SEC EDGARSEP 11 min read$DY

Fallon David Joseph purchased $201K of DY

Fallon David Joseph purchased 700 shares of DYCOM INDUSTRIES INC (DY) at $286.92 ($0.20M total) on 2026-09-01.

Original reporting

SEC EDGAR · Fallon David Joseph

Published Sep 1, 2026, 9:03 PM UTC

Analysis

AlphAI AI DeskAI-generated

Added to AlphAI Sep 1, 2026, 9:48 PM UTC. Informational, not investment advice.

How this was made

AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.

About AlphAI AI Desk Scoring methodology Report an issue

AlphAI market briefInsider activity

Primary signal

$DY

Bullish

medium confidence

Mentioned

$DY

Relevance

5/10

AlphAI data visualization · based on SEC EDGAR

Decision brief

The 30-second read

$DYBullishLow

Why it matters

A director's purchase may be viewed positively but the amount is modest relative to market cap.

Market read

Limited relevance; typical insider activity with modest trade size.

What to watch

No disclosed 10b5-1 plan; the timing may be coincidental with upcoming earnings.

Relevance 5/10Novelty 4/10Timing: today

Background

Form 4 filings disclose insider trades; investors monitor them for signals.

Company-level read

Ticker impact

AI estimates · verify against primary disclosures

$DYBullishMedium confidence

Context

Director Fallon David Joseph bought 700 shares of Dycom Industries at $286.92, totaling $200,844.

Expected impact

Potential modest upside as market perceives insider confidence.

Evidence & confidence

The purchase is relatively small for a director but signals personal belief in the company's prospects.

Market effects

Sector

Minimal impact on the industrial sector; typical insider activity.

Regional

None

Global

None

Counterpoint

What could challenge this read

The purchase size is too small to move the stock; could be routine portfolio rebalancing.

Key entities

Company
Dycom Industries Inc.
US-listed industrial equipment provider (ticker DY).
Person
Fallon David Joseph
Director of Dycom Industries.

Read at source ← All news

SEP 11

$DYHigh

Analysts cut Dycom Industries price targets after Q3 guidance miss

Dycom Industries (NYSE: DY) shares dropped 11.07% after Q3 guidance missed estimates, despite strong Q2 results. Analysts cut price targets but maintained positive ratings. Q2 revenue rose 45.6% YoY to $2.01B, with adjusted EPS at $5.29. The company raised its full-year revenue outlook and approved a $150M share repurchase program.

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SEP 9

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Should Raised Revenue Outlook Require Action From Dycom Industries (DY) Investors?

Dycom Industries (DY) raised its full-year revenue guidance to $7.48b-$7.66b, reported Q2 sales of $2.01b and net income of $115.64m. The increase is driven by Power Solutions and the National Technology Integrators acquisition. Analysts project earnings to reach $733.9m by 2029, with a 79% upside to the current share price. The company also authorized a $150m share repurchase program.

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SEP 8

$DYMed

Dycom Stock Slides 34% in 3 Months: Should You Buy the Dip or Wait?

Dycom Industries (DY) shares fell 34% in 3 months, underperforming its industry and sector. Despite near-term margin pressures in Communications and wireless revenue deferrals, the company has a record backlog of $12.2B and raised its fiscal 2027 revenue outlook to $7.48-$7.66B. Strong demand for fiber infrastructure and Building Systems expansion support long-term growth.

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AUG 29

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Dycom (DY) Grew Revenue 46% but Nearly $400M Came from Acquisitions. Is Organic Growth Strong Enough?

Dycom (DY) reported Q2 revenue of $2.01B, up 46% YoY, with $397.5M from acquisitions. Organic revenue grew 16.7% to $1.61B. Communications backlog rose 37.5% to $10.98B. The company raised its fiscal 2027 revenue outlook to $7.48B-$7.66B but reduced Communications outlook due to deferred revenue. Net debt increased to $2.50B, and net interest expense rose to $38M.

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