Yahoo · Sep 29, 2026
Can Dycom Turn a $20B Fiber Opportunity Into Its Next Growth Wave?
DY is targeting a $20 billion fiber opportunity as AI, cloud and data-center demand fuels connectivity growth into the latter part of the decade.
NYSE · DY
Industrials · Engineering & Construction
$274.41
Up+$0.66 (+0.24%)
Updated Oct 6, 2026, 5:53 AM
SID Score
4.3/10
Composite research score
Smart Money
56/100
Neutral
Price performance · DY
1M range · 20 trading sessions · Daily adjusted prices
Prices through Oct 5, 2026
DY closed at $274.41 after 20 trading sessions, down 9.41% for the selected period.
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| Oct 5, 2026 | $276.00 | $279.61 | $269.9633 | $274.41 | 655.87K |
| Oct 2, 2026 | $272.78 | $278.1282 | $272.10 | $273.75 | 443.34K |
| Oct 1, 2026 | $269.91 | $272.99 | $263.3601 | $269.96 | 594.25K |
| Sep 30, 2026 | $270.44 | $273.57 | $265.09 | $269.08 | 730.91K |
| Sep 29, 2026 | $266.85 | $274.69 | $266.23 | $269.04 | 565.9K |
| Sep 28, 2026 | $271.53 | $277.185 | $265.13 | $266.79 | 661.05K |
| Sep 25, 2026 | $274.33 | $277.00 | $270.48 | $271.52 | 526.74K |
| Sep 24, 2026 | $277.50 | $279.1747 | $271.87 | $272.10 | 548.79K |
| Sep 23, 2026 | $283.45 | $285.31 | $275.10 | $280.94 | 549.63K |
| Sep 22, 2026 | $292.82 | $295.515 | $281.74 | $282.02 | 666.19K |
| Sep 21, 2026 | $295.22 | $296.01 | $287.5734 | $291.55 | 554.04K |
| Sep 18, 2026 | $287.96 | $293.985 | $287.53 | $291.80 | 1.15M |
| Sep 17, 2026 | $295.43 | $299.02 | $283.244 | $285.49 | 761.82K |
| Sep 16, 2026 | $287.98 | $293.69 | $285.145 | $287.38 | 596.17K |
| Sep 15, 2026 | $290.41 | $291.725 | $280.87 | $282.34 | 433.26K |
| Sep 14, 2026 | $293.56 | $296.05 | $285.24 | $286.83 | 845.99K |
| Sep 11, 2026 | $300.32 | $309.48 | $298.66 | $307.47 | 734.15K |
| Sep 10, 2026 | $288.78 | $299.67 | $286.93 | $295.93 | 847.66K |
| Sep 9, 2026 | $300.45 | $305.04 | $290.04 | $290.49 | 535.49K |
| Sep 8, 2026 | $302.26 | $307.98 | $290.75 | $302.91 | 707.95K |
The latest Smart Investors Daily articles mentioning DY.
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DY research
Company profile and research snapshot.
Dycom Industries Inc is a provider of specialty contracting services to the telecommunications infrastructure and utility industries throughout the United States. 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 provide underground facility locating services for various utilities, including telecommunications providers, and others. It also provides a range of construction, maintenance, and installation services, including the placement and splicing of fiber, copper, and coaxial cables. It provides services throughout the United States.
Visit company websiteConsensus and target data currently published for this company.
| Date | Firm | Rating | Target |
|---|---|---|---|
| Sep 24, 2026 | Cantor Fitzgerald | Overweight | — |
| Sep 21, 2026 | Keybanc | Overweight | — |
| Sep 17, 2026 | Guggenheim | Buy | — |
| Aug 28, 2026 | Cantor Fitzgerald | Overweight | — |
| Aug 27, 2026 | UBS | Buy | — |
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Yahoo · Sep 29, 2026
DY is targeting a $20 billion fiber opportunity as AI, cloud and data-center demand fuels connectivity growth into the latter part of the decade.
Yahoo · Sep 29, 2026
AI data centers are suddenly attracting old-world levels of capital, and Samsung’s US$1b commitment to Helix Digital Infrastructure has pushed this trend into the spotlight for investors who do not want to miss the next big build-out story. Power, fiber, and hyperscale capacity sit at the center of this spending wave, and this article explains how that news connects to 3 stocks exposed to the same theme. The stocks covered below are just a starting sample from this AI data center and digital...
SeekingAlpha · Sep 27, 2026
Dycom Industries (DY) is undervalued, with strong growth from acquisitions and resilient 12â14% EBITDA margins since 2018.
Yahoo · Sep 26, 2026
Dycom Industries (NYSE:DY) is positioning itself as an end-to-end infrastructure services provider for growing data consumption, expanding from its traditional telecommunications work into data-center electrical and structured-cabling services, Chief Executive Officer Dan Peyovich said at D.A. David
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The latest Smart Investors Daily articles mentioning DY.