NOW. Every tracked FinTwit mention of $DNOW, newest first. 3 mentions since the first on Jun 27, 2025. See the price chart.
May 2026 · 1 mention
May 22
Colin King — $DNOW is an energy/MRO distributor w/ ~$5bn sales covered by 2 sell side analysts
$MSM is an industrial distributor w/ ~$4bn sales covered by 9 sell side analysts
hoping DNOW see…↗
March 2026 · 1 mention
Mar 8
Colin King — Names I like and have talked about
$ATNI 3-5yr horizon (maybe longer)
$DNOW 3yrs (maybe longer)
$LEG 2-3yrs
$ZD 9-12 months
$VSNT 6-12 months
$STRZ 3yrs
$APTV 3-12 months (depends…↗
June 2025 · 1 mention
Jun 27
Colin King — $DNOW $MRC
Haven’t spent any time on this deal yet but synergy estimates seem low. Would assume some location consolidation over time.
Says something about these businesses/indu…↗