NYSE:DY

Dycom Industries (DY)

429.81
-10.58 (2.40%)
as of Jul 24, 2026, 8:00:00 pm Market Open.
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STRONG BUY

They are a supplier to the telecom industry. They run cable throughout the US. Needs are big. The bandwidth in place is not enough. It is down and it is a great buying opportunity.

TOP PICK

Lays cable for telecom companies. Their major customers are Verizon (VZ-N will) and AT&T (T-N). (Also thinks Google is a customer as well.) The US has to be rewired because there is just that much more broadband width required for the data and video that people now demand. 2015 is a transformational year for them. Growth prospects for them are very, very sound.

BUY

Wouldn’t be too concerned with the trending down of the stock in the last few weeks. Small cap tech space has had a little weakness over the last few weeks but the company continues to do good things. They lay cable and work very closely with big telcos, which are having trouble keeping up with demand.

TOP PICK

Infrastructure company to the Telcos. Wireless and wire line. With the need for LTE type broadband, they are busy and doing well.

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