GLW · Corning Incorporated

S&P 500 #65 · NYSE

Risiko 7/10 · Speculative re-rating — extreme P/E · $126.01 ▼ 12.10%

Kennzahlen

• Price $126.01
• Market cap $108.4B
• P/E (ttm) 60.58
• Div yield 0.78%
• 52-wk range $57.93 – $271.78
• Index rank #65 / —

Wichtigste Risiken

• Extreme valuation (P/E ~106) (Severe downside if AI narrative fades) — EXTREME
• Optical fiber demand timing uncertainty (Revenue ramp vs. expectations) — HIGH
• Concentration in Amazon/hyperscaler deals (Revenue diversification) — HIGH
• Execution risk scaling AI fiber production (Margin delivery & capex discipline) — HIGH

Fazit

Corning has surged 330%+ in 12 months on AI optical fiber demand and Amazon deals, but its triple-digit P/E ratio makes it one of the highest-risk names in the S&P 500 at current prices.

Interaktive Analyse öffnen → Teilen

Recherche, keine Anlageberatung.