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Stock Ratings / Industrials / DY
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Dycom Industries Inc. (DY) — RQD Stock Rating Cockpit

$227.70 -4.99% NYSE • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $225.22

Dycom Industries Inc. (DY) carries a Roarable Rating of D+ (Sell) with 54/100 RQD Confidence due to weak cash-flow efficiency and sensitivity to current interest rates. Wait for business cash flow and institutional buying to improve before committing fresh capital.

📊 Historical Track Record: Scores of 54/100 (D+) historically posted market-perform odds over rolling 90-day windows (-0.7% avg 90D alpha vs SPY) →
ROARABLE D+ • SELL / AVOID Cap $7.23B
📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card
⚡ INSTANT AI QUANT PREVIEW • $0 FREE TIER Click Any Pre-Computed AI Quant Specialist Briefing on DY Below — or Connect Your Own ChatGPT / Claude
🤖 Mara Quenwick • AI Quant Lead (Click for Instant Brief) Is DY stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
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As of 2026-11-02, Dycom Industries Inc. (NYSE: DY) is rated D+ (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 54/100 at a spot price of $227.70 (-4.99% 1D, market cap $7.23B). Pillar breakdown: Fundamental Cash Engine 14/20, Institutional 13F & Options Flow 5/20, Executive Insider Alignment 13/20, FRED Macro Regime Fit 7/20, and SEC Balance-Sheet Forensics 15/20. Across 485 tracked Industrials issuers, DY ranks #197 in composite RQD confidence.

✓ Pre-computed one-to-many AI Quant brief
🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief) How does DY compare to MYRG and PRIM in the Industrials sector?
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Within the Industrials sector (Water Sewer Pipeline Comm & Power Line Construction), DY carries a Roarable D+ (54/100 RQD), trailing P/E of 25.7x, gross margin of —, and ROIC of 6.8%. By comparison, MYRG (MYR Group Inc.) holds a C+ grade (68/100 RQD, P/E 37.2x, ROIC 23.3%, cap $4.41B) and PRIM (Primoris Services Corporation) posts a C+ grade (67/100 RQD, P/E 14.8x, ROIC 20.9%, cap $4.07B). Among the 5-stock peer group, PRIM leads on earnings multiple (14.8x) while MYRG leads on capital efficiency (23.3% ROIC).

✓ Pre-computed one-to-many AI Quant brief
🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief) What are the biggest fundamental strengths and SEC risk factors for DY?
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Per DY's SEC EDGAR XBRL 10-K filing (FY2025, filed 2026-01-31, CIK 0000067215), Dycom Industries Inc. generated $5.55B in revenue (+17.9% YoY), $281.0M in net income, and $401.7M in free cash flow against $5.98B in total assets and $2.81B in total debt. Key quantitative strengths: Company leadership has skin in the game with net positive insider conviction.. Primary risk factors monitored: Sensitive to high interest rates and tighter Federal Reserve market liquidity.. Institutional options positioning shows a 50% call / 50% put premium split.

✓ Pre-computed one-to-many AI Quant brief
🤖 AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists — not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).
INTERACTIVE SCENARIO DECK:
🛡️ Portfolio Crash X-Ray
EXT / AFTER-HRS: $225.22 (-1.09%)🧬 Cannibal Buyback (-2.08% YoY Shares)⚙️ Cash Engine: 14/20 (B-) • 7.2% FCF Margin
Verify 90D Bucket Audit →
📊 Historical Track Record: Scores of 54/100 (D+) historically posted market-perform odds over rolling 90-day windows (-0.7% avg 90D alpha vs SPY • 51.0% hit rate — wait for RQD ≥ 70 breakout).
Audit Bucket Track Record →
RQD QUANT TACHOMETERSELL / AVOID • D+
025507510054
JEV AI Jury Split (Battleground)
Cash
SEC
Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw D+ · Rk D
Cash (14)Whales (5)SEC (13)Macro (7)CEO (15)
Each axis scored 0–20
12M PRICE TARGET CONE-1.8% Base Target
$595 Bull$224 Base$174 Bear
📬 FREE DY RATING-CHANGE & BRIEFING ALERTSManage / Unsubscribe
WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for DY)Realized 20D OHLCV Swing Band: ±9%
Deterministic 5-Pillar Attribution (54/100 Composite)
🔍 WHY DY SCORES 54/100 (D+) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag
▲ #1 Bullish Driver: Insider Conviction & Share Dilution+15/20 pts (28% of score)

SEC Form 4 / 13F Thermometer: 75% Net Buy • Cannibal Buyback (-2.08% YoY Shares)

▲ #2 Bullish Driver: Cash Engine Quality+14/20 pts (26% of score)

SEC XBRL FY 2025 (10-K): 7.2% FCF Margin ($401.7M FCF) & 52% Gross Margin

▼ #1 Drag / Risk Factor: Whale & Options Positioning5/20 pts (-15 pt drag)

Put hedging (50% put share) caps near-term gamma upside (-15 pts vs max)

📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current
Q1 (-3Q)
62
Grade C+$269.64-6.5% Next Q
Q2 (-2Q)
59
Grade C$252.00-8.8% Next Q
Q3 (-1Q)
57
Grade C$229.95-1% Next Q
Current
54
Grade D+$227.70-0.7% Hist 90D α
Trajectory: C+ (62) → D+ (54)Full Audit →
⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)CONTRARIAN TURNAROUND & SHORT-SQUEEZE DOSSIER

⚔️ Adversarial Opposing Case: What Could Spark a DY Turnaround Squeeze

Gideon Ashmere Forensic Desk →

While DY currently carries a cautious 54/100 (D+) rating due to Whale & Options Positioning (5/20), shorts face asymmetric squeeze risk if free cash flow inflects or management executes accretive buybacks.

🚀 Contrarian Squeeze Trigger #1

Company leadership has skin in the game with net positive insider conviction.

🚀 Contrarian Squeeze Trigger #2

Options & Short-Covering Gamma: Reclaiming the 50-day SMA ($272.96) and Max Pain ($239.09) forces dealer call-delta covering toward $594.79.

🚀 Contrarian Squeeze Trigger #3

Forensic Repair Trigger: Halting share dilution (Cannibal Buyback (-2.08% YoY Shares)) or retiring high-cost debt immediately upgrades the SEC 10-K Forensic pillar.

🎲 LIVE PREDICTION MARKET ODDS TIED TO $DY• $2.4M Crowd Pool • Kalshi / Polymarket Composite
Contract: “DY Beats Next Quarter EPS Consensus (Jan 30, 2027) & Holds Above 200D SMA”
YES 54%NO 46%Trade / Inspect Odds →
RSI-14 MOMENTUMNEUTRAL RANGE
4030 Oversold · 70 Hot
ALTMAN-Z SHIELDWATCH ZONE (1.8–3.0)
2.86>3.0 Fortress Safe
PIOTROSKI F-SCOREHIGH QUALITY (7–9)
8 / 99-Pt Accounting
52-WEEK LASER RANGE4% OF RANGE
L: $215$227.70H: $566
1. Money & Cash Health● MIXED
Are profits real cash in the bank?

Decent core business (steady margins), though cash flow growth is moderate rather than explosive right now.

Factor Grade: B-RQD 14 / 20
2. Big Money & Insiders● TRIMMING
Are whales & executives buying or selling?

Insiders and big institutional desks have been trimming shares rather than stepping up to buy.

Factor Grade: DRQD 20 / 40
3. Hidden Risks & Market Weather● WARNING
SEC fine-print scan & interest-rate fit

High sensitivity to tight interest rates or new risk warnings added to recent SEC annual filings.

Factor Grade: DRQD 20 / 40
MULTI-MODEL JEV QUANT JURY DELIBERATION

JEV AI Jury Split (Battleground) on DY

Cash & Moat Bull AI
ROIC & Free Cash Flow Model
BULLISH (70)

6.8% ROIC with 42.0% gross margin and 5.56% FCF yield.

SEC Forensic Auditor AI
10-K Accruals & Altman-Z Guard
NEUTRAL (65)

Altman-Z 2.86 and Piotroski 8/9 pass balance-sheet audit.

Whale & Macro Hawk AI
Options Skew, 13F & Fed NetLiq
BEARISH (45)

20/40 institutional & smart-money positioning score with 7/20 macro alignment.

Bull Case: Why Buyers Like DY
  • ✓Company leadership has skin in the game with net positive insider conviction.
Bear Case: What Could Go Wrong
  • !Sensitive to high interest rates and tighter Federal Reserve market liquidity.
ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Forensic Quant Desk

Red-Light Warning Desk: Spotting SEC Cash-Flow & Dilution Risks Before Downgrades (Featuring DY)

  • ✓Walkthrough of DY's RQD Radar, SEC cash-conversion gap & downside invalidation levels
  • ✓3 asymmetric Bear/Hedge frameworks when 10-year Treasury yields stay elevated
  • ✓Includes nightly RQD rating-change & forensic signal email alerts on your tracked stocks
RQD INSIDER CLUB WAITLIST$49/YR PLANNED
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Join Founding VIP Waitlist (No Card Required) →$100K Arena
DY // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: -46.98%🛡️ HOLDING TREND SUPPORT
2026-11-02O $234.0H $239.7L $227.7C $227.7VOL 591.5K
RES: $305.2SUP: $202.2SMA50: $273.0SMA200: $377.8
$591.1$489.2$387.4$285.5$183.7RES $305.2SUP $202.2$227.72026-05-042026-06-172026-08-042026-09-182026-11-02
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

DY Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

🦋 DY Butterfly Map → + Track DY →
Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)
19.4%/yr Implied 5Y Growth

vs. +17.9% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on DY today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for DY. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video
🎬 No recent verified company-specific video clip queued for DY today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →
DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (DY)

Industrials Rank #197 of 485 ⚔️ MYRG vs DY Full Matrix →

1. Head-to-Head Industrials Peer Comparison (DY vs. MYRG, PRIM, MTZ, PLPC)

Industry: Water Sewer Pipeline Comm & Power Line Construction (8 Tracked Issuers)

Across 485 tracked Industrials securities in the Roarable RQD universe, Dycom Industries Inc. (DY) ranks #197 by composite RQD confidence (54/100, grade D+) and #119 by equity capitalization ($7.23B). Within this direct 5-issuer industry benchmark cohort, PRIM leads on earnings valuation at 14.8x trailing P/E, while MYRG leads on capital efficiency and profitability with 23.3% ROIC and 11.6% gross margin. MYRG currently holds the highest overall quantitative score in the immediate peer group at 68/100 (C+) compared with DY at 54/100 (D+).

Ticker / Company Roarable Grade RQD Score Trailing P/E Gross Margin ROIC 1D Change Market Cap Head-to-Head
DY ACTIVE
Dycom Industries Inc.
D+ 54/100 25.7x — 6.8% -4.99% $7.23B Benchmark Subject
MYRG
MYR Group Inc.
C+ 68/100 37.2x 11.6% 23.3% -0.13% $4.41B /myrg-vs-dy →
PRIM
Primoris Services Corporation
C+ 67/100 14.8x 10.7% 20.9% -3.76% $4.07B /prim-vs-dy →
MTZ
MasTec Inc.
D- 40/100 35.8x — 6.8% +4.63% $14.28B /mtz-vs-dy →
PLPC
Preformed Line Products Company
D+ 52/100 44.3x 31.2% 8.6% -9.02% $1.56B /plpc-vs-dy →

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K • FILED 2026-01-31 • CIK 0000067215

In its most recent audited fiscal period (FY2025, filed 2026-01-31), Dycom Industries Inc. (DY) reported GAAP revenue of $5.55B (+17.9% vs. FY2024 revenue of $4.70B , and +32.8% cumulative change since FY2023) , GAAP net income of $281.0M, operating cash flow of $642.5M, and free cash flow of $401.7M (+307.3% YoY). On the balance sheet, DY closed FY2025 with $5.98B in total assets against $2.81B in total debt (Altman Z-Score: 2.86, Piotroski F-Score: 8/9).

Fiscal Period Filing Date Revenue Net Income Operating Cash Flow Free Cash Flow Total Assets Total Debt
FY2025 (FY) 2026-01-31 $5.55B $281.0M $642.5M $401.7M $5.98B $2.81B
FY2024 (FY) 2025-01-25 $4.70B $235.0M $349.1M $98.6M $2.95B $933.2M
FY2023 (FY) 2024-01-27 $4.18B $219.0M $259.0M $71.1M $5.01B $1.17B

3. DY Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is DY stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

As of 2026-11-02, Dycom Industries Inc. (NYSE: DY) is rated D+ (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 54/100 at a spot price of $227.70 (-4.99% 1D, market cap $7.23B). Pillar breakdown: Fundamental Cash Engine 14/20, Institutional 13F & Options Flow 5/20, Executive Insider Alignment 13/20, FRED Macro Regime Fit 7/20, and SEC Balance-Sheet Forensics 15/20. Across 485 tracked Industrials issuers, DY ranks #197 in composite RQD confidence.

How does DY compare to MYRG and PRIM in the Industrials sector?

Within the Industrials sector (Water Sewer Pipeline Comm & Power Line Construction), DY carries a Roarable D+ (54/100 RQD), trailing P/E of 25.7x, gross margin of —, and ROIC of 6.8%. By comparison, MYRG (MYR Group Inc.) holds a C+ grade (68/100 RQD, P/E 37.2x, ROIC 23.3%, cap $4.41B) and PRIM (Primoris Services Corporation) posts a C+ grade (67/100 RQD, P/E 14.8x, ROIC 20.9%, cap $4.07B). Among the 5-stock peer group, PRIM leads on earnings multiple (14.8x) while MYRG leads on capital efficiency (23.3% ROIC).

What are the biggest fundamental strengths and SEC risk factors for DY?

Per DY's SEC EDGAR XBRL 10-K filing (FY2025, filed 2026-01-31, CIK 0000067215), Dycom Industries Inc. generated $5.55B in revenue (+17.9% YoY), $281.0M in net income, and $401.7M in free cash flow against $5.98B in total assets and $2.81B in total debt. Key quantitative strengths: Company leadership has skin in the game with net positive insider conviction.. Primary risk factors monitored: Sensitive to high interest rates and tighter Federal Reserve market liquidity.. Institutional options positioning shows a 50% call / 50% put premium split.

Where is DY trading relative to its 50-day, 200-day, and 52-week technical levels?

DY last traded at $227.70 (-4.99% on volume of 636,905 shares), positioning the stock -16.58% below its 50-day simple moving average ($272.96) and -39.73% below its 200-day simple moving average ($377.83). Across its 52-week range of $215.28 to $566.47, DY sits at the 3.5% percentile with a 14-day RSI of 40.0 (NEUTRAL RANGE) and an implied next-earnings move of ±9.0% ($207.21 to $248.19).

DY Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS • SEC EDGAR × CBOE × FRED

Should I buy, hold, or sell DY stock right now?

Dycom Industries Inc. (DY) currently earns a Roarable Rating of D+ (Sell — SELL) with 54/100 RQD Confidence. Stretched risk/reward at 26x P/E (7% return on capital) under elevated 10-year interest-rate pressure.

What is DY's 12-month price target and RQD AI Jury consensus?

DY's 12-month base price target is $223.6 (range $174.41 to $594.79), backed by transparent SEC XBRL cash-flow, Form 4 insider, and CBOE options flow analysis.

Direct Sub-Reports: DY RQD Cockpit DY 12M Forecast DY Earnings & Move DY Dividends & DRIP DY Insiders & 13F DY Whale Options DY Profit Sankey DY News & Why
ROARABLE RATING BRIEF • RQD 54/100 (D+) ✓ STAGE-C NUMBER FIREWALL VERIFIED

DY — Dycom Industries Inc.: What the Facts Mean to a Prospective Investor

Engine: anthropic/claude-haiku-5.5
As of: 2026-11-02T15:18:23Z

Roarable Rating Brief: What This Means to a Prospective Investor

Per the Roarable RQD rating, DY scores 54 out of 100, graded D+, with the verdict "Roarable Sell — Weak Fundamentals / Trim." The five pillars are:

  • Fundamental Cash Engine: 14 / 20. Per the Roarable RQD rating, this pillar reflects ROIC of 6.8% and FCF yield of 5.56%. A 6.8% return on invested capital is a moderate cash-generation signal, and the 5.56% FCF yield indicates the free cash generated relative to market value.
  • Whale 13F Flow: 5 / 20. Per the Roarable RQD rating, this pillar measures institutional accumulation and options positioning. It is the weakest-scoring pillar, suggesting limited institutional tailwind in the source data.
  • Insider Conviction: 15 / 20. Per the Roarable RQD rating, this reflects SEC Form 4 and Congressional PTR cluster flow. This is a relative strength, though the underlying insider transaction detail is not itemized in the source data.
  • Macro Regime Fit: 7 / 20. Per the Roarable RQD rating, this reflects a beta of 1.07 and sector sensitivity. A beta above 1.0 implies the stock is modestly more volatile than the broader market, which can amplify drawdowns in a risk-off regime.
  • Forensic Balance Sheet: 13 / 20. Per the Roarable RQD rating, this reflects an Altman Z-Score of 2.86, a Piotroski F-Score of 8/9, and Debt/Equity of 1.51. The Piotroski reading is strong; leverage is the offsetting concern.

For a prospective investor, the composite signals a stock whose operating fundamentals are serviceable but whose institutional support and macro fit are weak. The valuation tradeoff is visible in the market data: a trailing P/E of 25.7 against a forward P/E of 21.6 implies expected earnings growth, but the EV/EBITDA of 17 and a 52-week range of $215.28 to $566.47 indicate the shares have already re-rated sharply within the window. Upside drivers would need to come from margin expansion and deleveraging; the RQD framework treats the current setup as a reason for caution rather than accumulation.

Snapshot

PriceMarket CapP/E (TTM)Forward P/EEV/EBITDAEPS (TTM)Dividend YieldBeta52-Wk RangeROIC %
$239.66$7.23B25.721.6179.320%1.07$215.28 - $566.476.8%

Business

Dycom Industries Inc. is a NYSE-listed issuer in the Industrials sector, operating within the Water Sewer Pipeline Comm & Power Line Construction industry, per the company profile. Source data does not itemize its customer base, service lines, or revenue mix. Per the SEC financials, the company generated revenue of $5545.9M in FY 2025, indicating a scaled operating base. Source data does not detail the specific mechanics of how revenue is earned.

Recent Catalysts & News Wire Analysis

  • Market wire (Yahoo Finance Singapore, TradingView, Yahoo Finance, Simply Wall St, GuruFocus): Multiple items are flagged YELLOW (neutral) and cover market action, institutional positioning, and fundamentals. Per the news wire, a GuruFocus item notes the stock was down 5.8% and cites a GF Score of 92/100.
  • Catalyst (Seeking Alpha): Flagged GREEN, titled around a data-center growth thesis for DY. This is the only positive-flagged item in the wire.
  • Yahoo Finance item: Refers to strengthening digital infrastructure earnings changing the investment story.
  • Risk watch: Per the news wire, a TradingView item frames the stock as trading at a discount and asks whether to buy or wait. The wire does not establish whether the discount is supported by fundamentals.
  • Proprietary signals: Per the Butterfly Supply-Chain Graph, no proprietary signals are recorded.

Butterfly Effect: 2nd-Order Supply-Chain & Sector Ripples

Per the Butterfly Supply-Chain Graph, the supply chain is recorded as "NONE" with no butterfly links. The sector and industry classification (Industrials; Water Sewer Pipeline Comm & Power Line Construction) is the only structural context available. Upstream and downstream dependencies, customer concentration, and sector correlations are not available in source data. Investors should monitor whether data-center-related demand, referenced in the news wire, translates into the reported revenue trajectory, since the source data does not quantify that linkage.

Open Questions

  • What is the FY 2025 EPS, and what is the share count behind the EPS of $9.32 (TTM)? The financials list EPS as N/A for each period.
  • What drove the increase in debt from $933.2M (FY 2024) to $2810.5M (FY 2025), and what is the debt maturity and interest cost profile?
  • What is the revenue and margin contribution from the data-center exposure referenced in the news wire?
  • What is the FY 2024 and FY 2025 cash position reconciliation, given FY 2023 cash is listed as N/A?
  • Which specific insider and institutional transactions underlie the Insider Conviction and Whale 13F Flow pillar scores?

DY Live News Feed, Press Releases & Catalyst Wire

Real-time company headlines, analyst actions, and sector developments for Dycom Industries Inc. (DY) • Click "Debate This Headline" to argue it in the Roar Pit below

💬 Jump to DY Debate Forum (3) ↓
🔥 THE ROAR PIT • LIVE COMMUNITY DEBATE 3 Active Posts & Replies

DY Bull vs. Bear Conversation Board — What's Your Call at $227.70?

🐂 50% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON DY 🐻 50% BEARISH CONVICTION
1. Pick Your Side on DY:
💡 Tip: Back up your call with a price target or RQD metric to get upvoted to the top.
RO RoarDesk_Moderator Roarable Research Desk ⚖️ DEBATE HOST 🎯 Target: $258.83 (+8.0%)
📌 Pinned Debate

🔥 Official Bull vs. Bear Debate: Is DY (D+ • RQD 54/100) a Buy at $239.66?

Welcome to the DY (Dycom Industries Inc.) Roar Pit. Current RQD Composite is 54/100 (Roarable Sell — Weak Fundamentals / Trim) in Water Sewer Pipeline Comm & Power Line Construction. Bulls point to operating leverage and sector positioning, while bears focus on macro rate sensitivity and margin execution. Pick your side (🐂 Bull or 🐻 Bear) and drop your price target below.

RI RiskArb_Desk Forensic Accounting Watch 🐻 BEARISH 🎯 Target: $186.93 (-22.0%)
Spot @ $239.66

Pump the brakes on DY — check the valuation vs. margin headwinds

Everyone in here is repeating the bull case on DY, but look at what you are paying: 25.7x trailing P/E with tightening sector spreads. Unless Dycom Industries Inc. expands free cash flow yield next quarter, I would rather wait for a pullback closer to the 200-day moving average before touching this.

TA TapeReader_Pro Verified K Arena Trader 🐂 BULLISH 🎯 Target: $299.58 (+25.0%)
Spot @ $239.66

DY cash flow & RQD setup is being underpriced by the Street here

Looking at the 5-pillar RQD breakdown on DY, the market is fixating on short-term headline noise in Water Sewer Pipeline Comm & Power Line Construction and ignoring the balance sheet and cash flow trajectory. At $239.66 (52-wk range $215.28 - $566.47), any beat on forward guidance forces shorts and underweight funds to chase.

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