Daktronics, Inc. (DAKT)

Over the past six months, Daktronics' stock has experienced a 5.21% increase. A significant event impacting the stock was the Q1 2026 earnings release on September 10, 2025, which led to a substantial +20.4% gain the day following the announcement. However, the stock has since declined by nearly 20% from its peak in the past month, despite healthy order growth and backlog. The company also reported its fiscal year and fourth-quarter 2025 results on June 25, 2025. In March 2025, the company announced leadership changes, with Reece Kurtenbach stepping down as President, CEO, and Chairman, and Brad Wiemann being named interim president and CEO.

Daktronics' business experiences some seasonality, particularly later in the year. To manage fluctuations in service requests during seasonal peaks, the company utilizes third-party service partners. Demand in the out-of-home advertising market has been strong, reflecting optimism among billboard operators. The company's selling teams are actively capturing customer demand, leading to strong growth in live events, high school park and recreation, and international segments.

Daktronics, Inc. is a U.S.-based designer and manufacturer of dynamic video communication displays and control systems. The company operates within the Consumer Discretionary sector, specifically in the Electronic Equipment & Parts industry, and is also categorized under miscellaneous manufacturing industries. Daktronics' product portfolio includes electronic scoreboards, programmable display systems, and large-screen video displays for various applications. Their major products encompass large-format LED video displays, digital billboards, message centers, video walls, sound systems, and control solutions. They also provide Intelligent Transportation Systems (ITS) dynamic message signs for road management, mass transit, and aviation, as well as fuel price displays and software and services for their products.

Daktronics, Inc. has a global presence, operating in the United States and internationally. The company maintains a global manufacturing footprint, which provides flexibility, and has sales offices and manufacturing facilities located across North America, Europe, and Asia.

Daktronics enjoys a strong brand reputation, recognized for its image quality, reliability, and service responsiveness. Customers consider Daktronics the "gold standard in the marketplace," praising the durability of their products and the user-friendliness of their control systems. The company is also noted for its innovation and quality in visual experience solutions. Historically, RedChip Companies recognized Daktronics as an "emerging blue chip company."

Daktronics, Inc.'s ownership structure is a mix of institutional, retail, and individual investors. Major institutional shareholders include Alta Fox Capital Management, Llc, Vanguard Group Inc, BlackRock, Inc., Duquesne Family Office LLC, Progeny 3, Inc., Dimensional Fund Advisors Lp, American Century Companies Inc, Breach Inlet Capital Management, Llc, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, and Bank of New York Mellon Corp. Other notable institutional owners include First Bank & Trust (0.81%), Pacer Advisors Inc. (0.34%), SG Americas Securities LLC (0.20%), and Inspire Investing LLC (0.14%). Insiders who own company stock include Fox Opportunities Fund L Alta, Carla S Gatzke, Reece A Kurtenbach, Bradley T Wiemann, John Patrick Friel, Andrew David Siegel, Sheila Mae Anderson, and Matthew John Kurtenbach. Insider selling has been observed over the past year, with Independent Director John Friel divesting shares worth US$318k in September 2025, and Interim President Bradley Wiemann selling US$322k worth of shares in the last twelve months.