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Eric Lupco

Managing Director and Senior Equity Analyst at Wells Fargo

Eric Lupco is a Managing Director and Senior Equity Analyst at Wells Fargo Securities, specializing in insurance sector research with coverage over prominent companies including MetLife, Prudential Financial, Lincoln National, and Principal Financial Group. He is recognized for his detailed analysis and strategic insights, consistently delivering investment recommendations that have corresponded with sector trends and outperforming benchmarks, with a reported success rate exceeding 60% on major analyst ranking platforms. Eric Lupco began his career in equity research in the early 2000s and has held various roles at leading financial institutions prior to joining Wells Fargo in 2010, steadily advancing through the ranks to his current senior position. He holds FINRA Series 7, 63, and 86/87 licenses, and is acknowledged for his professional rigor and in-depth sector knowledge.

Eric Lupco's questions to DYCOM INDUSTRIES (DY) leadership

Question · Q3 2026

Eric Lupco inquired about the concentration and fragmentation of the data center contracting space, potential for future M&A, and whether any BEAD awards have entered Dycom's backlog, given the expected Q2 revenue contributions.

Answer

President and CEO Dan Peyovich stated that the data center contracting space remains fragmented, with few contractors covering multiple markets, presenting opportunities for both organic growth and M&A. Regarding BEAD, he confirmed that Dycom has over $500 million in verbal awards but none yet in backlog, anticipating these to convert as funding flows, aligning with the Q2 revenue start.

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Question · Q3 2026

Eric Lupco inquired about the concentration and fragmentation of the data center contracting space, asking if Dycom sees further M&A opportunities there compared to its traditional telecom business. He also asked if any BEAD awards have entered Dycom's backlog yet, given the Q2 revenue contribution target.

Answer

President and CEO Daniel Peyovich described the data center contracting space as fragmented, with Power Solutions being unique in its size and concentration, and sees opportunities for both organic growth and future M&A. Regarding BEAD, he confirmed that about two-thirds of locations will be served by fiber/HFC, leading to a $20 billion addressable market. He reiterated over $500 million in verbal awards but none yet in backlog, expecting them to convert next quarter for Q2 revenue contributions.

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