Corning vs Motorola Solutions
This page compares Corning and Motorola Solutions, examining their business models, financial performance, and market context in a neutral, accessible manner. It presents factors shaping strategy and competitive position without asserting guidance. Educational content, not financial advice.
This page compares Corning and Motorola Solutions, examining their business models, financial performance, and market context in a neutral, accessible manner. It presents factors shaping strategy and ...
Why It's Moving
Corning Stock Charges Higher as Investors Gear Up for Earnings Spotlight.
- Analysts forecast Q4 EPS at $0.70, up 22.8% year-over-year, with revenues hitting $4.35B—a 12.4% rise—highlighting resilient demand in key segments.
- Positive Earnings ESP of +1.72% and Zacks Rank #2 position Corning for a likely beat, fueling recent 10.5% weekly gains.
- Wall Street stays bullish with 'Moderate Buy' consensus, recent upgrades like Citigroup's $102 target underscoring confidence in long-term cash flow growth.
Corning Stock Charges Higher as Investors Gear Up for Earnings Spotlight.
- Analysts forecast Q4 EPS at $0.70, up 22.8% year-over-year, with revenues hitting $4.35B—a 12.4% rise—highlighting resilient demand in key segments.
- Positive Earnings ESP of +1.72% and Zacks Rank #2 position Corning for a likely beat, fueling recent 10.5% weekly gains.
- Wall Street stays bullish with 'Moderate Buy' consensus, recent upgrades like Citigroup's $102 target underscoring confidence in long-term cash flow growth.
Investment Analysis
Corning
GLW
Pros
- Corning is expanding aggressively into solid-state technology and optical communications, targeting growth from innovations for AI data centers, expected to drive revenue and margin gains.
- The company reported strong Q3 2025 results with 14% core sales growth, 24% core EPS increase, and a 130 basis point expansion in core operating margin.
- Corning's substantial U.S. manufacturing footprint provides competitive advantages and potential to secure favorable commercial agreements.
Considerations
- Analyst consensus price targets have recently suggested a potential share price decline of up to 14.5% over the next year despite a strong buy rating.
- Corning’s current return on equity is relatively low compared to peers like Motorola Solutions and others in the tech sector, indicating potentially less efficient capital use.
- Ongoing exposure to global tariffs and reliance on non-GAAP financial measures pose risks that could temper expected profit acceleration.
Pros
- Motorola Solutions exhibits very high return on equity and invested capital, demonstrating superior profitability and efficient use of shareholder funds.
- The company operates in a technology niche with strong demand for communication equipment, providing a stable sector position supported by a significant market cap and employee base.
- Motorola Solutions shows solid liquidity and interest coverage ratios, indicating good short-term financial health and ability to service debt.
Considerations
- Its price-to-book and price-to-sales ratios are substantially higher than major competitors, reflecting a high valuation that could imply limited upside or valuation risk.
- Motorola Solutions’ stock price has experienced some recent volatility and minor price declines, which may indicate investor concerns or cyclical pressures.
- The company’s quick ratio below 1 suggests potential short-term liquidity constraints compared to peers with higher such ratios.
Corning (GLW) Next Earnings Date
Corning Inc (GLW) is scheduled to report its Q4 2025 earnings on January 28, 2026, before market open. This upcoming earnings announcement will cover the fourth quarter and full year 2025 results. Analysts are projecting earnings per share of approximately $0.70 for the period. The company will host a conference call on the same date to discuss financial results and provide forward guidance.
Corning (GLW) Next Earnings Date
Corning Inc (GLW) is scheduled to report its Q4 2025 earnings on January 28, 2026, before market open. This upcoming earnings announcement will cover the fourth quarter and full year 2025 results. Analysts are projecting earnings per share of approximately $0.70 for the period. The company will host a conference call on the same date to discuss financial results and provide forward guidance.
Which Baskets Do They Appear In?
Apple Onshoring Investment Theme Overview
Apple is investing $2.5 billion in its partner Corning to produce all iPhone and Apple Watch glass in the United States. This move highlights a growing trend of major corporations bringing manufacturing back to the U.S., creating opportunities for domestic high-tech suppliers.
Published: September 15, 2025
Explore BasketFoldable Future
This carefully selected group of stocks represents companies at the forefront of the foldable phone revolution. With Samsung launching new AI-powered foldables including a budget option, these specialized component suppliers are positioned to benefit as this innovative technology goes mainstream.
Published: July 11, 2025
Explore BasketWhich Baskets Do They Appear In?
Apple Onshoring Investment Theme Overview
Apple is investing $2.5 billion in its partner Corning to produce all iPhone and Apple Watch glass in the United States. This move highlights a growing trend of major corporations bringing manufacturing back to the U.S., creating opportunities for domestic high-tech suppliers.
Published: September 15, 2025
Explore BasketFoldable Future
This carefully selected group of stocks represents companies at the forefront of the foldable phone revolution. With Samsung launching new AI-powered foldables including a budget option, these specialized component suppliers are positioned to benefit as this innovative technology goes mainstream.
Published: July 11, 2025
Explore BasketBuy GLW or MSI in Nemo
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