Story updated at 10:25 a.m. to reflect market activity.
USG was gaining 2.4% to $36.01 in morning trading.
"Based on a sample of wallboard prices at the retail channel, USG is seeing less pricing compared to the distributor channel, which is expected given the purchasing power of the home centers," analyst Philip Ng wrote. "That said, when factoring all the distribution channels, we believe USG's wallboard prices are up 14% in 2014, which is in-line to modestly better than expectations."
Separately, TheStreet Ratings team rates USG CORP as a Hold with a ratings score of C. TheStreet Ratings Team has this to say about their recommendation:
"We rate USG CORP (USG) a HOLD. The primary factors that have impacted our rating are mixed -- some indicating strength, some showing weaknesses, with little evidence to justify the expectation of either a positive or negative performance for this stock relative to most other stocks. The company's strengths can be seen in multiple areas, such as its revenue growth, impressive record of earnings per share growth and good cash flow from operations. However, as a counter to these strengths, we also find weaknesses including generally higher debt management risk and poor profit margins."
Highlights from the analysis by TheStreet Ratings Team goes as follows: