Ticker brief
DY DYCOM INDUSTRIES INC
Industrial · Engineering&Construction
last close
$294.34
1 day
-4.4%
14 days
-29.8%
mkt cap
$13.1B
signals 14d
18
authors 14d
14
crowd 14d
-1.7σ
Options inteloptions-surface reads · latest available day per source
| metric | reading | context |
|---|---|---|
| IV — ATM 30d | 43% mid · 35 pctile own 1y | IV/HV 0.78× |
| Skew — 25Δ RR 30d | +0.043 100 pctile own 1y | calls bid vs puts (call skew rich) |
| Net dealer OI (NDOI) | -0.70 thin | 5-session Δ -0.15 (as of 2026-07-16) |
| OI alarm | quiet | last alarm 2026-05-28 (z=4.2) |
Sentiment — last 14 days
daily mean sentiment, 2026-08-17 → 2026-08-27 · now -0.40 (−1 bearish … +1 bullish)
Who spoke14
| author | grade | trader score | signals | mean sent |
|---|---|---|---|---|
| @ConsensusGurus | B | -0.58 | 3 | -0.18 |
| @EarningsLottos | C | +0.00 | 2 | +0.00 |
| @4ki4 | C | -1.93 | 2 | -0.25 |
| @leadlagreport | B | -0.55 | 1 | +0.15 |
| @AlbertAgarunov | C | -1.26 | 1 | +0.00 |
| @equitydd | C | -2.03 | 1 | +0.00 |
| @Financhle | C | · | 1 | +0.45 |
| @OptionsHawk | B | +0.24 | 1 | +0.70 |
| @FwdQuarter | C | · | 1 | +0.50 |
| @OpenOutcrier | C | · | 1 | -0.50 |
| @VincentAuGondor | C | +0.78 | 1 | -0.50 |
| @TheValueist | B | -0.53 | 1 | -0.30 |
| @TWFeditor | C | +0.53 | 1 | -0.25 |
| @EmmanuelInvest | C | -1.11 | 1 | -0.40 |
Recent signals18of 18 in 14d — receipts included
| date (PT) | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|
| 2026-08-27 | @EmmanuelInvest | -0.40 | Cantor Fitzgerald cut Dycom's price target to $476 from $654 on guidance concerns. | -4.4% | tweet ↗ |
| 2026-08-26 | @ConsensusGurus | +0.00 | Suggests OKTA earnings may have leaked through a compromised newswire, similar to DY. | -5.3% | tweet ↗ |
| 2026-08-26 | @4ki4 | -0.50 | Dycom's adjusted EBITDA outlook fell below consensus and shares declined 11%. | -5.3% | tweet ↗ |
| 2026-08-26 | @TWFeditor | -0.25 | Says fundholders question a spring addition to the DY stake. | -5.3% | tweet ↗ |
| 2026-08-26 | @TheValueist | -0.30 | Reports below-consensus Q3 EBITDA guidance despite Q2 beats and raised annual contract-revenue guidance. | -5.3% | tweet ↗ |
| 2026-08-26 | @VincentAuGondor | -0.50 | Author suspects Dycom's weak pre-earnings trading indicates the results leaked. | -5.3% | tweet ↗ |
| 2026-08-26 | @OpenOutcrier | -0.50 | Reports a revenue beat but disappointing Q3 guidance, with shares down 5.3% premarket. | -5.3% | tweet ↗ |
| 2026-08-26 | @ConsensusGurus | -0.45 | Treats reported hacking-related news as credible after a 5% stock decline. | -5.3% | tweet ↗ |
| 2026-08-26 | @FwdQuarter | +0.50 | Dycom reports 45.6% revenue growth and raises its FY27 revenue outlook. | -5.3% | tweet ↗ |
| 2026-08-26 | @OptionsHawk | +0.70 | DY reportedly beat results, raised guidance and announced a $150M buyback. | -5.3% | tweet ↗ |
| 2026-08-25 | @4ki4 | +0.00 | Lists today's PCE release and scheduled earnings; only the first six explicit tickers are retained. | -16.3% | tweet ↗ |
| 2026-08-25 | @EarningsLottos | +0.00 | Shows a DY 250 put setup, but trade intent and expiry require the attached image. | -16.3% | tweet ↗ |
| 2026-08-25 | @EarningsLottos | +0.00 | Shows a DY 540 call setup, but trade intent and expiry require the attached image. | -16.3% | tweet ↗ |
| 2026-08-25 | @Financhle | +0.45 | Reports a $467.1K aggressive purchase of DY $370 calls before tomorrow's earnings. | -16.3% | tweet ↗ |
| 2026-08-25 | @ConsensusGurus | -0.10 | Alleges DY uploaded an earnings release to a hackable newswire database. | -16.3% | tweet ↗ |
| 2026-08-25 | @equitydd | +0.00 | Lists companies scheduled to report earnings after today's close. | -16.3% | tweet ↗ |
| 2026-08-21 | @AlbertAgarunov | +0.00 | Lists companies reporting earnings next week by weekday. | -25.1% | tweet ↗ |
| 2026-08-17 | @leadlagreport | +0.15 | Reports an FCC fiber-permit proposal and explicitly identifies Dycom as the trade angle. | -32.0% | tweet ↗ |
“Since then” = price move from the close on the signal's date (PT) to the latest close — what happened after they said it, not a backtest. A — means no trading session has closed since the signal yet. Sentiment is our extracted per-tweet score, −1…+1.