Market Cap
$2.8B
DNOW
DNOW Inc.
$15.76 ▲ +3.14%
Prev close $15.28Market cap$2.8B
ConsensusStrong Buy
12-mo target$18.75 (+19.0%)
▲ Bullish
Analyst conviction 9/10
Insider Selling Cluster (3 insiders)23 New Institutional Positions24 Institutional Exits Industrials & Manufacturing
Snapshot
The big-picture read on DNOW right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Strong Buy (91%)
Inst. Holders
50 funds
Inst. Value
$2.0B
Inst. Activity
23 buys / 24 sells
Insider Activity
$0.00 buy / $7.5M sell
Insider Net $
-$7.5M
SEC Reports
8
Price chart 30d -0.3%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 30, 2026 other
Aug 12, 2026 SEC DNOW Deadline: DNOW Investors with Losses in Excess of $100K Have Opportunity to Lead DNOW Inc. Securities Lawsuit Filed by The Rosen Law Firm
NEW YORK, Sept. 30, 2026 /PRNewswire/ -- Rosen Law Firm, a global investor rights law firm, reminds
CEO David Cherechinsky and two other top executives sold a combined $3.69M in open-market stock on August 10, 2026, imme
CLUSTER — Impact 5/10
Raymond Chang, an officer of DNOW Inc., filed a Form 144 on August 10, 2026, indicating intent to sell 76,238 shares of
144 — Impact 3/10
Aug 10, 2026 Insider
Cherechinsky David A acquired via exercise 198,213 shares
President and CEO @ $10.26 ($2.0M)
Aug 10, 2026 Insider
Cherechinsky David A sold 198,213 shares
President and CEO @ $16.73 ($3.3M)
Aug 10, 2026 Insider
Aug 6, 2026 SEC Johnson Mark B sold 50,181 shares
See Remarks @ $16.79 ($842.5K)
DNOW reported Q2 2026 adjusted EPS of $0.12, beating consensus of $0.09 by 33%, on revenue of $1.307B vs $1.27B consensu
8-K — Impact 6/10
Jun 30, 2026 Inst.
FIRST TRUST ADVISORS LP — ADD
6,607,074 shares ($85.7M)
Analyst ratings buy % +2.2%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
91% rate it Buy or better · 11 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 10, 2026 | Freedom Broker | DOWNGRADE | Hold | 66% |
| Aug 10, 2026 | DA Davidson | MAINTAIN | Buy | 53% |
| Aug 7, 2026 | Susquehanna | MAINTAIN | Positive | 56% |
| Jun 17, 2026 | Freedom Broker | INITIATE | Buy | 66% |
| Jun 16, 2026 | DA Davidson | INITIATE | Buy | 53% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 3 | 7 | 1 | 0 | 0 | 91% | |
| Aug 1, 2026 | 3 | 7 | 1 | 0 | 0 | 91% | |
| Jul 1, 2026 | 3 | 7 | 1 | 0 | 0 | 91% | |
| Jun 1, 2026 | 3 | 5 | 1 | 0 | 0 | 89% | |
| May 1, 2026 | 3 | 5 | 1 | 0 | 0 | 89% | |
| Apr 1, 2026 | 3 | 5 | 1 | 0 | 0 | 89% | |
| Mar 1, 2026 | 3 | 5 | 1 | 0 | 0 | 89% | |
| Feb 1, 2026 | 3 | 5 | 1 | 0 | 0 | 89% |
Price targets
Where 4 covering analysts think DNOW trades over the next 12 months.
$18.75 +19.0% upside Buy
Current$15.76 Low$18.00 Median$19.00 High$19.00 4 analysts
$18.00$19.00
Analyst rating None as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
8 SEC filing reports analyzed · 1 bullish, 1 bearish, 3 mixed, 3 neutral · avg impact 4.4/10.
MIXEDCLUSTER5/10
CEO David Cherechinsky and two other top executives sold a combined $3.69M in open-market stock on A
Aug 12, 2026
NEUTRAL1443/10
Raymond Chang, an officer of DNOW Inc., filed a Form 144 on August 10, 2026, indicating intent to se
Aug 11, 2026
BULLISH8-K6/10
DNOW reported Q2 2026 adjusted EPS of $0.12, beating consensus of $0.09 by 33%, on revenue of $1.307
Aug 6, 2026
BEARISHPRESS-RELEASE6/10
DNOW reported Q1 2026 EPS of $0.01, an 88.2% miss vs the $0.09 consensus, and revenue of $1.27B in l
Jul 30, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 30, 2026
other
DNOW Deadline: DNOW Investors with Losses in Excess of $100K Have Opportunity to Lead DNOW Inc. Securities Lawsuit Filed by The Rosen Law Firm
NEW YORK, Sept. 30, 2026 /PRNewswire/ -- Rosen Law Firm, a global investor rights law firm, reminds purchasers of common stock of DNOW Inc. (NYSE: DNO
Sep 29, 2026
other
DNOW Inc. (DNOW) Investor Alert: Hagens Berman Investigating Claims Alleged in DNOW Inc. Securities Class Action Over Allegedly Omitted MRC Global ERP Failures
SAN FRANCISCO, Sept. 29, 2026 /PRNewswire/ -- National shareholder rights law firm Hagens Berman encourages investors in DNOW Inc. (NYSE: DNOW) who su
Sep 28, 2026
other
DNOW Investors Have Opportunity to Lead DNOW Inc. Securities Fraud Lawsuit with SBS Law
LOS ANGELES, Sept. 28, 2026 /PRNewswire/ -- Schall, Brown & Schwartz LLP ("SBS"), a national shareholder rights litigation firm, reminds investors of
Sep 28, 2026
other
DNOW Inc. Sued for Securities Law Violations - Contact the DJS Law Group to Discuss Your Rights - DNOW
NEW YORK, Sept. 28, 2026 /PRNewswire/ -- The DJS Law Group reminds investors of a class action lawsuit against DNOW Inc. ("DNOW" or "the Company") (NY
Sep 25, 2026
other
DNOW Deadline: DNOW Investors Have Opportunity to Lead DNOW Inc. Securities Lawsuit Filed by The Rosen Law Firm
NEW YORK, Sept. 25, 2026 /PRNewswire/ -- Rosen Law Firm, a global investor rights law firm, reminds purchasers of common stock of DNOW Inc. (NYSE: DNO
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.15 | $0.13–$0.17 | -43.1% | +9.6% | 2↑ 0↓ | $1.4B | 5 |
| Next Q | $0.07 | $0.03–$0.09 | -56.0% | -20.0% | 1↑ 3↓ | $1.2B | 5 |
| Current FY | $0.35 | $0.33–$0.38 | -59.8% | -1.1% | 4↑ 1↓ | $5.1B | 5 |
| Next FY | $0.82 | $0.66–$0.90 | 138.1% | -8.4% | 3↑ 1↓ | $5.4B | 5 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.148 | — |
| 7d ago | $0.142 | +0.006 |
| 30d ago | $0.135 | +0.013 |
| 60d ago | $0.113 | +0.035 |
| 90d ago | $0.107 | +0.041 |
Institutional ownership
Which big funds own DNOW (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $2.0B total value (151,173,175 shares) as of 2026-Q2. Top holders: BlackRock,, WELLINGTON, VANGUARD. Net selling activity: 24 institutions trimmed/exited vs 23 added.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 28,908,385 | $374.9M | 19.1% | — |
| WELLINGTON MANAGEMENT GROUP LLP | 19,513,068 | $253.1M | 12.9% | ADD +56.1% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 10,397,158 | $134.9M | 6.9% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 8,202,459 | $106.4M | 5.4% | — |
| DIMENSIONAL FUND ADVISORS LP | 7,956,916 | $103.2M | 5.3% | — |
| STATE STREET CORP | 7,279,614 | $94.4M | 4.8% | — |
| FIRST TRUST ADVISORS LP | 6,607,074 | $85.7M | 4.4% | ADD +62.5% |
| GEODE CAPITAL MANAGEMENT, LLC | 4,769,830 | $61.9M | 3.2% | — |
| RENAISSANCE TECHNOLOGIES LLC | 4,697,825 | $60.9M | 3.1% | — |
| Rubric Capital Management LP | 3,898,635 | $50.6M | 2.6% | DOUBLED +207.6% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FIRST TRUST ADVISORS LP | ADD | 4,065,728 | 6,607,074 | +62.5% | $85.7M |
| Rubric Capital Management LP | DOUBLED | 1,267,527 | 3,898,635 | +207.6% | $50.6M |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | NEW | — | 2,635,000 | — | $34.2M |
| BANK OF AMERICA CORP /DE/ | ADD | 1,415,723 | 1,955,141 | +38.1% | $25.4M |
| NOMURA HOLDINGS INC | NEW | — | 1,502,840 | — | $19.5M |
| AMERICAN CENTURY COMPANIES INC | TRIM | 2,835,208 | 1,357,203 | -52.1% | $17.6M |
| GOLDMAN SACHS GROUP INC | TRIM | 2,206,670 | 1,256,540 | -43.1% | $16.3M |
| CITADEL ADVISORS LLC | ADD | 642,429 | 992,114 | +54.4% | $12.9M |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | NEW | — | 991,490 | — | $12.9M |
| MILLENNIUM MANAGEMENT LLC | DOUBLED | 288,525 | 934,594 | +223.9% | $12.1M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
13 insiders, 38 transactions. Net -$7.5M — $0.00 bought, $7.5M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 10, 2026 | Cherechinsky David A | President and CEO | EXERCISE | 198,213 | $10.26 | $2.0M |
| Aug 10, 2026 | Cherechinsky David A | President and CEO | SELL | 198,213 | $16.73 | $3.3M |
| Aug 10, 2026 | Johnson Mark B | See Remarks | SELL | 50,181 | $16.79 | $842.5K |
| Aug 10, 2026 | Chang Raymond W | VP and General Counsel | EXERCISE | 43,621 | $9.53 | $415.7K |
| Aug 10, 2026 | Cherechinsky David A | President and CEO | EXERCISE | 57,929 | $9.53 | $552.1K |
| Aug 10, 2026 | Cherechinsky David A | President and CEO | SELL | 57,929 | $16.73 | $969.2K |
| Aug 10, 2026 | Johnson Mark B | See Remarks | SELL | 21,985 | $16.79 | $369.1K |
| Aug 10, 2026 | Johnson Mark B | See Remarks | EXERCISE | 50,181 | $10.26 | $514.9K |
| Aug 10, 2026 | Chang Raymond W | VP and General Counsel | EXERCISE | 32,617 | $10.26 | $334.7K |
| Aug 10, 2026 | Johnson Mark B | See Remarks | EXERCISE | 21,985 | $9.53 | $209.5K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for DNOW.
Shares short
9,542,218
Settlement Sep 15, 2026
Change vs prior
-2.2%
Semi-monthly cycle
Days to cover
4.2
At avg daily volume
Of shares outstanding
≈5.3%
Estimate — not % of float
All DNOW filing & press-release reports (8)
- CLUSTER reportAug 12, 2026
- 144 reportAug 11, 2026
- 8-K reportAug 6, 2026
- PRESS-RELEASE reportJul 30, 2026
- INST-CLUSTER reportJun 16, 2026
- INST-CLUSTER reportJun 11, 2026
- 8-K reportMay 7, 2026
- DEFA14A reportApr 9, 2026