 평가: 하위 등급 (섹터 내 백분위 20.8)

최근 토론 이슈

$GLW 종목을 가장 많이 언급한 신뢰 작성자

$GLW 종목이 등장한 최근 헤드라인

$GLW (Corning Inc) — X 투자자 토론

5팩터 평가: 하위 등급 (섹터 내 백분위 20.8)

최근 토론 이슈

$GLW 종목을 가장 많이 언급한 신뢰 작성자

$GLW 종목이 등장한 최근 헤드라인

코닝, AT&T와 30억 달러 규모 계약으로 AI 광대역용 광섬유 사업 강화

AT&T, Corning, 30억 달러 규모 다년간 광섬유 공급 계약 체결

Qualcomm AI Optical Interconnect Pact with Lumentum & Corning영어 원문

8-K: 기타 주요 사항

Verizon and Corning Sign Multi-Year, Multi-Billion Dollar Fiber Supply Agreement Including 80 Million Miles영어 원문

Zayo Expands Corning Fiber Deal for 15,000-Mile AI Network영어 원문

Corning CEO Says Tariff Immunity Hinges on Strategic Choice영어 원문

AMG National Trust Takes $8.91M Position in Corning영어 원문

Apple's 2027 All-Glass iPhone Still Planned, Benefiting Corning영어 원문

Corning Upgraded to Buy on Improved Fundamentals, Multiple Positive Catalysts영어 원문

Truist Upgrades Corning to Buy, Cuts PT to $175영어 원문

Truist Securities: 투자의견 상향 → Buy

Corning Q2 Beats Estimates, Highlights AI Infrastructure & Optical Growth영어 원문

Multiple Institutions Reduce Corning Holdings영어 원문

Corning to report earnings before market open July 28영어 원문

실적 발표

8-K: 실적 공시

Baader Bank and Andra AP Fonden Boost Corning Stakes영어 원문

Corning stock down 36% from June peak, hits historical technical support영어 원문

Corning highlighted by multiple sources as beneficiary of AI fiber demand영어 원문

Citi raises Corning PT to $240영어 원문

내부자 매도 1860만 달러 (내부자 1명)