Owens Corning

OC · NYSE

$111.81+$1.80 (+1.64%)TodayMarket closed · Oct 20, 7:30 PM ET

Prev close $110.01

OC analyst rating

BuyConsensus of 12 analysts over the last 12 months. 67% rate it a buy.

Strong buy0
Buy8
Hold4
Underperform0
Sell0

12-month price target · 21 analysts

Average $172.10 (+53.9% upside)

Low: $141.40
Now: $111.81
High: $207.90

Upgrades and downgrades

The latest rating actions, newest first

OC analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
Wells Fargo	Oct 16, 2026	Maintains	Overweight	$150.00 → $125.00	47%
Goldman Sachs	Oct 12, 2026	Maintains	Neutral	$169.00 → $128.00	45%
Truist Securities	Oct 8, 2026	Maintains	Hold	$140.00 → $115.00	53%
RBC Capital	Oct 7, 2026	Downgrade	Outperform → Sector Perform	$172.00 → $127.00	59%
Barclays	Oct 6, 2026	Maintains	Overweight	$177.00 → $162.00	52%
Evercore ISI Group	Oct 1, 2026	Maintains	Outperform	$194.00 → $185.00	49%
Wells Fargo	Sep 11, 2026	Maintains	Overweight	$172.00 → $150.00	47%
DA Davidson	Aug 25, 2026	Initiates	Buy	$190.00	52%
Citigroup	Aug 7, 2026	Maintains	Buy	$149.00 → $177.00	54%
Truist Securities	Aug 6, 2026	Maintains	Hold	$125.00 → $140.00	53%

The case for and against

Updated Oct 16, 2026

Bull case

Owens-Corning is positioned favorably because its Roofing segment, which generates the most revenue, is benefiting from strong pricing realization, a second price increase, and share gains as contractor reach expands toward a much larger U.S. market opportunity. The company also showed resilience with results above the Street, a flattish 2Q26 roofing guide that beat expectations, and management signaled a return to normalized roofing performance on the horizon, supporting confidence in earnings durability. With CY’26E Adj. EBITDA of $2.20 BN implied in the upside case, alongside sequential margin improvement in Doors and potential support from storm activity, pricing power and operating leverage underpin the positive outlook.

Bear case

Owens-Corning is facing a negative fundamental setup because weakening residential demand is hitting its most important end markets, with roofing and insulation both showing volume pressure, while doors remains a margin drag due to outsized new residential exposure. Roofing, which drives the largest share of revenue, saw sales fall 14% year over year and EBITDA drop 30% to $231 million, and the outlook worsens as de-stocking, another weak storm season, and rising oil and asphalt costs threaten 4Q and carry into 1H'27. Even though pricing has held relatively well, segment EBITDA margins are under pressure across the business, and the company now sits well below prior earnings expectations, reflecting limited operating leverage and elevated downside risk.

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