Daktronics Inc. Common Stock (DAKT)

FairStock Score: 64/100 — STEADY

Key Financials

AI Analysis

AI-generated, general educational analysis — not personal investment advice.

I approach Daktronics as a cyclical technology manufacturer with a turnaround story. The business designs and sells electronic display systems for sports, commercial and transportation markets. In fiscal 2026 (year ended 2026-05-02), revenue was $838.7 million and net income was $45.4 million, or $0.92 per diluted share, reversing the fiscal 2025 loss of $10.1 million, or $0.21 per share (year ended 2025-04-26). Fiscal 2024 (year ended 2024-04-27) had revenue of $818.1 million and net income of $34.6 million, so the latest year is improvement on both the prior loss year and the pre-loss year. The latest filed quarter, fiscal Q1 2027 (quarter ended 2026-08-01), showed revenue of $234.6 million, net income of $19.4 million, and diluted EPS of $0.40, ahead of fiscal Q1 2026 (quarter ended 2025-08-02) revenue of $219.0 million, net income of $16.5 million, and EPS of $0.33. That is a good trajectory. Financial health looks solid: D/E 0.05, Piotroski F-Score 8/9, Altman Z-Score 3.35, and trailing FCF $39.8M for a 4.4% FCF yield. But quality is not elite: FairStock's ROCE is 6.78%, below what I want from a durable moat, and FairStock's ROE is 16.18%. Valuation is the sticking point. At the 2026-10-13 close of $18.63, FairStock's P/E is 18.82, P/B 2.82, PEG 1.05, EV/EBITDA 9.32, and Graham Number $12.13—a -53.59% margin of safety. The Lynch category is TURNAROUND because the company returned to profit after a loss within three years. I like the improving earnings and balance sheet, but the price already reflects much of the recovery. I would want a wider discount before calling it a Graham-style bargain.

In plain English: Daktronics makes electronic scoreboards, video screens and display systems for sports, businesses and transportation. The business looks stronger than a few years ago because it is profitable again and carries very little debt. At the recent price of $18.63, the shares look fully priced rather than cheap compared with the company's profits and net assets.

The full AI analysis, bull and bear case and key monitorables are in FairStock Pro.

Data as of 2026-10-13 close · note generated 2026-10-15 · model deepseek-flash

Sources (SEC EDGAR): fiscal Q1 2027 10-Q (period ended 2026-08-01) · fiscal Q3 2026 10-Q (period ended 2026-01-31) · fiscal Q2 2026 10-Q (period ended 2025-11-01) · fiscal Q1 2026 10-Q (period ended 2025-08-02) · FY2026 10-K (period ended 2026-05-02) · FY2025 10-K (period ended 2025-04-26) · FY2024 10-K (period ended 2024-04-27)

Fundamentals from company filings and market-data providers; prices are end-of-day, not real-time. AI-generated analysis is general and educational — not personal investment advice. Scoring methodology · Score test · Disclaimer