$DY

AECOM (NYSE:ACM) reported Q2 revenue of $3.59B, down 14.2% YoY, missing estimates. It lowered full-year EBITDA guidance, causing its stock to drop 19.5%. Dycom (NYSE:DY) reported $2.01B in revenue, up 45.6% YoY, beating estimates, but its stock fell 28.4% due to weak guidance. MasTec (NYSE:MTZ) reported $4.37B in revenue, up 23.4% YoY, but missed EPS estimates, and its stock dropped 41.6%.

EMCOR (EME) reported Q2 revenues of $5.15B, up 19.8% YoY, beating estimates and raising full-year guidance. AECOM (ACM) reported $3.59B, down 14.2% YoY, missing estimates. MasTec (MTZ) reported $4.37B, up 23.4% YoY, but missed EPS estimates. Sterling (STRL) reported $1.17B, up 90.1% YoY, exceeding expectations. Stocks reacted accordingly.

Cantor Fitzgerald reiterated an Overweight rating and $476 price target for Dycom Industries (NYSE:DY) after SpaceX's spectrum acquisition news. The firm sees no change in Dycom's fiber deployment plans but notes potential risks from increased competition. Other analysts have mixed views, with UBS and KeyBanc raising targets, while Raymond James lowered its target. Dycom's CEO recently bought shares.

Cantor Fitzgerald maintained an Overweight rating on Dycom Industries (DY) with a $476 price target, suggesting a 71.7% upside. The firm cited strong growth in the Building Systems segment, expected to rise over 35% this year, and $1 billion in contracted fiber projects, driving revenue and operational stability.

Dycom Industries (DY) reported Q2 FY27 earnings of $115.64 million with a 5.76% profit margin, driven by U.S. digital and telecom infrastructure projects. The company's revenue visibility is tied to fiber and broadband buildouts, with a $12.2 billion backlog. Analysts project revenues of $10.0 billion and earnings of $631.4 million by 2029, assuming 13.3% yearly revenue growth. Risks include customer concentration and project timing.

U.S. insider trading activity on Thursday included significant purchases and sales. Durable Capital Partners LP bought 150,000 shares of Goosehead Insurance (GSHD) at $47.32 each, while Marc Grandisson acquired 25,000 shares of Howard Hughes Holdings (HHH) at $64.1175. Sales included Wood River Capital selling 12.3 million shares of Aspen Aerogels (ASP) at $4.73 each, and Michael Intrator selling $26.7 million of CoreWeave (CW) stock.

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

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.

Reaves W H & Co Inc's Q2 2026 investor letter reports a 10.55% increase in its 'Reaves Long Term Value Wrap Strategy,' outperforming the MSCI USA Infrastructure Index. Dycom Industries (DY), a key holding, contributed positively with strong quarterly performance, a 25% increase in backlog, and robust guidance. DY's stock closed at $285.49 on September 17, 2026, with a market cap of $8.61 billion.

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.