| GLW |
Report |
Core EPS |
BEAT |
pred ~$0.78 vs. cons $0.76 |
MEDIUM |
| GLW |
Report |
Total Core Sales/Revenue |
IN-LINE |
pred ~$4.65B vs. cons $4.63B |
MEDIUM |
| GLW |
Report |
Optical Communications Revenue |
BEAT |
pred ~$2.03B vs. cons $1.99B |
MEDIUM |
| GLW |
Guide |
Q3 2026 Core EPS Guidance |
LOWER |
guide ~$0.80 vs. cons $0.82 (Q3 2026) |
LOW |
| GLW |
Guide |
Q3 2026 Core Sales Guidance |
UNCHANGED |
guide ~$4.85B vs. cons $4.87B (Q3 2026) |
LOW |
| GLW |
Guide |
Springboard/AI Capex Run-Rate Commentary |
UNCHANGED |
guide ~$30B run-rate by FY2028 vs. prior $27B risk-adjusted plan (FY2028 target reaffirmed) |
MEDIUM |
| GLW |
Return |
Day-1 residual (stock − beta × S&P 500) |
+4.0% |
— |
MEDIUM |
| GLW |
Return |
5-day cumulative residual |
+1.5% (FADE) |
Headline EPS/Optical beat likely sparks a relief bounce off the 44% drawdown, but Q3 guide embeds memory-cost headwinds and solar ramp conservatism flagged for 2026, so out-period estimates get trimmed even after the beat, causing the initial pop to partially fade over the week. |
LOW |