Dycom Industries Growth Buoyed by Rising Fiber Demand From Data Centers, UBS Says

MT Newswires Live

May 22

Dycom Industries (DY) growth momentum is driven by rising demand for its wireless services, maintenance work, and data center-related fiber builds, according to a Thursday UBS research report.

Dycom's Q1 results beat analyst estimates on positive organic growth despite difficult comps and record backlog. The brokerage said it sees tax policy changes and customer consolidation increasing telecom capex.

UBS increased it adjusted EPS guidance for full fiscal year 2026 to $10.05 on robust sales growth. It also upgraded the fiscal year 2027 forecast by a similar amount. For fiscal year 2028, the brokerage said it raised adjusted EPS forecast by 8% to 10%.

The brokerage said it retained its buy rating on the stock and increased price target to $258 apiece from $234 earlier.

Price: 221.40, Change: -2.73, Percent Change: -1.22

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

{"basename":"","ssrTDKData":{"titleTemplate":"%s - Tiger Brokers","title":"Tiger Brokers | Global Stocks, Options & Futures Trading App","description":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","keywords":"tiger brokers,tiger trade,tiger brokers singapore,broker online,stock trading in singapore,share trading singapore,brokerage firm singapore,trading app,stock broker singapore,stock trading platforms,trading account","social":{"ogDescription":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/news/2537404309"},"companyName":"Tiger Brokers"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2537404309\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2537404309?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2025-05-22 22:58","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2537404309","market":"nz","top_or_hot":-1,"title":"Dycom Industries Growth Buoyed by Rising Fiber Demand From Data Centers, UBS Says","media":"MT Newswires Live","content":"<html><body><p> Dycom Industries (DY) growth momentum is driven by rising demand for its wireless services, maintenance work, and data center-related fiber builds, according to a Thursday UBS research report.</p><p>Dycom's Q1 results beat analyst estimates on positive organic growth despite difficult comps and record backlog. The brokerage said it sees tax policy changes and customer consolidation increasing telecom capex.</p><p>UBS increased it adjusted EPS guidance for full fiscal year 2026 to $10.05 on robust sales growth. It also upgraded the fiscal year 2027 forecast by a similar amount. For fiscal year 2028, the brokerage said it raised adjusted EPS forecast by 8% to 10%.</p><p>The brokerage said it retained its buy rating on the stock and increased price target to $258 apiece from $234 earlier.</p><p>Price: 221.40, Change: -2.73, Percent Change: -1.22</p></body></html>","source":"mtnewswires_news","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Dycom Industries Growth Buoyed by Rising Fiber Demand From Data Centers, UBS Says</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDycom Industries Growth Buoyed by Rising Fiber Demand From Data Centers, UBS Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092851196\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires Live </p>\n<p class=\"h-time\">2025-05-22 22:58</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p> Dycom Industries (DY) growth momentum is driven by rising demand for its wireless services, maintenance work, and data center-related fiber builds, according to a Thursday UBS research report.</p><p>Dycom's Q1 results beat analyst estimates on positive organic growth despite difficult comps and record backlog. The brokerage said it sees tax policy changes and customer consolidation increasing telecom capex.</p><p>UBS increased it adjusted EPS guidance for full fiscal year 2026 to $10.05 on robust sales growth. It also upgraded the fiscal year 2027 forecast by a similar amount. For fiscal year 2028, the brokerage said it raised adjusted EPS forecast by 8% to 10%.</p><p>The brokerage said it retained its buy rating on the stock and increased price target to $258 apiece from $234 earlier.</p><p>Price: 221.40, Change: -2.73, Percent Change: -1.22</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK6051","symbol_name":"信息科技咨询与其它服务","start_time":0,"source_url":"https://www.mtnewswires.com/","article_id":"2537404309","we_media_id":"1092851196","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2537404309","pubTimestamp":1747925926,"columns":[],"sourceInfo":{"source_id":"mtnewswires_news","name":"MT Newswires"},"weMediaInfo":{"media_name":"MT Newswires Live","introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. Better news, better service, better price.","home_visible":1,"id":"1092851196","head_image":"https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e"},"summary":"Dycom Industries  growth momentum is driven by rising demand for its wireless services, maintenance work, and data center-related fiber builds, according to a Thursday UBS research report.Dycom's Q1 results beat analyst estimates on positive organic growth despite difficult comps and record backlog. The brokerage said it sees tax policy changes and customer consolidation increasing telecom capex.UBS increased it adjusted EPS guidance for full fiscal year 2026 to $10.05 on robust sales growth. It also upgraded the fiscal year 2027 forecast by a similar amount. For fiscal year 2028, the brokerage said it raised adjusted EPS forecast by 8% to 10%.The brokerage said it retained its buy rating on the stock and increased price target to $258 apiece from $234 earlier.Price: 221.40, Change: -2.73, Percent Change: -1.22","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK6051":"信息科技咨询与其它服务","LYY.SI":"中云集团","BK4129":"建筑与工程","DY":"戴康工业"},"translate_title":"瑞银表示，数据中心光纤需求增长提振了Dycom Industries的增长","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"DY":1,"LYY.SI":1},"content_text":"Dycom Industries (DY) growth momentum is driven by rising demand for its wireless services, maintenance work, and data center-related fiber builds, according to a Thursday UBS research report.Dycom's Q1 results beat analyst estimates on positive organic growth despite difficult comps and record backlog. The brokerage said it sees tax policy changes and customer consolidation increasing telecom capex.UBS increased it adjusted EPS guidance for full fiscal year 2026 to $10.05 on robust sales growth. It also upgraded the fiscal year 2027 forecast by a similar amount. For fiscal year 2028, the brokerage said it raised adjusted EPS forecast by 8% to 10%.The brokerage said it retained its buy rating on the stock and increased price target to $258 apiece from $234 earlier.Price: 221.40, Change: -2.73, Percent Change: -1.22","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}