Here are three stocks with buy ranks and strong growth characteristics for investors to consider today, Nov. 26:Dycom Industries, Inc. (DY) : This company that provides specialty contracting services to the telecommunications sector carries a Zacks Rank #1, and has witnessed the Zacks Consensus Estimate for its current year earnings increasing 4.7% over the last 60 days.Dycom has a PEG ratio of 1.78 compared with 2.66 for the industry. The company possesses a  Growth Score of B.Micron Technology, Inc. (MU) ...

Deep-pocketed investors have adopted a bearish approach towards Quanta Services (NYSE:PWR), and it's something market players shouldn't ignore. Our tracking of public options records at Benzinga unveiled this significant move today. The identity of these investors remains unknown, but such a substantial move in PWR usually suggests something big is about to happen.We gleaned this information from our observations today when Benzinga's options scanner highlighted 10 extraordinary options activities for Quant ...

Core Insights - Dycom Industries reported quarterly earnings of $3.63 per share, exceeding the Zacks Consensus Estimate of $3.15 per share, and showing an increase from $2.68 per share a year ago, resulting in an earnings surprise of +15.24% [1][2] - The company achieved revenues of $1.45 billion for the quarter ended October 2025, surpassing the Zacks Consensus Estimate by 3.70% and up from $1.27 billion year-over-year [2] - Dycom Industries has consistently outperformed consensus EPS estimates over the last four quarters, achieving this four times [2] Earnings Outlook - The future performance of Dycom Industries' stock will largely depend on management's commentary during the earnings call and the trends in earnings estimate revisions [3][4] - The current consensus EPS estimate for the upcoming quarter is $1.34 on revenues of $1.27 billion, while for the current fiscal year, it is $10.01 on revenues of $5.31 billion [7] Industry Context - Dycom Industries operates within the Zacks Building Products - Heavy Construction industry, which is currently ranked in the top 29% of over 250 Zacks industries, indicating a favorable industry outlook [8] - The empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact Dycom's stock performance [5][6]

Core Insights - Dycom Industries, Inc. has appointed Stephen O. LeClair to its Board of Directors effective November 7, 2025 [1] - LeClair is currently the Executive Chair and Executive Director of Core & Main Inc., bringing extensive experience in infrastructure and industrial distribution [3][5] - His leadership at Core & Main included overseeing significant growth and the successful IPO in 2021 after the company's separation from HD Supply [5] Leadership Impact - Richard K. Sykes, Dycom's Independent Chairman, expressed confidence that LeClair's strategic execution and value creation will benefit Dycom's growth and shareholder value [4] - Dan Peyovich, Dycom's President and CEO, highlighted LeClair's operational excellence and financial performance in complex markets as a strong complement to Dycom's objectives [4] Professional Background - LeClair has over a decade of senior executive experience at HD Supply, including roles as Chief Operating Officer and President of HD Supply Waterworks [6] - He also held senior positions at General Electric, contributing to his extensive background in distribution, manufacturing, and sales [6][7] - LeClair has been a board member of AAON, Inc. since 2017 and holds an MBA and a bachelor's degree in mechanical engineering [7] Company Overview - Dycom is a leading provider of specialty contracting services for telecommunications infrastructure and utility industries in the U.S., offering a range of services including program management, engineering, and construction [8]

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 - Tutor Perini reported quarterly earnings of $1.15 per share, exceeding the Zacks Consensus Estimate of $0.96 per share, and a significant improvement from a loss of $1.92 per share a year ago, resulting in an earnings surprise of +19.79% [1] - The company achieved revenues of $1.42 billion for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 5.34% and showing growth from $1.08 billion in the same quarter last year [2] - Tutor Perini's stock has increased approximately 171.6% year-to-date, significantly outperforming the S&P 500's gain of 15.1% [3] Earnings Outlook - The future performance of Tutor Perini's stock will largely depend on management's commentary during the earnings call and the company's earnings outlook [4] - The current consensus EPS estimate for the upcoming quarter is $0.89 on revenues of $1.28 billion, and for the current fiscal year, it is $3.78 on revenues of $5.24 billion [7] Industry Context - The Building Products - Heavy Construction industry, to which Tutor Perini belongs, is currently ranked in the top 32% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8] - Dycom Industries, another company in the same industry, is expected to report quarterly earnings of $3.15 per share, reflecting a year-over-year increase of +17.5%, with revenues projected at $1.4 billion, up 10.1% from the previous year [9]

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 - Orion Marine Group (ORN) reported quarterly earnings of $0.09 per share, exceeding the Zacks Consensus Estimate of $0.06 per share, but down from $0.16 per share a year ago, indicating an earnings surprise of +50.00% [1] - The company posted revenues of $225.1 million for the quarter ended September 2025, slightly missing the Zacks Consensus Estimate by 1%, and down from $226.68 million year-over-year [2] - Orion Marine has outperformed the S&P 500 with an 18.8% increase in shares since the beginning of the year, compared to the S&P 500's gain of 16.9% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.04 on revenues of $208.96 million, and for the current fiscal year, it is $0.17 on revenues of $830.26 million [7] - The estimate revisions trend for Orion Marine was unfavorable prior to the earnings release, resulting in a Zacks Rank 4 (Sell), indicating expected underperformance in the near future [6] Industry Context - The Building Products - Heavy Construction industry, to which Orion Marine belongs, is currently ranked in the top 38% of over 250 Zacks industries, suggesting a favorable outlook compared to the bottom 50% [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]

Core Viewpoint - EMCOR Group, Inc. is expected to report strong third-quarter results, building on record performance in the previous quarter, with significant revenue growth and a robust backlog providing visibility for future earnings [2][10][21]. Financial Performance - In Q2 2025, EMCOR achieved record revenues of $4.30 billion, a 17.4% year-over-year increase, with operating margins expanding to 9.6% from 9.1% [2][10]. - Diluted EPS for Q2 2025 grew 28% to $6.72, marking a quarterly record [2]. - The backlog reached an all-time high of $11.91 billion, up 32.4% year over year, indicating strong future revenue potential [8][10]. Earnings Estimates - The Zacks Consensus Estimate for Q3 2025 EPS has increased to $6.65, reflecting a 14.7% growth from the previous year, while revenue estimates are pegged at $4.26 billion, suggesting a 15.2% year-over-year increase [4][5]. - For the full year 2025, revenues are expected to increase by 15.4%, with a projected 17.1% improvement in the bottom line [5]. Market Position and Demand - EMCOR's core U.S. Electrical and Mechanical Construction operations, which accounted for 31% and 41% of Q2 revenues respectively, are experiencing strong demand, particularly in data centers, manufacturing, and healthcare [11]. - The company is benefiting from rising demand in key markets and productivity gains, which are expected to support Q3 margins and revenues [10][12]. Operational Efficiency - EMCOR anticipates maintaining strong margin execution into Q3, supported by disciplined project management and productivity initiatives [12]. - The company expects operating margins for 2025 to be between 9% and 9.4%, indicating confidence in sustaining high-quality project execution [12]. Strategic Outlook - The U.S. Building Services segment is showing improvement, with Mechanical Services growth offsetting previous declines, suggesting a positive contribution in Q3 [13]. - Guidance for non-GAAP EPS for 2025 has been raised to a range of $24.50 to $25.75, reflecting management's confidence in sustained project throughput and profitability [14]. Stock Performance and Valuation - EMCOR stock has gained 22.1% from July to September 2025, reaching $754.85, just below its 52-week high, indicating strong investor confidence [17]. - The forward P/E ratio of 28.22X is elevated compared to the industry average of 24.35X, supported by strong fundamentals and growth prospects [20][22]. Investment Thesis - EMCOR is positioned well in the construction landscape, benefiting from structural outperformance and a record backlog, with raised EPS guidance and a consistent earnings-beat track record [21][22].