$DY

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.

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.

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.

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.