Dycom Industries, Inc. (DY) | Rumor.io

Dycom Industries

Attention (50-day avg)0%

Attention rank (50-day avg)#1,391

Bullish sentiment (50-day avg)48%

Price to earnings ratio24.8

Market capitalization8B

Earnings per share10.9

Dividend yield (TTM)—

Revenue (annual)5.5B

Net income (annual)281.2M

Social

What share of all stock conversation is about DY?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% 0	0% +0	0% 0	0% +0

Aug 26

Dycom Industries ($DY) reported strong Q2 2027 earnings, with contract revenues surging 45.6% YoY to $2.0B and Adjusted EBITDA climbing 53.5%.
Despite beating on every line, the stock is down about 5% premarket due to concerns over conservative guidance in the outlook.
The market is punishing Dycom for its increased margins and backlog, despite the company's strong quarterly results.

Generated by AI

Sentiment

Of the messages about DY that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	—	50%	85.71% +41.27	87.81% +35.01
Bearish	—	50%	14.29% -41.27	12.19% -35.01

Bullish· May 27

Dycom Industries' Q1 earnings beat expectations, with revenue jumping 56% YoY to $1.96 billion, driven by strong demand for fiber internet networks and new infrastructure projects.
The company's forward guidance is also upbeat, with Q2 and FY27 revenue expected to exceed consensus estimates, and the acquisition of National Technology Integrators adding another layer of growth in digital infrastructure exposure.
Dycom's stock price surged 26.9% on the news, with the company's strong fundamentals, raised forward expectations, and backlog expansion attracting follow-through buyers and setting the stage for potential trend continuation.

Bearish· Feb 27

Dycom Industries missed Q1 earnings guidance and reported a significant decline in stock price, down 30.1% after earnings.
The company's customer, Windstream, filed for bankruptcy, contributing to Dycom's poor earnings and stock performance.
Dycom Industries' revenue was not enough to offset the decline in earnings, leading to a bearish outlook for the stock.

Generated by AI

Topics

Of the messages about DY that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	—	—	50%	1.61%
Technical Analysis	—	—	16.67%	18.65%
Macro	—	—	33.33%	60.37%
Earnings	—	—	0%	0.99%
Analysts	—	—	0%	18.38%
Controversies	—	—	0%	0%

Earnings· May 27

Dycom Industries ($DY) reported Q1 earnings with a 56.1% YoY increase in contract revenues to $1.965 billion, beating estimates by $295 million.
The company guided Q2 adjusted EPS of $4.40-$4.82 and Q2 revenue of $1.940B-$2.010B, both above consensus estimates.
Dycom raised FY27 revenue guidance to $7.38B-$7.65B, and expects adjusted EBITDA margin expansion for the year, with Building Systems segment expected to have high teens adjusted EBITDA margin.

Analysts· Nov 24

Analysts at B. Riley Securities, Wells Fargo, and Keybanc have raised Dycom Industries' price target, with B. Riley setting a target of $120 and Wells Fargo setting a target of $110.
Analysts at DA Davidson, Craig Hallum, and Keybanc have also raised Dycom Industries' price target, with DA Davidson setting a target of $115 and Craig Hallum setting a target of $121.
Analysts at B. Riley Securities, Wells Fargo, and Keybanc maintain a buy rating for Dycom Industries, with B. Riley Securities analyst Alex Rygiel raising the price target from $86 to $120.

Announcements· Mar 4

Dycom Industries reported Q4-26 record revenue of $1.46B, up 34.4% YoY, with adjusted EPS of $2.03, beating estimates.
The company's backlog surged to $9.54B, with fiber and data center demand driving growth, and FY2027 revenue guidance was raised to $6.85-7.15B.
Dycom's Q4-26 earnings were driven by a transformative M&A, with top-line acceleration despite a GAAP profit hit, and the company expects continued strong demand from the data center sector.

Technical Analysis· May 22

$DY has been shorted after earnings, with one trader getting in near $100 off the 9 EMA and waiting for it to hold above the 9 EMA or break below $90.
A double bottom pattern is being looked for at $93, and one trader thinks $DY has another wave lower coming up after closing above the 9 EMA.
$DY has a major support level at $93, with some traders seeing it as oversold and others looking for a further decline to $91.2.

Generated by AI

Community

Of the messages about DY, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	0%	0%	6.67%	58.64%
Newcomers	100%	100%	93.33%	41.36%

Regulars· Aug 26

Dycom Industries delivered a blowout quarter, with contract revenues surging 45.6% YoY to $2.0B and Adjusted EBITDA climbing 53.5%.
The company's Q3 guidance came in a bit light, likely due to some revenue being pulled forward and recognized in Q2, but they lifted their full-year guide, resulting in ~18EPS.
Dycom's two acquisitions are expected to be massively important for the company, as they will allow the company to be "inside" the datacenter, making it more resilient in the face of political pressure.

Newcomers· Aug 26

Despite strong earnings and guidance, Dycom Industries, Inc. ($DY) stock is down 5% premarket, likely due to a single table in the outlook.
Newcomers to the stock are focused on its "crappy" earnings and subsequent price movement, with some questioning the market's reward of weaker companies and punishment of strong ones.
The stock is seen as a good value buy, with strong fundamentals and a potential for growth, particularly in the AI sector, which is expected to continue to perform well for the next 10 years.

Generated by AI

News

Dycom Industries: The Market Is Irrational Here, I'm Starting A Position (NYSE:DY)

Dycom Industries is undervalued, with strong growth from acquisitions and resilient 12–14% EBITDA margins since 2018. Read why DY stock is a Buy.

3d agoSeeking Alpha

Dycom Industries stock hits 52-week low at 272.0 USD

4d agoInvesting.com

Dycom Industries (DY) Could Be 48% Undervalued Following Its Sharp Pullback

Dycom Industries (DY) has drawn fresh attention after a sharp pullback, with the stock down about 23% over the past month and roughly 44% in the past 3 months. That recent slide sits in sharp contrast to Dycom Industries’ longer record, where the 3-year total shareholder return of about 202% and 5-year total shareholder return of roughly 282% point to strong past compounding, even as near term share price momentum has clearly faded. Scan beyond Dycom Industries and line up other contractors...

4d agoYahoo Finance

Dycom Industries (DY) Down 11.7% Since Last Earnings Report: Can It Rebound?

Dycom Industries (DY) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

4d agoYahoo Finance Singapore

Dycom Industries director Carmen Sabater buys $98,217 in stock

5d agoInvesting.com

Dycom at 25th annual diversified industrials & services conference: growth broadens

5d agoInvesting.com

Also Discussed

Investors talking about DY also mention

#	Name	Attention
1	MYR Group Inc.MYRG	0%new
2	MasTec, Inc. Common StockMTZ	0.01%+0
3	AMWD - American Woodmark Corporation	——
4	Premier Inc.PINC	0%0
5	Manhattan Associates Inc.MANH	0%0
6	Noah Holdings Limited Sponsored ADRNOAH	0%0
7	HealthEquity, Inc.HQY	0%new
8	Acuity Brands IncAYI	0%-0.02
9	Quanta Services, Inc.PWR	0.01%+0.01
10	FB Financial CorporationFBK	0%0

Dycom Industries, Inc.

Industrials
Engineering & Construction

Dycom Industries, Inc. is a specialty contracting company that supports the telecommunications infrastructure, digital infrastructure, and utility industries across the United States. The company provides services such as program management, planning, engineering and design, aerial and underground construction, wireless network support, fiber placement and splicing, maintenance, fulfillment, and underground facility locating. Dycom also offers electrical contracting services for data centers and other critical facilities, along with construction and maintenance work for electric and gas utilities. Through its Communications and Building Systems segments, Dycom plays a key role in building, upgrading, and maintaining the networks and infrastructure that support broadband, wireless connectivity, and utility operations. Founded in 1969 and headquartered in West Palm Beach, Florida, Dycom serves customers nationwide through a broad network of operating companies and field offices.

Website

Location

300 Banyan Boulevard

West Palm Beach, FL, 33401

United States

Social

What share of all stock conversation is about DY?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% 0	0% +0	0% 0	0% +0

Aug 26

Dycom Industries ($DY) reported strong Q2 2027 earnings, with contract revenues surging 45.6% YoY to $2.0B and Adjusted EBITDA climbing 53.5%.
Despite beating on every line, the stock is down about 5% premarket due to concerns over conservative guidance in the outlook.
The market is punishing Dycom for its increased margins and backlog, despite the company's strong quarterly results.

Generated by AI

Sentiment

Of the messages about DY that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	—	50%	85.71% +41.27	87.81% +35.01
Bearish	—	50%	14.29% -41.27	12.19% -35.01

Bullish· May 27

Dycom Industries' Q1 earnings beat expectations, with revenue jumping 56% YoY to $1.96 billion, driven by strong demand for fiber internet networks and new infrastructure projects.
The company's forward guidance is also upbeat, with Q2 and FY27 revenue expected to exceed consensus estimates, and the acquisition of National Technology Integrators adding another layer of growth in digital infrastructure exposure.
Dycom's stock price surged 26.9% on the news, with the company's strong fundamentals, raised forward expectations, and backlog expansion attracting follow-through buyers and setting the stage for potential trend continuation.

Bearish· Feb 27

Dycom Industries missed Q1 earnings guidance and reported a significant decline in stock price, down 30.1% after earnings.
The company's customer, Windstream, filed for bankruptcy, contributing to Dycom's poor earnings and stock performance.
Dycom Industries' revenue was not enough to offset the decline in earnings, leading to a bearish outlook for the stock.

Generated by AI

Topics

Of the messages about DY that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	—	—	50%	1.61%
Technical Analysis	—	—	16.67%	18.65%
Macro	—	—	33.33%	60.37%
Earnings	—	—	0%	0.99%
Analysts	—	—	0%	18.38%
Controversies	—	—	0%	0%

Earnings· May 27

Dycom Industries ($DY) reported Q1 earnings with a 56.1% YoY increase in contract revenues to $1.965 billion, beating estimates by $295 million.
The company guided Q2 adjusted EPS of $4.40-$4.82 and Q2 revenue of $1.940B-$2.010B, both above consensus estimates.
Dycom raised FY27 revenue guidance to $7.38B-$7.65B, and expects adjusted EBITDA margin expansion for the year, with Building Systems segment expected to have high teens adjusted EBITDA margin.

Analysts· Nov 24

Analysts at B. Riley Securities, Wells Fargo, and Keybanc have raised Dycom Industries' price target, with B. Riley setting a target of $120 and Wells Fargo setting a target of $110.
Analysts at DA Davidson, Craig Hallum, and Keybanc have also raised Dycom Industries' price target, with DA Davidson setting a target of $115 and Craig Hallum setting a target of $121.
Analysts at B. Riley Securities, Wells Fargo, and Keybanc maintain a buy rating for Dycom Industries, with B. Riley Securities analyst Alex Rygiel raising the price target from $86 to $120.

Announcements· Mar 4

Dycom Industries reported Q4-26 record revenue of $1.46B, up 34.4% YoY, with adjusted EPS of $2.03, beating estimates.
The company's backlog surged to $9.54B, with fiber and data center demand driving growth, and FY2027 revenue guidance was raised to $6.85-7.15B.
Dycom's Q4-26 earnings were driven by a transformative M&A, with top-line acceleration despite a GAAP profit hit, and the company expects continued strong demand from the data center sector.

Technical Analysis· May 22

$DY has been shorted after earnings, with one trader getting in near $100 off the 9 EMA and waiting for it to hold above the 9 EMA or break below $90.
A double bottom pattern is being looked for at $93, and one trader thinks $DY has another wave lower coming up after closing above the 9 EMA.
$DY has a major support level at $93, with some traders seeing it as oversold and others looking for a further decline to $91.2.

Generated by AI

Community

Of the messages about DY, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	0%	0%	6.67%	58.64%
Newcomers	100%	100%	93.33%	41.36%

Regulars· Aug 26

Dycom Industries delivered a blowout quarter, with contract revenues surging 45.6% YoY to $2.0B and Adjusted EBITDA climbing 53.5%.
The company's Q3 guidance came in a bit light, likely due to some revenue being pulled forward and recognized in Q2, but they lifted their full-year guide, resulting in ~18EPS.
Dycom's two acquisitions are expected to be massively important for the company, as they will allow the company to be "inside" the datacenter, making it more resilient in the face of political pressure.

Newcomers· Aug 26

Despite strong earnings and guidance, Dycom Industries, Inc. ($DY) stock is down 5% premarket, likely due to a single table in the outlook.
Newcomers to the stock are focused on its "crappy" earnings and subsequent price movement, with some questioning the market's reward of weaker companies and punishment of strong ones.
The stock is seen as a good value buy, with strong fundamentals and a potential for growth, particularly in the AI sector, which is expected to continue to perform well for the next 10 years.

Generated by AI

Dycom Industries

Social

Aug 26

Bullish· May 27

Bearish· Feb 27

Earnings· May 27

Analysts· Nov 24

Announcements· Mar 4

Technical Analysis· May 22

Regulars· Aug 26

Newcomers· Aug 26

Dycom Industries: The Market Is Irrational Here, I'm Starting A Position (NYSE:DY)

Dycom Industries stock hits 52-week low at 272.0 USD

Dycom Industries (DY) Could Be 48% Undervalued Following Its Sharp Pullback

Dycom Industries (DY) Down 11.7% Since Last Earnings Report: Can It Rebound?

Dycom Industries director Carmen Sabater buys $98,217 in stock

Dycom at 25th annual diversified industrials & services conference: growth broadens

Also Discussed

Dycom Industries, Inc.

Company Information

Location

Dycom Industries: The Market Is Irrational Here, I'm Starting A Position (NYSE:DY)

Dycom Industries stock hits 52-week low at 272.0 USD

Dycom Industries (DY) Could Be 48% Undervalued Following Its Sharp Pullback

Dycom Industries (DY) Down 11.7% Since Last Earnings Report: Can It Rebound?

Dycom Industries director Carmen Sabater buys $98,217 in stock

Dycom at 25th annual diversified industrials & services conference: growth broadens

Also Discussed

Social

Aug 26

Bullish· May 27

Bearish· Feb 27

Earnings· May 27

Analysts· Nov 24

Announcements· Mar 4

Technical Analysis· May 22

Regulars· Aug 26

Newcomers· Aug 26