Daktronics, Inc. (DAKT)

In the past six months, Daktronics' stock price has fluctuated, reaching $19.77 on December 31, 2025, an 18.31% increase from $16.71 on January 2, 2025, and closing at $20.91 on January 12, 2026. Key events include the Q2 Fiscal 2026 earnings announcement on December 10, 2025, reporting an operating profit of $22 million and a net cash balance of $138 million. Daktronics acquired Intellectual Property and Equipment Assets from X Display Co Technology on December 23, 2025. Ramesh Jayaraman was appointed President and Chief Executive Officer, effective February 1, 2026. The company reported sequential top-line growth of 26.9% and a 35.4% increase in total order growth across all business units compared to the first quarter of fiscal 2025 in Q1 Fiscal 2026 Earnings Announcement on September 10, 2025.

The demand for Daktronics' products and services exhibits seasonality, influenced by the project-based nature of its business and factors like the sports market and construction cycles. The company utilizes third-party service partners to manage fluctuations in service requests during seasonal peaks. The Live Events segment often experiences large order bookings related to professional sports stadiums, with installations frequently planned for the spring. The company's overall performance is also partly dependent on worldwide economic conditions.

Daktronics, Inc., headquartered in Brookings, South Dakota, specializes in designing, manufacturing, selling, and servicing integrated electronic display systems and related products. Operating in the Technology sector, specifically the Electronic Components industry, Daktronics engineers, fabricates, and installs display systems for various global markets. Its major products include LED video displays, electronic scoreboards, programmable message centers, digital billboards, dynamic message signs, and sound systems, catering to diverse applications. The company also offers maintenance services, software updates, and remote monitoring, selling its products under various brands.

Daktronics' global operations span North America, Europe, Asia, the Middle East, and South America. Headquartered in Brookings, South Dakota, it has facilities in Sioux Falls and Redwood Falls, Minnesota, as well as Shanghai, China, and Belgium. Offices are maintained in Germany, Hong Kong, the United Kingdom, and Canada. Manufacturing facilities are located in the United States, China, and Ireland, with a new facility in Mexico expected to be in production by the end of fiscal year 2026.

Daktronics maintains a strong brand reputation as a trusted leader in the electronic display industry, built on innovative technology, a diverse product portfolio, and strong customer relationships. The company is known for its engineering expertise, reliable support, and proven performance. While no specific negative events directly impacted its reputation in the past year were found, in 2023, a large shareholder called for the replacement of the CEO and CFO, though the share price has since increased significantly.

Daktronics' ownership is predominantly institutional, with large investment firms holding nearly 80% of the company's stock. Major institutional owners include Alta Fox Capital Management, Llc, Vanguard Group Inc, and BlackRock, Inc. Significant individual and insider shareholders include Alta Fox Opportunities Fund LP, Director James B. Morgan, and Secretary and VP of Human Resources Carla S. Gatzke.