OC

Owens Corning's stock price has experienced fluctuations and analyst re-evaluations in the past six months (April 2026 - October 2026), with the share price at $123.91 as of September 25, 2026, representing a 12.16% decline from September 29, 2025, a 15.77% decrease over the last 12 months, a year-to-date return of 7.93%, and a 17.95% decrease in the past month leading up to October 9, 2026. Key events include Q1 2026 results reported on May 6, 2026, showing $2.3 billion net sales (a 10% decrease), $0.47 diluted EPS, and $1.22 adjusted diluted EPS, with $63 million returned to shareholders. Q2 2026 results reported on August 5, 2026, showed $2.8 billion net sales (in line with prior year), $3.93 adjusted diluted EPS (surpassing estimates), $398 million operating cash flow, $199 million free cash flow, and $264 million returned to shareholders. Analyst ratings in October 2026 saw DA Davidson lower its price target to $143 (maintaining Buy), Truist Financial lower its objective to $115 (maintaining Hold), and Wall Street Zen downgrade to 'hold,' while Deutsche Bank Aktiengesellschaft raised its price target to $165 (Buy) in June 2026. The stock has been pressured by rate-sensitive housing worries, high 10-year Treasury yield and mortgage rates, weaker near-term earnings expectations, and soft housing data. Owens Corning anticipated an inflationary impact from the Iran conflict, expecting incremental costs of approximately $60 million in Q2 2026 and $40 million in Q3 2026. Leadership changes included Jonathan Collins' appointment as EVP and CFO in July 2026 and Michael DeVito's election to the Board in September 2026. The company declared a quarterly cash dividend of $0.79 per common share in June and September 2026.