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Now Inc (DNOW)
NYSE:DNOW
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Now (DNOW) Price & Analysis

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DNOW Stock Chart & Stats

$14.41
-$0.21(-1.46%)
At close: 4:00 PM EDT
$14.41
-$0.21(-1.46%)

Bulls Say, Bears Say

Bulls Say
Revenue Growth & ScaleSustained double‑digit top‑line growth and rising quarterly scale indicate durable demand across core energy and industrial end markets. Larger revenue base supports operational leverage, broader supplier access, and stronger negotiating power with customers and vendors over the medium term.
Operating Cash Flow & Cash GenerationConsistent positive OCF and FCF, including a quarterly record, signal durable cash conversion ability despite GAAP losses. Reliable cash generation supports debt paydown, liquidity management, and targeted capital allocation (buybacks, capex), strengthening resilience over 2–6 months.
Synergy Realization & Margin Improvement PathUpgraded and accelerating synergy targets provide a credible, multi‑year path to improving margins and cost structure post‑integration. Realized run‑rate savings enhance EBITDA durability and free up cash to fund operations and strategic investments over the medium term.
Bears Say
Profitability DeteriorationThe swing to negative margins and operating losses marks a structural hit to return generation, reducing retained earnings and limiting reinvestment capacity. Unless sustained margin recovery occurs, profitability weakness will pressure ROE, discretionary spend, and long‑term capital allocation.
ERP & Integration Cost DragElevated, multi‑quarter integration and ERP costs are a structural headwind to near‑term margins and cash flow. Prolonged implementation drag can delay expected synergies, increase execution risk, and divert management focus from commercial initiatives vital for restoring long‑term profitability.
Large Working Capital & Inventory ExposureHigh AR and inventory balances tie up capital and amplify exposure to customer timing, price swings, and LIFO/integration accounting volatility. Elevated working capital constrains free cash, increases funding needs, and can slow deleveraging even as operations improve over the medium term.

Now News

DNOW FAQ

What was Now Inc’s price range in the past 12 months?
Now Inc lowest stock price was $10.94 and its highest was $17.26 in the past 12 months.
    What is Now Inc’s market cap?
    Now Inc’s market cap is $2.99B.
      When is Now Inc’s upcoming earnings report date?
      Now Inc’s upcoming earnings report date is Nov 04, 2026 which is in 85 days.
        How were Now Inc’s earnings last quarter?
        Now Inc released its earnings results on Aug 06, 2026. The company reported $0.12 earnings per share for the quarter, beating the consensus estimate of $0.094 by $0.026.
          Is Now Inc overvalued?
          According to Wall Street analysts Now Inc’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Now Inc pay dividends?
            Now Inc does not currently pay dividends.
            What is Now Inc’s EPS estimate?
            Now Inc’s EPS estimate is 0.14.
              How many shares outstanding does Now Inc have?
              Now Inc has 180,785,890 shares outstanding.
                What happened to Now Inc’s price movement after its last earnings report?
                Now Inc reported an EPS of $0.12 in its last earnings report, beating expectations of $0.094. Following the earnings report the stock price went up 8.228%.
                  Which hedge fund is a major shareholder of Now Inc?
                  Currently, no hedge funds are holding shares in DNOW
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    Now Inc

                    Dnow Inc. operates as a key supplier of industrial and downstream energy products for various sectors, including petroleum refining, chemical processing, liquefied natural gas (LNG) terminals, power generation utilities, and diverse industrial manufacturing operations. Its market presence spans the United States, Canada, and international territories. The firm markets its extensive product range under its proprietary brand names, DistributionNOW and DNOW. It furnishes a broad array of critical components and supplies, encompassing consumable maintenance, repair, and operational (MRO) items. This includes an extensive inventory of pipes, valves, fittings, flanges, gaskets, fasteners, electrical components, instrumentation, artificial lift systems, pumping solutions, valve actuation and modular process equipment, and measurement and control apparatus. Furthermore, Dnow provides mill supplies, various tools, and comprehensive safety and personal protective equipment (PPE), alongside specialized applied products like protective coatings and diverse expendable goods. Beyond these items, the company also deals in original equipment manufacturer (OEM) machinery, such as pumps, generator sets, air and gas compressors, dryers, blowers, mixers, and valves. Dnow delivers integrated modular oil and gas tank battery solutions, comprehensive application systems, streamlined work processes, efficient parts integration, optimization strategies, and robust after-sales support. Moreover, Dnow extends its expertise to supply chain and materials management, offering services like procurement, inventory planning and control, and warehouse administration. Its solutions further address logistics, point-of-issue technological implementation, project coordination, business process enhancement, and detailed performance metrics reporting. Operating from a vast network of approximately 180 sites, Dnow caters to clients across the entire energy value chain—upstream, midstream, and downstream. Its diverse clientele comprises drilling and well-servicing contractors, independent and national oil and gas enterprises, midstream infrastructure operators, and facilities such as refineries, petrochemical and chemical plants, and utilities. The company also supports a wide range of other downstream energy processors, alongside various industrial and manufacturing entities. Established in 1862, NOW Inc. (Dnow Inc.) maintains its corporate headquarters in Houston, Texas.

                    Now (DNOW) Earnings & Revenues

                    DNOW Company Deck

                    DNOW Earnings Call

                    Q2 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The call conveyed meaningful operational and financial progress: double-digit sequential revenue growth, a 54% sequential rise in adjusted EBITDA, record quarterly operating cash flow, improved leverage (net debt/EBITDA 1.7x), accelerating synergy realization and active share repurchases. Near-term challenges include integration/ERP-related costs, some inventory and vendor-related margin pressure, downstream timing sensitivity and regional geopolitical delays, plus a GAAP loss driven by tax/LIFO adjustments. Overall, management presented multiple quantifiable improvements and a clear path to continued margin and cash-flow gains while acknowledging manageable near-term headwinds.View all DNOW earnings summaries

                    DNOW Stock 12 Month Forecast

                    Average Price Target

                    $18.00
                    ▲(24.91% Upside)
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