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What smart money is saying about Corning IncUnited States flag

GLW · Technology · Hardware, Equipment & Parts · Market cap $141.41B

4 funds in our archive have pitched Corning Inc — most recently The London Company Income Equity Strategy in June 2026.

Company profile

Corning Incorporated operates in optical communications, display, specialty materials, automotive, and life sciences businesses in the United States, Canada, Mexico, Japan, Taiwan, China, South Korea, Germany, and internationally. The company provides optical fibers and cables; and hardware and equipment products, such as cable assemblies, fiber optic hardware and connectors, optical components and couplers, closures, network interface devices, and other accessories for the telecommunications industry, businesses, governments, and individuals. It also offers glass substrates for flat panel displays, including liquid crystal displays and organic light-emitting diodes that are used in televisions, notebook computers, desktop monitors, tablets, and handheld devices. In addition, it manufactures products that offer material formulations for glass, glass ceramics, crystals, precision metrology instruments, and software, as well as glass wafers and substrates, tinted sunglasses, and radiation shielding products for markets, such as mobile consumer electronics, semiconductor equipment optics and consumables, aerospace and defense optics, radiation shielding products, sunglasses, and telecommunications components. Further, the company provides ceramic substrates and filter products for emissions control in mobile, gasoline, and diesel applications, as well as technical glass and optic products and solutions for the interior and exterior of vehicles. Additionally, it offers laboratory products, including plastic vessels, liquid handling plastics, specialty surfaces, cell culture media, and serum, as well as general labware, and glassware and equipment under the Corning, Falcon, PYREX, and Axygen brands. It also offers polysilicon products and pharmaceutical glass tubing and vials. The company was formerly known as Corning Glass Works and changed its name to Corning Incorporated in April 1989. Corning Incorporated was founded in 1851 and is headquartered in Corning, New York.

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Summarize with Warren AI
17
Reported positions
2
Bought
3
Sold
22
Letters

Position history

Between Q1 2025 and Q3 2026, 17 fund letters reported a position in Corning Inc — 2 opened or added to the position, 3 trimmed or exited.

Fund letters reporting a position in Corning Inc, by quarter
QuarterLettersBoughtSoldTheses
Q3 20265000
Q2 20269233
Q1 20262000
Q4 20251000
Q1 20250001

Fund activity · 17 positions · 5 moves

Also mentioned · 2

These funds discuss Corning Inc — as a competitor, benchmark or comparable — without disclosing a position in it.

  • MentionedAurora Investment Counsel Investment Management
    September 2026
    “In today’s market, stocks like Corning, Micron Technology, and Western Digital (all stocks that blew both up and down in the early 2000’s) are up 200-300% and more in the last 12 months. These valuations can move just as quickly in reverse if there is a drop off in demand.”
    Read the letter
    Corning Inc
  • MentionedOakmark Fund
    June 2026

    Named in a table in Oakmark Fund’s letter.

    Read the letter
    Corning Inc

Fund coverage · 4 theses

Read every full thesis on Corning Inc

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