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NYSE:DY 19 November 2025

Dycom Industries (DY) Soars on Earnings Beat, Higher 2026 Outlook and $1.95 Billion Data‑Center Acquisition

Dycom Industries (DY) Soars on Earnings Beat, Higher 2026 Outlook and $1.95 Billion Data‑Center Acquisition

Dycom Industries reported record Q3 fiscal 2026 results, with revenue up 14.1% to $1.452 billion and diluted EPS rising 53% to $3.63. The company raised full-year guidance and announced a $1.95 billion acquisition of Power Solutions, adding about $1 billion in annual revenue. Backlog hit $8.2 billion. Shares surged to all-time highs above $320.

Stock Market Today

  • TFI International Shares Soar 43% in April Amid Analyst Target Upgrades
    May 3, 2026, 11:23 AM EDT. Quebec-based TFI International Inc. (TFII:TSX) surged 43% since late March after beating earnings estimates and raising second-quarter guidance. Major banks, including Bank of America, Citigroup and TD Cowen, raised price targets, citing strong momentum and a robust balance sheet. TD Cowen's Jason Seidl increased the target to $209 from $177, pointing to an 'unwarranted' discount compared to peers. CIBC Capital Markets bumped its target to $221 from $185. The stock rebounded sharply after last year's selloff linked to a reversed U.S. headquarters move, up 85% since then. The current 12-month average target stands at $207.75 based on 18 analysts' calls.

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Cameco Corporation Earnings Countdown: The Uranium Stock Test Investors Are Watching

Cameco Corporation Earnings Countdown: The Uranium Stock Test Investors Are Watching

3 May 2026
Saskatoon, May 3, 2026, 09:02 (CST) Cameco Corp. heads into a short week with its first-quarter report due before Tuesday’s open, after the uranium supplier’s shares slipped on both main listings and left investors waiting for a cleaner read on demand, deliveries and Westinghouse. The company has scheduled its results for May 5 and a call with senior executives at 8 a.m. Eastern. (Cameco) The timing matters because the stock is no longer being judged only as a miner. Cameco now sits across uranium production, fuel services and reactor technology through Westinghouse, just as governments and utilities are trying to
Everspin Stock Jumps After $40 Million Defense MRAM Deal — Why Investors Are Watching Now

Everspin Stock Jumps After $40 Million Defense MRAM Deal — Why Investors Are Watching Now

3 May 2026
Everspin Technologies shares jumped $3.19 to $21.49 after announcing a $40 million U.S. defense MRAM subcontract with Amentum Services, set to run through November 2028. First-quarter revenue rose to $14.9 million, with MRAM product sales at $14.1 million. The company posted a GAAP net loss of $0.3 million. Second-quarter revenue is forecast at $15.5 million to $16.5 million.
Why ON Semiconductor’s $103 Stock Faces a Hard Earnings Test on Monday

Why ON Semiconductor’s $103 Stock Faces a Hard Earnings Test on Monday

3 May 2026
ON Semiconductor will report first-quarter earnings after markets close Monday, with analysts expecting 61 cents per share on $1.49 billion in revenue. Shares closed at $103.03 Friday, up 2.2%, far above the average analyst target of $67.15. Investors are focused on signs of recovery in auto and industrial chip demand. The company’s market value stands at about $42 billion.
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