GLW · Corning Incorporated
Specialty glass and optical fiber maker
Risiko 6/10 · MODERATE-HIGH RISK · re-rated AI-optics play · $154.30 ▲ 5.68%Von KI geschrieben
Stand der Zahlen: · Quellen: öffentliche Markt-Aggregatoren
Kennzahlen
- Price $154.30
- Market cap $132.9B
- P/E (ttm) 70.78
- Div yield 0.73%
- 52-wk range $71.44 – $271.78
- Index rank #65 / —
Wichtigste Risiken
- AI optics capex cycle turns down (Shareholders) — HIGH
- Re-rated multiple snaps back on any miss (Shareholders) — HIGH
- Hyperscaler fiber order concentration (Shareholders) — MED
- Legacy display glass keeps shrinking (Shareholders) — LOW
Fazit
The fiber story is genuine, but after a 4x run the stock is an AI-cycle bet, not the sleepy dividend industrial it used to be.
Recherche, keine Anlageberatung.