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Stock impact report

Dycom Industries: The Workhorse To Deliver Fiber Connections [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 move into direct hyperscaler data center work diversifies revenue and positions it for sticky, high-growth opportunities in the AI-driven digital infrastructure boom. A record $8.1 billion backlog and high-margin recurring maintenance revenues provide strong earnings visibility and buffer against cyclical downturns. Klaus Vedfelt Investment overview I give a buy rating for Dycom Industries ( NYSE: DY ) as I believe it is one of the best-positioned beneficiaries of the ongoing digital infrastructure investment supercycle. The core fiber-to-the-home rollout remains strong, but what makes DY especially This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relatio Show less Read more
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