DNOW's Plunge Represents A Big Opportunity

2026-02-20 18:46:07 ET

Feb. 20 was an awful day for DNOW Inc. ( DNOW ) shareholders. Shares of the company plummeted over 20.8% after management announced financial results for the final quarter of the company's 2025 fiscal year. In addition to falling short of analysts’ expectations when it came to revenue and earnings per share, the business provided what I would consider to be an insufficient amount of data to have a full understanding of the picture of the company as it stands today and things moving forward. Normally, this would not be all that big a deal. Plenty of companies don't provide much in the way of forward-looking guidance. But considering that the business recently completed a massive transaction, absorbing MRC Global in an all-stock deal, and given that financial data provided by the company in the earnings release is not enough to piece together what the company will look like for 2026, I would say that management certainly fell short of that....

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