DYConstruction
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Who said what, and what DY did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
Who’s talking about DY
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2024-11-14 | Adam JohnsonFounder & Portfolio Manager, Bullseye Investment Group | Bullish | Wealthion | Dycom is a pure-play data center construction company that captures the AI infrastructure multiplier—as… |
Next report: 17 Nov 2026 before the open
| Report | When | EPS actual vs est. | Reaction |
|---|---|---|---|
| 26 Aug 2026 | before the open | 5.29 vs 4.86 | -12.9% |
Notable options days
Sessions in the last 120 where DY’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 18 of 120 sessions qualified.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-10-21 | ||||||
| 2026-09-28 | ||||||
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| 2026-05-14 | ||||||
| 2026-05-05 |
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