The single director buy is too small to be a meaningful signal on its own. Monitor for additional insider purchases, especially from C-suite executives, to confirm conviction following the strong earnings report.
Price Chart
Executive Summary
Director David Joseph Fallon purchased 700 shares of Dycom Industries for $201K on 2026-09-01, following the company's record Q2 FY2027 earnings beat and raised guidance reported a week earlier. The buy is very small relative to Dycom's $8.7B market cap (0.0023%) and carries limited standalone signal, though it aligns with the positive earnings context.
Key Financial Metrics
Key Facts
- Director David Joseph Fallon bought 700 shares at $286.92, total $200,844 on 2026-09-01.
- Purchase represents ~0.0023% of Dycom's $8.7B market cap — trivial in size.
- Filing follows Dycom's 8-K (2026-08-26) reporting Q2 FY2027 revenue of $2.006B (+45.6% YoY) and Non-GAAP EPS of $5.29 (beat consensus by 12.1%).
- Dycom raised FY2027 revenue guidance to $7.48B-$7.66B and reported record backlog of $12.242B.
Financial Impact
Insider purchase of $201K is negligible relative to $8.7B market cap.
Risk Factors
- Single small insider buy from a director carries limited predictive power.
- Communications segment EBITDA margin compression and $150M wireless revenue push-out into FY2028 temper the otherwise strong quarter.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| INSIDER-BUY Data (Synthetic) | 0001349628-26-000004 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 9, 2026 23d ago | Insider Buy | $290.49 $287.38 | ▼ −1.07% | ▼ −0.41% | $273.75 (−5.76%) |
Sep 1, 2026 4w ago | Insider Buy | $296.98 $295.93 | ▼ −0.35% | ▲ +0.60% | $273.75 (−7.82%) |
Aug 26, 2026 5w ago | 8-K | $310.91 $296.98 | ▼ −4.48% | ▼ −4.36% | $273.75 (−11.95%) |
Aug 25, 2026 5w ago | 8-K | $351.80 $287.30 | ▼ −18.33% | ▼ −17.80% | $273.75 (−22.19%) |
Aug 14, 2026 7w ago | Press Release | $419.07 $392.95 | ▲ +6.23% | ▲ +4.86% | $273.75 (+34.68%) |
Jul 25, 2026 9w ago | Institutional Cluster | $424.21 $401.07 | ▼ −5.45% | ▼ −6.53% | $273.75 (−35.47%) |
Jun 1, 2026 17w ago | 8-K | $493.89 $466.28 | ▼ −5.59% | ▼ −2.84% | $273.75 (−44.57%) |
May 27, 2026 18w ago | 8-K | $529.13 $484.11 | ▼ −8.51% | ▼ −8.98% | $273.75 (−48.26%) |
May 27, 2026 18w ago | Press Release | $529.13 $485.97 | ▼ −8.16% | ▼ −9.36% | $273.75 (−48.26%) |
May 15, 2026 20w ago | Press Release | $437.37 $411.20 | ▼ −5.98% | ▼ −6.95% | $273.75 (−37.41%) |
US Market Status
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