Update shared on22 Aug 2025
Fair value Increased 5.26%Despite a moderation in Dycom Industries’ forecast revenue growth, analysts have raised their price target due to improving net profit margins, lifting the consensus fair value from $283.00 to $297.89.
What's in the News
- Provided Q3 earnings guidance: contract revenues of $1.38–$1.43 billion and diluted EPS of $3.03–$3.36.
- Fiscal 2026 revenue guidance set at $5.29–$5.43 billion, reflecting 12.5%–15.4% growth, with an extra operational week and no storm restoration revenue included.
- Completed repurchase of 200,000 shares for $30.19 million under February 2025 buyback; no shares repurchased in most recent quarter.
- Amended bylaws to remove mandatory Board retirement, replacing with guidelines setting retirement age for non-employee directors at 75, with possible case-by-case waivers.
Valuation Changes
Summary of Valuation Changes for Dycom Industries
- The Consensus Analyst Price Target has risen from $283.00 to $297.89.
- The Consensus Revenue Growth forecasts for Dycom Industries has fallen from 10.8% per annum to 9.7% per annum.
- The Net Profit Margin for Dycom Industries has risen from 6.02% to 6.39%.
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.