Mkt Cap $12B
P/E 41.6 fwd 23.1
52wk $149.09 - $445.53
1h ago
Insider selling: $1,991,309 sold by 18 insiders (30d)
Factor divergence:
DIVERGENCE: analyst_revisions bullish vs estimate_revisions bearish
Est. revisions:
+0.0%
(3 up, 2 down in 30d)
Factor Model (net -0.5)
Factor Model
net -0.5 2.4 / 10
Est. Revisions
-0.5
Insider Activity
+0.0
Momentum
-0.1
Analyst Rev.
+0.4
Narrative Gap
+0.0
Dycom's stock selloff triggers $500 target
Watch: Monitor updates on the Monroe training center construction and Dycom's ability to leverage this asset for revenue growth.
Dycom Industries experienced a 20% stock selloff since March 1, 2026. Wells Fargo analyst Eric Luebchow rated DY Overweight and set a $500 price target on April 1, 2026. The company plans to build a 49-acre workforce training center in Monroe, Georgia by mid-2027. Their fiscal 2026 results were record-setting, signaling operational strength despite stock weakness.
This pullback after strong earnings provides a compelling entry point, supported by strategic workforce expansion that could sustain Dycom's growth.
Evidence
42d ago
Here’s Why SouthernSun Decided to Exit Its Long-Term Holding in Dycom Industries (DY)
yahoo-finance
45d ago
Here’s Why SouthernSun Decided to Exit Its Long-Term Holding in Dycom Industries (DY)
yahoo-finance
Fundamentals & Data ▾
Dycom Industries, Inc.
Industrials · Engineering & Construction
Mkt Cap
$12B
P/E
41.6 fwd 23.1
Beta
1.38
52w Range
$149.09 - $445.53
Short Interest
1.5M 7.99%
Days to Cover
3.0 +20%
Technicals
downtrend
from 52w Hi
-0.5%
1w return
+3.7%
Insiders
selling
0B / 1S
EPS Estimate
$2.73
+0.0% 30d
3up / 2dn
Est. Dispersion
10%
9 analysts
Analyst Target
$468
$415 - $510
Options P/C
0.29
Insider Cluster
strong sell
0B / 4S
Fund Convergence
moderate
Citadel, Bridgewater
Financials
Revenue
$1.5B +34% YoY
FCF
$365M
Gross Margin
18%
Op Margin
3%
Momentum:
decelerating
Top Holders
Citadel
$10M
Bridgewater
$6M
Recent Filings & Data
insider trade
60
net selling
· $1,991,309 sold
18 insiders · 60 transactions (30d)
Recent transactions
URNESS RYAN F · award
DEFERRARI HARY ANDREW · award
FLOYD HEATHER M · award
PEYOVICH DANIEL S · award
WETHERINGTON KEVIN M · award
RAMSHAW JILL L · award
URNESS RYAN F · award
DEFERRARI HARY ANDREW · award
FLOYD HEATHER M · award
PEYOVICH DANIEL S · award
SKILLERN RAEJEANNE · award
WETHERINGTON KEVIN M · award
RAMSHAW JILL L · award
GALLAGHER PHILIP R. · award · $12,275
LECLAIR STEPHEN O · award · $22,631
FRITZSCHE JENNIFER M. · award · $12,658
GERTEL EITAN · sell · $1,259,785
LECLAIR STEPHEN O · award
GALLAGHER PHILIP R. · award · $14,776
FRITZSCHE JENNIFER M. · award · $12,503
GALLAGHER PHILIP R. · award
FRITZSCHE JENNIFER M. · award · $12,685
FRITZSCHE JENNIFER M. · other
SABATER CARMEN M. · award
GERTEL EITAN · award
SYKES RICHARD K · award
FRITZSCHE JENNIFER M. · award · $9,016
ROBINSON STEPHEN · award · $13,190
AVILA MARCO LUIS · award · $11,353
URNESS RYAN F · award
DEFERRARI HARY ANDREW · award
FLOYD HEATHER M · award
PEYOVICH DANIEL S · award
DEFERRARI HARY ANDREW · award
PEYOVICH DANIEL S · award
WETHERINGTON KEVIN M · award
FRITZSCHE JENNIFER M. · award · $9,086
ROBINSON STEPHEN · award · $13,184
AVILA MARCO LUIS · award · $11,402
PRUITT PETER T. JR. · sell · $507,732
FRITZSCHE JENNIFER M. · sell · $74,437
FRITZSCHE JENNIFER M. · award · $9,042
ROBINSON STEPHEN · award · $13,186
AVILA MARCO LUIS · award · $11,302
NIELSEN STEVEN E · other
NIELSEN STEVEN E · exercise · $10,533,251
FRITZSCHE JENNIFER M. · award · $9,081
ROBINSON STEPHEN · award · $13,176
AVILA MARCO LUIS · award · $11,396
LAWSON JASON T · sell · $149,355
FRITZSCHE JENNIFER M. · other
SABATER CARMEN M. · award
GERTEL EITAN · award
SYKES RICHARD K · award
FRITZSCHE JENNIFER M. · award
AVILA MARCO LUIS · award
SABATER CARMEN M. · award · $11,335
FRITZSCHE JENNIFER M. · award · $11,335
ROBINSON STEPHEN · award · $11,335
AVILA MARCO LUIS · award · $11,335
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Transcript analysis coming soon
4 signals · latest 2h ago
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