Can Dycom's $12.2B Backlog Sustain Growth Through FY27?
DY's record $12.2B backlog, fiber pipeline and Building Systems demand support its raised fiscal 2027 outlook and growth visibility.
DY's record $12.2B backlog, fiber pipeline and Building Systems demand support its raised fiscal 2027 outlook and growth visibility.
Rob Spivey, director of research at Altimetry, calls this group of stocks the blue-collar millionaire plays. As hyperscaler spending climbs, the companies that employ skilled trades, and supply the equipment those workers use, could capture more of the AI payoff than the market is currently pricing in.
On October 06, 2026, Dycom Industries Inc (DY) shares rose 5.8% to a current price of $290.43. The stock has fluctuated between a 52-week high of $566.47 and a
Growth in telecom, data centers and energy to aid EME, DY, GVA & TPC in the Zacks Building Products - Heavy Construction industry.
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Shares of Dycom Industries, Inc. (NYSE: DY - Get Free Report) hit a new 52-week low during mid-day trading on Thursday. The stock traded as low as $265.09 and last traded at $269.5320, with a volume of 724847 shares trading hands. The stock had previously closed at $269.04. Analysts Set New Price Targets A number of
DY is targeting a $20 billion fiber opportunity as AI, cloud and data-center demand fuels connectivity growth into the latter part of the decade.
Dycom Industries (DY) is undervalued, with strong growth from acquisitions and resilient 12–14% EBITDA margins since 2018. DY's backlog surged to $12.2 billion, with a 1.2x book-to-bill and significant diversification reducing customer concentration risk. Building Systems segment outperforms deal case, with Power Solutions running 30% above expectations and 20%+ EBITDA margins.
Dycom Industries NYSE: DY is positioning itself as an end-to-end infrastructure services provider for growing data consumption, expanding from its traditional telecommunications work into data-center electrical and structured-cabling services, Chief Executive Officer Dan Peyovich said at D.A. Davidson's 25th Annual Diversified Industrials & Services Conference.
Dycom Industries (DY) reported earnings 30 days ago. What's next for the stock?
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Dycom Industries, Inc. (DY) Presents at 25th Annual Diversified Industrials & Services Conference Transcript
The growing demand for data centers, digital infrastructure and critical facilities is creating a favorable backdrop for contractors supporting increasingly complex construction and connectivity needs. Against this backdrop, EMCOR Group, Inc. EME and Dycom Industries, Inc. DY are positioned to benefit from sustained investment in critical infrastructure and digital transformation.
Bank of America Corp DE acquired a new position in shares of Dycom Industries, Inc. (NYSE: DY) in the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 534,374 shares of the construction company's stock, valued at approximately $270,174,000. Bank of America Corp
Corient Private Wealth LP boosted its stake in shares of Dycom Industries, Inc. (NYSE: DY) by 107.4% in the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 16,864 shares of the construction company's stock after acquiring an additional 8,731 shares
Two weeks in, September is already doing what September usually does. The S&P 500 drifted lower toward its 21-day moving average, the AI trade lost its footing, and several companies that had just posted double-digit earnings beats got sold anyway.
Dycom benefits from multi-year fiber and data center infrastructure demand cycles. Long-term service agreements provide high switching costs and project visibility.
WEST PALM BEACH, Fla., Sept. 10, 2026 (GLOBE NEWSWIRE) -- Dycom Industries, Inc. (NYSE: DY) announced today that the Company will participate in the D.A. Davidson 25 th Annual Diversified Industrials & Services Conference in Nashville, TN on Thursday, September 24, 2026. Senior management will present in a fireside chat format at 9:00 a.m. ET / 8:00 a.m. CT and will participate in one-on-one and group meetings with investors.
The transaction was valued at approximately $201,000. The purchase represents a transaction size equal to 204% of the director's equity holdings prior to the filing.
Shares of Dycom Industries, Inc. DY have lost 33.9% over the past three months compared with the Zacks Building Products - Heavy Construction industry's decline of 19.9%. The stock has also lagged the Zacks Construction sector and the S&P 500 Index, as evidenced by the chart below.