DYCOM INDUSTRIES INC
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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.
Dycom Industries (DY) shares rose 2.1% after CEO Daniel S. Peyovich bought 850 shares at $296.76 each, per SEC filing. He now owns 61,343 shares directly and 10,000 indirectly. Insider purchases are often seen as confidence signals.
Peyovich Daniel S (President & CEO) purchased 850 shares of DYCOM INDUSTRIES INC (DY) at $296.76 ($0.25M total) on 2026-09-09.
Over the past 7 days, AlphAI's AI scored 1 news story mentioning DY (DYCOM INDUSTRIES INC). Coverage has skewed bearish: 0 bullish, 0 neutral, and 1 bearish.
Recent DY coverage spans earnings, insider activity and financial news.
In the last 30 days, DY insiders filed 2 SEC Form 4 transactions — 2 purchases ($453K) and no sales. The most active reporter was Peyovich Daniel S, President & CEO, with 1 filing.
Guidance miss signals lower near‑term earnings, likely pressuring the stock further.
Insider purchase signals confidence, may support short-term price upside.
Insider purchase by the CEO signals confidence and may support short-term price appreciation.
Guidance lift and buyback suggest higher near‑term earnings and potential upside, but debt level tempers risk.
Guidance lift and strong backlog improve growth visibility, but near‑term margin pressure tempers upside.
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 (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.
3 min readDycom Industries (DY) shares rose 2.1% after CEO Daniel S. Peyovich bought 850 shares at $296.76 each, per SEC filing. He now owns 61,343 shares directly and 10,000 indirectly. Insider purchases are often seen as confidence signals.
1 min readPeyovich Daniel S (President & CEO) purchased 850 shares of DYCOM INDUSTRIES INC (DY) at $296.76 ($0.25M total) on 2026-09-09.
1 min readDycom 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.
2 min readDycom 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.
3 min readVeeva 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.
2 min readFallon David Joseph purchased 700 shares of DYCOM INDUSTRIES INC (DY) at $286.92 ($0.20M total) on 2026-09-01.
1 min readDycom (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.
3 min readDycom Industries (NYSE: DY) reported Q2 2027 revenue of $2.01B, beating estimates, but its adjusted EBITDA margin shrank to 13.6% from 14.9% YoY. Analysts like KeyBanc and Cantor Fitzgerald lowered price targets. Shares fell 21.6% this week. The company's backlog grew to $12.2B, and free cash flow rose to $37.9B.
3 min readDycom (DY) and MasTec (MTZ) are both benefiting from fiber infrastructure growth. Dycom reported record Q2 revenues of $2.01B, up 45.6% YoY, with strong fiber demand. MasTec saw Q2 revenues of $4.4B, up 23% YoY, with a diversified infrastructure portfolio. Dycom trades at a lower P/E (16.72X) than MasTec (21.68X).
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