分组1 - Short-term market volatility in 2025 can be mitigated by adopting a longer investment horizon, allowing for potential recovery from near-term losses [1] - Evaluating companies for long-term potential can be simplified by considering Wall Street analysts' price target estimates, which can be averaged to reduce the impact of outlier ratings [2] 分组2 - Dycom Industries Inc. (NYSE: DY) provides contracting services for U.S. telecommunications and utility industries, with a current stock price of $154.41 and a 12-month price forecast of $200.22, indicating a 29.67% upside [4][5] - In Q4 2024, Dycom's contract revenues increased by 13.9% year-over-year to nearly $1.1 billion, with diluted earnings per share (EPS) growing over 40% year-over-year to $1.11 [5][6] - Analysts have initiated coverage on Dycom with an Overweight rating, and the stock's price-to-sales ratio is currently 0.93, suggesting potential value [7][6] 分组3 - Orion Group Holdings Inc. (NYSE: ORN) focuses on industrial construction, with a current stock price of $6.01 and a 12-month price forecast of $12.50, representing a 108.16% upside [8][9] - The company has a $16 billion new business pipeline and a backlog of just under $1 billion, having returned to profitability in Q4 2024 [11] - Orion's stock has fallen approximately 21% year-to-date, but its price-to-sales ratio is now 0.29, making it an attractive value opportunity [12] 分组4 - BlueLinx Holdings Inc. (NYSE: BXC) is expected to face increased materials costs due to tariffs, but its strong U.S. operations and demand for specialized products may mitigate these challenges [14] - The current stock price for BlueLinx is $71.68, with a 12-month price forecast of $122.25, indicating a 70.55% upside [15] - Analysts unanimously rate BlueLinx a Buy, with a consensus price target close to 75% above the current price, highlighting its competitive edge in the niche construction supply chain [16][13]