DY stock icon

Dycom Industries

194.20 USD
-0.80
0.41%
At close Dec 5, 4:00 PM EST
1 day
-0.41%
5 days
6.55%
1 month
5.37%
3 months
11.55%
6 months
6.80%
Year to date
72.64%
1 year
81.78%
5 years
285.01%
10 years
497.72%
 

About: Dycom Industries Inc is a provider of specialty contracting services to the telecommunications infrastructure and utility industries. its operating companies supply telecommunications providers with a comprehensive portfolio of specialty services, including program management; planning; engineering and design; aerial, underground, and wireless construction; maintenance; and fulfillment services and provides underground facility locating services for various utilities, including telecommunications providers, and other construction and maintenance services for electric and gas utilities. It also provides a range of construction, maintenance, and installation services, including the placement and splicing of fiber, copper, and coaxial cables. The company operates throughout the United States.

Employees: 15,611

0
Funds holding %
of 6,790 funds
0
Analysts bullish %
of 3 analysts

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

64% more call options, than puts

Call options by funds: $26.9M | Put options by funds: $16.4M

59% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 44

13% more capital invested

Capital invested by funds: $4.77B [Q2] → $5.38B (+$614M) [Q3]

8% more funds holding

Funds holding: 321 [Q2] → 347 (+26) [Q3]

2.77% less ownership

Funds ownership: 97.11% [Q2] → 94.34% (-2.77%) [Q3]

9% less funds holding in top 10

Funds holding in top 10: 11 [Q2] → 10 (-1) [Q3]

23% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 128

Research analyst outlook

3 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target
$210
8%
upside
Avg. target
$217
12%
upside
High target
$227
17%
upside

3 analyst ratings

positive
100%
neutral
0%
negative
0%
DA Davidson
Brent Thielman
86% 1-year accuracy
25 / 29 met price target
8%upside
$210
Buy
Maintained
19 Nov 2024
Wells Fargo
Eric Luebchow
81% 1-year accuracy
26 / 32 met price target
11%upside
$215
Overweight
Maintained
15 Nov 2024
Keybanc
Sangita Jain
74% 1-year accuracy
25 / 34 met price target
17%upside
$227
Overweight
Maintained
8 Oct 2024

Financial journalist opinion

Based on 12 articles about DY published over the past 30 days

Negative
Zacks Investment Research
6 days ago
Dycom's Stock Declines Despite Solid Telecom Business: Time to Hold?
DY's integration costs related to the acquisition of Black & Veatch's wireless telecommunications infrastructure business are likely to put pressure on margins.
Dycom's Stock Declines Despite Solid Telecom Business: Time to Hold?
Neutral
GlobeNewsWire
2 weeks ago
Dycom Industries, Inc. To Participate in Upcoming Investor Conferences
PALM BEACH GARDENS, Fla., Nov. 21, 2024 (GLOBE NEWSWIRE) -- Dycom Industries, Inc. (NYSE: DY) announced today that Dan Peyovich, President and incoming CEO, and Drew DeFerrari, Senior Vice President and Chief Financial Officer, will participate in the following upcoming institutional investor conferences:
Dycom Industries, Inc. To Participate in Upcoming Investor Conferences
Positive
Zacks Investment Research
2 weeks ago
Dycom's Q3 Earnings & Revenues Beat Estimates, Margins Up Y/Y
DY's fiscal third-quarter results benefit from strong contributions from the top five customers.
Dycom's Q3 Earnings & Revenues Beat Estimates, Margins Up Y/Y
Neutral
Seeking Alpha
2 weeks ago
Dycom Industries, Inc. (DY) Q3 2025 Earnings Call Transcript
Dycom Industries, Inc. (NYSE:DY ) Q3 2025 Earnings Conference Call November 20, 2024 9:00 AM ET Company Participants Steven Nielsen - CEO Ryan Urness - General Counsel Daniel Peyovich - President & Chief Operating Officer Andrew DeFerrari - CFO Conference Call Participants Adam Thalhimer - Thompson Davis Alex Waters - BofA Min Cho - B. Riley Securities Frank Louthan - Raymond James Sangita Jain - KeyBanc Capital Markets Eric Luebchow - Wells Fargo Jean Ramirez - D.A.
Dycom Industries, Inc. (DY) Q3 2025 Earnings Call Transcript
Positive
Zacks Investment Research
2 weeks ago
Dycom Industries (DY) Q3 Earnings and Revenues Beat Estimates
Dycom Industries (DY) came out with quarterly earnings of $2.68 per share, beating the Zacks Consensus Estimate of $2.35 per share. This compares to earnings of $2.82 per share a year ago.
Dycom Industries (DY) Q3 Earnings and Revenues Beat Estimates
Neutral
GlobeNewsWire
2 weeks ago
Dycom Industries, Inc. Announces Fiscal 2025 Third Quarter Results
Third Quarter Highlights Contract revenues increased 12.0% to $1.272 billion Non-GAAP Adjusted EBITDA increased to $170.7 million , or 13.4% of contract revenues Non-GAAP Adjusted Net Income increased to $79.2 million , or $2.68 per common share diluted PALM BEACH GARDENS, Fla., Nov. 20, 2024 (GLOBE NEWSWIRE) -- Dycom Industries, Inc. (NYSE: DY) announced today its results for the third quarter ended October 26, 2024.
Dycom Industries, Inc. Announces Fiscal 2025 Third Quarter Results
Positive
Zacks Investment Research
2 weeks ago
Dycom Gears Up to Report Q3 Earnings: Factors to Consider
DY's fiscal third-quarter 2025 results are likely to reflect soft demand from the top five customers.
Dycom Gears Up to Report Q3 Earnings: Factors to Consider
Negative
Zacks Investment Research
3 weeks ago
Earnings Preview: Dycom Industries (DY) Q3 Earnings Expected to Decline
Dycom Industries (DY) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Earnings Preview: Dycom Industries (DY) Q3 Earnings Expected to Decline
Positive
Seeking Alpha
3 weeks ago
Dycom Industries: A Solid Stock To Buy With The BEAD Program
Dycom Industries has shown over 50% return in 2024, with BEAD expected to drive further growth, leading to a BUY rating with a $389.68 FY 2027 target price. Dycom's strong relationships with major telecom providers and its extensive geographical presence position it well to capitalize on BEAD opportunities. BEAD is anticipated to significantly boost Dycom's revenue and margin growth from FY 2026, with a peak organic growth forecast of 21%.
Dycom Industries: A Solid Stock To Buy With The BEAD Program
Neutral
GlobeNewsWire
3 weeks ago
Dycom Industries, Inc. to Host Fiscal 2025 Third Quarter Results Conference Call
PALM BEACH GARDENS, Fla., Nov. 08, 2024 (GLOBE NEWSWIRE) -- Dycom Industries, Inc. (NYSE: DY) will host a conference call to discuss fiscal 2025 third quarter results on Wednesday, November 20, 2024, at 9:00 a.m. ET. Dycom will issue a press release reporting its results earlier that morning.
Dycom Industries, Inc. to Host Fiscal 2025 Third Quarter Results Conference Call
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