NYSE:DY
Dycom Industries (DY)
Financials 
Technical Analysis 
Sep 10, 2026, 12:00 amThis summary was created by AI, based on 1 opinions in the last 12 months.
Dycom Industries, represented by the symbol DY-N, is not a traditional tech company but rather a crucial player in the telecommunications infrastructure sector, focusing on laying wire and fiber optics. The company plays a vital role in the ongoing rewiring efforts across North America, catering to the demands of hyperscale data centers and residential customers alike. While the revenue grows significantly, it can be unpredictable due to external factors like weather disruptions or project delays. The company's financial health is heavily reliant on a few major customers, which contribute 80-90% of total revenue. Despite its recent challenges amid shifts in the AI sector, experts still view Dycom as a strong long-term growth investment, although it currently does not offer dividends. Analysts have targeted a price of $520.36, indicating confidence in its potential.
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.
Gordon ReidWouldn’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.
Gordon ReidInfrastructure 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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Primarily an infrastructure company, and do cables, engineering. They do about $2.4 billion in sales. Insider owners have been huge sellers. BV is about $16. If he owned this, he would be looking to Sell.