$DNOW

NOW Inc

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$DNOW

NOW Inc

Past 12mo:3mentions1voices

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All voices3 mentions since Jun 2025calls only

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Recent mentions

3 mentions

@valuedontlieMay 22, 2026 · 3:39 AM

$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 sees a nice pickup in coverage over the next 12 months as the post-merger story gains traction...

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@valuedontlieMar 8, 2026 · 5:59 PM

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 on spin valuation)

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@valuedontlieJun 27, 2025 · 7:08 AM

$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/industry that they feel the need to “rapidly” delever from 0.5x net leverage! https://t.co/atjSrHvVoU

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Frequently asked

Who mentions $DNOW most on Surfaced?

@valuedontlie (Colin King) mentions $DNOW most — 3 mentions in the past 12 months.

When was $DNOW first mentioned on Surfaced?

The earliest tracked mention of $DNOW in the Surfaced archive was on Jun 27, 2025.

How many voices track $DNOW?

1 FinTwit voice has mentioned $DNOW 3 times in the past 12 months.

What kind of voices mention $DNOW most?

$DNOW is mentioned most by Long Research voices on Surfaced.