DNOW Reports Q4 Earnings and Merger Progress
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 26 2026
0mins
Source: seekingalpha
DNOW Inc. experienced a significant decline of 19.25% as it crossed below its 5-day SMA, reflecting investor concerns following its recent earnings report.
The company reported a net loss of $89 million for 2025, despite generating $2.82 billion in revenue and achieving a gross profit of $478 million. The merger with MRC Global, completed in November 2025, is expected to yield $23 million in cost savings, but challenges related to the ERP system transition have raised concerns about short-term performance. The CEO emphasized targeted actions to ensure long-term growth despite these complexities.
Investors are closely monitoring DNOW's financial health and market positioning as it navigates these challenges, with the recent merger expected to enhance its market opportunities in the long run.
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Analyst Views on DNOW
Wall Street analysts forecast DNOW stock price to rise
3 Analyst Rating
3 Buy
0 Hold
0 Sell
Strong Buy
Current: 13.500
Low
16.00
Averages
17.67
High
19.00
Current: 13.500
Low
16.00
Averages
17.67
High
19.00
About DNOW
DNOW Inc. is an energy and industrial solutions provider. The Company distributes pipes, valves, fittings (PVF), gas products, pumps, fabricated process and production equipment and a range of Maintenance, Repair, and Operations (MRO) consumables and related products. It operates across sectors of the energy value chain and industrial end-markets, including Upstream, Midstream, Gas Utilities and Downstream and Industrial. Upstream is engaged in exploration, production, and extraction of oil and gas, as well as the use and disposal of produced water. Midstream offers transmission and gathering infrastructure for processing and transmission of oil, gas, or water. Gas Utilities provide storage and distribution of natural gas. Downstream and Industrial includes crude oil refining, petrochemical and chemical processing, general industrials, pharmaceutical, mining, water/wastewater treatment, data centers, liquefied natural gas (LNG) terminals and renewable natural gas (RNG) facilities.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Rosen Law Firm Investigates Securities Claims for DNOW Inc. Shareholders
- Securities Claims Investigation: Rosen Law Firm is investigating potential securities claims on behalf of DNOW Inc. (NYSE: DNOW) shareholders due to allegations of misleading business information, highlighting risks associated with the company's transparency.
- Stock Price Impact: On February 20, 2026, DNOW's stock plummeted by 19.1% after disappointing fourth-quarter 2025 financial results were reported, reflecting market disappointment and potentially triggering further legal actions from investors.
- Class Action Preparation: The firm is preparing a class action to seek compensation for affected investors, with a contingency fee arrangement that eliminates upfront costs, thereby lowering the barrier for participation in the lawsuit.
- Firm's Track Record: Rosen Law Firm is renowned for its success in securities class actions, having recovered over $438 million for investors in 2019 alone, demonstrating its expertise and resource advantages in handling similar cases.
See More
Rosen Law Firm Investigates DNOW Securities Claims
- Securities Claims Investigation: Rosen Law Firm is investigating potential securities claims against DNOW Inc. (NYSE: DNOW) for allegedly issuing materially misleading business information, indicating significant legal risks that could undermine shareholder confidence.
- Stock Price Impact: On February 20, 2026, DNOW's stock plummeted by 19.1% following the release of disappointing fourth-quarter 2025 financial results, reflecting market disappointment and potentially triggering further claims from investors.
- Class Action Preparation: The firm is preparing a class action to seek compensation for affected investors, with a contingency fee arrangement that allows participation without upfront costs, which may encourage more shareholders to join the lawsuit.
- Law Firm Reputation: Rosen Law Firm is renowned for its successful track record in securities class actions, having recovered over $438 million for investors in 2019 alone, demonstrating its expertise and influence in handling such cases.
See More
Rosen Law Firm Investigates DNOW Securities Claims
- Securities Claims Investigation: The Rosen Law Firm is investigating potential securities claims against DNOW Inc. (NYSE:DNOW) for allegedly issuing materially misleading business information, allowing investors who purchased DNOW securities to seek compensation without any out-of-pocket costs.
- Stock Price Impact: On February 20, 2026, DNOW's stock plummeted by 19.1% after the company reported disappointing fourth-quarter 2025 financial results, which significantly missed Wall Street's expectations, raising investor concerns and scrutiny.
- Class Action Preparation: The Rosen Law Firm is preparing a class action lawsuit against DNOW to recover investor losses, emphasizing the importance of selecting qualified legal counsel with a proven track record in securities litigation to ensure effective representation.
- Law Firm Background: The Rosen Law Firm specializes in securities class actions and has recovered over $438 million for investors in 2019 alone, showcasing its strong reputation and influence in the industry, having been ranked as a leader in securities class action settlements since 2013.
See More
DNOW Q1 2026 Earnings Call Transcript
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Rosen Law Firm Investigates DNOW Securities Fraud Claims
- Securities Fraud Investigation: The Rosen Law Firm is investigating potential securities claims against DNOW Inc. (NYSE: DNOW) for allegedly issuing materially misleading business information, indicating possible legal liabilities that could undermine shareholder confidence.
- Stock Price Plunge: On February 20, 2026, DNOW's stock fell by 19.1% following the release of disappointing fourth-quarter 2025 financial results, reflecting market disappointment and potentially triggering further investor claims.
- Class Action Preparation: The Rosen Law Firm is preparing a class action to seek compensation for affected investors, with no upfront costs required, a strategy that may encourage more impacted shareholders to participate in the lawsuit.
- Firm Reputation: Known for its success in securities class actions, the Rosen Law Firm recovered over $438 million for investors in 2019 alone, demonstrating its expertise and influence in handling such cases effectively.
See More
Rosen Law Firm Investigates DNOW Securities Fraud Claims
- Securities Fraud Investigation: Rosen Law Firm is investigating potential securities claims against DNOW Inc. (NYSE: DNOW) for allegedly issuing materially misleading business information, indicating serious financial misconduct that could undermine investor confidence.
- Stock Price Plunge: On February 20, 2026, DNOW's stock plummeted by 19.1% following the release of disappointing Q4 2025 financial results, reflecting market concerns over the company's future profitability and potentially triggering further investor claims.
- Class Action Preparation: The Rosen Law Firm is preparing a class action lawsuit against DNOW, allowing investors to participate in claims without any out-of-pocket costs, thereby enhancing the appeal of legal action for affected investors seeking compensation.
- Firm's Track Record: Renowned for its success in securities class actions, Rosen Law Firm recovered over $438 million for investors in 2019 alone, demonstrating its expertise and experience in handling complex securities cases, which may bolster investor confidence in the ongoing legal proceedings.
See More
Rosen Law Firm Investigates Securities Claims for DNOW Inc. Shareholders
- Securities Claims Investigation: Rosen Law Firm is investigating potential securities claims on behalf of DNOW Inc. (NYSE: DNOW) shareholders due to allegations of misleading business information, highlighting risks associated with the company's transparency.
- Stock Price Impact: On February 20, 2026, DNOW's stock plummeted by 19.1% after disappointing fourth-quarter 2025 financial results were reported, reflecting market disappointment and potentially triggering further legal actions from investors.
- Class Action Preparation: The firm is preparing a class action to seek compensation for affected investors, with a contingency fee arrangement that eliminates upfront costs, thereby lowering the barrier for participation in the lawsuit.
- Firm's Track Record: Rosen Law Firm is renowned for its success in securities class actions, having recovered over $438 million for investors in 2019 alone, demonstrating its expertise and resource advantages in handling similar cases.
See More
Rosen Law Firm Investigates DNOW Securities Claims
- Securities Claims Investigation: Rosen Law Firm is investigating potential securities claims against DNOW Inc. (NYSE: DNOW) for allegedly issuing materially misleading business information, indicating significant legal risks that could undermine shareholder confidence.
- Stock Price Impact: On February 20, 2026, DNOW's stock plummeted by 19.1% following the release of disappointing fourth-quarter 2025 financial results, reflecting market disappointment and potentially triggering further claims from investors.
- Class Action Preparation: The firm is preparing a class action to seek compensation for affected investors, with a contingency fee arrangement that allows participation without upfront costs, which may encourage more shareholders to join the lawsuit.
- Law Firm Reputation: Rosen Law Firm is renowned for its successful track record in securities class actions, having recovered over $438 million for investors in 2019 alone, demonstrating its expertise and influence in handling such cases.
See More
Rosen Law Firm Investigates DNOW Securities Claims
- Securities Claims Investigation: The Rosen Law Firm is investigating potential securities claims against DNOW Inc. (NYSE:DNOW) for allegedly issuing materially misleading business information, allowing investors who purchased DNOW securities to seek compensation without any out-of-pocket costs.
- Stock Price Impact: On February 20, 2026, DNOW's stock plummeted by 19.1% after the company reported disappointing fourth-quarter 2025 financial results, which significantly missed Wall Street's expectations, raising investor concerns and scrutiny.
- Class Action Preparation: The Rosen Law Firm is preparing a class action lawsuit against DNOW to recover investor losses, emphasizing the importance of selecting qualified legal counsel with a proven track record in securities litigation to ensure effective representation.
- Law Firm Background: The Rosen Law Firm specializes in securities class actions and has recovered over $438 million for investors in 2019 alone, showcasing its strong reputation and influence in the industry, having been ranked as a leader in securities class action settlements since 2013.
See More
DNOW Q1 2026 Earnings Call Transcript
See More
Rosen Law Firm Investigates DNOW Securities Fraud Claims
- Securities Fraud Investigation: The Rosen Law Firm is investigating potential securities claims against DNOW Inc. (NYSE: DNOW) for allegedly issuing materially misleading business information, indicating possible legal liabilities that could undermine shareholder confidence.
- Stock Price Plunge: On February 20, 2026, DNOW's stock fell by 19.1% following the release of disappointing fourth-quarter 2025 financial results, reflecting market disappointment and potentially triggering further investor claims.
- Class Action Preparation: The Rosen Law Firm is preparing a class action to seek compensation for affected investors, with no upfront costs required, a strategy that may encourage more impacted shareholders to participate in the lawsuit.
- Firm Reputation: Known for its success in securities class actions, the Rosen Law Firm recovered over $438 million for investors in 2019 alone, demonstrating its expertise and influence in handling such cases effectively.
See More
Rosen Law Firm Investigates DNOW Securities Fraud Claims
- Securities Fraud Investigation: Rosen Law Firm is investigating potential securities claims against DNOW Inc. (NYSE: DNOW) for allegedly issuing materially misleading business information, indicating serious financial misconduct that could undermine investor confidence.
- Stock Price Plunge: On February 20, 2026, DNOW's stock plummeted by 19.1% following the release of disappointing Q4 2025 financial results, reflecting market concerns over the company's future profitability and potentially triggering further investor claims.
- Class Action Preparation: The Rosen Law Firm is preparing a class action lawsuit against DNOW, allowing investors to participate in claims without any out-of-pocket costs, thereby enhancing the appeal of legal action for affected investors seeking compensation.
- Firm's Track Record: Renowned for its success in securities class actions, Rosen Law Firm recovered over $438 million for investors in 2019 alone, demonstrating its expertise and experience in handling complex securities cases, which may bolster investor confidence in the ongoing legal proceedings.
See More
