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Dycom Industries (DY) Reiterated at Overweight by Cantor Fitzgerald

Fri, 09 Oct 2026 07:23:21 -0400

Cantor Fitzgerald analyst Manish A. Somaiya reiterated an Overweight rating and $475.00 price target on Dycom Industries (NYSE: DY).

The analyst commented, "Our DY investment thesis remains unchanged following media reports that SpaceX (Canfield; OW) is acquiring up to 14 MHz of paired 800 MHz spectrum. The announcement understandably raises questions about the longer-term competitive environment for AT&T (T; NC), Verizon (VZ; NC), and T-Mobile (TMUS; NC), all of which are lower post-close. The principal risk to DY is that increased competition ultimately alters how its carrier customers allocate capital. However, the transaction still requires FCC approval, and the spectrum acquisition

Form SCHEDULE 13G DYCOM INDUSTRIES INC Filed by: MILLENNIUM MANAGEMENT LLC

Wed, 07 Oct 2026 18:30:00 -0400

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Form 4 DYCOM INDUSTRIES INC For: Oct 07 Filed by: Wetherington Kevin M

Wed, 07 Oct 2026 16:52:00 -0400

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Form 144 DYCOM INDUSTRIES INC Filed by: Fritzsche Jennifer M

Mon, 05 Oct 2026 10:48:00 -0400

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Form 4 DYCOM INDUSTRIES INC For: Sep 23 Filed by: Sabater Carmen M

Mon, 28 Sep 2026 11:50:00 -0400

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Form 4 DYCOM INDUSTRIES INC For: Sep 23 Filed by: Sabater Carmen M

Thu, 24 Sep 2026 17:26:00 -0400

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Dycom Industries (DY) Reiterated at Overweight by Cantor Fitzgerald Amid Healthy Customer Activity

Thu, 24 Sep 2026 07:13:47 -0400

Cantor Fitzgerald analyst Manish A. Somaiya reiterated an Overweight rating and $476.00 price target on Dycom Industries (NYSE: DY).

The analyst commented, "We spent the day in Toronto with CEO Dan Peyovich and IR Callie Tomasso. The meetings were consistent with our recent call-back and Communications bridge work. Management continues to frame FY27 Communications organic growth at ~10-12% and normalized adj. EBITDA margin at ~13% for the segment. FTTH remains the strongest near-term growth driver, with F1H27 revenue up ~60% y/y, compared with broader industry growth closer to 10%, reflecting healthy customer activity and market share gains. The $150M wireless shift

Dycom Industries (DY) PT Raised to $429 at KeyBanc

Mon, 21 Sep 2026 07:00:35 -0400

KeyBanc analyst Sangita Jain raised the price target on Dycom Industries (NYSE: DY) to $429.00 (from $423.00) while maintaining a Overweight rating.

The analyst comments "Last week, we hosted DY CEO Dan Peyovich; and VP of IR Callie Tomasso. Discussions focused on NT organic Comms growth, multi-year growth drivers, and margin cadence. Management clarified inputs to FY27 Comms margin guidance, provided insights into layering of BEAD, and DCI fiber work atop FTTH. Demand for inside-DC electrical/cabling work remains strong despite headline noise. We make model adjustments based on takeaways, and, as a result, raise our PT to $429. OW."

Dycom Industries (DY) PT Raised to $429 at KeyBanc

Mon, 21 Sep 2026 07:00:35 -0400

KeyBanc analyst Sangita Jain raised the price target on Dycom Industries (NYSE: DY) to $429.00 (from $423.00) while maintaining a Overweight rating.

UBS Reiterates Buy Rating on Dycom Industries (DY) Despite Near-Term Margin Risk

Thu, 17 Sep 2026 08:31:27 -0400

UBS analyst Steven Fisher reiterated a Buy rating and $525.00 price target on Dycom Industries (NYSE: DY).

The analyst commented, "We appreciate management's acknowledgment that Q2 had opportunity for improvement around expectation setting, and we think it should help going forward that management provided a baseline for segment margins (see bullet below for details). Still, the Comms margin target discussed (+-13% over time) could also temper some optimism until upside is demonstrated...We remain positive on DY as 1) we think DY is implementing a disciplined and differentiated strategy within the comms market that should support market share gains; 2) data center

Dycom Industries, Inc. to Participate in Upcoming Institutional Investor Conference

Thu, 10 Sep 2026 16:30:00 -0400

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 fireside chat presentation referenced above will be live audio webcasted and accessible from the Events and Presentations section of Dycom’s Investor Relations website at https://ir.dycomind.com. A replay of

Dycom Industries, Inc. to Participate in Upcoming Institutional Investor Conference

Thu, 10 Sep 2026 16:30:00 -0400

Form 4 DYCOM INDUSTRIES INC For: Sep 09 Filed by: Peyovich Daniel S

Wed, 09 Sep 2026 17:12:00 -0400

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Dycom Industries (DY) PT Lowered to $375 at Raymond James

Thu, 03 Sep 2026 12:15:04 -0400

Raymond James analyst Frank Louthan IV lowered the price target on Dycom Industries (NYSE: DY) to $375.00 (from $610.00) while maintaining a Strong Buy rating.

The analyst comments "We remain at Strong Buy for shares of Dycom (DY) following F2Q27 results. Fixed/mobile convergence remains a high priority for carriers, and the telecom and data center industries are significantly motivated to keep their capital projects moving forward, including large, new long haul fiber networks. With FTTH, copper de-commissioning, AI fiber builds, and continued building and upgrading of data centers on deck for the next several years, we believe Dycom is well-positioned to

Dycom Industries (DY) PT Lowered to $375 at Raymond James

Thu, 03 Sep 2026 12:15:04 -0400

Raymond James analyst Frank Louthan IV lowered the price target on Dycom Industries (NYSE: DY) to $375.00 (from $610.00) while maintaining a Strong Buy rating.

Form 4 DYCOM INDUSTRIES INC For: Sep 01 Filed by: Fallon David Joseph

Tue, 01 Sep 2026 17:04:00 -0400

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Dycom Industries (DY) PT Lowered to $525 at UBS

Thu, 27 Aug 2026 08:47:24 -0400

UBS analyst Steven Fisher lowered the price target on Dycom Industries (NYSE: DY) to $525.00 (from $611.00) while maintaining a Buy rating.

Form 10-Q DYCOM INDUSTRIES INC For: Aug 01

Thu, 27 Aug 2026 08:35:00 -0400

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Form 10-Q DYCOM INDUSTRIES INC For: Aug 01

Thu, 27 Aug 2026 08:35:00 -0400

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Dycom Industries (DY) PT Lowered to $570 at JPMorgan

Thu, 27 Aug 2026 08:34:07 -0400

JPMorgan analyst Richard Choe lowered the price target on Dycom Industries (NYSE: DY) to $570.00 (from $650.00) while maintaining a Overweight rating.

Dycom Industries (DY) PT Lowered to $423 at KeyBanc

Thu, 27 Aug 2026 07:35:13 -0400

KeyBanc analyst Sangita Jain lowered the price target on Dycom Industries (NYSE: DY) to $423.00 (from $610.00) while maintaining a Overweight rating.

Dycom Industries (DY) PT Lowered to $476 at Cantor Fitzgerald on Guidance Cut

Thu, 27 Aug 2026 07:18:02 -0400

Cantor Fitzgerald analyst Manish A. Somaiya lowered the price target on Dycom Industries (NYSE: DY) to $476.00 (from $654.00) while maintaining an Overweight rating.

The analyst commented, "DY shares traded down post earnings yesterday, which we think reflects three main concerns: 1) Lower FY27 Communications guide, 2) F3Q guide below Street, and 3) pressure on Comms margins. Our call-back with CEO and IR did not eliminate the concerns, but it materially answered the gaps. Management pushed back on the idea of fiber weakness, emphasized that wireless is less than 5% of the business, the $150M shift to fiscal 2028 month is

Dycom Industries (DY) PT Lowered to $476 at Cantor Fitzgerald on Guidance Cut

Thu, 27 Aug 2026 07:18:02 -0400

Cantor Fitzgerald analyst Manish A. Somaiya lowered the price target on Dycom Industries (NYSE: DY) to $476.00 (from $654.00) while maintaining an Overweight rating.

Dycom Industries (DY) PT Lowered to $550 at Wells Fargo

Thu, 27 Aug 2026 07:14:44 -0400

Wells Fargo analyst Eric Luebchow lowered the price target on Dycom Industries (NYSE: DY) to $550.00 (from $650.00) while maintaining a Overweight rating.

Raymond James: 'We believe Dycom has added new long-haul customers since the close of the second quarter'

Wed, 26 Aug 2026 15:23:43 -0400

Raymond James analyst Frank Louthan IV reiterated a Strong Buy rating and $610.00 price target on Dycom Industries (NYSE: DY).

The analyst comments "Backlog up, Long Haul, and Data Center Business Expanding. We believe Dycom has added new long-haul customers since the close of the second quarter, and that they are seeing increased visibility. On the $20 billion-plus TAM they have called out for AI fiber builds, we believe this is a TAM that reflects the revenue that DY can bid on (and is exclusive of materials costs). We believe fiber routes have been running out of actual physical fibers for