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Now Inc (MX:DNOW)
NYSE:DNOW

Now (DNOW) Price & Analysis

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DNOW Stock Chart & Stats

$250.00
$6.00(2.46%)
At close: 4:00 PM EDT
$250.00
$6.00(2.46%)

Bulls Say, Bears Say

Bulls Say
Revenue Growth & DemandSustained double-digit top-line growth reflects strong demand and successful integration of MRC Global; durable revenue expansion supports scale advantages in distribution, higher procurement leverage, and the firm's ability to invest in logistics and service capabilities over the next several quarters.
ERP Stabilization & Inventory UnlockStabilizing ERP and migrating Permian locations to SAP materially improves order fulfillment and working-capital flexibility. Unlocking ~$40M of inventory is a structural improvement that should increase service levels and cash availability as systems and processes normalize.
Synergies & Strategic M&A ExpansionAccelerated synergy realization and targeted tuck-ins (Edge Controls) broaden product/engineering scope and add higher-value solutions. This strengthens competitive positioning in automation, data centers and industrial end markets and supports margin recovery if cross-selling scales.
Bears Say
Profitability ReversalA marked compression of gross and net margins signals structural pressure from lower-margin acquisitions, pricing or product mix shifts. Persistent negative operating profit undermines return on capital and must be reversed via sustained margin improvement to restore long-term profitability.
Working-Capital StrainElevated inventory, long receivables and heavy working-capital usage materially weaken cash conversion. Even with positive FCF historically, a durable working-capital drag increases refinancing and execution risk unless collections, churn and inventory turns sustainably improve.
ERP Disruption & Integration RiskERP implementation and integration costs, coupled with customer friction, create ongoing execution risk that can depress sales and margins for multiple quarters. Repeated disruptions erode customer relationships and raise the bar for realizing projected synergies and cash benefits.

Now News

DNOW FAQ

What was Now Inc’s price range in the past 12 months?
Now Inc lowest stock price was $195.00 and its highest was $313.19 in the past 12 months.
    What is Now Inc’s market cap?
    Now Inc’s market cap is $45.93B.
      When is Now Inc’s upcoming earnings report date?
      Now Inc’s upcoming earnings report date is Aug 05, 2026 which is in 8 days.
        How were Now Inc’s earnings last quarter?
        Now Inc released its earnings results on May 07, 2026. The company reported $0.175 earnings per share for the quarter, missing the consensus estimate of $1.257 by -$1.082.
          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 1.64.
              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 $0.175 in its last earnings report, missing expectations of $1.257. Following the earnings report the stock price went same 0%.
                  Which hedge fund is a major shareholder of Now Inc?
                  Currently, no hedge funds are holding shares in MX: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 MX:DNOW earnings summaries

                    DNOW Stock 12 Month Forecast

                    Average Price Target

                    $285.92
                    ▲(14.37% Upside)
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