Dycom Industries, Inc. DY

Dycom Industries Inc is a provider of specialty contracting services to the telecommunications infrastructure and utility industries throughout the United States. The company has two reporting segments: Communications and Building Systems. The Communications segment provides specialty contracting services, including program management, planning; engineering and design; aerial, underground, and wireless construction; maintenance; and fulfillment services for telecommunications and digital infrastructure providers. The Building Systems segment specializes in providing comprehensive building infrastructure solutions, including electrical, energy management, security, and fire safety systems for data centers and other critical facilities. The firm generates key revenue from Communications.

• Zacks Investment Research 1 oct

  4 Heavy Construction Stocks Riding Higher Infrastructure Investment

  The Building Products - Heavy Construction industry is positioned for growth in 2026 driven by AI data-center construction, cloud expansion, and federal infrastructure spending. However, skilled labor shortages, project complexity, inflation, and margin pressures remain significant headwinds. The industry ranks #50 among Zacks industries with improving earnings estimates for 2027-2028.

  

• Zacks Investment Research 1 oct

  Why Dycom Industries (DY) is a Top Value Stock for the Long-Term

  Dycom Industries (DY), a North American specialty contracting firm in the telecom industry, is highlighted as a stock to watch with a #3 (Hold) Zacks Rank and an A VGM Score. The company has attractive valuation metrics with a forward P/E ratio of 15.65 and has seen five analyst earnings estimate revisions upward in the last 60 days, with a consensus estimate increase to $17.19 per share and an average earnings surprise of +24.5%.

  

• Zacks Investment Research 29 sept

  Can Dycom Turn a $20B Fiber Opportunity Into Its Next Growth Wave?

  Dycom Industries is capitalizing on a $20 billion fiber infrastructure opportunity driven by AI workloads and data-center expansion. The company has over $1 billion in contracted fiber backlog and achieved a record $12.24 billion total backlog, with fiber-to-the-home revenues up nearly 60% year-over-year. However, execution challenges around workforce capacity and margin pressure remain concerns.

  

• Zacks Investment Research 9 sept

  Can Quanta's $53B Backlog Keep Its Infrastructure Boom Alive?

  Quanta Services (PWR) reported strong Q2 2026 performance with a record $53B backlog, up from $48.5B in Q1. The company raised full-year 2026 revenue guidance to $39.3-$39.7B and adjusted EPS to $16.45-$16.95. Recent acquisitions are expected to add $1.2-$1.4B in revenues and $120-$140M in EBITDA. PWR stock has gained 51.4% year-to-date and currently holds a Zacks Rank #1 (Strong Buy) rating.

  

• Zacks Investment Research 8 sept

  MasTec Trades at a Premium: Should Investors Buy the Stock or Fold?

  MasTec (MTZ) benefits from record $21.4B backlog driven by AI infrastructure and data-center demand, with upward earnings momentum and strategic acquisitions. However, the stock faces headwinds from weak Communications segment performance (11.6% EBITDA decline), negative free cash flow of $59M in Q2, $2.42B net debt, and premium valuation at 20.3x forward P/E. The stock has fallen 19.4% over six months and carries a Zacks Rank #4 (Sell) rating.