Added to YB: 2025-12-13
Pitch date: 2025-10-26
DY [bearish]
Dycom Industries, Inc.
-17.34%
current return
Author Info
No bio for this author
Company Info
Dycom Industries, Inc. provides specialty contracting services to the telecommunications infrastructure and utility industries in the United States.
Market Cap
$10.3B
Pitch Price
$294.68
Price Target
125.00 (-64%)
Dividend
N/A
EV/EBITDA
15.23
P/E
35.06
EV/Sales
2.17
Sector
Construction and Engineering
Category
N/A
Dycom Industries, Inc. - $DY (short)
DY: Overvalued telecom construction co at 27.6x FWD P/E trading like durable infrastructure vs cyclical business nearing end of 10yr FTTH growth cycle. Customer concentration rising to 66% from top 5 post AT&T-Lumen/Verizon-Frontier mergers. FTTH penetration hits 50% in 1H26, triggering capex decline. FWA/LEO competition threatens fiber economics. Price target $125 (-57% downside).
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