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GLW vs TTMI
Which Stock Would AI Choose? Corning Incorporated (GLW) vs. TTM Technologies (TTMI) Stock Comparison
Key Takeaways
- Different links in the AI supply chain: GLW (Corning) supplies the optical fiber and connectivity that carry data inside AI data centers, while TTMI (TTM Technologies) manufactures the printed circuit boards (PCBs) that signals travel across.
- Scale vs. speed: Corning is a large-cap, diversified materials-science leader with a dividend; TTM is a faster-growing mid-cap focused on advanced PCBs, radio frequency (RF) components, and aerospace/defense (A&D) electronics.
- Both are AI beneficiaries: Corning's optical communications segment and TTM's data-center and networking segment are each their primary growth engines in the current market environment.
- Diverging momentum profiles: GLW has pulled back sharply from its mid-2026 peak after a steep rally, while TTMI has posted accelerating revenue growth but with elevated volatility and leverage.
- Valuation contrast: GLW trades at a premium forward price-to-earnings (P/E) ratio with a "Buy" consensus, whereas TTMI carries a "Strong Buy" consensus and a materially higher projected growth trajectory.
- Risk trade-off: GLW offers diversification and balance-sheet stability; TTMI offers higher upside potential but relies more heavily on debt-funded acquisitions and capacity expansion.
- For more detail on these names, explore GLW Major News and GLW Today's Price Move, plus TTMI Major News and TTMI Today's Price Move.
- To see how AI-powered tools evaluate opportunities like this stock comparison, explore Trending AI Robots.
Introduction
Artificial intelligence (AI) infrastructure spending has reshaped the technology supply chain, lifting companies that provide the physical hardware behind data centers. Corning and TTM Technologies sit at different points along that chain, yet both have become closely watched AI plays. This stock comparison examines how a diversified materials-science giant and a specialized printed circuit board manufacturer differ in business model, growth drivers, risk profile, and market positioning. It is particularly relevant for growth-oriented investors weighing momentum against stability, as well as traders tracking how AI-infrastructure sentiment moves across related but distinct names.
GLW Overview and Recent Performance
Corning Incorporated is a 175-year-old materials-science company whose markets span optical communications, display glass, mobile consumer electronics, automotive, solar, and life sciences. In recent quarters, its optical communications segment has emerged as the dominant growth driver, fueled by long-term supply agreements with hyperscale data-center operators and a multi-year partnership with AI chipmaker Nvidia (NASDAQ: NVDA) aimed at expanding U.S. optical connectivity manufacturing capacity.
That demand translated into strong fundamentals: optical communications revenue has grown sharply year over year, and core earnings per share (EPS) has accelerated. However, recent market activity has been volatile. After a steep rally that took GLW to record highs in mid-2026, the shares pulled back meaningfully as investors reassessed a valuation that had run well ahead of near-term earnings. Sentiment has been shaped both by the strength of Corning's contracted demand and by concerns about an elevated valuation, an at-the-market equity offering authorization, and broader pressure on high-multiple AI names.
TTMI Overview and Recent Performance
TTM Technologies is one of the world's largest manufacturers of printed circuit boards (PCBs) and radio frequency (RF) components, serving aerospace and defense (A&D), data-center and networking, medical, industrial, and automotive markets. Its business has accelerated sharply in recent quarters as demand for advanced PCBs used in AI infrastructure surged alongside steady defense spending.
TTM's latest results reflected that momentum: quarterly revenue reached a record and rose roughly 60% year over year, driven by data-center and networking sales that more than doubled. Non-GAAP (adjusted) EPS also rose sharply, and the company raised its full-year outlook while initiating preliminary guidance for 2027 that implies continued rapid growth. Its A&D segment holds a record backlog, with strong order visibility. The stock, however, has been volatile in recent weeks: despite beating estimates, shares experienced a sharp single-session decline tied to a data-center program schedule pushout, followed by a rebound as investors weighed the long-term growth story against near-term execution and higher leverage from recent acquisitions.
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Head-to-Head Comparison
Although both companies benefit from AI-infrastructure spending, they serve different functions and face different trade-offs. Corning supplies the optical "pipes" — fiber and connectivity solutions — and pairs that with a diversified portfolio that includes display glass, automotive, and life sciences. TTM supplies the circuit boards that carry signals between chips, and its exposure is more concentrated across two powerful but distinct demand pools: AI data-center networking and aerospace/defense.
Growth dynamics also differ. TTM is growing revenue far faster than Corning and has raised its outlook aggressively, while Corning's growth is steadier but more diversified. On the risk side, TTM carries elevated leverage following a series of acquisitions and a heavy capital-expenditure program, whereas Corning maintains a larger balance sheet and pays a dividend. Valuation adds another layer: GLW trades at a premium forward P/E with a "Buy" consensus, while TTMI commands a "Strong Buy" consensus and a substantially higher projected growth rate, reflecting greater confidence in—but also greater reliance on—continued momentum.
Tickeron AI Verdict
Based on observable factors such as trend consistency, stability, catalysts, and relative positioning, Tickeron's AI would likely favor TTMI at present, given its stronger relative momentum, accelerating revenue growth, and record backlog with clear multi-year catalysts. That said, TTM's higher leverage, acquisition-driven complexity, and sharp recent volatility reduce the conviction of the signal, while GLW's greater scale, diversification, and dividend make it a comparatively more stable—though more richly valued—alternative. The AI's preference is probabilistic rather than definitive and should be understood as a snapshot of current market positioning, not a forecast of future returns.
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 Hold and TTMI is a Hold.
GLW's RSI Indicator is remaining in oversold zone for 1 day
It is expected that a price bounce should occur soon.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Stochastic Oscillator shows that the ticker has stayed in the oversold zone for 9 days. The price of this ticker is presumed to bounce back soon, since the longer the ticker stays in the oversold zone, the more promptly an upward trend is expected.
Following a +6.78% 3-day Advance, the price is estimated to grow further. Considering data from situations where GLW advanced for three days, in 236 of 334 cases, the price rose further within the following month. The odds of a continued upward trend are 71%.
GLW may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options.
Bearish Trend Analysis
The Momentum Indicator moved below the 0 level on October 08, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on GLW as a result. In 43 of 86 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are 50%.
The Moving Average Convergence Divergence Histogram (MACD) for GLW turned negative on October 12, 2026. This could be a sign that the stock is set to turn lower in the coming weeks. Traders may want to sell the stock or buy put options. Tickeron's A.I.dvisor looked at 48 similar instances when the indicator turned negative. In 30 of the 48 cases the stock turned lower in the days that followed. This puts the odds of success at 62%.
GLW moved below its 50-day moving average on October 12, 2026 date and that indicates a change from an upward trend to a downward trend.
The 10-day moving average for GLW crossed bearishly below the 50-day moving average on October 15, 2026. This indicates that the trend has shifted lower and could be considered a sell signal. In 5 of 15 past instances when the 10-day crossed below the 50-day, the stock continued to move higher over the following month. The odds of a continued downward trend are 33%.
The 50-day moving average for GLW moved below the 200-day moving average on October 20, 2026. This could be a long-term bearish signal for the stock as the stock shifts to an downward trend.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where GLW declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 62%.
Fundamental Analysis (Ratings)
The Tickeron Seasonality Score of 50 (best 1 - 100 worst) indicates that the company is fair valued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
The Tickeron SMR rating for this company is 53 (best 1 - 100 worst), indicating strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Profit vs. Risk Rating rating for this company is 59 (best 1 - 100 worst), indicating well-balanced risk and returns. The average Profit vs. Risk Rating rating for the industry is 72, placing this stock slightly better than average.
The Tickeron Price Growth Rating for this company is 62 (best 1 - 100 worst), indicating steady price growth. GLW’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Valuation Rating of 77 (best 1 - 100 worst) indicates that the company is slightly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (8.483) is normal, around the industry mean (4.381). P/E Ratio (55.716) is within average values for comparable stocks, (6.090). Projected Growth (PEG Ratio) (0.906) is also within normal values, averaging (1.658). Dividend Yield (0.009) settles around the average of (0.019) among similar stocks. P/S Ratio (7.446) is also within normal values, averaging (4.796).
The Tickeron PE Growth Rating for this company is 83 (best 1 - 100 worst), pointing to worse than average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
TTMI's Stochastic Oscillator remains in oversold zone for 10 days
The price of this ticker is presumed to bounce back soon, since the longer the ticker stays in the oversold zone, the more promptly an uptrend is expected.
Technical Analysis (Indicators)
Bullish Trend Analysis
The RSI Indicator points to a transition from a downward trend to an upward trend -- in cases where TTMI's RSI Indicator exited the oversold zone, 26 of 33 resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are 79%.
Following a +5.25% 3-day Advance, the price is estimated to grow further. Considering data from situations where TTMI advanced for three days, in 260 of 328 cases, the price rose further within the following month. The odds of a continued upward trend are 79%.
TTMI may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options.
The Aroon Indicator entered an Uptrend today. In 215 of 272 cases where TTMI Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are 79%.
Bearish Trend Analysis
The Momentum Indicator moved below the 0 level on October 08, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on TTMI as a result. In 53 of 74 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are 72%.
The Moving Average Convergence Divergence Histogram (MACD) for TTMI turned negative on October 09, 2026. This could be a sign that the stock is set to turn lower in the coming weeks. Traders may want to sell the stock or buy put options. Tickeron's A.I.dvisor looked at 49 similar instances when the indicator turned negative. In 39 of the 49 cases the stock turned lower in the days that followed. This puts the odds of success at 80%.
TTMI moved below its 50-day moving average on October 08, 2026 date and that indicates a change from an upward trend to a downward trend.
The 10-day moving average for TTMI crossed bearishly below the 50-day moving average on October 14, 2026. This indicates that the trend has shifted lower and could be considered a sell signal. In 15 of 18 past instances when the 10-day crossed below the 50-day, the stock continued to move higher over the following month. The odds of a continued downward trend are 83%.
The 50-day moving average for TTMI moved below the 200-day moving average on September 29, 2026. This could be a long-term bearish signal for the stock as the stock shifts to an downward trend.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where TTMI declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 68%.
Fundamental Analysis (Ratings)
The Tickeron SMR rating for this company is 60 (best 1 - 100 worst), indicating strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Valuation Rating of 64 (best 1 - 100 worst) indicates that the company is fair valued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (4.656) is normal, around the industry mean (4.381). P/E Ratio (37.336) is within average values for comparable stocks, (6.090). Projected Growth (PEG Ratio) (0.330) is also within normal values, averaging (1.658). Dividend Yield (0.000) settles around the average of (0.019) among similar stocks. P/S Ratio (3.604) is also within normal values, averaging (4.796).
The Tickeron Price Growth Rating for this company is 65 (best 1 - 100 worst), indicating steady price growth. TTMI’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Profit vs. Risk Rating rating for this company is 70 (best 1 - 100 worst), indicating that the returns do not compensate for the risks. TTMI’s unstable profits reported over time resulted in significant Drawdowns within these last five years. A stable profit reduces stock drawdown and volatility. The average Profit vs. Risk Rating rating for the industry is 72, placing this stock better than average.
The Tickeron Seasonality Score of 85 (best 1 - 100 worst) indicates that the company is significantly overvalued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
The Tickeron PE Growth Rating for this company is 87 (best 1 - 100 worst), pointing to worse than average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
GLW | TTMI | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 50 | 50 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 77 Overvalued | 64 Fair valued | |
PROFIT vs RISK RATING 1..100 | 59 | 70 | |
SMR RATING 1..100 | 53 | 60 | |
PRICE GROWTH RATING 1..100 | 62 | 65 | |
P/E GROWTH RATING 1..100 | 83 | 87 | |
SEASONALITY SCORE 1..100 | 50 | 85 |
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 (64) in the Electronic Components industry is in the same range as GLW (77). This means that TTMI’s stock grew similarly to GLW’s over the last 12 months.
GLW's Profit vs Risk Rating (59) in the Electronic Components industry is in the same range as TTMI (70). This means that GLW’s stock grew similarly to TTMI’s over the last 12 months.
GLW's SMR Rating (53) 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.
GLW's Price Growth Rating (62) in the Electronic Components industry is in the same range as TTMI (65). This means that GLW’s stock grew similarly to TTMI’s over the last 12 months.
GLW's P/E Growth Rating (83) in the Electronic Components industry is in the same range as TTMI (87). This means that GLW’s stock grew similarly to TTMI’s over the last 12 months.
| GLW | TTMI | |
|---|---|---|
| RSI ODDS (%) | 4 days ago 81% | 4 days ago 79% |
| Stochastic ODDS (%) | 4 days ago 73% | 4 days ago 80% |
| Momentum ODDS (%) | 4 days ago 50% | 4 days ago 72% |
| MACD ODDS (%) | 4 days ago 63% | 4 days ago 80% |
| TrendWeek ODDS (%) | 4 days ago 60% | 4 days ago 69% |
| TrendMonth ODDS (%) | 4 days ago 60% | 4 days ago 68% |
| Advances ODDS (%) | 25 days ago 71% | 22 days ago 79% |
| Declines ODDS (%) | 4 days ago 62% | 11 days ago 68% |
| BollingerBands ODDS (%) | 4 days ago 77% | 4 days ago 78% |
| Aroon ODDS (%) | N/A | 4 days ago 79% |
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 4 TA indicator(s) are bullish while TTMI’s TA Score has 5 bullish TA indicator(s).
- GLW’s TA Score: 4 bullish, 6 bearish.
- TTMI’s TA Score: 5 bullish, 6 bearish.
Price Growth
GLW (@Electronic Components) experienced а -6.30% price change this week, while TTMI (@Electronic Components) price change was -14.67% for the same time period.
The average weekly price growth across all stocks in the @Electronic Components industry was -3.08%. For the same industry, the average monthly price growth was -15.80%, and the average quarterly price growth was -12.03%.
Reported Earning Dates
GLW is expected to report earnings on Oct 27, 2026.
TTMI is expected to report earnings on Feb 10, 2027.
Industries' Descriptions
@Electronic Components (-3.08% 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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