Core Points - Dycom Industries, Inc. will host a conference call to discuss its fiscal 2026 third quarter results on November 19, 2025, at 9:00 a.m. ET [1] - A press release with the results will be issued earlier that morning [1] Participation Details - Interested parties can register for the question and answer session of the conference call at a provided link, receiving a dial-in number and unique PIN upon registration [2] - Participants are encouraged to join approximately ten minutes before the scheduled start time [2] Access Information - A live listen-only audio webcast of the call, along with a slide presentation, will be available at a specified link [3] - A replay of the webcast and related materials will be accessible on the Company's Investor Center website for approximately 120 days following the event [3] Company Overview - Dycom Industries, Inc. is a leading provider of specialty contracting services to the telecommunications infrastructure and utility industries in the United States [4] - Services offered include program management, planning, engineering and design, construction, maintenance, and fulfillment services for telecommunications providers [4] - The company also provides underground facility locating services for various utilities, including telecommunications, as well as construction and maintenance services for electric and gas utilities [4]

Core Insights - Oppenheimer Asset Management Inc. significantly reduced its holdings in Dycom Industries by 58.8% in Q2, now owning 2,978 shares valued at $728,000 [2] - Several large investors increased their positions in Dycom Industries, with OVERSEA CHINESE BANKING Corp Ltd raising its stake by 851.6% in Q1, now holding 475,637 shares worth $72.46 million [3] - Analysts have raised price targets for Dycom Industries, with JPMorgan increasing it from $250 to $275 and UBS from $296 to $336, indicating a positive outlook [4] Investment Activity - Oppenheimer Asset Management Inc. sold 4,246 shares in Q2, leading to a total of 2,978 shares remaining [2] - OVERSEA CHINESE BANKING Corp Ltd acquired an additional 425,652 shares in Q1, bringing its total to 475,637 shares valued at $72.46 million [3] - Voya Investment Management LLC increased its position by 1,432.2% in Q1, now owning 144,883 shares valued at $22.07 million [3] Analyst Ratings and Price Targets - JPMorgan Chase & Co. raised the target price to $275 and assigned an "overweight" rating [4] - UBS Group increased its target price to $336 with a "buy" rating [4] - Zacks Research upgraded Dycom Industries to a "strong-buy" rating [4] Financial Performance - Dycom Industries reported Q2 earnings of $3.33 per share, exceeding estimates by $0.41, with a revenue of $1.38 billion, up 14.5% year-over-year [6] - The company has set FY 2026 guidance for EPS between 3.030 and 3.36 [6] - The stock has a market cap of $8.33 billion, a P/E ratio of 32.31, and a debt-to-equity ratio of 0.74 [5] Company Overview - Dycom Industries provides specialty contracting services to the telecommunications and utility industries in the U.S., including engineering services for fiber optic and wireless networks [7]

Core Insights - High-rolling investors are taking a bearish position on Quanta Services (NYSE:PWR), indicating potential insider knowledge or significant market sentiment shifts [1] - The sentiment among major traders shows 25% bullish and 62% bearish, with a notable disparity in options trades [2] - The trading volumes and open interest suggest a price target range for Quanta Services between $300.0 and $480.0 over the last three months [3] Options Activity - Recent options activity includes 8 trades, with one put option valued at $55,200 and seven call options totaling $399,000, indicating a mixed sentiment [2] - Noteworthy options trades include a bearish call for a strike price of $450.00 and a bullish call for $480.00, reflecting diverse trader expectations [9] Company Overview - Quanta Services is a leading provider of specialty contracting services, focusing on infrastructure solutions for electric and gas utilities, communications, pipelines, and energy sectors in the U.S., Canada, and Australia [10] - The company operates under two segments: electric infrastructure and underground utility and infrastructure [10] Analyst Opinions - Analysts have set an average price target of $487.25 for Quanta Services, with varying ratings from different firms: JP Morgan maintains a Neutral rating at $436, Citigroup has a Buy rating at $517, Truist Securities at $521, and Stifel at $475 [12][13] Current Market Position - Quanta Services' stock price is currently at $439.97, down 1.94%, with a trading volume of 782,604 [15] - RSI indicators suggest that the stock may be approaching overbought conditions [15]

Core Insights - The article emphasizes the importance of timing and sustainability in short-term investing, highlighting that while trends can be beneficial, ensuring their longevity is crucial for success [1][2] Stock Performance - Dycom Industries (DY) has shown a solid price increase of 12.6% over the past 12 weeks, indicating strong investor interest and potential upside [4] - In the last four weeks, DY's price has increased by 9.1%, suggesting that the upward trend is still intact [5] - DY is currently trading at 96.2% of its 52-week high-low range, indicating a potential breakout [6] Fundamental Strength - DY holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimate revisions and EPS surprises, which are critical for near-term price movements [6] - The stock has an Average Broker Recommendation of 1 (Strong Buy), reflecting high optimism from the brokerage community regarding its near-term performance [7] Investment Strategy - The article suggests that investors can utilize the "Recent Price Strength" screen to identify stocks like DY that are on an upward trend supported by strong fundamentals [3][8] - It also mentions the availability of over 45 Zacks Premium Screens tailored to different investing styles, which can assist in finding potential winning stocks [8]

Core Viewpoint - Dycom Industries, Inc. has appointed Phillip R. Gallagher to its Board of Directors, effective October 7, 2025, bringing significant industry expertise and operational insight to the company [1][3][4]. Company Overview - Dycom Industries is a leading provider of specialty contracting services to the telecommunications infrastructure and utility industries in the United States, offering services such as program management, planning, engineering, design, construction, maintenance, and fulfillment for telecommunications providers [6][7]. Appointment Details - Phillip R. Gallagher is currently the CEO of Avnet, Inc., a Fortune 500 global technology distributor, and has extensive experience in various leadership roles within the company since 1982 [3][5]. - His appointment is expected to enhance Dycom's market position and contribute to long-term shareholder value [4][5]. Leadership Insights - Richard Sykes, Dycom's Independent Chairman, expressed confidence that Gallagher's industry expertise and operational experience will provide significant strategic guidance [4]. - Dan Peyovich, Dycom's President and CEO, highlighted Gallagher's ability to navigate complex markets as a tremendous asset for the company's ongoing strategy execution [4].

Core Insights - Dycom Industries reported record revenue and earnings for the second quarter of fiscal 2026, driven by strong demand for digital infrastructure and effective operational execution [2][10]. Financial Performance - Contract revenues increased by 14.5% to $1.378 billion for the quarter ended July 26, 2025, compared to $1.203 billion for the same quarter last year [4][10]. - On an organic basis, contract revenues rose by 3.4%, excluding revenues from acquired businesses [4][25]. - Non-GAAP Adjusted EBITDA for the quarter was $205.5 million, representing 14.9% of contract revenues, up from $158.3 million or 13.2% of contract revenues in the prior year [5][10]. - Net income on a GAAP basis increased to $97.5 million, or $3.33 per diluted share, compared to $68.4 million, or $2.32 per diluted share, in the prior year [6][10]. Year-to-Date Results - For the six months ended July 26, 2025, contract revenues increased by 12.4% to $2.637 billion compared to $2.345 billion for the same period last year [7][10]. - Non-GAAP Adjusted EBITDA for the six months was $355.9 million, or 13.5% of contract revenues, compared to $289.2 million, or 12.3% of contract revenues, in the prior year [8][10]. - Year-to-date net income was $158.5 million, or $5.42 per diluted share, compared to $131.0 million, or $4.44 per diluted share, in the prior year [9][10]. Outlook - The company expects total contract revenues for fiscal 2026 to range from $5.290 billion to $5.425 billion, indicating a growth of 12.5% to 15.4% over the previous year [12]. - For the third quarter of fiscal 2026, the company anticipates contract revenues between $1.38 billion and $1.43 billion, with Non-GAAP Adjusted EBITDA projected at $198 million to $213 million [13]. Market Position - Dycom is well-positioned to capitalize on the growing demand for digital infrastructure, with a strong backlog of $8.0 billion as of July 26, 2025 [10][3]. - The company emphasizes its ability to meet customer needs through its scale and national reach, aiming to create long-term value for shareholders [3][2].

Core Points - Dycom Industries, Inc. will host a conference call to discuss its fiscal 2026 second quarter results on August 20, 2025, at 9:00 a.m. ET [1] - A press release with the results will be issued earlier that morning [1] Participation Details - Interested parties can register for the question and answer session of the conference call at a provided link, receiving a dial-in number and unique PIN upon registration [2] - Participants are encouraged to join approximately ten minutes prior to the scheduled start time [2] Access Information - A live listen-only audio webcast of the call, along with a slide presentation, can be accessed via a specified link [3] - A replay of the live webcast and related materials will be available on the Company's Investor Center website for approximately 120 days following the event [3] Company Overview - Dycom Industries, Inc. is a leading provider of specialty contracting services to the telecommunications infrastructure and utility industries in the United States [4] - Services offered include program management, planning, engineering and design, aerial, underground, and wireless construction, maintenance, and fulfillment services for telecommunications providers [4] - The company also provides underground facility locating services for various utilities, including telecommunications providers, as well as construction and maintenance services for electric and gas utilities [4]

Core Insights - Quanta Services, Inc. (PWR) demonstrated strong second-quarter 2025 performance with double-digit revenue growth, margin expansion, and strategic capital deployment, driven by demand for utility-scale infrastructure and energy transition projects [1][4] Financial Performance - Quanta's adjusted EPS reached $2.48, reflecting a 30.5% year-over-year increase and surpassing the Zacks Consensus Estimate of $2.43, attributed to revenue scale, operating leverage, and acquisitions [3][9] - The company reported revenues of $6.77 billion, a 21.1% increase year-over-year, exceeding the Zacks Consensus Estimate of $6.55 billion, marking a new second-quarter revenue record [4][9] - Gross margin improved to 14.9% from 14.5%, with adjusted EBITDA growing 27.8% year-over-year to $668.8 million, resulting in an adjusted EBITDA margin of 9.9% [5][6] Strategic Acquisitions - Quanta completed a $1.35 billion acquisition of Dynamic Systems in July, enhancing its mechanical and process infrastructure capabilities, along with two smaller acquisitions totaling $226.8 million [2] Backlog and Project Wins - The company ended the second quarter with a record backlog of $35.84 billion, up from $31.31 billion a year ago, indicating strong demand visibility [7] - Quanta was selected for a significant high-voltage transmission line project for Idaho Power, further solidifying its project pipeline [7] Segment Performance - Electric Infrastructure Solutions, accounting for 80.6% of total revenue, generated $5.46 billion, up 21.7% year-over-year, with an operating margin of 10.1% [8] - Underground and Infrastructure Solutions contributed $1.31 billion in revenues, an 18.7% increase year-over-year, with a segment margin of 6.9% [10] Balance Sheet and Liquidity - As of June 30, 2025, Quanta held $509 million in cash and cash equivalents, with total liquidity of approximately $1.3 billion, and long-term debt increased to $4.65 billion [11] Outlook - Quanta raised its full-year 2025 revenue guidance to between $27.4 billion and $27.9 billion, and adjusted EPS expectations to a range of $10.28 to $10.88, reflecting confidence in continued growth [12]

Core Viewpoint - The article emphasizes the importance of identifying and sustaining stock price trends for successful short-term investing, highlighting the need for strong fundamentals and positive earnings revisions to maintain momentum. Group 1: Stock Performance - Dycom Industries (DY) has shown a significant price increase of 46.6% over the past 12 weeks, indicating strong investor interest and potential upside [4] - In the last four weeks, DY's price has increased by 7.7%, suggesting that the upward trend is still intact [5] - DY is currently trading at 98.1% of its 52-week high-low range, indicating a potential breakout [6] Group 2: Fundamental Strength - DY holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimate revisions and EPS surprises [6] - The stock has an Average Broker Recommendation of 1 (Strong Buy), reflecting high optimism from the brokerage community regarding its near-term price performance [7] Group 3: Investment Strategy - The "Recent Price Strength" screen is a useful tool for investors to identify stocks like DY that are on an uptrend supported by strong fundamentals [3] - The article suggests that there are several other stocks passing through the "Recent Price Strength" screen that may also be worth considering for investment [8]

Group 1 - Dycom Industries, Inc. (DY) is a company providing specialty contracting services to the telecommunications sector, holding a Zacks Rank 1 with a 3.9% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [1] - Dycom's shares have gained 77.8% over the last three months, significantly outperforming the S&P 500's advance of 6.9%, and the company has a Momentum Score of A [1] Group 2 - Peakstone Realty Trust (PKST) is a real estate investment trust with a Zacks Rank 1, experiencing a 14.7% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [2] - Peakstone Realty's shares have gained 8.6% over the last three months, also outperforming the S&P 500's advance of 6.9%, and the company possesses a Momentum Score of A [4] - Postal Realty shares gained 2.8% over the past six months, contrasting with the S&P 500's decline of 0.5%, and the company has a Momentum Score of B [4]