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AnalystConsensusTarget updated the narrative for OC

Update shared on 23 Oct 2025

Fair value Decreased 3.88%
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AnalystConsensusTarget's Fair Value
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1Y
-34.6%
7D
-1.2%

Analysts have revised Owens Corning's fair value downward, lowering their price target from $174.07 to $167.31. They cite minor adjustments to growth and margin expectations.

What's in the News

  • Owens Corning is collaborating with Northstar Enterprise + Defense on advanced modular data center platforms. The partnership is integrating fiberglass recycling and optimized thermal technologies for improved durability and sustainability (Key Developments).
  • A new shingle plant is planned for Prattville, Alabama. This will expand Owens Corning's roofing manufacturing network with a facility capable of producing around six million squares annually, supporting continued growth in the region (Key Developments).
  • Between April and June 2025, Owens Corning repurchased over 1.6 million shares for approximately $220.11 million. This completed nearly 6.9% in total shares repurchased under its ongoing buyback program (Key Developments).

Valuation Changes

  • Consensus Analyst Price Target has decreased from $174.07 to $167.31, reflecting a minor downward revision in fair value estimates.
  • Discount Rate has risen slightly from 9.49% to 9.53%. This indicates a marginal increase in required return expectations.
  • Revenue Growth projections have declined, shifting from negative 0.84% to negative 0.87%.
  • Net Profit Margin estimate has been adjusted down from 13.50% to 13.29%.
  • Future P/E ratio expectation has decreased modestly from 11.39x to 11.14x.

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Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.