Corning: Rock-Solid Fundamentals Already Priced In

Alan_Lagadu/E+ via Getty Images Investment thesis My previous bullish thesis about Corning (NYSE:GLW) aged well, as the stock returned around 35% to investors since January, substantially outperforming the broader U.S. market. My valuation analysis suggests that GLW became notably overvalued after the strong rally of 2024. On the other hand, I consider the latest earnings report as robust and secular trends are quite positive for Corning. All in all, I think that strong optimism is already priced in and ...