Key Takeaways DNOW entered data centers, supplying PVF and pumps to 11 customers across four U.S. markets in 2025.DNOW sees data centers as incremental demand tied to power and gas infrastructure expansion.DNOW's ERP disruptions risk slowing execution, delaying growth and margin recovery into 2026.DNOW Inc. (DNOW) is witnessing a newer adjacency in data centers as power and gas infrastructure expands. The early activity is still small relative to the company’s energy infrastructure base, but it is a tangibl ...

Key Takeaways DNOW stock fell 29% in a year, trading at 12.42x forward earnings.DNOW targets $70M synergies but margins fell, with 2025 EBITDA at 7.4%.ERP disruptions led to suspended guidance and ongoing execution risks.DNOW Inc. (DNOW) has sold off sharply, and the debate now is whether the pullback is a value entry or a warning sign. The company has a clear longer-cycle opportunity tied to integration synergies and a broader end-market mix. But near-term execution risk remains high.For investors, the set ...

Key Takeaways DNOW targets $23M first-year synergies, aiming for $70M by year three.Midstream, gas utilities and data centers drive 2026 growth diversification.ERP disruptions risk delaying margin recovery toward 7-8% in late 2026.DNOW Inc. (DNOW) is emerging from its MRC Global combination with a larger footprint and a broader mix of end markets that tend to be less cyclical than pure upstream exposure. The setup for 2026 is centered on diversification, synergy capture and a recovery in activity in the sec ...

On February 17, 2026, Quantedge Capital reported selling out of DNOW (NYSE:DNOW), unloading 351,310 shares previously worth $5.36 million. What happened According to a Securities and Exchange Commission (SEC) filing dated February 17, 2026, Quantedge Capital reported a complete sale of its 351,310-share position in DNOW. The quarter-end position value for DNOW declined by $5.36 million as a result. What else to know Quantedge Capital sold out its DNOW stake, which previously represented 2.9% of AUM. ...

Core Viewpoint - Rosen Law Firm is investigating potential securities claims on behalf of shareholders of DNOW Inc. due to allegations of materially misleading business information issued by the company [1] Group 1: Legal Action and Investor Rights - Shareholders who purchased DNOW securities may be entitled to compensation through a contingency fee arrangement, with no out-of-pocket costs [2] - A class action is being prepared by Rosen Law Firm to seek recovery of investor losses [2] Group 2: Financial Performance and Market Reaction - DNOW shares experienced a significant decline of 19.1% on February 20, 2026, following the release of disappointing fourth-quarter 2025 financial results, which included a substantial loss and missed Wall Street expectations [3] Group 3: Rosen Law Firm's Credentials - Rosen Law Firm has a strong track record in securities class actions, having achieved the largest securities class action settlement against a Chinese company and being ranked No. 1 for the number of settlements in 2017 [4] - The firm has recovered hundreds of millions of dollars for investors, securing over $438 million in 2019 alone [4]

BENSALEM, Pa.--(BUSINESS WIRE)--Law Offices of Howard G. Smith continues its investigation on behalf of DNOW Inc. ("DNOW†or the "Company†) (NYSE: DNOW) investors concerning the Company's possible violations of federal securities laws. IF YOU ARE AN INVESTOR WHO SUFFERED A LOSS IN DNOW INC. (DNOW), CONTACT THE LAW OFFICES OF HOWARD G. SMITH ABOUT POTENTIALLY PURSUING CLAIMS TO RECOVER YOUR LOSS. Contact the Law Offices of Howard G. Smith to discuss your legal rights by email at howardsmith@howa. ...

LOS ANGELES--(BUSINESS WIRE)--The Law Offices of Frank R. Cruz continues its investigation of DNOW Inc. ("DNOW†or the "Company†) (NYSE: DNOW) on behalf of investors concerning the Company's possible violations of federal securities laws. IF YOU ARE AN INVESTOR WHO LOST MONEY ON DNOW INC. (DNOW), CLICK HERE TO INQUIRE ABOUT POTENTIALLY PURSUING A CLAIM TO RECOVER YOUR LOSS. What Is The Investigation About? On February 20, 2026, DNOW released its fourth quarter and full year 2025 financial resul. ...

Core Insights - Fastenal (FAST) demonstrated strong organic growth with Q4 revenue of $2.03 billion, an 11% increase year-over-year, driven by technology penetration and a significant share of contract customers [4][5] - DistributionNow (DNOW) reported Q4 revenue of $959 million, which included $388 million from the MRC Global acquisition, but faced challenges with an ERP system that compressed its adjusted EBITDA margin to 6.4% [5][6] Fastenal Overview - Fastenal's revenue growth is attributed to its FMI technology, which now accounts for 46.1% of sales, up from 43.9% a year ago, with 136,600 active vending units contributing to organic growth [4][5] - The company plans to invest $310 to $330 million in capital expenditures in 2026, an increase from $245.3 million in 2025, to enhance its supply chain ecosystem [6][7] - Fastenal's gross margin stood at 44.3%, with an EBITDA margin of approximately 22%, and the stock has performed positively with a year-to-date increase of 14.46% [5][6] DistributionNow Overview - DNOW's revenue of $959 million included a significant contribution from the MRC Global merger, but the company is grappling with ERP implementation issues that affect about 40% of its U.S. operations [5][7] - The adjusted EBITDA margin for DNOW was 6.4%, down from 8.2% for the previous year, indicating operational inefficiencies [5][6] - DNOW is targeting $70 million in cost synergies over three years, with $23 million projected in the first year, but has not provided formal guidance for 2026 due to ongoing ERP challenges [7][12] Comparative Analysis - Fastenal is positioned as a technology-driven compounder, while DNOW is focused on scale through acquisition but faces integration hurdles [3][11] - Fastenal's business model shows resilience in a sluggish industrial environment, relying on contract signings and technology installations for growth [11][12] - DNOW's future performance hinges on resolving ERP disruptions quickly to stabilize revenue and margins, especially in the context of fluctuating energy market conditions [10][13]

Core Viewpoint - Rosen Law Firm is investigating potential securities claims on behalf of shareholders of DNOW Inc. due to allegations of materially misleading business information issued by the company [1]. Group 1: Legal Action and Investor Rights - Shareholders who purchased DNOW securities may be entitled to compensation through a class action lawsuit without any out-of-pocket fees, facilitated by a contingency fee arrangement [2]. - The Rosen Law Firm is preparing a class action to seek recovery of investor losses related to DNOW [2]. Group 2: Financial Performance and Market Reaction - DNOW shares experienced a significant decline of 19.1% on February 20, 2026, following the release of disappointing fourth-quarter 2025 financial results, which included a substantial loss and missed Wall Street expectations [3]. Group 3: Rosen Law Firm's Credentials - The Rosen Law Firm has a strong track record in securities class actions, having achieved the largest securities class action settlement against a Chinese company and being ranked No. 1 for securities class action settlements in 2017 [4]. - The firm has recovered hundreds of millions of dollars for investors, including over $438 million in 2019 alone, and has consistently ranked in the top 4 for securities class action settlements since 2013 [4].

Core Viewpoint - Rosen Law Firm is investigating potential securities claims on behalf of shareholders of DNOW Inc. due to allegations of materially misleading business information issued by the company [1] Group 1: Company Performance - DNOW Inc. reported disappointing fourth-quarter 2025 financial results, which included a significant loss and missed Wall Street's expectations [1] - Following the announcement of these results, DNOW's stock fell by 19.1% on February 20, 2026 [1] Group 2: Legal Action - Rosen Law Firm is preparing a class action seeking recovery of investor losses, allowing investors to join without any out-of-pocket fees through a contingency fee arrangement [1] - Investors are encouraged to select qualified legal counsel with a proven track record in securities class actions, as many firms may lack the necessary experience and resources [1] Group 3: Rosen Law Firm's Credentials - The firm has achieved the largest securities class action settlement against a Chinese company and has been ranked highly for its number of settlements since 2013 [1] - In 2019, Rosen Law Firm secured over $438 million for investors, and its founding partner was recognized as a Titan of Plaintiffs' Bar by Law360 in 2020 [1]