J.P. Morgan analyst Samik Chatterjee has maintained their bullish stance on GLW stock, giving a Buy rating on February 27.
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Samik Chatterjee has given his Buy rating due to a combination of factors related to Corning’s leverage to the LCD TV panel market and the current pricing backdrop. He notes that panel prices have rebounded from two‑year lows and are seeing sequential gains, supported by restocking ahead of major sports events and pull‑forward purchases, which underpins near‑term demand for display glass.
At the same time, he highlights that large‑format LCD TV panels, where Corning supplies the underlying glass, represent a significant driver of the company’s Display segment profits, with LCD still covering the vast majority of global viewing area. While he acknowledges risks from rising memory costs and potential tariff changes that could pressure TV makers later in the year, he views the overall 2026 pricing environment and volume trends as constructive enough to support favorable earnings and justify a Buy recommendation on the stock.
In another report released on February 27, TipRanks – xAI also reiterated a Buy rating on the stock with a $180.00 price target.
Based on the recent corporate insider activity of 108 insiders, corporate insider sentiment is negative on the stock. This means that over the past quarter there has been an increase of insiders selling their shares of GLW in relation to earlier this year.