Hello my dears,
Since AI will continue to be an issue in my opinion. I have picked out a slightly different profiteer for you today. Because I think that semiconductor stocks are certainly already represented enough in your portfolios.
But even if the construction of AI infrastructure should decline at some point. Will Dycom $DY (-2,87%) will remain and continue to grow in the other areas.
That's why I often try to introduce companies to you here. Where the dependencies are not too great.
Before we get to the company, my big request would be.
" Share your thoughts on the company in the comments"
Yesterday I wrote a post about "Stock Picking" made. Under the motto
"Successful together"
but this only works if we analyze and discuss together.
Unfortunately, it is often always the same users who take part. A big thank you goes to them for their great participation. But I would like to see more participation in the pearl search.
But now have fun with the company presentation.
Dycom Industries, Inc. is a provider of specialized contracting services. The company offers a range of services to telecommunications providers, such as program management, planning, engineering and design, antenna construction, wireless construction, maintenance and fulfillment services. It provides underground locating services to utilities, including telecommunications providers, and other construction and maintenance services to electric and gas utilities. In addition, the company provides the expertise, labor, equipment and tools necessary to provide services to its customers. The company provides technical services to telecommunications providers, such as the planning and design of overhead, underground and buried fiber optic, copper and coaxial cable systems that extend from the telephone company's hub or cable operator's headend to the customer's home or business. The company offers construction and installation services, including the laying and splicing of fiber optic, copper and coaxial cables.
Number of employees: 15,623
Dycom Industries completes the acquisition of Power Solutions
The acquisition positions the company for accelerated growth in digital and data center infrastructure services
December 23, 2025
Pressemitteilung – Dycom Industries, Inc
Dycom Industries stock has arrived in the S&P 400 - the stock should target the all-time high!
Dycom Industries is a provider of specialized construction services for the telecommunications and energy industries in the USA. The company designs, builds and maintains network infrastructure such as fiber optic lines, cell towers and power systems for telecom providers, utilities and tech companies. As of December 22, the company will be included in the S&P 400, which should increase attention for the share. In November, the company impressed with a strong 3rd quarter.
The company is benefiting greatly from the massive investments made by the major telecommunications providers in broadband expansion and from government funding programs that are driving forward the nationwide provision of high-speed internet. On November 19, the share price jumped significantly following the publication of strong quarterly figures.
Chart analysis Dycom Industries: Another breakout attempt!
- Updated on 15.01.26 19:03
Chartanalyse Dycom Industries: Erneuter Breakoutversuch!
Dear stock market participants,
The share of Dycom Industries (WKN: 877158) is breaking out again after a consolidation. The MACD provides the corresponding buy signal. The RSI is also breaking out of the last downward movement, which brought the share out of the overbought zone and into the neutral zone. The last upward movement was supported by an up-gap (November 19). After a further (delayed) move, there was a consolidation lasting several months, which was quite narrow, but recently widened in the range. On Thursday (January 15), there was another attempt to break out. This appears to have succeeded. On the upside, targets in the USD 425 (100%) and even USD 482 (161.8%) range can be derived from the Fibonacci extensions. With a stop below the GD50 in the best case at 3 : 1.
Preferred scenario: long. SL at approx. 330 USD (GD50).
Performance
1 week + 2.59 %
1 month + 6.32 %
6 months + 42.70 %
1 year + 92.16 %
3 years + 272.44 %
USD in millions
Estimates
Year Turnover Change
2025 4.702 12,61 %
2026 5.410 15,06 %
2027 6.927 28,05 %
2028 7.586 9,5 %
Year EBIT Change
2025 340,5 5,43 %
2026 456,8 34,14 %
2027 502,6 10,03 %
2028 698,5 38,98 %
Year Net result Change
2025 233,4 6,62 %
2026 312,6 33,92 %
2027 381,6 22,09 %
2028 460 20,53 %
Year Net debt CAPEX
2025 851 211,3
2026 1.979 232
2027 1.595 298,6
2028 1.144 317,9
Year Free cash flow Change
2025 137,8 81,96 %
2026 210,1 52,5 %
2027 362,1 72,33 %
2028 517,7 42,99 %
Year EBIT margin ROE
2025 7,24 % 21,69 %
2026 8,44 % 22,22 %
2027 7,26 % 25,62 %
2028 9,21 % 24,93 %
Year Earnings per share Change
2025 7,92 7,46 %
2026 10,69 34,99 %
2027 12 12,23 %
2028 14,57 21,45 %
Year P/E ratio PEG
2025 24.3x 3.26x
2026 34.7x 1x
2027 30.9x 2.5x
2028 25.4x 1.2x
Market value 11,106
Number of shares (in thousands) 29,967
Date of publication 26.02.2025
Q3 2026 Presentation Materials
