as of Sep 2
GLW
GrowthCORNING INC
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.
Close · 3M
-16.99%
Held by 1 AI ETF
Signal performance
Each tracked ETF's moves on this stock, grouped by fund. Returns are measured from the signal date to the latest close — hypothetical, no commissions or slippage.
AMOM · Weight decrease · 5d
weight 2.530% → 2.080% (-0.450 pp)·stock down 9.9% in the 30 days before
Sep 2·entry $144.13·now $146.00
AMOM · Weight decrease · 4d
weight 2.530% → 2.450% (-0.080 pp)·stock down 0.7% in the 30 days before
Sep 1·entry $145.56·now $146.00
AMOM · Weight decrease · 3d
weight 2.530% → 2.470% (-0.060 pp)·stock up 7.6% in the 30 days before
Aug 31·entry $148.73·now $146.00
AMOM · Weight decrease · 2d
weight 2.530% → 2.490% (-0.040 pp)·stock up 10.2% in the 30 days before
Aug 28·entry $148.98·now $146.00
AMOM · Weight decrease · 2d
weight 2.520% → 2.460% (-0.060 pp)·stock down 0.8% in the 30 days before
Aug 24·entry $145.55·now $146.00
AMOM · Weight decrease · 2d
weight 2.740% → 2.500% (-0.240 pp)·stock down 6.1% in the 30 days before
Aug 19·entry $152.46·now $146.00
AMOM · Accumulation · 5d
weight 2.640% → 2.740% (+0.100 pp)·stock up 12.0% in the 30 days before
Aug 17·entry $173.21·now $146.00Fresh
AMOM · Accumulation · 5d
weight 2.110% → 2.650% (+0.540 pp)·stock up 4.8% in the 30 days before
Aug 14·entry $165.99·now $146.00Fresh
AMOM · Accumulation · 5d
weight 2.000% → 2.540% (+0.540 pp)·stock down 9.1% in the 30 days before
Aug 13·entry $158.54·now $146.00Fresh
AMOM · Accumulation · 6d
weight 1.970% → 2.700% (+0.730 pp)·stock down 10.8% in the 30 days before
Aug 12·entry $167.44·now $146.00Fresh
AMOM · Accumulation · 6d
weight 1.920% → 2.640% (+0.720 pp)·stock down 13.1% in the 30 days before
Aug 11·entry $159.19·now $146.00Fresh
AMOM · Accumulation · 6d
weight 1.890% → 2.630% (+0.740 pp)·stock down 17.4% in the 30 days before
Aug 10·entry $157.76·now $146.00Fresh
AMOM · Accumulation · 6d
weight 2.080% → 2.770% (+0.690 pp)·stock down 13.9% in the 30 days before
Aug 7·entry $165.68·now $146.00Fresh
AMOM · Accumulation · 5d
weight 2.160% → 2.640% (+0.480 pp)·stock down 14.6% in the 30 days before
Aug 6·entry $157.18·now $146.00Fresh
AMOM · Weight increase · 4d
weight 1.890% → 2.110% (+0.220 pp)·stock down 25.5% in the 30 days before
Aug 3·entry $146.64·now $146.00Fresh
AMOM · Weight increase · 3d
weight 1.890% → 2.000% (+0.110 pp)·stock down 37.3% in the 30 days before
Jul 31·entry $138.25·now $146.00Drifting
AMOM · Weight increase · 2d
weight 1.890% → 1.970% (+0.080 pp)·stock down 47.1% in the 30 days before
Jul 30·entry $135.22·now $146.00Drifting
AMOM · Weight decrease · 2d
weight 2.160% → 1.890% (-0.270 pp)·stock down 43.0% in the 30 days before
Jul 28·entry $126.01·now $146.00
Sell signals show what the stock did after the AI exited. A negative number means the AI's exit was well-timed.
Buffett-style framework
The AI ETFs AMOM and QRFT show recent weight decrease trends for Corning, following a period of mixed activity. This aligns with the framework's 'Fail' verdict, particularly regarding the high valuation and inability to fully assess financial health. The AI's cautious stance suggests a similar concern about the company's current price relative to its underlying fundamentals or financial clarity.
- Circle of CompetenceCorning's role as a foundational supplier of critical components across multiple established industries allows for a reasonable projection of future cash flows over a ten-year period.
- Economic MoatCorning benefits from significant switching costs for customers, proprietary technology and patents, and economies of scale in specialized manufacturing, creating a durable competitive advantage.
- ManagementAssessment of management's candor, capital allocation discipline, and skin in the game cannot be made with the limited financial data provided.
- Financial HealthA comprehensive assessment of financial health is not possible due to the lack of 10-year ROE history, operating margins, debt metrics, and owner earnings data, leading to a failure to meet several pass criteria.
- Margin of SafetyThe extremely high PER, PBR, and EV/EBITDA ratios strongly suggest the company is trading at a significant premium, leaving no apparent margin of safety.
Corning Inc demonstrates strong qualities within the circle of competence and possesses a durable economic moat as a foundational component supplier. However, the limited financial data prevents a full assessment of its financial health, with the current ROE falling short of the required average. Most critically, the company's valuation metrics indicate a significantly high price, leaving no margin of safety for a value-oriented investor.
Educational interpretation generated by AI applying frameworks Warren Buffett documented in his shareholder letters and other public writings. Not a statement by Mr. Buffett or Berkshire Hathaway, and not investment advice.