DY — Dycom Industries, Inc. Stock Price, Chart & AI Report

Positive Oct 15, 2026 • 12:45 UTC Zacks Investment Research • Na

Here's Why Dycom Industries (DY) is a Strong Growth Stock

Dycom Industries (DY), a North American specialty contracting firm in the telecom industry, is highlighted as a potential growth investment. The company holds a #3 (Hold) Zacks Rank with an A VGM Score and A Growth Style Score, forecasting 43.6% year-over-year earnings growth for the current fiscal year. Five analysts revised earnings estimates upward in the last 60 days, with the consensus estimate increasing to $17.19 per share for fiscal 2027.

DY Dycom Industries telecom specialty contracting earnings growth Zacks Rank Style Scores

Sentiment note

The company demonstrates strong growth fundamentals with a 43.6% forecasted year-over-year earnings growth, an A Growth Style Score, an A VGM Score, and recent upward earnings estimate revisions from five analysts. The average earnings surprise of +24.5% further supports positive momentum, making it a recommended pick for growth investors despite the Hold rank.

Positive Oct 13, 2026 • 15:21 UTC Zacks Investment Research • Na

Tutor Perini Stock Trades at a Discount: Value or Value Trap?

Tutor Perini Corporation (TPC) trades at a discount to peers with a strong $19.9 billion backlog and improving margins, supported by robust infrastructure spending. The company's nine mega-projects worth ~$16B and $200B+ bid pipeline offer growth potential, while record first-half cash flow of $334.1M strengthens its financial position. However, execution risks, contract disputes, and a 6% year-over-year backlog decline warrant caution. TPC receives a Zacks Rank #3 (Hold) rating.

TPC STRL FLR DY infrastructure construction backlog cash flow project execution

Sentiment note

Dycom's record $12.2B backlog reflects strong demand for fiber deployment and data center infrastructure, positioning it well in the digital infrastructure market.

Neutral Oct 13, 2026 • 12:54 UTC Zacks Investment Research • Na

Dycom Trades at a Discount: Should Investors Buy the Stock or Wait?

Dycom Industries (DY) reported 50.6% revenue growth to $3.97B in H1 fiscal 2027 with record backlog of $12.24B, driven by AI-driven digital infrastructure investments in fiber and data centers. The company raised fiscal 2027 guidance and authorized a $150M buyback, but faces headwinds from heavy telecommunications customer concentration (80% of revenues), margin pressures, tariff risks, and project timing uncertainties. Despite trading at a discount to peers with strong ROE of 25.3%, analysts maintain a cautious Hold rating citing execution risks.

DY PWR EME MTZ digital infrastructure fiber-to-the-home data center backlog growth

Sentiment note

Strong revenue growth (50.6%), record backlog ($12.24B), and raised guidance are positive, but offset by heavy telecom customer concentration (80%), expected margin declines, tariff/inflation risks, project timing delays ($150M deferred to FY2028), and stock underperformance (-20.9% YTD). Zacks Rank #3 (Hold) reflects balanced risk-reward profile.

Positive Oct 7, 2026 • 14:59 UTC Zacks Investment Research • Na

Can Dycom's $12.2B Backlog Sustain Growth Through FY27?

Dycom Industries reported a record $12.2B backlog at the end of Q2 fiscal 2027, with $6.47B expected over the next 12 months. The company raised its fiscal 2027 revenue guidance to $7.48-$7.66B with organic growth of 10.3%-12.3%, driven by over $1B in fiber infrastructure projects and strong Building Systems demand. However, DY stock has declined 23.8% over the past six months and currently holds a Zacks Rank #3 (Hold) rating.

DY STRL MTZ backlog fiber infrastructure revenue guidance data centers communications

Sentiment note

Record backlog of $12.2B with strong visibility into future revenues, raised fiscal 2027 guidance, over $1B in fiber projects, and expected organic growth of 10.3%-12.3% demonstrate solid business momentum and expansion opportunities in high-demand infrastructure sectors.

Neutral Oct 7, 2026 • 13:38 UTC Zacks Investment Research • Zacks Investment Research

MasTec Plunges 34% in 6 Months: How Should Investors Play the Stock?

MasTec (MTZ) has underperformed its industry peers over the past six months, declining 34.3%. While the company benefits from strong backlog and solid demand across infrastructure markets, near-term challenges including Communications segment weakness, negative free cash flow, project timing delays, and premium valuation warrant caution. The stock has been assigned a Zacks Rank #4 (Sell) rating.

MTZ PWR EME DY infrastructure construction communications segment pressure free cash flow project timing

Sentiment note

Mentioned as a competitor with specialized position in digital and critical infrastructure with record backlog, but no specific performance data or sentiment indicators provided.

Positive Oct 1, 2026 • 15:33 UTC Zacks Investment Research • Na

4 Heavy Construction Stocks Riding Higher Infrastructure Investment

The Building Products - Heavy Construction industry is positioned for growth in 2026 driven by AI data-center construction, cloud expansion, and federal infrastructure spending. However, skilled labor shortages, project complexity, inflation, and margin pressures remain significant headwinds. The industry ranks #50 among Zacks industries with improving earnings estimates for 2027-2028.

TPC EME DY GVA heavy construction infrastructure investment AI data centers labor shortage

Sentiment note

Zacks Rank #3 (Hold) despite 7.7% one-year loss. Earnings estimates for fiscal 2027 increased to $17.10 from $16.91 per share. Expected 42.9% earnings growth. Strong fiber-to-home and data-center interconnect demand with consistent earnings beat record.

Positive Oct 1, 2026 • 12:40 UTC Zacks Investment Research • Na

Why Dycom Industries (DY) is a Top Value Stock for the Long-Term

Dycom Industries (DY), a North American specialty contracting firm in the telecom industry, is highlighted as a stock to watch with a #3 (Hold) Zacks Rank and an A VGM Score. The company has attractive valuation metrics with a forward P/E ratio of 15.65 and has seen five analyst earnings estimate revisions upward in the last 60 days, with a consensus estimate increase to $17.19 per share and an average earnings surprise of +24.5%.

DY Dycom Industries specialty contracting telecommunications Zacks Rank earnings estimates valuation metrics

Sentiment note

DY demonstrates positive fundamentals with a #3 Hold rank, A-rated VGM Score, B Value Style Score, attractive forward P/E of 15.65, five upward earnings revisions in 60 days, increased consensus estimate to $17.19, and strong +24.5% average earnings surprise, making it a solid candidate for investors' watchlists.

Positive Sep 29, 2026 • 14:06 UTC Zacks Investment Research • Na

Can Dycom Turn a $20B Fiber Opportunity Into Its Next Growth Wave?

Dycom Industries is capitalizing on a $20 billion fiber infrastructure opportunity driven by AI workloads and data-center expansion. The company has over $1 billion in contracted fiber backlog and achieved a record $12.24 billion total backlog, with fiber-to-the-home revenues up nearly 60% year-over-year. However, execution challenges around workforce capacity and margin pressure remain concerns.

DY STRL FIX fiber infrastructure data centers backlog AI workloads long-haul fiber

Sentiment note

Strong positioning in high-growth fiber infrastructure market with $1B+ contracted backlog, record $12.24B total backlog, 60% YoY fiber-to-the-home revenue growth, and upward earnings estimate revisions. Stock trades at valuation discount to peers despite strong fundamentals.

Neutral Sep 11, 2026 • 15:04 UTC Zacks Investment Research • Na

MYR Group Gains 59% in a Year: Time to Buy, Sell or Hold the Stock?

MYR Group (MYRG) posted record Q2 2026 revenues of $1.08B and backlog of $3.16B, with earnings surging 88% and gross margins expanding 170 basis points. The company trades below industry peers on price-to-sales multiples while benefiting from secular growth trends in electrification, data centers, and infrastructure investment. Strategic acquisitions and a strong balance sheet support continued expansion.

MYRG EME DY MTZ electrical infrastructure Commercial & Industrial segment transmission and distribution electrification

Sentiment note

Referenced as an industry peer with modest performance (14.5% gain) and P/S multiple of 1.09X, positioned between MYRG and industry average but without specific operational highlights.

Positive Sep 9, 2026 • 15:26 UTC Zacks Investment Research • Na

Can Quanta's $53B Backlog Keep Its Infrastructure Boom Alive?

Quanta Services (PWR) reported strong Q2 2026 performance with a record $53B backlog, up from $48.5B in Q1. The company raised full-year 2026 revenue guidance to $39.3-$39.7B and adjusted EPS to $16.45-$16.95. Recent acquisitions are expected to add $1.2-$1.4B in revenues and $120-$140M in EBITDA. PWR stock has gained 51.4% year-to-date and currently holds a Zacks Rank #1 (Strong Buy) rating.

PWR ACM DY infrastructure backlog guidance raise acquisitions utility

Sentiment note

Benefiting from sustained communications infrastructure cycle driven by broadband expansion, fiber deployments, and network upgrades by major telecom operators, positioning it favorably within the broader infrastructure modernization trend.

Positive Sep 8, 2026 • 22:05 UTC The Motley Fool • Jack Delaney

Dycom Industries Director Fallon Purchases 700 Shares for $201,000

David Joseph Fallon, a Director at Dycom Industries, purchased 700 shares for $201,000 on September 1, 2026, more than tripling his direct stake from 343 to 1,043 shares. The purchase at $286.92 per share signals insider confidence in the company. All 13 analysts covering the stock rate it a buy with a median one-year price target of $525, representing a 73.35% potential gain.

DY insider purchase director stake specialty contracting telecommunications infrastructure analyst ratings bullish signal

Sentiment note

Director's significant insider purchase (more than tripling stake) signals confidence in company outlook. All 13 analysts rate the stock a buy with median price target of $525 (73.35% upside). Stock outperforming S&P 500 in 2026 (up 20% vs 18.1%). Insider buying is typically viewed as a bullish indicator of future performance expectations.

Positive Sep 8, 2026 • 15:16 UTC Zacks Investment Research • Na

MasTec Trades at a Premium: Should Investors Buy the Stock or Fold?

MasTec (MTZ) benefits from record $21.4B backlog driven by AI infrastructure and data-center demand, with upward earnings momentum and strategic acquisitions. However, the stock faces headwinds from weak Communications segment performance (11.6% EBITDA decline), negative free cash flow of $59M in Q2, $2.42B net debt, and premium valuation at 20.3x forward P/E. The stock has fallen 19.4% over six months and carries a Zacks Rank #4 (Sell) rating.

MTZ EME PWR DY infrastructure construction AI infrastructure data centers backlog growth

Sentiment note

Dycom is gaining from fiber and AI-enabled data-center infrastructure with second-quarter fiscal 2027 backlog surging 53.2%, demonstrating strong momentum in high-growth markets.