DYCOM INDUSTRIES INC
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No SEC Form 4 filings for $DY in the last 30 days.
See all $DY insider activity →Dycom Industries reported $1B in contracted backlog for fiber work, with $218.3M in communications adjusted EBITDA, up $12.8M YoY. Wireless revenue shifted to fiscal 2028, while building systems revenue grew 20%. Total backlog is $12.2B. The company raised its fiscal 2027 revenue outlook to $7.48B-$7.66B and authorized a $150M share buyback program.
Veeva Systems (VEEV) reported non-GAAP EPS of $2.35, revenue growth of 17.6% to $928M, and raised its Q3 revenue forecast. CrowdStrike (CRWD) saw 25.6% revenue growth to $1.47B. Dycom Industries (DY) fell 11.6% despite 45.6% revenue growth due to segment pressures and higher costs.
Analysts updated recommendations for multiple companies. Block (SQ) was upgraded to outperform with a raised price target of $98. Celsius (CELH) was downgraded to hold with a target of $35. CrowdStrike (CRWD) and Nvidia (NVDA) had targets raised to $235 and $400, respectively. Other companies saw changes in ratings or targets.
Over the past 7 days, alphai's AI scored 14 news stories mentioning DY (DYCOM INDUSTRIES INC). Coverage has skewed bearish: 3 bullish, 4 neutral, and 7 bearish.
Recent DY coverage spans earnings, financial news and corporate actions.
Guidance lift and buyback suggest upside potential; margin expansion hints at improved profitability.
Despite revenue beat, concerns over wireless program deferment and higher costs pressured the stock.
Target reduction may pressure stock.
Earnings beat with revenue growth but guidance miss may pressure the stock short‑term.
Earnings miss and lower guidance likely pressure the stock further.
alphai scores every news story that mentions DY with an AI model for sentiment and relevance, and aggregates insider trades from DYCOM INDUSTRIES INC's SEC EDGAR Form 4 filings. Figures refresh continuously.
Dycom Industries reported $1B in contracted backlog for fiber work, with $218.3M in communications adjusted EBITDA, up $12.8M YoY. Wireless revenue shifted to fiscal 2028, while building systems revenue grew 20%. Total backlog is $12.2B. The company raised its fiscal 2027 revenue outlook to $7.48B-$7.66B and authorized a $150M share buyback program.
2 min readVeeva Systems (VEEV) reported non-GAAP EPS of $2.35, revenue growth of 17.6% to $928M, and raised its Q3 revenue forecast. CrowdStrike (CRWD) saw 25.6% revenue growth to $1.47B. Dycom Industries (DY) fell 11.6% despite 45.6% revenue growth due to segment pressures and higher costs.
2 min readAnalysts updated recommendations for multiple companies. Block (SQ) was upgraded to outperform with a raised price target of $98. Celsius (CELH) was downgraded to hold with a target of $35. CrowdStrike (CRWD) and Nvidia (NVDA) had targets raised to $235 and $400, respectively. Other companies saw changes in ratings or targets.
2 min readDycom (DY) reported Q2 CY2026 revenue of $2.01B, up 45.6% YoY, beating estimates. Q3 guidance of $1.94B missed expectations. Non-GAAP EPS of $5.29 exceeded forecasts. Growth driven by fiber projects, but wireless revenue deferral and margin pressures weighed on sentiment. Management expects continued fiber demand but cautioned on near-term margin impacts from investments.
3 min readDycom Industries (DY) shares fell 12.23% to $308.79 after Q2 results. Net income rose to $115.6M ($3.81 per share) from $97.5M ($3.33 per share) last year. The company forecasts Q3 revenue of $1.90B-$1.98B and 2026 revenue of $7.48B-$7.66B.
1 min readDycom Industries Inc. (DY) reported Q2 fiscal 2027 earnings of $5.29 per share, beating estimates. Revenues rose 45.6% YoY to $2.01B, driven by fiber demand. Backlog hit a record, but Communications profitability faced pressure. Stock fell 7.1% premarket. Guidance raised for FY27 revenues to $7.48B-$7.66B.
2 min readDycom Industries (DY) stock fell 5.5% in pre-market trading to $332.50 despite beating Q2 earnings and revenue estimates. The decline followed cautious Q3 guidance, with EPS midpoint below consensus. Revenue guidance met expectations. The company authorized a $150M share buyback and was added to Raymond James' Analyst Current Favorites list. The broader market had no impact, and the move was driven by company-specific factors.
2 min readDycom (NYSE: DY) reported Q2 CY2026 revenue of $2.01B, up 45.6% YoY, beating estimates. Q3 guidance of $1.94B missed expectations. Non-GAAP EPS was $5.29, 13% above estimates. The company cited strong demand and record backlog. Management expects 33.6% YoY revenue growth in Q3. Analysts project 16.8% revenue growth over the next 12 months.
2 min readDYCOM INDUSTRIES INC (DY) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 NEWS RELEASE August 26, 2026 DYCOM INDUSTRIES, INC. REPORTS RECORD FISCAL 2027 SECOND QUARTER RESULTS Delivers Record Second Quarter Results Across Key Financial Metrics Raises Full Year Fiscal 2027 Outlook Completes Strategic Acquisition of National Technology Integ
2 min readDYCOM INDUSTRIES INC (DY) filed an SEC Form 8-K — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. Effective August 25, 2026, Ms. Jennifer Fritzsche resigned from the Board of Directors of Dycom Industries, Inc. (the “Comp
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