Susquehanna Enhances Rating for DNOW (DNOW)
Analyst Upgrade: Susquehanna upgraded DNOW's outlook from Neutral to Positive, with a projected one-year price target of $17.34/share, indicating a potential upside of 39.61% from its current price of $12.42/share.
Institutional Ownership Trends: There are 629 funds reporting positions in DNOW, with a 1.13% increase in ownership over the last quarter, and total shares owned by institutions rose by 2.95% to 138,638K shares.
Fund Sentiment: The put/call ratio for DNOW is 0.34, suggesting a bullish sentiment among investors, while various funds have adjusted their holdings, with some increasing and others decreasing their portfolio allocations.
Revenue and Earnings Projections: DNOW's projected annual revenue is $2,503 million, reflecting a 2.92% increase, and the expected non-GAAP EPS is 1.28.
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DNOW and Three Other Stocks Show Rising Cash Flows
- Cash Flow Growth: DNOW is projected to have a 20.5% earnings growth rate for 2026, with a consensus estimate revised upward by 8.7% over the past 30 days, indicating effective cash flow management that enhances its market competitiveness.
- Earnings Estimate Improvement: Pursuit Attractions' earnings per share estimates for 2025 and 2026 have increased by 1.6% and 10.3%, respectively, reflecting the company's ongoing efforts to attract customers and enhance service quality, which supports its robust growth in the tourism and hospitality sector.
- Oil and Gas Industry Outlook: Riley Exploration Permian's earnings per share estimates for 2025 and 2026 have been raised by 5.0% and 14.2%, respectively, showcasing the success of its drilling activities in Texas and New Mexico, thereby strengthening its position in the oil and gas market.
- Technological Innovation: RF Industries' fiscal 2026 earnings estimate was revised up by 22.9% in the past week, indicating strong demand in the telecom and data communications markets, further solidifying its leadership in global connectivity solutions.

DNOW Institutional Holdings Exceed 60%, Significantly Influencing Share Price
- Institutional Ownership Analysis: DNOW's institutional investors hold over 60% of the shares, indicating significant influence over the company's stock price and decision-making, reflecting professional investors' confidence in the firm.
- Major Shareholder Structure: The largest shareholder is BlackRock with a 9.5% stake, followed by Vanguard at 6.3%, highlighting the importance of large institutions in DNOW, which may also introduce greater market volatility risks.
- Insider Ownership Situation: Company insiders own shares worth approximately $29 million, indicating alignment of interests between management and shareholders, which can enhance market trust in the company.
- Public Ownership Proportion: The general public holds 39% of the shares, which, while not directly influencing decisions, still exerts a degree of sway over company operations, showcasing a broad investor base.






