The landscape of U.S. equities is abuzz with anticipation as artificial intelligence (AI) cements its place as a transformative force in the technology sector. In a recent analysis by$高盛(GS.US)$, optimism for AI integration remains robust, yet valuations steer clear of the vertiginous heights of previous market bubbles. Goldman Sachs' insights reveal that market-implied long-term growth expectations hav...
Corning's stagnant ROCE and capital employed indicate a mature business not reinvesting its earnings. The stock's 12% return in five years suggests awareness of these trends. A substantial change in ROCE and investment strategy is needed for it to be a multi-bagger.
Recent insider selling at Corning and lack of insider buying over the last year raises caution. The level of insider ownership suggests some alignment between management and smaller shareholders, but it's not particularly high. Caution is advised before buying Corning shares.
Corning's CEO Wendell Weeks remains confident in the company's operational strength and potential to increase sales by over $3 billion as markets normalize. The firm's long-term opportunity, especially in the optical communications segment, is bolstered by growth drivers like AI and cloud computing.
$康宁(GLW.US)$shares jumped 7.8% after the company reported fourth-quarter sales that fell less than analysts expected and its chief executive officer sounded optimistic about its oiutlook. The company said core sales declined 5% to $3.27 billion in the fourth quarter from a year earlier as Corning grappled with a lower-demand environment. That's better than the $3.26 billion expected by analysts surveyed by LSEG, according to ...
Despite Corning's high P/E ratio, shareholders are holding onto its stocks, likely due to anticipated future prosperity. The high P/E ratio is backed by the company's projected growth, surpassing the broader market. These conditions are expected to strongly support the share price.
Corning's stock appears undervalued, signaling a possible purchase opportunity. The future outlook, not fully captured in current price, is hopeful. Considerations such as capital structure may explain this undervaluation.
The declining returns from the same amount of capital employed may indicate that Corning faces new competition or smaller margins and it might not turn into a multi-bagger. Given these trends, there might be better investment opportunities elsewhere.
Corning's dividends aren't well covered by income or cash flow. Earnings per share are rising, but long-term investors for strong dividend stocks may face a risk of future dividend cuts due to high payout rate.
康宁股票讨论区
1945年上市的美国公司,主要做光通信,显示技术,特种材料,环境技术等业务,主要市场在美国和中国,当前价格31.47。
5年来营收波动中略有增长,平均增速2.2%,营业利润则受毛利率和费占比影响波动剧烈,5年来总体萎缩,净利润也类似。
目前市盈率46.3,5年归普平均净利8.5亿对应市盈率为31.7,股息率3.6%,估值没什么吸引力。
专栏Missed out on Nvidia? These Alternatives Are Expected to See Growth: Goldman Sachs
Goldman Sachs' insights reveal that market-implied long-term growth expectations hav...
专栏Corning Shares Jump 7.8% as Fourth Quarter Sales Beat Estimates
The company said core sales declined 5% to $3.27 billion in the fourth quarter from a year earlier as Corning grappled with a lower-demand environment. That's better than the $3.26 billion expected by analysts surveyed by LSEG, according to ...
暂无评论