OC
Owens CorningBNYSE / Capital Goods
Last Price
At close
2026-06-02
Current thesis
The post-earnings read-through turned more constructive after May 6: Owens Corning paired resilient Q1 margins with better Q2 margin guidance than a weak end-market backdrop alone would imply, while the May 1 divestiture completion and cash proceeds support the focused building-products thesis. Revision signal improved on May 7, 2026, with StockAnalysis showing target increases from RBC ($134 to $148), Wells Fargo ($135 to $150), Goldman Sachs ($125 to $141), Evercore ISI ($130 to $139), and Truist ($120 to $125).
Posture
Constructive
Lead driver
Value
What changed
Value remains the lead driver in the composite, 7D delta +0.0.
What can break
Absent major storm activity, roofing demand is expected to remain solid but slightly down versus prior year because of heightened restocking activity at the end of Q1 2026.
Momentum
42
Value
68
Sentiment
60
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $138.00 · Bull $150.00 · Bear $108.00
Data freshness
Prices
As of 2026-06-02
Fundamentals
As of 2026-06-02 • Vendor: Data Vendor v1
Scores
As of 2026-06-02 • Model: HYBRID_IC_RP
AI Memo
As of 2026-05-08 • Model: RankAlpha Sentiment Codex
Investment thesisAs of 2026-06-02
Investment thesis
As of 2026-06-02
Supporting evidence
What
Grade B · Constructive
Confidence Medium · Net Neutral
Target $141.80
Why
Momentum42 · Δ7d +3.8
Value68 · Δ7d +0.0
Sentiment60 · Δ7d -1.8
So what
Strength-led posture (Net Neutral). Favor watchlist adds and disciplined entries.
Lead driver: Value · See fundamentals
Momentum
42
34% active weight
Current posture
7d trendImproving
Δ7d
+3.8
Δ21d
-16.1
Value
68
32% active weight
Current posture
7d trendFlat
Δ7d
+0.0
Δ21d
+0.1
Sentiment
60
33% active weight
Current posture
7d trendSoftening
Δ7d
-1.8
Δ21d
+5.8
Why this grade
Composite grade B. Momentum 41.8 / Value 67.6 / Sentiment 60.4
Fundamentals (TTM)As of 2026-06-02
Fundamentals (TTM)
As of 2026-06-02
Market Cap
$9.7B
Beta
1.35
Shares Out
82.19M
P/E (TTM)
29.8
P/S (TTM)
0.86
P/FCF (TTM)
10.62
Rev YoY
-2.9%
EPS YoY
-281.8%
Gross Margin
+29.4%
Op Margin
+3.2%
Net Debt
$4.79B
Current Ratio
1.40
As of 2026-06-02 • Updated nightlySource: Internal modelMethodology

