Dycom IndustriesDY
Market Cap: $4.95B
About: Dycom Industries Inc is a provider of specialty contracting services to the telecommunications infrastructure and utility industries. its operating companies supply telecommunications providers with a comprehensive portfolio of specialty services, including program management; planning; engineering and design; aerial, underground, and wireless construction; maintenance; and fulfillment services and provides underground facility locating services for various utilities, including telecommunications providers, and other construction and maintenance services for electric and gas utilities. It also provides a range of construction, maintenance, and installation services, including the placement and splicing of fiber, copper, and coaxial cables. The company operates throughout the United States.
Employees: 15,611
Fund manager confidence
Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)
97% more first-time investments, than exits
New positions opened: 67 | Existing positions closed: 34
19% more capital invested
Capital invested by funds: $3.95B [Q1] → $4.69B (+$745M) [Q2]
11% more funds holding
Funds holding: 287 [Q1] → 320 (+33) [Q2]
0.86% more ownership
Funds ownership: 94.73% [Q1] → 95.59% (+0.86%) [Q2]
0% more funds holding in top 10
Funds holding in top 10: 11 [Q1] → 11 (+0) [Q2]
1% less repeat investments, than reductions
Existing positions increased: 106 | Existing positions reduced: 107
4% less call options, than puts
Call options by funds: $24.5M | Put options by funds: $25.4M
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
4 analyst ratings
B of A Securities Alexander Waters 33% 1-year accuracy 1 / 3 met price target | 20%upside $204 | Buy Maintained | 23 Aug 2024 |
B. Riley Securities Alex Rygiel 54% 1-year accuracy 14 / 26 met price target | 22%upside $208 | Buy Maintained | 22 Aug 2024 |
Keybanc Sangita Jain 83% 1-year accuracy 19 / 23 met price target | 18%upside $200 | Overweight Maintained | 22 Aug 2024 |
Wells Fargo Eric Luebchow 73% 1-year accuracy 19 / 26 met price target | 18%upside $200 | Overweight Maintained | 17 Jul 2024 |
Financial journalist opinion
Based on 16 articles about DY published over the past 30 days