AlphAIAlphAI — Financial news for AI agents
SEC EDGARSEP 241 min read$DY

Sabater Carmen M purchased $98K of DY

Sabater Carmen M purchased 350 shares of DYCOM INDUSTRIES INC (DY) at $280.62 on 2026-09-23.

Original reporting
SEC EDGAR · Sabater Carmen M
Published Sep 24, 2026, 9:26 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Sep 24, 2026, 11:45 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 DeskScoring methodologyReport an issue
AlphAI market briefInsider activity
Primary signal
$DY
Neutral
medium confidence
Mentioned
$DY
Relevance
4/10
AlphAI data visualization · based on SEC EDGAR
Decision brief

The 30-second read

$DYNeutralLow
01

Why it matters

The director's purchase is a primary disclosure but small in scale, offering limited trading insight.

02

Market read

Minor insider buy; unlikely to move the stock significantly.

03

What to watch

Potential upcoming contract announcements not disclosed; insider may be positioning ahead of news.

Relevance 4/10Novelty 5/10Timing: filed Sep 24 2026, after market close

Background

SEC Form 4 filing discloses insider transactions for public companies.

Company-level read

Ticker impact

$DYNeutralMedium confidence
Context

Director Carmen Sabater purchased 350 shares of Dycom Industries at $280.62, totaling $98,217.

Expected impact

Minimal short-term impact; price likely unchanged.

Evidence & confidence

The purchase is under $100k and represents a tiny fraction of total shares outstanding, limiting market reaction.

Market effects

Sector

None; Dycom operates in telecom infrastructure, no sector-wide impact.

Regional

Limited to US telecom equipment market.

Global

Negligible.

Counterpoint

What could challenge this read

The purchase could be a routine portfolio rebalancing rather than a confidence signal.

Key entities

  • Company
    Dycom Industries Inc.

    US-listed telecom infrastructure provider (ticker DY).

  • Individual
    Carmen Sabater

    Director of Dycom Industries.

Read at source← All news

Full insider trading history

This story covers one filing. See everything behind it: every insider buy and sell on record, 10b5-1 plans, late filings, and which officers and directors are trading.

DY insider trading history →

Related articles

SEP 21
$DYMed

KeyBanc raises Dycom Industries stock price target on growth outlook

KeyBanc raised its price target for Dycom Industries (NYSE:DY) to $429 from $423, citing growth outlook and meetings with management. The stock is down 48% from its 52-week high but is considered undervalued. Other analysts have mixed views, with UBS reiterating a Buy rating and Raymond James lowering its target. Dycom reported 38% revenue growth over the last year.

investing.com2 min
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.

scanx.trade3 min
SEP 9
$DYMed

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.

simplywall.st2 min
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.

tradingview.com3 min
SEP 3
$VEEVHighAI 8/10

Watch Veeva, CrowdStrike, and More

Veeva Systems (VEEV) reported Q2 non-GAAP EPS of $2.35, revenue growth of 17.6% Y/Y to $928M, and raised its Q3 revenue forecast. CrowdStrike (CRWD) posted 25.6% Y/Y revenue growth to $1.47B. Dycom Industries (DY) fell 11.6% despite 45.6% Y/Y revenue growth to $2.01B due to segment pressures and higher costs.

baystreet.ca2 min
AUG 29
$DYHighAI 8/10

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.

insidermonkey.com3 min