| GLW |
Report |
Core EPS (Q2'26) |
BEAT |
pred ~$0.78 vs. cons $0.76 |
MEDIUM |
| GLW |
Report |
Optical Communications revenue (Q2'26) |
BEAT |
pred ~$2.03B vs. cons $1.99B |
MEDIUM |
| GLW |
Report |
Total core sales (Q2'26) |
BEAT |
pred ~$4.70B vs. cons $4.63B |
MEDIUM |
| GLW |
Guide |
Q3'26 core sales guide |
BETTER |
guide ~$4.95B vs. cons $4.85B (Q3'26) |
MEDIUM |
| GLW |
Guide |
Q3'26 core EPS guide |
BETTER |
guide ~$0.82-0.86 vs. cons $0.81 (Q3'26) |
MEDIUM |
| GLW |
Guide |
Optical scale-up / co-packaged optics (Photonics) timing |
UNKNOWN |
guide ~2028-2030 accel vs. cons hoping for 2027 pull-forward (2027-2030) |
LOW |
| GLW |
Guide |
Solar wafer restart / H2 margin normalization |
BETTER |
guide ~$0.07 drag fading in H2 vs. cons expecting lingering drag (H2'26) |
LOW |
| GLW |
Return |
Day-1 residual (stock − beta × S&P 500) |
+5.0% |
— |
MEDIUM |
| GLW |
Return |
5-day cumulative residual |
+6.5% (FOLLOW-THROUGH) |
Stock enters down ~44% from the June peak with froth already flushed, so the bar is reset. A clean beat-and-raise led by Optical (~$2.0B+) plus a Q3 guide that steps up as the solar drag rolls off should trigger a relief bounce, and sell-side (Oppenheimer $230, BofA $243) has framed the drop as an entry point, supporting positive follow-through. Tempered because the raise is modest and the biggest upside driver — scale-up/CPO — stays a 2028-2030 story, so out-period estimates barely move and AI-sentiment volatility caps the recovery. |
LOW |