/DY

Dycom Industries Inc

DY

$307.47USD↑+3.90%+11.54 today

MARKET CAP

9.3B

P/E (TTM)

32.2x

FWD P/E

—

DAY RANGE

$299 – $309

52W RANGE

$251

$566

AI Summary

Stalk

StalkMedium

Stage 2 advancing regime remains intact with bullish medium- and long-term biases, but price is currently extended above rising 9/21 EMAs and into overbought territory, suggesting timing is unfavorable. A pullback into the EMA zone near prior structure offers a cleaner entry opportunity, so we defer and wait for a better re-entry point.

↑Q2 revenue $2.01B (+45.6% YoY) with 15.7% adjusted EBITDA margin
↑Record backlog of $12.2B (1.2× book-to-bill) underpins future growth
↓Heavy reliance on a few telecom clients could threaten revenue stability

Full analysis →

Buying

9

institutions

Selling

8

institutions

New Positions

1

this quarter

Filing Period

Q2 2026

latest 13-F

13-F Holdings

Institution↕	Action↕	Shares Held↕	Value↓	Change↕	Chg %↕	Weight↕
PP Peconic Partners LLC Q2 2026	BUY	4.44 M	2.25 B	+330.00 K	+61.2%	29.87%
BI Blackrock, Inc. Q2 2026	SELL	2.99 M	1.51 B	+-870.22 K	+15.6%	0.02%
MM Millennium Management LLC Q2 2026	SELL	594.32 K	300.48 M	+-212.06 K	+10.0%	0.11%
CA Citadel Advisors LLC Q2 2026	BUY	265.38 K	134.17 M	+149.71 K	+242.3%	0.02%
JC Jpmorgan Chase & Co Q2 2026	SELL	218.83 K	111.59 M	+-101.28 K	+7.3%	0.01%
PA Point72 Asset Management, L.P. Q2 2026	BUY	192.87 K	97.51 M	+39.42 K	+87.6%	0.11%
JH Janus Henderson Group Plc Q1 2026	BUY	80.46 K	27.26 M	+67.94 K	+544.0%	0.01%
CP California Public Employees Retirement System Q2 2026	BUY	50.21 K	25.38 M	+1.63 K	+54.2%	0.01%
RT Renaissance Technologies LLC Q2 2026	BUY	40.88 K	20.67 M	+4.64 K	+68.3%	0.03%
SR Shannon River Fund Management LLC Q2 2026	BUYNEW	39.47 K	19.96 M	+39.47 K	+0.0%	1.78%
AC Aqr Capital Management LLC Q2 2026	SELL	36.55 K	18.48 M	+-3.07 K	+40.2%	0.01%
BA Bridgewater Associates, LP Q2 2026	SELL	20.90 K	10.57 M	+-6.04 K	+15.8%	0.04%
BH Brevan Howard Capital Management LP Q2 2026	BUY	5.91 K	2.99 M	+5.12 K	+1019.4%	0.02%
MG Man Group Plc Q2 2026	SELL	4.67 K	2.36 M	+-20.61 K	-72.4%	0.00%
RC Rockefeller Capital Management L.P. Q2 2026	BUY	779.00	393.86 K	+37.00	+56.7%	0.00%
SF Soros Fund Management LLC Q2 2026	SELL	0.00	0.00	+-8.20 K	-100.0%	0.00%
BA Balyasny Asset Management L.P. Q2 2026	SELL	0.00	0.00	+-1.51 K	-100.0%	0.00%