Dycom Industries Inc

Análisis de la acción Dycom Industries Inc (DY)

$294.340

-13.069 (-4.44%)Al cierre

Loading chart…
High
307.000
Open
306.340
VWAP
297.18
Vol
934.88K
Mkt Cap
4.96B
Low
290.190
Amount
277.82M
EV/EBITDA, TTM
10.07

Dycom Industries, Inc. is a provider of specialty contracting services focused on the digital infrastructure, telecommunications and utilities industries throughout the United States. These services include program management, planning, engineering and design; aerial, underground, and wireless construction; maintenance; and fulfillment services for telecommunications and digital infrastructure providers. The Company also provides electrical contracting services for data centers and other vital industries, underground facility locating services for various utilities, including telecommunications providers, as well as other construction and maintenance services for electric and gas utilities. It provides engineering services to telecommunications providers, including the planning and design of aerial, underground, and buried fiber optic, copper, and coaxial cable systems that extend from the telephone company hub location, or cable operator headend, to a consumer’s home or business.

dycomind.com

AI analysis of Dycom Industries Inc (DY)

hold

Currently, Dycom Industries Inc is not a strong buy. The stock is trading at $294.34, down 25.09% over the last five days, and has a low RSI of 8.449, indicating it is oversold. Although the company reported a revenue of $2.01 billion for Q2 2027, surpassing expectations, the adjusted EBITDA margin has contracted to 13.6% from 14.9% year-over-year, raising concerns about profitability. Furthermore, analysts have cut their price targets significantly, with the lowest at $423, which is still above the current price, suggesting limited upside in the near term. The main risk is the declining margins and the stock's recent performance, which has seen a 21.6% drop following the earnings report.

Analyst Ratings (10)

+39.15% upside
Buy
9 Buy
1 Hold
0 Sell
Current: 294.34
Mínimo
360.00
Promedio
409.56
Máximo
510.00

BofA

2026-08-28

Precio objetivo

$550

Buy

JPMorgan

2026-08-27

Precio objetivo

$570

Overweight

UBS

2026-08-27

Precio objetivo

$525

Buy

Cantor Fitzgerald

2026-08-27

Precio objetivo

$476

Overweight

KeyBanc

2026-08-27

Precio objetivo

$423

Overweight

Métricas de valoración

The current forward P/E ratio for Dycom Industries Inc (DY) is 31.15, compared to its 5-year average forward P/E of 22.82.

Forward P/E

Overvalued
5Y Average P/E
22.82
Current P/E
31.15
Sobrevalorada
29.26
Infravalorada
16.38

Forward EV/EBITDA

Fair
5Y Average EV/EBITDA
10.29
Current EV/EBITDA
10.07
Sobrevalorada
13.48
Infravalorada
7.10

Forward P/S

Fair
5Y Average P/S
0.98
Current P/S
1.09
Sobrevalorada
1.30
Infravalorada
0.66

Alphio AI Price Scenarios for DY

Scenario prices are the last monthly forecast band of the current year. Probabilities are fixed model weights (25 / 50 / 25), not guarantees.

B

Bull

Bull · 25%DY

$321.19

Precio del escenario

B

Base

Base · 50%DY

$276.06

Precio del escenario

B

Bear

Bear · 25%DY

$234.09

Precio del escenario

Whales holding DY

C

Cushing Asset Management, LP

+ HoldingDY

+5.49%

3M Return

D

Dana Investment Advisors Inc

+ HoldingDY

+1.61%

3M Return

J

Jain Global LLC

+ HoldingDY

+1.40%

3M Return

E

ExodusPoint Capital Management, LP

+ HoldingDY

-0.60%

3M Return

C

Cartenna Capital LP

+ HoldingDY

-3.35%

3M Return

W

Wilson Asset Management (International) Pty Ltd.

+ HoldingDY

-3.73%

3M Return

Cronología de eventos

2026-08-26 (ET)

09:00:00

Investors Await Nvidia Earnings as Futures Show Little Change

07:30:00

Dycom Reports Q2 Revenue of $2.01B, Exceeding Expectations

07:30:00

FY26 Revenue Consensus at $7.46B

07:30:00

Dycom Authorizes $150M Stock Repurchase Program

Noticias

DY FAQ — answered by Alphio AI

Dycom Industries, Inc. is a provider of specialty contracting services focused on the digital infrastructure, telecommunications and utilities industries throughout the United States. These services include program management, planning, engineering and design; aerial, underground, and wireless construction; maintenance; and fulfillment services for telecommunications and digital infrastructure providers. The Company also provides electrical contracting services for data centers and other vital industries, underground facility locating services for various utilities, including telecommunications providers, as well as other construction and maintenance services for electric and gas utilities. It provides engineering services to telecommunications providers, including the planning and design of aerial, underground, and buried fiber optic, copper, and coaxial cable systems that extend from the telephone company hub location, or cable operator headend, to a consumer’s home or business. It operates in the Industrials sector (WATER, SEWER, PIPELINE, COMM & POWER LINE CONSTRUC industry).

Currently, Dycom Industries Inc is not a strong buy. The stock is trading at $294.34, down 25.09% over the last five days, and has a low RSI of 8.449, indicating it is oversold. Although the company reported a revenue of $2.01 billion for Q2 2027, surpassing expectations, the adjusted EBITDA margin has contracted to 13.6% from 14.9% year-over-year, raising concerns about profitability. Furthermore, analysts have cut their price targets significantly, with the lowest at $423, which is still above the current price, suggesting limited upside in the near term. The main risk is the declining margins and the stock's recent performance, which has seen a 21.6% drop following the earnings report.

10 analysts cover DY: 9 rate it Buy, 1 Hold and 0 Sell. The average price target is 409.56.

Esta página es solo para investigación y no constituye asesoramiento de inversión. Los modelos pueden equivocarse. El rendimiento pasado no garantiza resultados futuros.

Empieza gratis