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GLW vs TTMI
Which Stock Would AI Choose? Corning Incorporated (GLW) vs. TTM Technologies (TTMI) Stock Comparison
Key Takeaways
- GLW (Corning Incorporated) is a materials-science leader whose optical communications business has become a direct beneficiary of AI data-center infrastructure spending.
- TTMI (TTM Technologies) combines exposure to AI data-center networking with a substantial aerospace and defense electronics franchise, creating a dual-demand growth story.
- Both stocks have delivered exceptional 12-month returns, but each has also experienced sharp, high-volatility pullbacks in recent market activity.
- TTMI's revenue is growing faster on a percentage basis, while GLW offers a larger, more diversified revenue base and deeper balance-sheet scale.
- Valuation is elevated for both names, making execution risk and sector concentration central considerations for the current environment.
- Relative performance and trend consistency differ meaningfully, which shapes how an AI-driven framework would likely assess the two stocks.
Introduction
This stock comparison examines two very different ways to invest in the same overarching theme: the buildout of AI infrastructure. Corning Incorporated (GLW) is a 175-year-old materials-science company whose optical fiber and glass technologies have become critical to high-speed data transmission. TTM Technologies (TTMI) is a leading manufacturer of printed circuit boards (PCBs) and radio-frequency (RF) components serving both AI data centers and the defense sector. For investors weighing growth-oriented technology suppliers, the contrast between a diversified industrial giant and a focused, higher-beta components maker offers a useful lens on market positioning, momentum, and risk.
GLW Overview and Recent Performance
Corning Incorporated trades under the ticker GLW and operates across optical communications, glass innovations, automotive, solar, and life sciences. In recent quarters, the optical communications segment has been the standout, with sales rising 36% year over year in the first quarter of 2026 as hyperscale data-center customers accelerated orders. The company has announced a series of large, multi-year supply agreements, including a partnership with NVIDIA and long-term commitments from major cloud providers.
This momentum lifted sentiment substantially, with GLW shares more than tripling over a 12-month stretch before a notable correction in recent weeks trimmed those gains. Investors reacted to an at-the-market equity offering tied to capacity expansion as well as broader volatility in AI-linked names. Despite the pullback, the company continues to report strong core earnings growth and expanding operating margins, while its elevated forward valuation keeps execution and demand consistency in focus.
TTMI Overview and Recent Performance
TTM Technologies trades under the ticker TTMI and manufactures advanced PCBs, RF components, and integrated electronics for aerospace and defense, data-center and networking, medical, and automotive markets. Management has stated that AI and defense together represent roughly 80% of net sales, giving the company concentrated exposure to two powerful secular trends.
Recent results have been strong, with quarterly revenue reaching a record $1 billion, up 37% year over year, and adjusted earnings growing sharply. Data-center and networking sales climbed roughly 91%, while aerospace and defense revenue rose 14% alongside a growing program backlog. The company has also pursued acquisitions, including EPIQ Design Solutions and a planned European entry. Like GLW, TTMI shares surged over the past year but experienced a significant drawdown in recent months, reflecting both a debt-funded expansion program and broader risk-off sentiment in high-multiple technology names.
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Head-to-Head Comparison
The most important contrast between GLW and TTMI is breadth versus concentration. GLW is a diversified materials company whose AI opportunity sits within a larger portfolio spanning display glass, automotive, and solar, which can cushion cyclical swings but also dilutes the AI upside. TTMI is far more concentrated, with most of its sales tied to AI and defense, giving it sharper leverage to those themes but less diversification.
On growth, TTMI has posted the more dramatic percentage expansion, with data-center revenue nearly doubling and full-year guidance implying substantial top-line growth. GLW's growth is steadier and larger in absolute terms, supported by multi-billion-dollar customer commitments. On risk, TTMI carries a higher debt load from its acquisition program and faces customer-concentration concerns, while GLW faces cyclical exposure in consumer electronics and a meaningful China footprint amid tariff uncertainty. Both trade at elevated multiples relative to their industries, meaning relative performance now depends heavily on sustained demand and execution rather than entry-level valuation.
Tickeron AI Verdict
Based on observable trend consistency, catalyst durability, and relative positioning, Tickeron's AI framework would likely view GLW as the more stable, higher-conviction candidate in the current environment. Its trend is supported by a diversified revenue base, recurring multi-year supply agreements, and improving margins, which tend to produce more persistent momentum. TTMI offers stronger near-term growth and dual AI-defense catalysts, but its higher leverage, concentrated exposure, and recent volatility suggest a comparatively less stable trend profile. In probabilistic terms, the AI verdict would favor GLW for consistency and resilience, while recognizing TTMI as a higher-beta alternative for investors comfortable with greater risk.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is GLW is a Buy and TTMI is a StrongBuy.
GLW | TTMI | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 39 | 41 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 71 Overvalued | 61 Fair valued | |
PROFIT vs RISK RATING 1..100 | 49 | 47 | |
SMR RATING 1..100 | 54 | 60 | |
PRICE GROWTH RATING 1..100 | 39 | 38 | |
P/E GROWTH RATING 1..100 | 60 | 55 | |
SEASONALITY SCORE 1..100 | 50 | n/a |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
TTMI's Valuation (61) in the Electronic Components industry is in the same range as GLW (71). This means that TTMI’s stock grew similarly to GLW’s over the last 12 months.
TTMI's Profit vs Risk Rating (47) in the Electronic Components industry is in the same range as GLW (49). This means that TTMI’s stock grew similarly to GLW’s over the last 12 months.
GLW's SMR Rating (54) in the Electronic Components industry is in the same range as TTMI (60). This means that GLW’s stock grew similarly to TTMI’s over the last 12 months.
TTMI's Price Growth Rating (38) in the Electronic Components industry is in the same range as GLW (39). This means that TTMI’s stock grew similarly to GLW’s over the last 12 months.
TTMI's P/E Growth Rating (55) in the Electronic Components industry is in the same range as GLW (60). This means that TTMI’s stock grew similarly to GLW’s over the last 12 months.
| GLW | TTMI | |
|---|---|---|
| RSI ODDS (%) | N/A | N/A |
| Stochastic ODDS (%) | 1 day ago 54% | 1 day ago 64% |
| Momentum ODDS (%) | 1 day ago 70% | 1 day ago 78% |
| MACD ODDS (%) | 1 day ago 72% | N/A |
| TrendWeek ODDS (%) | 1 day ago 72% | 1 day ago 78% |
| TrendMonth ODDS (%) | 1 day ago 70% | 1 day ago 79% |
| Advances ODDS (%) | 5 days ago 71% | 1 day ago 79% |
| Declines ODDS (%) | 13 days ago 62% | 8 days ago 68% |
| BollingerBands ODDS (%) | 1 day ago 54% | N/A |
| Aroon ODDS (%) | 1 day ago 57% | N/A |
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is overvalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
GLW’s FA Score shows that 0 FA rating(s) are green while TTMI’s FA Score has 0 green FA rating(s).
- GLW’s FA Score: 0 green, 5 red.
- TTMI’s FA Score: 0 green, 5 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
GLW’s TA Score shows that 5 TA indicator(s) are bullish while TTMI’s TA Score has 4 bullish TA indicator(s).
- GLW’s TA Score: 5 bullish, 4 bearish.
- TTMI’s TA Score: 4 bullish, 3 bearish.
Price Growth
GLW (@Electronic Components) experienced а +5.13% price change this week, while TTMI (@Electronic Components) price change was +7.21% for the same time period.
The average weekly price growth across all stocks in the @Electronic Components industry was +3.52%. For the same industry, the average monthly price growth was +6.47%, and the average quarterly price growth was +16.93%.
Reported Earning Dates
GLW is expected to report earnings on Oct 27, 2026.
TTMI is expected to report earnings on Nov 04, 2026.
Industries' Descriptions
@Electronic Components (+3.52% weekly)The Electronic Components industry produces electronic equipment for industries and consumer electronics products, such as mobile devices, televisions, and circuit boards. TE Connectivity Ltd, for example, is a company that designs and manufactures connectivity and sensor products for harsh environments in various industries, such as automotive, industrial equipment, aerospace, and oil & gas. Another major player, Corning Inc., makes advanced optics including end-to-end fiber and wireless solutions for communications networks along with various other technologies catering to industrial and scientific applications.
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GLW and
Correlation & Price change
A.I.dvisor indicates that over the last year, GLW has been closely correlated with FN. These tickers have moved in lockstep 69% of the time. This A.I.-generated data suggests there is a high statistical probability that if GLW jumps, then FN could also see price increases.
| Ticker / NAME | Correlation To GLW | 1D Price Change % | ||
|---|---|---|---|---|
| GLW | 100% | -2.94% | ||
| FN - GLW | 69% Closely correlated | -2.12% | ||
| FLEX - GLW | 68% Closely correlated | +0.13% | ||
| BHE - GLW | 67% Closely correlated | -1.46% | ||
| TTMI - GLW | 64% Loosely correlated | +0.96% | ||
| BELFB - GLW | 58% Loosely correlated | -0.12% | ||
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TTMI and
Correlation & Price change
A.I.dvisor indicates that over the last year, TTMI has been closely correlated with BHE. These tickers have moved in lockstep 73% of the time. This A.I.-generated data suggests there is a high statistical probability that if TTMI jumps, then BHE could also see price increases.
| Ticker / NAME | Correlation To TTMI | 1D Price Change % | ||
|---|---|---|---|---|
| TTMI | 100% | +0.96% | ||
| BHE - TTMI | 73% Closely correlated | -1.46% | ||
| LFUS - TTMI | 66% Loosely correlated | -1.12% | ||
| GLW - TTMI | 65% Loosely correlated | -2.94% | ||
| PLXS - TTMI | 65% Loosely correlated | +0.02% | ||
| BELFA - TTMI | 63% Loosely correlated | -0.29% | ||
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