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

362 Followers

DNOW Stock Chart & Stats

$11.12
-$0.05(-0.43%)
At close: 4:00 PM EST
$11.12
-$0.05(-0.43%)

Bulls Say, Bears Say

Bulls Say
Sustained Revenue GrowthConsistent top-line expansion, including a full-quarter contribution from MRC Global, indicates durable demand across energy and industrial end markets. Higher revenue scale supports purchasing leverage, broader product availability, and the ability to grow fee-based supply chain services over the next 2–6 months.
Balance Sheet Liquidity & Financial FirepowerMaterial liquidity and a sizeable equity base give the company runway to absorb integration costs, stabilize operations, and pursue tuck-in M&A or opportunistic buybacks. Moderate leverage provides flexibility to fund working-capital fixes without forcing distressed financing in the medium term.
Expanded Service & Product Footprint Via M&ATargeted acquisitions and expanded automation capabilities broaden the addressable market (data centers, industrial, infrastructure) and deepen value-added service offerings. This enhances recurring service revenue potential and competitive differentiation in integrated supply and engineered-solution sales.
Bears Say
Profitability & Margin DeteriorationMaterial margin compression and an operating loss reflect structural mix shifts and integration/headwind pressures. Until gross margins and operating leverage recover, earnings power and return metrics remain impaired, constraining reinvestment capacity and cash-flow conversion over the next several quarters.
Weakened Cash Conversion & FCF TrendSharp decline in free cash flow and softer cash conversion reduce internal funding for capex, inventory reduction and debt paydown. Slower FCF momentum raises execution risk on management's targets (working-capital improvement and $100M–$200M OCF guidance) in the near term.
ERP Disruption & Operational FrictionOngoing ERP stabilization and related operating costs are creating persistent execution drag, lost sales, and customer service issues across key accounts. These operational frictions can depress margins and working-capital efficiency until systems and processes are fully stabilized, a multi-quarter risk.

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 $2.46B.
      When is Now Inc’s upcoming earnings report date?
      Now Inc’s upcoming earnings report date is Aug 05, 2026 which is in 44 days.
        How were Now Inc’s earnings last quarter?
        Now Inc released its earnings results on May 07, 2026. The company reported $0.01 earnings per share for the quarter, missing the consensus estimate of $0.072 by -$0.062.
          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 0.1.
              How many shares outstanding does Now Inc have?
              Now Inc has 182,545,990 shares outstanding.
                What happened to Now Inc’s price movement after its last earnings report?
                Now Inc reported an EPS of $0.01 in its last earnings report, missing expectations of $0.072. Following the earnings report the stock price went down -3.333%.
                  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

                    Q1 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Neutral
                    The call balanced clear near-term challenges (ERP disruptions, pressure on MRC Global U.S. revenues, compressed margins, Q1 GAAP loss and working capital drain) with meaningful progress and actionable remedies (ERP stabilization, Permian SAP migration unlocking ~$40M inventory, raised synergy pace, acquisitive expansion with Edge Controls, opportunistic buybacks, and mid- to long-term growth opportunities in midstream, gas utilities and data centers). Management provided quantified remediation costs and cash generation targets ($100M–$200M OCF guidance) and reiterated a constructive multi-year view (normalized margin and EBITDA improvement expected into 2027). Overall the positives (stabilization milestones, tangible inventory unlock, upgraded synergy cadence, strategic tuck-in M&A and buybacks) offset but did not yet fully eclipse current financial headwinds, leaving the tone cautiously constructive but still transitional.View all DNOW earnings summaries

                    DNOW Stock 12 Month Forecast

                    Average Price Target

                    $16.25
                    ▲(46.13% Upside)
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                    Ownership Overview

                    1.60%24.66%27.24%13.52%
                    27.24% Other Institutional Investors
                    13.52% Public Companies and Individual Investors
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