DNOW Reports Q4 Earnings and Merger Progress
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 5 days ago
0mins
Should l Buy DNOW?
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: 12.060
Low
16.00
Averages
17.67
High
19.00
Current: 12.060
Low
16.00
Averages
17.67
High
19.00
About DNOW
DNOW Inc. is a premier energy and industrial solutions provider. It supplies energy and industrial products and packaged, engineered process and production equipment. The Company is a distributor of pipe, valves, fittings (PVF), pumps and fabricated equipment. Its products and services include air compressors and blowers; artificial lift; drilling and completions; electrical; industrial and facilities supplies; instrumentation and measurement; paint and coatings; PVF; power generation and transmission; process and production equipment; pumps and packages; safety and PPE, and tools and welding equipment. Its DigitalNOW platform and supply chain services address intricate operational challenges, bolstered with support from procurement and inventory management to field services. It serves a range of markets, including upstream, midstream and downstream oil and gas, chemical processing, mining, municipal water, manufacturing, engineering, energy evolution and renewables.
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 DNOW Securities Claims
- Securities Claims Investigation: The Rosen Law Firm has announced an investigation into DNOW Inc. for potential securities claims due to allegations of issuing materially misleading business information, which could significantly impact investor decisions.
- Stock Price Plunge: On February 20, 2026, DNOW reported disappointing Q4 2025 financial results, revealing a significant loss that missed Wall Street expectations, resulting in a 19.1% drop in stock price that day, directly affecting investors' portfolios.
- Class Action Preparation: The Rosen Law Firm is preparing a class action to seek compensation for affected investors, with no out-of-pocket fees required, thereby lowering the barrier for participation in the lawsuit.
- Firm's Track Record: The Rosen Law Firm specializes in securities class actions and has recovered over $438 million for investors in 2019 alone, demonstrating its strong capabilities and successful history in the securities litigation field.
See More
DNOW Inc. Under Investigation for Securities Law Violations
- Investigation Launched: The Schall Law Firm has initiated an investigation into DNOW Inc. to determine if the company issued false or misleading statements or failed to disclose critical information, potentially harming investor rights.
- Financial Results Disclosure: DNOW released its Q4 and full-year 2025 financial results on February 20, 2026, indicating a decline in actual performance due to ongoing Enterprise Resource Planning (ERP) challenges, highlighting severe operational efficiency issues.
- Operational Efficiency Issues: The company admitted that its ERP design architecture is causing inefficiencies in certain core processes, leading to continued negative impacts on both operations and finances, reflecting management's shortcomings in technology implementation.
- Stock Price Plunge: Following this news, DNOW's shares fell by 19.1% on the same day, indicating a pessimistic outlook from the market regarding the company's future prospects and severely undermining investor confidence.
See More
Pomerantz LLP Investigates DNOW for Securities Fraud
- Securities Fraud Investigation: Pomerantz LLP is investigating claims against DNOW Inc. regarding potential securities fraud, which could undermine investor confidence and lead to stock price volatility.
- Financial Report Impact: On February 20, 2026, DNOW reported its Q4 and full-year 2025 results, with the CEO acknowledging challenges related to the U.S. MRC Global ERP system transition, indicating short-term obstacles that may affect future performance.
- Stock Price Plunge: Following the financial report, DNOW's stock price fell by $3.13, or 19.13%, closing at $13.23 per share, reflecting market concerns about the company's outlook.
- Potential Legal Consequences: Pomerantz LLP, a prominent securities class action firm, may pursue significant damages if the investigation confirms wrongdoing, potentially impacting DNOW's market position and investor trust.
See More
DNOW Inc. Under Investigation for Possible Securities Law Violations
- Financial Performance Decline: DNOW's Q4 2025 financial results released on February 20, 2026, revealed a decline attributed to ongoing Enterprise Resource Planning (ERP) challenges, with management admitting that the ERP design architecture is causing inefficiencies in core processes, leading to continued negative operational and financial impacts.
- Guidance Delay: The company announced a delay in sequential and full-year guidance due to persistent ERP implementation challenges, which could undermine investor confidence in DNOW's future performance and exacerbate market uncertainty.
- Significant Stock Price Drop: Following the earnings report, DNOW's stock price fell by $3.13, or 19.1%, closing at $13.23 per share, indicating a severe impact on investor interests and reflecting market concerns regarding the company's financial health.
- Legal Investigation Initiated: Glancy Prongay Wolke & Rotter LLP has commenced an investigation into DNOW to assess potential violations of federal securities laws, potentially providing avenues for affected investors to pursue claims, highlighting the legal risks that could have far-reaching implications for the company's future operations.
See More
Rosen Law Firm Investigates DNOW Securities Fraud Claims
- Securities Fraud Investigation: The Rosen Law Firm has announced an investigation into DNOW Inc. due to potential misleading business information issued to investors, which may lead to significant securities claims.
- Stock Price Plunge: On February 20, 2026, DNOW reported disappointing Q4 2025 results, revealing substantial losses that missed Wall Street expectations, causing a 19.1% drop in stock price, severely impacting investor confidence.
- Class Action Preparation: The Rosen Law Firm is preparing a class action to seek compensation for affected investors, with no out-of-pocket fees required, thereby lowering the barrier for participation in the lawsuit.
- Firm's Track Record: The 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 such cases.
See More
Rosen Law Firm Investigates DNOW Securities Claims
- Securities Claims Investigation: Rosen Law Firm has announced an investigation into DNOW Inc. (NYSE: DNOW) due to potential issuance of materially misleading business information, exposing investors to possible securities claims.
- Stock Price Impact: On February 20, 2026, DNOW's stock plummeted by 19.1% after the company reported disappointing fourth-quarter 2025 results, which missed Wall Street expectations, exacerbating investor loss risks.
- Class Action Preparation: The firm is preparing a class action to seek compensation for affected investors, allowing participation without any upfront costs, thus lowering the barrier for investors to join the lawsuit.
- 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 resource advantages in handling such cases.
See More
Rosen Law Firm Investigates DNOW Securities Claims
- Securities Claims Investigation: The Rosen Law Firm has announced an investigation into DNOW Inc. for potential securities claims due to allegations of issuing materially misleading business information, which could significantly impact investor decisions.
- Stock Price Plunge: On February 20, 2026, DNOW reported disappointing Q4 2025 financial results, revealing a significant loss that missed Wall Street expectations, resulting in a 19.1% drop in stock price that day, directly affecting investors' portfolios.
- Class Action Preparation: The Rosen Law Firm is preparing a class action to seek compensation for affected investors, with no out-of-pocket fees required, thereby lowering the barrier for participation in the lawsuit.
- Firm's Track Record: The Rosen Law Firm specializes in securities class actions and has recovered over $438 million for investors in 2019 alone, demonstrating its strong capabilities and successful history in the securities litigation field.
See More
DNOW Inc. Under Investigation for Securities Law Violations
- Investigation Launched: The Schall Law Firm has initiated an investigation into DNOW Inc. to determine if the company issued false or misleading statements or failed to disclose critical information, potentially harming investor rights.
- Financial Results Disclosure: DNOW released its Q4 and full-year 2025 financial results on February 20, 2026, indicating a decline in actual performance due to ongoing Enterprise Resource Planning (ERP) challenges, highlighting severe operational efficiency issues.
- Operational Efficiency Issues: The company admitted that its ERP design architecture is causing inefficiencies in certain core processes, leading to continued negative impacts on both operations and finances, reflecting management's shortcomings in technology implementation.
- Stock Price Plunge: Following this news, DNOW's shares fell by 19.1% on the same day, indicating a pessimistic outlook from the market regarding the company's future prospects and severely undermining investor confidence.
See More
Pomerantz LLP Investigates DNOW for Securities Fraud
- Securities Fraud Investigation: Pomerantz LLP is investigating claims against DNOW Inc. regarding potential securities fraud, which could undermine investor confidence and lead to stock price volatility.
- Financial Report Impact: On February 20, 2026, DNOW reported its Q4 and full-year 2025 results, with the CEO acknowledging challenges related to the U.S. MRC Global ERP system transition, indicating short-term obstacles that may affect future performance.
- Stock Price Plunge: Following the financial report, DNOW's stock price fell by $3.13, or 19.13%, closing at $13.23 per share, reflecting market concerns about the company's outlook.
- Potential Legal Consequences: Pomerantz LLP, a prominent securities class action firm, may pursue significant damages if the investigation confirms wrongdoing, potentially impacting DNOW's market position and investor trust.
See More
DNOW Inc. Under Investigation for Possible Securities Law Violations
- Financial Performance Decline: DNOW's Q4 2025 financial results released on February 20, 2026, revealed a decline attributed to ongoing Enterprise Resource Planning (ERP) challenges, with management admitting that the ERP design architecture is causing inefficiencies in core processes, leading to continued negative operational and financial impacts.
- Guidance Delay: The company announced a delay in sequential and full-year guidance due to persistent ERP implementation challenges, which could undermine investor confidence in DNOW's future performance and exacerbate market uncertainty.
- Significant Stock Price Drop: Following the earnings report, DNOW's stock price fell by $3.13, or 19.1%, closing at $13.23 per share, indicating a severe impact on investor interests and reflecting market concerns regarding the company's financial health.
- Legal Investigation Initiated: Glancy Prongay Wolke & Rotter LLP has commenced an investigation into DNOW to assess potential violations of federal securities laws, potentially providing avenues for affected investors to pursue claims, highlighting the legal risks that could have far-reaching implications for the company's future operations.
See More
Rosen Law Firm Investigates DNOW Securities Fraud Claims
- Securities Fraud Investigation: The Rosen Law Firm has announced an investigation into DNOW Inc. due to potential misleading business information issued to investors, which may lead to significant securities claims.
- Stock Price Plunge: On February 20, 2026, DNOW reported disappointing Q4 2025 results, revealing substantial losses that missed Wall Street expectations, causing a 19.1% drop in stock price, severely impacting investor confidence.
- Class Action Preparation: The Rosen Law Firm is preparing a class action to seek compensation for affected investors, with no out-of-pocket fees required, thereby lowering the barrier for participation in the lawsuit.
- Firm's Track Record: The 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 such cases.
See More
Rosen Law Firm Investigates DNOW Securities Claims
- Securities Claims Investigation: Rosen Law Firm has announced an investigation into DNOW Inc. (NYSE: DNOW) due to potential issuance of materially misleading business information, exposing investors to possible securities claims.
- Stock Price Impact: On February 20, 2026, DNOW's stock plummeted by 19.1% after the company reported disappointing fourth-quarter 2025 results, which missed Wall Street expectations, exacerbating investor loss risks.
- Class Action Preparation: The firm is preparing a class action to seek compensation for affected investors, allowing participation without any upfront costs, thus lowering the barrier for investors to join the lawsuit.
- 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 resource advantages in handling such cases.
See More
