The market expects Corning (GLW) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended September 2025. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on October 28, might help the stock move higher if these key numbers are better ...

Core Insights - Apple is investing $2.5 billion in Corning's Harrodsburg plant to produce all cover glass for iPhones and Apple Watches, marking a significant commitment to American manufacturing [5][6][10] - Corning plans to triple production capacity and increase its workforce by 50% at the Harrodsburg facility, which has been associated with Apple since the original iPhone launch in 2007 [4][16] - By the end of 2026, the Harrodsburg plant will exclusively manufacture cover glass for Apple products, enhancing the collaboration between the two companies [9][10] Company Developments - The partnership between Apple and Corning is set to create the largest and most advanced production line for smartphone glass, combining both companies' expertise [8] - Corning's commitment includes proprietary details related to revenue, technology, and advanced manufacturing processes to support Apple's needs [10][11] - An innovation center will be established at the Kentucky plant to foster research and development, bringing together scientists and engineers [11] Workforce Impact - The current workforce of nearly 350 employees at the Harrodsburg plant is expected to grow to at least 500 due to the expansion [16] - Employees express optimism about the stability and growth opportunities that the deepening ties with Apple will bring to the local community [17][18]

[Music] [Music] Earlier, I showed you my two-part interview with Tim Cook, the CEO of Apple, and Wend Weeks, the chairman and CEO of Corning. We got to talking about their long-standing partnership and Apple's recent decision to double down on it. But I didn't get a chance to celebrate just how successful Corning's been in this environment.Look, this is a company that's famous for making all sorts of specialty glass, including the fiber optic cables that are used to link graphics cards processor at the hear ...

Core Viewpoint - Corning (GLW) has received an upgrade to a Zacks Rank 1 (Strong Buy), indicating a positive outlook for its earnings estimates, which is a significant factor influencing stock prices [1][3]. Earnings Estimates and Stock Price Impact - The Zacks rating system tracks the Zacks Consensus Estimate, which reflects EPS estimates from sell-side analysts, and is crucial for understanding a company's earnings outlook [1][2]. - Changes in earnings estimates are strongly correlated with near-term stock price movements, as institutional investors adjust their valuations based on these estimates [4][6]. Recent Performance and Projections - For the fiscal year ending December 2025, Corning is expected to earn $2.46 per share, which remains unchanged from the previous year, but the Zacks Consensus Estimate has increased by 4.8% over the past three months [8]. Zacks Rank System - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with Zacks Rank 1 stocks historically generating an average annual return of +25% since 1988 [7][9]. - Corning's upgrade to Zacks Rank 1 places it in the top 5% of Zacks-covered stocks, suggesting a strong potential for market-beating returns in the near term [10].