DNOW Inc. (DNOW) Stock Price & Analysis
DNOW Inc. (DNOW) closed at USD 15.41 on Thursday, October 22, 2026, down 4.29% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 16.1; the Oct 22, 2026 session ranged USD 14.96–16.06 on volume of 3,861,190 shares. Market capitalization is $2.79B, with a 52-week range of USD 10.94–17.26 (NYQ). Source: Nexqual, retrieved October 23, 2026 at 09:25 UTC.
Also available as compact Markdown for AI agents: nexqual.com/DNOW.md
Key facts (DNOW)
- Last four reported quarters (through Jun 30, 2026): revenue $4.08B, net income -$201M (-4.9% margin), free cash flow $136M (SEC filings).
- 4 of 80 tracked superinvestors hold DNOW (13F, Q2 2026): 0 new, 2 added, 2 reduced, 0 unchanged.
- Analysts: Buy (mean 2.25 on a 1–5 scale) (4 analysts), mean target USD 18.75 (range 18–19).
- Total return with dividends: 1Y +1.6% vs S&P 500 +14.9%; 5Y +101.4% vs S&P 500 +80.3%.
- Next earnings: 2026-11-04, EPS estimate USD 0.15, revenue estimate $1.35B.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (DNOW)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $1.63B | $2.14B | $2.32B | $2.37B | $2.82B | $4.08B |
| Gross profit | $357M | $506M | $539M | $531M | $478M | — |
| Operating income | $9.0M | $131M | $144M | $109M | -$93.0M | -$204M |
| Net income | $5.0M | $128M | $250M | $78.0M | -$89.0M | -$201M |
| EPS (diluted) | $0.05 | $1.13 | $2.27 | $0.71 | -$0.76 | — |
| Free cash flow | $25.0M | -$9.0M | $171M | $289M | $134M | $136M |
| Gross margin | 21.9% | 23.7% | 23.2% | 22.4% | 17.0% | — |
| Operating margin | 0.6% | 6.1% | 6.2% | 4.6% | -3.3% | -5.0% |
| Net margin | 0.3% | 6.0% | 10.8% | 3.3% | -3.2% | -4.9% |
| Revenue growth | +0.8% | +30.9% | +8.7% | +2.2% | +18.8% | — |
| Cash + short-term investments | $313M | $212M | $299M | $256M | $164M | — |
| Total debt | — | — | — | $0K | $411M | — |
Fiscal years end Dec. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 30, 2026) (DNOW)
P/S 0.7x · EV/Sales 0.8x · P/FCF 20.5x · P/B 1.3x · FCF yield 4.88% · Earnings yield -7.21% · Buyback yield (TTM) 3.05% · Net debt $360M · EV $3.15B
P/E at fiscal year-ends: Dec 2024 17.9x, Dec 2023 4.9x.
Superinvestors (SEC 13F-HR, Q2 2026) (DNOW)
4 of 80 tracked investors hold DNOW. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Seth Klarman | Baupost Group | 0.67% | $36.2M | Reduced -23.1% |
| Greenhaven Associates | 0.65% | $56.3M | Added +426.8% | |
| Richard Pzena | Pzena Investment Management | 0.11% | $37.5M | Reduced -6.5% |
| First Eagle Investment | First Eagle Investment Management | 0.01% | $7.8M | Added +69.6% |
Analysts (DNOW)
Consensus Buy (mean 2.25 on a 1–5 scale), 4 analysts; mean target USD 18.75 (low 18, high 19).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-09-10 | Freedom Broker | Downgrade | Buy → Hold | $18 |
| 2026-08-10 | DA Davidson | Target raised | Buy | $17 → $19 |
| 2026-08-07 | Susquehanna | Target raised | Positive | $16 → $19 |
Total return (dividends reinvested) (DNOW)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | +1.6% | +101.4% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +1.6% | +15.0% |
| Volatility (annualized) | 40.9% | 45.0% |
| Max drawdown | -34.1% (Feb 2026→Mar 2026) | -35.2% (Feb 2023→May 2023) |
DNOW analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $0.15 | $0.11 | +31.6% | $1.35B | 5 |
| Next quarter (ends Dec 2026) | $0.07 | $0.10 | -35.6% | $1.22B | 5 |
| Current fiscal year (ends Dec 2026) | $0.35 | $0.32 | +8.8% | $5.07B | 5 |
| Next fiscal year (ends Dec 2027) | $0.82 | $0.85 | -2.6% | $5.42B | 5 |
Key Statistics (as of October 23, 2026 at 09:25 UTC)
| Price | USD 15.41 |
|---|---|
| Change | ▼ 4.29% (down) |
| Previous Close | USD 16.1 |
| Open | USD 16.09 |
| Day Range | USD 14.96 – 16.06 |
| 52-Week Range | USD 10.94 – 17.26 |
| Volume | 3,861,190 shares |
| Market Cap | $2.79B |
| Exchange | NYQ |
Technical Analysis (DNOW)
Nexqual's technical model rates DNOW "SELL" based on 1 bullish and 4 bearish signals across 127 daily candles, as of October 23, 2026 at 09:25 UTC.
| Overall Signal | SELL |
|---|---|
| RSI (14) | 46.14 (neutral) |
| vs SMA50 | Below (USD 15.77) |
| MACD | 0.01 (positive) |
Analyst Ratings (DNOW)
Wall Street analysts rate DNOW "Buy" based on 4 analysts, with a mean price target of USD 18.75 (range USD 18–19), per Nexqual as of October 23, 2026 at 09:25 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 4 |
| Mean Target | USD 18.75 |
| High Target | USD 19 |
| Low Target | USD 18 |
| Buy / Hold / Sell | 3 / 1 / 0 |
Earnings (DNOW)
| Next Earnings Date | 2026-11-04 |
|---|---|
| EPS Estimate | USD 0.15 |
| Revenue Estimate | $1.35B |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 0.12 vs est 0.09 ▲ beat |
| 2026-03-31 | USD 0.01 vs est 0.06 ▼ miss |
| 2025-12-31 | USD 0.15 vs est 0.14 ▲ beat |
| 2025-09-30 | USD 0.26 vs est 0.23 ▲ beat |
Source: Nexqual, October 23, 2026 at 09:25 UTC.
Financials & Fundamentals (DNOW)
| Total Revenue | $4.08B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +108.10% |
| Gross Margin | +20.23% |
| Operating Margin | +1.07% |
| Profit Margin | -4.63% |
| ROE | -11.60% |
| Debt / Equity | 0.31 |
| Current Ratio | 2.14 |
| Total Cash | $114.00M |
| Total Debt | $649.00M |
| Free Cash Flow (last four quarters to Jun 2026, SEC 10-Q / 10-K) | $136.00M (3.3% of revenue) |
Source: Nexqual, October 23, 2026 at 09:25 UTC.
Financial Health Score (DNOW)
Nexqual rates DNOW Inc.'s overall financial health "Mixed" across five dimensions, as of October 23, 2026 at 09:25 UTC.
| Growth | Strong — Revenue +19% YoY (annual) |
|---|---|
| Profitability | Weak — Gross margin 20%, operating 1% (last 12 months) |
| Balance Sheet | Strong — $114M cash and investments vs $474M debt (Jun 2026, SEC) |
| Cash Flow | Mixed — FCF $136M (last 4 quarters to Jun 2026, SEC), slim 3.3% margin |
| Efficiency | Critical — ROE -12%, ROA 1.7% |
Ownership (DNOW)
| Insider Ownership | +1.70% |
|---|---|
| Institutional Ownership | +108.89% |
| Shares Outstanding | 180.79M |
| Float | 177.69M |
| Short % of Float | +5.84% |
Source: Nexqual, October 23, 2026 at 09:25 UTC.
Leadership (DNOW)
DNOW Inc. is led by David A. Cherechinsky, CEO, President & Director, per Nexqual as of October 23, 2026 at 09:25 UTC.
| CEO, President & Director | David A. Cherechinsky |
|---|---|
| Senior VP & CFO | Mark B. Johnson |
| Vice President of Digital Strategy & Investor Relations | Brad Wise |
| Executive Vice President of Digital Strategy | Scott W. Hauck |
| Senior Vice President of North America Sales & Operations | Clent Rawlinson |
Major Backers & Investors (DNOW)
Notable institutional backers of DNOW Inc. include Wellington Management, First Trust Advisors LP, First TRT Exch-Trd Fd. VI-First TRT RBA American Industrial Renaissanc, according to Nexqual as of October 23, 2026 at 09:25 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Wellington Management | 10.79% |
| First Trust Advisors LP | 3.65% |
| First TRT Exch-Trd Fd. VI-First TRT RBA American Industrial Renaissanc | 3.13% |
| Engine Capital Management, LP | 2.86% |
| Renaissance Technologies | 2.6% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| BlackRock | 15.99% |
| Vanguard Group | 10.29% |
| Dimensional Fund Advisors | 4.4% |
| State Street | 4.03% |
| Geode Capital | 2.64% |
Source: Nexqual, October 23, 2026 at 09:25 UTC.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| REZI | Resideo Technologies, Inc. | USD 17.79 | ▲ 1.77% |
| DXPE | DXP Enterprises, Inc. | USD 157.66 | ▼ 11.2% |
| SITE | SiteOne Landscape Supply, Inc. | USD 103.17 | ▲ 5.87% |
| GIC | Global Industrial Company | USD 44.91 | ▲ 0.07% |
| DSGR | Distribution Solutions Group, I | USD 35.07 | ▲ 0.06% |
| XMTR | Xometry, Inc. | USD 89.16 | ▲ 0.25% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 09:25 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt