DY stock forecast, quote, news & analysis
Dycom Industries Inc is a provider of specialty contracting services to the telecommunications infrastructure and utility industries throughout the United States... Show more
Why Dycom Industries (DY) Stock Is Down -25% in the Last 30 Days
Key Takeaways
- Dycom Industries (DY) shares fell roughly 25% over the last 30 days, from a close near $410 in mid-August to about $307.
- The decline followed a fiscal second-quarter earnings beat that investors treated as already priced in, alongside conservative forward guidance.
- Management flagged roughly $150 million in wireless revenue shifting into fiscal 2028 and ongoing margin pressure in the Communications segment.
- Several analysts lowered price targets while retaining broadly positive ratings, reflecting mixed sentiment.
- Record backlog of about $12.2 billion continues to support long-term revenue visibility despite near-term volatility.
Dycom Industries (DY) Company Overview and Market Position
Dycom Industries, Inc. is a leading provider of specialty contracting services to the telecommunications and broader digital-infrastructure industries across North America. The company plans, engineers, constructs, installs, and maintains communications networks, including fiber-optic deployment, wireline and wireless infrastructure, and electrical systems supporting large data centers.
Dycom operates through two primary segments: Communications, which represents the majority of contract revenues, and Building Systems, which focuses on electrical and security infrastructure for data centers and critical facilities. The company counts major carriers such as AT&T and Verizon among its largest customers and secures most of its work through long-term master service agreements. Its national footprint, deep carrier relationships, and growing exposure to fiber and data-center demand make it a closely followed name in the infrastructure space.
Dycom Industries (DY) Stock Price Performance: Last 30 Days vs. Quarter
Over the last 30 days, DY shares declined approximately 25%, falling from a closing price near $410 in mid-August to about $307. The move was sharp and uneven, with the stock recording a multi-day slide following its late-August earnings release before stabilizing and rebounding modestly into September.
The decline extends a broader pullback over the last quarter. From a level near $469 in mid-June, the stock has fallen roughly 34%, leaving shares well below their 52-week high of about $566 and closer to their 52-week low near $251. The trend reflects a repricing of elevated expectations rather than a deterioration in reported financial results, which continued to grow at a strong pace.
What Drove DY Stock Price in the Last 30 Days
The primary catalyst behind the 30-day decline was Dycom's fiscal 2027 second-quarter earnings report. The company delivered record contract revenues of about $2.0 billion, up 45.6% year over year, and adjusted earnings per share of $5.29, exceeding analyst estimates. Total backlog also rose to a record of roughly $12.2 billion.
Despite these strong results, shares fell as investors focused on forward-looking guidance. Third-quarter adjusted EPS guidance of $4.33 to $4.79 came in below the consensus midpoint, and management noted approximately $150 million in wireless program revenue would shift into fiscal 2028. Communications segment margins also faced pressure from workforce investments, deferred wireless activity, and higher fuel costs. The combination prompted several firms, including Raymond James, Cantor Fitzgerald, and UBS, to lower their price targets even as they maintained generally constructive ratings. Tax-loss selling and portfolio reallocation added to the selling pressure through late summer.
What Drove DY Stock Performance Over the Last Quarter
The stock's quarterly decline reflects a broader reset after a strong run. Dycom entered the period trading near multi-year highs as demand for fiber-to-the-home, long-haul and middle-mile fiber, and data-center infrastructure surged. Growing enthusiasm around AI-driven data-center construction and cloud migration helped push valuations higher.
As the quarter progressed, concerns over wireless project deferrals, Communications margin compression, and integration costs tied to the acquisition of National Technology Integrators weighed on sentiment. Investors also began reassessing the premium valuation the stock commanded after consecutive quarters of guidance increases. The result was a multi-month de-rating in the share price even as reported revenue and backlog continued to expand.
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DY Stock Forecast Drivers: What Investors Should Watch Next
Looking ahead, investors are likely to monitor several factors. Dycom's next earnings release is scheduled for late November, and the market will assess whether wireless revenue timing and Communications margins stabilize as guided. Progress on the integration of recent acquisitions, including Power Solutions and National Technology Integrators, will also be closely watched.
Broader demand themes remain important: fiber-to-the-home deployments, copper decommissioning, long-haul and middle-mile fiber builds, and data-center construction tied to AI workloads all support Dycom's opportunity set. Macroeconomic factors, including interest rates, capital spending by major carriers, and fuel costs, could influence execution and margins. Competitive and regulatory developments within the telecommunications and data-center sectors round out the key areas investors are likely to track.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
DY in upward trend: price may ascend as a result of having broken its lower Bollinger Band on August 24, 2026
DY may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options. In 32 of 36 cases where DY's price broke its lower Bollinger Band, its price rose further in the following month. The odds of a continued upward trend are 89%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The RSI Indicator entered the oversold zone -- be on the watch for DY's price rising or consolidating in the future. That's also the time to consider buying the stock or exploring call options.
The Stochastic Oscillator demonstrated that the ticker has stayed in the oversold zone for 2 days, which means it's wise to expect a price bounce in the near future.
The Moving Average Convergence Divergence (MACD) for DY just turned positive on September 14, 2026. Looking at past instances where DY's MACD turned positive, the stock continued to rise in 35 of 49 cases over the following month. The odds of a continued upward trend are 71%.
Following a +5.85% 3-day Advance, the price is estimated to grow further. Considering data from situations where DY advanced for three days, in 266 of 328 cases, the price rose further within the following month. The odds of a continued upward trend are 81%.
Bearish Trend Analysis
The Momentum Indicator moved below the 0 level on September 17, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on DY as a result. In 56 of 83 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are 67%.
The 50-day moving average for DY moved below the 200-day moving average on September 09, 2026. This could be a long-term bearish signal for the stock as the stock shifts to an downward trend.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where DY declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 64%.
The Aroon Indicator for DY entered a downward trend on September 24, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.
Fundamental Analysis (Ratings)
The Tickeron SMR rating for this company is 48 (best 1 - 100 worst), indicating strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Profit vs. Risk Rating rating for this company is 56 (best 1 - 100 worst), indicating well-balanced risk and returns. The average Profit vs. Risk Rating rating for the industry is 75, placing this stock slightly better than average.
The Tickeron PE Growth Rating for this company is 63 (best 1 - 100 worst), pointing to average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Valuation Rating of 71 (best 1 - 100 worst) indicates that the company is slightly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (4.105) is normal, around the industry mean (16.609). P/E Ratio (25.657) is within average values for comparable stocks, (203.929). Projected Growth (PEG Ratio) (0.250) is also within normal values, averaging (3.523). Dividend Yield (0.000) settles around the average of (0.007) among similar stocks. P/S Ratio (1.252) is also within normal values, averaging (2.926).
The Tickeron Price Growth Rating for this company is 85 (best 1 - 100 worst), indicating slightly worse than average price growth. DY’s price grows at a lower rate over the last 12 months as compared to S&P 500 index constituents.
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General Information
a provider of engineering, construction, maintenance and installation services to telecommunications providers
Industry EngineeringConstruction