DY stock sentiment todayDycom Industries Inc
Sentiment verdict
Gossip first, financials second — HOT at 85% confidence.
Last updated · cached analysis, refreshes periodically
DY
Dycom Industries IncA premier play on the multi-year fiber-to-the-home cycle and federal BEAD funding, trading at reasonable multiples despite recent volatility.
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See exactly how analyst targets, gossip sentiment and momentum are weighted into this 6-month forecast.
Sign in to go Pro →Full model breakdown (analyst / gossip / momentum weights) is a Pro feature. Modelled for DY. Not financial advice.
Price · last 12 months
Gossip
Market chatter is centered on the 'Super Cycle' of telecommunications infrastructure. Analysts are focusing on the massive influx of government subsidies (BEAD program) and the aggressive fiber rollouts by major carriers like AT&T and Lumen, positioning Dycom as the primary 'pick and shovel' provider.
- ·Federal BEAD program funding deployment
- ·Increased outsourcing by major telcos
- ·Strong backlog growth
- ·Recent acquisition of Black & Veatch's wireless assets boosting diversification
Financial
Dycom exhibits robust organic growth with margins expanding as they optimize labor productivity. Their balance sheet is well-managed with a net leverage ratio typically below 2.0x, allowing for aggressive M&A and share repurchases.
- ·Double-digit organic contract revenue growth
- ·Forward P/E approximately 20-22x, attractive vs. historical growth peaks
- ·Strong free cash flow conversion
- ·EBITDA margins trending upward toward 12-13% range
Conviction
Whose money is actually in the stock — insider open-market trades and the patience of the institutional holder base.
Mixed conviction — no decisive signal from insiders or the holder base.
- ·No open-market insider trades in the last 120 days.
Pro shows every named insider trade in the window (buyer, title, size, price, and whether it was a pre-scheduled 10b5-1 sale) plus the full holder register split into patient capital and fast money.
Unlock with Pro →Source: SEC EDGAR Form 4 + 13F holder register. Option exercises, grants, gifts and tax withholding are excluded — only open-market purchases and sales count. Not financial advice.
Risks
- ·High customer concentration (top 5 customers often represent >60% of revenue)
- ·Labor shortages and wage inflation impacting project margins
- ·Delays in federal funding allocation
Peer temperature
How direct competitors stack up against DY right now.
- NEUTRALMTZMasTec Inc.
COLDER — Higher debt levels and more exposure to volatile clean energy/pipeline segments compared to Dycom's pure-play telecom focus.
See full analysis → - HOTPWRQuanta Services Inc.
HOTTER — Trading at a significant premium due to its dominant position in the electrical grid modernization and AI data center power narrative.
See full analysis → - NEUTRALEMEEMCOR Group Inc.
COLDER — Boasts superior margins but lacks the specific high-growth tailwinds of the rural broadband fiber build-out.
See full analysis →
- DY-20.9%
- MTZ-16.2%
- PWR+7.4%
- EME+10.1%
AI-generated analysis for informational purposes only. Not financial advice.