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Stock impact report

DNOW: Positioned For Growth Amid Integration And Energy Cycle Recovery [Seeking Alpha]

DNOW Inc. (DNOW) 
Last dnow inc. earnings: 2/19 06:45 am Check Earnings Report
US:NYSE Investor Relations: ir.distributionnow.com/investor-overview
Company Research Source: Seeking Alpha
We bought shares following the sharp sell-off after DNOW Inc. reported 4Q25 earnings. DNOW targets $70 million in cost synergies, an 8% EBITDA margin by 2028, and aims for a net debt-free position by year-end 2026. With shares at $11.91 and a price target of $17, key catalysts include synergy delivery, cross-selling, M&A, debt reduction, and share repurchases. Loverina/iStock via Getty Images The following segment was excerpted from the Rewey Asset Management Q1 2026 Investment Letter Rewey Asset Management initiated a position in DNOW, Inc. ( DNOW ), a distributor of energy and industrial products. Spun off from National This article was written by Quick Insights DNOW is accelerating the transition of MRC's sales onto its functional SAP system, leveraging its integration experience to resolve ERP issues and unlock merger synergies. DNOW targets $100–$200 million in free cash flow, aims for a net debt-free position by year-end, and may prioritize share repurchases o Show less Read more
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