Dycom Industries: One Of The Best Shorts For The AI Era [Seeking Alpha]
Dycom Industries, Inc. (DY)
Last dycom industries, inc. earnings: 2/26 06:00 am
Check Earnings Report
US:NYSE Investor Relations:
ir.dycomind.com
Company Research
Source: Seeking Alpha
DY's valuation is elevated at 20x trailing and 14.6x 2026 EV/EBITDA, leaving little margin for error amid rising data center project delays. Efficiency gains in LLMs and AI may reduce future data center buildout needs, posing risk to DY's growth narrative and contract backlog. I see a compelling short opportunity with 28% downside to a $290 price target as narrative risk and potential multiple contraction loom. Thomas Barwick/DigitalVision via Getty Images Dycom Industries ( DY ) has been on a tear in the past year, and with great results to support it, including nearly 18% revenue growth and an ever-expanding backlog, this stock has been a fan favorite. It's been difficult This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Short position through short-selling of the stock, or purchase of put options or similar derivatives in DY over the next 72 hours.
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DY
News
- Dycom Names New Digital Chief As Investors Weigh AI And Valuation [Yahoo! Finance]Yahoo! Finance
- Dycom Industries (DY) Offers Attractive Entry Point Following Stock Selloff [Yahoo! Finance]Yahoo! Finance
- Dycom Industries (DY) was upgraded by Zacks Research from "strong sell" to "hold".MarketBeat
- Dycom Industries, Inc. Appoints Regina Salazar as Chief Information and Digital OfficerGlobeNewswire
- Is It Too Late To Consider Dycom Industries (DY) After Strong Telecom Backlog-Fueled Rally? [Yahoo! Finance]Yahoo! Finance
DY
Earnings
- 3/4/26 - Beat
DY
Sec Filings
- 4/16/26 - Form ARS
- 4/16/26 - Form DEF
- 4/16/26 - Form DEFA14A
- DY's page on the SEC website