GLWMining & Metals
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Get what investors say about GLW next
1 new call on GLW this week is not on this page yet. Follow GLW free and new calls come to you in The Brief, our morning email, the day after we record them. This page shows them a week later.
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Who said what, and what GLW did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
Who’s talking about GLW
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-10-27 | Wendell Weeks | Bullish | CNBC (uncut) | Corning's fiber optics business is compounding revenue and EPS through AI infrastructure demand, underpinned… |
| 2026-10-27 | Wendell Weeks | Bullish | CNBC (uncut) | AI compute buildout drives sustained demand for Corning fiber optic networking, and upfront cash agreements… |
| 2026-10-27 | Wendell Weeks | Bullish | CNBC (uncut) | Corning's Springboard plan is on track for a $40B revenue run rate by 2030, underpinned by AI-infrastructure… |
| 2026-10-27 | Jim Cramer (CNBC)Host, CNBC's Mad Money | Bullish | CNBC (uncut) | Corning is the best way to invest in fiber replacing copper throughout data centers, and its strong quarter… |
| 2026-06-09 | Alex SacerdoteFounder & Portfolio Manager, Whale Rock Capital Management | Bullish | Invest Like the Best | Corning holds dominant share of the specialty fiber market that is being stress-tested by AI data center… |
Last reports
| Report | When | EPS actual vs est. | Reaction |
|---|---|---|---|
| 27 Oct 2026 | before the open | 0.91 vs 0.89 | -2.2% |
Notable options days
Sessions in the last 120 where GLW’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 5 of 120 sessions qualified.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-09-14 | ||||||
| 2026-07-28 | ||||||
| 2026-06-29 | ||||||
| 2026-06-25 | ||||||
| 2026-06-22 |
GLW on the Wheel
GLW passed our 1-month put test (30-delta put, 30–45 days, sold at the bid, bought back at half the credit), 2021–2026.
The Wheel lists cash-secured puts on stocks after a 3% drop, with live quotes, the chance of assignment and each stock’s own history. Free to use; a free account lets you follow stocks, add your own and ask questions.
Decision support, not advice · questions put sellers ask us
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