Recent Trading Moves: Market participants have been actively trading shares of NOW Inc. around the $12.70 level in recent sessions. Some positioned for short-term gains only to exit with minimal profits as momentum stalled. Others scaled back into positions after earlier exits, citing the stock's stability amid broader sector fluctuations.
Sector Context: Discussions highlight NOW Inc.'s ties to energy distribution and potential data center demand, with mentions alongside peers in natural gas infrastructure. Observers note steady interest in defensive industrial plays without major catalysts driving volume. This has kept chatter focused on technical setups rather than fundamental shifts.
Overall Chatter: Social media sentiment remains neutral as traders weigh entry points without strong directional conviction. The lack of immediate earnings or deal announcements has led to measured commentary on holding patterns in energy-related industrials.
Note: This discussion summary was generated from an AI condensation of post data.
NOW Inc. Revenue
NOW Inc. had revenues of $1.2B in Q1 2026. This is an increase of 97.5% from the same period in the prior year.
You can track DNOW financials on Quiver Quantitative's DNOW stock page.
You can access data on DNOW stock through the Quiver Quantitative API.
NOW Inc. Hedge Fund Activity
We have seen 126 institutional investors add shares of NOW Inc. stock to their portfolio, and 161 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BOSTON PARTNERS removed 7,859,416 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $93,605,644
- WELLINGTON MANAGEMENT GROUP LLP added 6,065,969 shares (+56.1%) to their portfolio in Q1 2026, for an estimated $72,245,690
- ENGINE CAPITAL MANAGEMENT, LP added 5,165,862 shares (+inf%) to their portfolio in Q1 2026, for an estimated $61,525,416
- RIVER ROAD ASSET MANAGEMENT, LLC added 4,009,225 shares (+inf%) to their portfolio in Q1 2026, for an estimated $47,749,869
- FIRST TRUST ADVISORS LP added 3,898,758 shares (+2335.0%) to their portfolio in Q1 2026, for an estimated $46,434,207
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP removed 3,764,074 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $44,830,121
- BAUPOST GROUP LLC/MA added 3,625,000 shares (+inf%) to their portfolio in Q1 2026, for an estimated $43,173,750
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
NOW Inc. Price Targets
Multiple analysts have issued price targets for $DNOW recently. We have seen 3 analysts offer price targets for $DNOW in the last 6 months, with a median target of $16.0.
Here are some recent targets:
- Sergey Glinyanov from Freedom Broker set a target price of $16.0 on 06/17/2026
- Chris Dankert from DA Davidson set a target price of $17.0 on 06/16/2026
- Adam Farley from Stifel set a target price of $16.0 on 02/23/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
