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DY

Dycom IndustriesA
NYSE / Capital Goods
Last Price
At close
2026-06-02
View Chart
Current thesis
The bull case is a clean beat-and-raise quarter: record revenue growth, record backlog, and margin expansion, plus a stronger full-year FY2027 outlook. The acquisition of National Technology Integrators adds another lever in the fast-growing digital-infrastructure and data-center buildout theme, which management says is still running very hot.
Posture
Constructive
Lead driver
Momentum
What changed
Momentum remains the lead driver in the composite, 7D delta +5.9.
What can break
After a sharp post-earnings rerating, the stock is more vulnerable if analyst revisions do not catch up or if the market decides the beat/raise was already priced in.
Momentum
85
Value
50
Sentiment
62
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $545.00 · Bull $650.00 · Bear $400.00
Data freshness
Prices
As of 2026-06-02
Fundamentals
As of 2026-06-01 • Vendor: Data Vendor v1
Scores
As of 2026-06-02 • Model: HYBRID_IC_RP
AI Memo
As of 2026-05-29 • Model: RankAlpha Sentiment Codex
Investment thesis
As of 2026-06-02
Supporting evidence
What
Grade A · Constructive
Confidence Medium · Net Neutral
Target $434.60
Why
Momentum85 · Δ7d +5.9
Value50 · Δ7d -2.3
Sentiment62 · Δ7d +13.4
So what
Strength-led posture (Net Neutral). Favor watchlist adds and disciplined entries.
Lead driver: Momentum · See technicals
Momentum
85
34% active weight
Current posture
7d trendImproving
Δ7d
+5.9
Δ21d
+3.6
Value
50
32% active weight
Current posture
7d trendSoftening
Δ7d
-2.3
Δ21d
-1.7
Sentiment
62
33% active weight
Current posture
7d trendImproving
Δ7d
+13.4
Δ21d
+22.5
Why this grade

Composite grade A. Momentum 85.4 / Value 49.8 / Sentiment 61.7

Fundamentals (TTM)
As of 2026-06-01
Market Cap
$14.83B
Beta
1.35
Shares Out
29.97M
P/E (TTM)
34.3
P/S (TTM)
2.02
P/FCF (TTM)
35.13
Rev YoY
+14.1%
EPS YoY
+53.2%
Gross Margin
+20.7%
Op Margin
+8.3%
Net Debt
$850.54M
Current Ratio
3.09
As of 2026-06-02 • Updated nightlySource: Internal modelMethodology