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OCOwens Corning IncSell4.3·$122.90+3.16%
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Owens Corning Inc (OC) Stock Analysis

Recovery setup

SellModerate Confidence

Industrials · Building Products & Equipment

Sell if holding. Engine safety override at $122.90: a dimension score below its floor triggers a hard block regardless of the otherwise-positive setup — overall score 4.3/10. Specifically: Elevated put/call ratio: 1.35; Below-average business quality.

Owens Corning is a building products manufacturer with three segments: Roofing (43% of net sales), Insulation (36%), and Doors (21%), operating approximately 25,000 employees across 31 countries. It recorded $10.1 billion in net sales in 2025, serving residential and... Read more

$122.90+6.0% A.UpsideScore 4.3/10#18 of 19 Building Products & Equipment
QualityF-score4 / 9FCF yield6.80%
IncomeYield2.48%(5y avg 1.59%)Payout31.58%sustainable
Stop $114.50Target $130.32(analyst − 10%)A.R:R 0.5:1
Analyst target$144.80+17.8%15 analysts
$130.32our TP
$122.90price
$144.80mean
$174

Sell if holding. Engine safety override at $122.90: a dimension score below its floor triggers a hard block regardless of the otherwise-positive setup — overall score 4.3/10. Specifically: Elevated put/call ratio: 1.35; Below-average business quality. Chart setup: Death cross but MACD improving, RSI 76. Score 4.3/10, moderate confidence.

Passes 6/9 gates (positive momentum, clean insider activity, news events none recent, earnings proximity 56d clear, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio and 8k serious 2.06. Suitability: aggressive.

news + 30-day 8-K events · 5-min refresh

Recent developments

updated 2026-06-09
TrendMatrix Research · upcoming catalyst calendar

Upcoming dated catalysts

Wed, Aug 5, 202656d to earnings· next earnings call

Thesis

Rewards
No bull case signals
Risks
Concentration risk — Customer: top-2 customers
Concentration risk — Supplier: sole supplier raw material
Quality below floor (2.5 < 4.0)

Key Metrics

P/E (TTM)
P/E (Fwd)10.0
Mkt Cap$9.6B
EV/EBITDA7.6
Profit Mgn-5.4%
ROE-9.4%
Rev Growth-10.5%
Beta1.35
Dividend2.48%
Rating analysts28

Quality Signals

Piotroski F4/9

Options Flow

P/C1.35bearish
IV57%elevated
Max Pain$75-39.0% vs spot

Concentration Risks(10-K Item 1A)

  • HIGHCustomertop-2 customers
    10-K Item 1A: 'In 2025, we had two customers that represented 16% and 12% of our annual net sales, respectively.'
  • HIGHSuppliersole supplier raw material
    10-K Item 1: 'One of the raw materials important to this segment is sourced from a sole supplier.'

Material Events(8-K, last 90d)

  • 2026-05-01Item 5.02MEDIUM
    Todd Fister promoted to EVP, Chief Financial and Operating Officer effective May 1, 2026; he will retain CFO duties while an external CFO search is conducted. No CFO replacement named yet.
    SEC filing →
  • 2026-04-15Item 2.06MEDIUM
    Owens Corning will recognize an additional loss on sale of approximately $140 million related to revised terms on the sale of its global glass reinforcements business to Triumph Non-Ionics Pvt Ltd.
    SEC filing →

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.

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Performance. Past performance is not indicative of future results. Performance figures reflect the published model only and do not reflect any individual subscriber's actual results.

Methodology · Editorial policy & full disclaimer

Rating Breakdown

5 floor-breakers

Revenue shrinking — -10.5% YoY. Growth thesis broken unless recovery story develops.static

Revenue Growth
0.0
Declining revenue: -10%
Low model confidence on this dimension (33%).

Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static

Quality Rank
0.3
Growth Rank
0.5
Value Rank
8.4

Unprofitable operations — net margin -5.4%. Quality floor flags this regardless of sector context.static

Roe
0.0
Net Margin
0.0
Gross Margin
1.4
Moat
2.5
Operating Margin
2.9
Roa
4.2
Piotroski F
4.4
Current Ratio
4.7
No competitive moatQuality concerns

No near-term catalyst priced in. Thesis progression will come from fundamentals grinding, not event reaction.static

Earnings History
0.0
Surprise Avg
0.0
Erm
5.0
Earnings Timing
5.0
Dividend Safety
7.0
Earnings concerns: 1B/3MDividend: 248.0%

Technicals below the gate floor. Component breakdown shows what dragged the score down.static

Support Resistance
2.2
Bollinger
2.7
Gap
5.0
52w Position
5.7
GatesA.R:R 0.5 < 1.5@spot8K SERIOUS 2.06Death cross (50MA < 200MA)Momentum 6.0>=5.5Insider activity: OKNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 56d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARRecoverySuitability: Aggressive
RSI
76 · Overbought
20D MA 50D MA 200D MADEATH CROSSSupport $106.44Resistance $127.67

Price Targets

$115
$130
A.Upside+6.0%
A.R:R0.5:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! Quality below floor (2.5 < 4.0)
! asymmetry at 0.5 (below the engine's 1.5 threshold)@spot
! 8K_SERIOUS:2.06

Earnings

B
M
M
M
1/4 beats
Next Earnings2026-08-05 (56d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is OC stock a buy right now?

Sell if holding. Engine safety override at $122.90: a dimension score below its floor triggers a hard block regardless of the otherwise-positive setup — overall score 4.3/10. Specifically: Elevated put/call ratio: 1.35; Below-average business quality. Chart setup: Death cross but MACD improving, RSI 76. Prior stop was $114.50. Score 4.3/10, moderate confidence.

What is the OC stock price target?

Take-profit target: $130.32 (+6.0% upside). Prior stop was $114.50. Stop-loss: $114.50.

What are the risks of investing in OC?

Concentration risk — Customer: top-2 customers; Concentration risk — Supplier: sole supplier raw material; Quality below floor (2.5 < 4.0).

Is OC overvalued or undervalued?

Owens Corning Inc trades at a P/E of N/A (forward 10.0). TrendMatrix value score: 8.5/10. Verdict: Sell.

What do analysts say about OC?

28 analysts cover OC with a consensus score of 3.9/5. Average price target: $145.

What does Owens Corning Inc do?Owens Corning is a building products manufacturer with three segments: Roofing (43% of net sales), Insulation (36%),...

Owens Corning is a building products manufacturer with three segments: Roofing (43% of net sales), Insulation (36%), and Doors (21%), operating approximately 25,000 employees across 31 countries. It recorded $10.1 billion in net sales in 2025, serving residential and non-residential construction markets.

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