DY

Dycom IndustriesC

NYSE / Capital Goods

At close

2026-07-22

Current thesis

Primary evidence remains strong: Dycom posted record Q1 results, backlog rose 46.5%, and management raised the full-year outlook while highlighting robust fiber and data-center demand [#SEC-8K-2026-05-27]. Strategic M&A via Power Solutions and NTI broadens the company's digital-infrastructure scope.

Posture

Mixed

Lead driver

Value

What changed

Value remains the lead driver in the composite, 7D delta +0.0.

What can break

Margin durability matters: Building Systems is ramping quickly, but sustaining elevated profitability while scaling headcount and footprint is still an execution test.

Momentum

Value

Sentiment

Setup hits (3d)

0 · Net Neutral

AI TargetsBase $455.00 · Bull $520.00 · Bear $360.00

Data freshness

Prices

As of 2026-07-22

Fundamentals

As of 2026-07-20 • Vendor: Data Vendor v1

Scores

As of 2026-07-22 • Model: HYBRID_IC_RP

AI Memo

As of 2026-06-11 • Model: RankAlpha Sentiment Codex

Investment thesis

As of 2026-07-22

Supporting evidence

What

Grade C · Mixed

Confidence Medium · Net Neutral

Target $637.27

Why

Momentum41 · Δ7d -13.0

Value54 · Δ7d +0.0

Sentiment50 · Δ7d -1.8

So what

Balanced signals (Net Neutral). Wait for confirmation before sizing up.

Lead driver: Value · See fundamentals

Momentum

26% active weight

Current posture

7d trendSoftening

Δ7d

-13.0

Δ21d

-43.7

Value

39% active weight

Current posture

7d trendFlat

Δ7d

+0.0

Δ21d

+0.6

Sentiment

34% active weight

Current posture

7d trendSoftening

Δ7d

-1.8

Δ21d

+15.4

Why this grade

Composite grade C. Momentum 41.2 / Value 54.3 / Sentiment 50.5

Fundamentals (TTM)

As of 2026-07-20

Market Cap

$12.32B

Beta

1.35

Shares Out

30.03M

P/E (TTM)

34.3

P/S (TTM)

2.02

P/FCF (TTM)

35.13

Rev YoY

+56.1%

EPS YoY

+44.0%

Gross Margin

+15.3%

Op Margin

+8.3%

Net Debt

$2.28B

Current Ratio

2.58

As of 2026-07-22 • Updated nightlySource: Internal modelMethodology