New York, March 1, 2026, 13:38 EST — Market closed.
- Corning shares last closed Friday at $150.38, up 0.1% on the day after a wide swing.
- CEO Wendell Weeks exercised options and sold 137,514 shares, an SEC filing showed.
- CFO Ed Schlesinger is scheduled to give a business update at a Morgan Stanley conference on March 3.
Corning Incorporated (GLW) CEO Wendell Weeks exercised stock options and sold 137,514 shares in the specialty glass and optical-fiber maker, a regulatory filing showed on Friday. Weeks sold the stock at a weighted-average price of $155.3721 and reported direct holdings of 750,585 shares after the transactions, the filing showed. 1
The disclosure lands as Corning heads into a busy week for investor messaging, with U.S. markets reopening on Monday. Traders have leaned into the stock as an AI data-center supplier story, and the week ahead puts fresh attention on what management says — and what it does not.
Corning shares ended Friday up 0.1% at $150.38, after trading as low as $146.61 and as high as $154.50, market data showed. The wide range left the stock little changed on the close, but not quiet. 2
Separately, Corning said in an 8-K filing that Chief Financial Officer Ed Schlesinger will speak at the Morgan Stanley Technology, Media & Telecom Conference on March 3 and provide business updates. The filing was made under Regulation FD, the SEC’s fair-disclosure rule meant to keep material updates broadly available to investors, and it said a replay and transcript would be available for 12 months after the presentation.
Corning’s next set of comments comes against a backdrop of heavy focus on optical demand tied to AI and data centers. In late January, the company forecast first-quarter core sales of $4.2 billion to $4.3 billion, Reuters reported, and Morningstar analyst William Kerwin said at the time: “The numbers were good this morning, but probably baked in after yesterday’s announcement.” 3
The AI angle was bolstered by a multiyear agreement with Meta Platforms disclosed in late January, under which Meta will pay Corning up to $6 billion over the next several years for optical fiber, cable and connectivity products for AI data centers, Reuters reported. “Together with Meta, we’re strengthening domestic supply chains and helping ensure that advanced data centers are built using U.S. innovation,” Weeks said then. 4
In its fourth-quarter earnings release, Corning said it upgraded its “Springboard” growth plan and pointed to improving momentum into 2026. “In 2025, we delivered double-digit core sales growth,” Schlesinger said in that release. 5
The company also declared a quarterly dividend of $0.28 a share, payable March 30 to shareholders of record on Feb. 27, Corning said. 6
But insider sales can unsettle a crowded trade, especially after a big run and choppy sessions. If Tuesday’s remarks are light on numbers — or if management sounds more cautious on optical demand and customer spending — the stock could see faster profit-taking when regular trading returns.
The next clear catalyst is Tuesday, March 3, when Schlesinger is due to speak at 11:30 a.m. ET (8:30 a.m. PT) at Morgan Stanley’s technology, media and telecom conference in San Francisco, with a live webcast available on Corning’s investor site. 7
