Browsing Tag
Dan Peyovich
3 posts
Dycom, Vicor, Shoals and Luxfer hit 52-week highs as data center and defense demand surges
AI data center power demand and a rearming defense sector drove Dycom, Vicor, Shoals, and Luxfer to 52-week highs, with Dycom surging 28% on record results. Read more.
Dycom (NYSE: DY) surges 28% on record Q1 beat and data center pivot
Dycom built fiber for telecoms. Now hyperscalers are pulling it inside the data center fence, and a 56% revenue jump shows the pivot is working.
Dycom just crushed it: Q1 beat, raised guidance, big buybacks – What’s next?
Dycom stock jumped 17% after strong Q1 FY26 earnings, record $8.1B backlog, and raised FY outlook boosted confidence in telecom infrastructure growth.