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Dycom Industries Community
NYSE:DY Community
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Consensus Narrative from 9 Analysts
Expanding AI Workloads And Broadband Stimulus Will Fuel Enduring Connectivity
Key Takeaways Expansion in fiber and data connectivity, fueled by AI and infrastructure investments, is creating strong, multi-year growth opportunities and contract backlog for Dycom. Consolidation among telecom operators and operational improvements are driving margin stability, recurring revenues, and earnings diversification for long-term financial strength.
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US$297.89
FV
15.2% undervalued
intrinsic discount
9.68%
Revenue growth p.a.
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Your Valuation for
DY
DY
Dycom Industries
Your Fair Value
US$
Current Price
US$252.47
4.9% undervalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
0
8b
2015
2018
2021
2024
2025
2027
2030
Revenue US$7.7b
Earnings US$403.4m
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