DAKTRONICS INC /SD/(DAKT)Stock Analysis
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Rank #1,288 of 2,879 stocksTOP 50%
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Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
DAKT Stock Analysis & AI Quality Score
AI stock analysis and institutional research for DAKTRONICS INC /SD/ (DAKT), a Consumer Discretionary sector company. 13F Pro's AI-powered ranking engine scores DAKT at 53.3/100 on a 32-signal composite quality model, placing it at rank #1,288 of 2,879 stocks — the top half of the AI-ranked universe. DAKT scores in the top quartile across institutional flow (83.6), balance sheet strength (83.3), earnings quality (83.2). Areas of concern include revenue growth (12.5), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q4 2026), DAKTRONICS INC /SD/ reports quarterly revenue of $208.6M, net income of $8.4M, an operating margin of 6.8%. Top institutional holders of DAKT by reported 13-F value include ALTA FOX CAPITAL MANAGEMENT,, BlackRock,, EARNEST PARTNERS, based on the most recent SEC filings. DAKT trades on the Nasdaq exchange and files with the SEC under CIK 915779. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate DAKT daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for DAKTRONICS INC /SD/ directly from SEC EDGAR.
Revenue
Q4 2026
$208.6M
Net Income
Q4 2026
$8.4M
Free Cash Flow
Q4 2026
$-9.6M
Operating Margin
Q4 2026
6.8%
ROIC
Q4 2026
4.5%
D/E Ratio
Q4 2026
0.04
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+2.5% YoYNet Income
+31.1% YoYOperating Income
-30.2% YoYEPS (Diluted)
+24.3% YoYTotal Assets
+5.0% YoYTotal Debt
-80.3% YoYOp. Cash Flow
-22.2% YoY| Metric | FY 2026 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $838.7M +2.5% | $818.1M +8.5% | $754.2M +23.4% | $611.0M +26.7% | $482.0M -20.8% | $608.9M |
| Net Income | $45.4M +31.1% | $34.6M +409.0% | $6.8M +1049.0% | $592.0K -94.6% | $10.9M +2125.3% | $491.0K |
| Operating Income | $60.8M -30.2% | $87.1M +307.3% | $21.4M +428.6% | $4.0M -76.4% | $17.1M +10344.3% | $-167.0K |
| EPS (Diluted) | $0.92 +24.3% | $0.74 +393.3% | $0.15 +1400.0% | $0.01 -95.8% | $0.24 +2300.0% | $0.01 |
| Total Assets | $554.4M +5.0% | $527.9M +12.8% | $468.1M +6.2% | $440.9M +17.5% | $375.2M +0.7% | $372.7M |
| Total Debt | $10.8M -80.3% | $54.7M +208.0% | $17.8M | — | — | — |
| Operating Cash Flow | $49.2M -22.2% | $63.2M +320.9% | $15.0M +155.6% | $-27.0M -140.8% | $66.2M +512.6% | $10.8M |
AI Insight: DAKT Financial Trends
DAKT swung from Q2 2025 loss to consistent profitability, but Q1 2026 shows sharp margin compression and weakening cash generation.
• Net income recovered from -$47M loss in Q2 2025 to $16M–$17M in Q3–Q4 2025, then fell to $3M in Q1 2026.
• Operating margin collapsed to -11.1% in Q2 2025, recovered to 10.5% by Q4 2025, then deteriorated to 1.1% in Q1 2026.
• Total debt fell from $57M (Q4 2023) to $11M (Q1–Q2 2026), while equity grew 35% to $301M, strengthening balance sheet.
⚠ Operating cash flow declined to $12M in Q1 2026 from $26M in Q3 2025, despite stable debt levels.
⚠ Revenue volatility persists: Q2 2026 data missing; Q1 2026 revenue of $182M suggests sequential weakness after Q4 2025's $229M.
AI Insight: DAKT Ratio Trends
Daktronics collapsed into losses in Q2 2025, recovered sharply through Q4 2025, but Q1 2026 shows sharp deterioration across all profitability metrics.
• Operating margin swung from -10.8% in Q2 2025 to +10.6% in Q3 2025, then stabilized at 9.4% in Q4 2025 before plummeting to 1.1% in Q1 2026.
• ROIC collapsed to -19.2% in Q2 2025, rebounded to 31.9% in Q3 2025, but fell to 2.5% in Q1 2026—lowest level in dataset.
• Leverage (D/E) improved from 0.25 in Q4 2023 to 0.04 by Q2 2025, maintaining that level through Q2 2026 TTM.
⚠ Q1 2026 profitability metrics (OpMargin 1.1%, NPM 1.7%, ROE 4.1%, ROA 2.2%) suggest seasonal weakness or operational stress. Monitor Q2 2026 recovery.
⚠ Q2 2025 showed severe distress (NPM -37.2%, ROE -69.3%), indicating a one-off event. Verify it did not recur and Q3/Q4 2025 recovery was sustainable.
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Available Research
13F Pro tracks comprehensive data for DAKTRONICS INC /SD/ including:
Top Institutional Holders of DAKT
ALTA FOX CAPITAL MANAGEMENT, LLC
$65.9M3,371,399 shBlackRock, Inc.
$63.1M3,227,900 shEARNEST PARTNERS LLC
$62.4M3,190,377 shProgeny 3, Inc.
$53.7M2,746,408 shVANGUARD CAPITAL MANAGEMENT LLC
$33.7M1,726,081 shAMERICAN CENTURY COMPANIES INC
$33.5M1,714,603 shDIMENSIONAL FUND ADVISORS LP
$31.2M1,597,384 shBREACH INLET CAPITAL MANAGEMENT, LLC
$28.6M1,462,675 shVANGUARD PORTFOLIO MANAGEMENT LLC
$25.4M1,297,143 shGEODE CAPITAL MANAGEMENT, LLC
$19.9M1,016,520 sh
| Fund | Value | Shares |
|---|---|---|
| ALTA FOX CAPITAL MANAGEMENT, LLC | $65.9M | 3,371,399 |
| BlackRock, Inc. | $63.1M | 3,227,900 |
| EARNEST PARTNERS LLC | $62.4M | 3,190,377 |
| Progeny 3, Inc. | $53.7M | 2,746,408 |
| VANGUARD CAPITAL MANAGEMENT LLC | $33.7M | 1,726,081 |
| AMERICAN CENTURY COMPANIES INC | $33.5M | 1,714,603 |
| DIMENSIONAL FUND ADVISORS LP | $31.2M | 1,597,384 |
| BREACH INLET CAPITAL MANAGEMENT, LLC | $28.6M | 1,462,675 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $25.4M | 1,297,143 |
| GEODE CAPITAL MANAGEMENT, LLC | $19.9M | 1,016,520 |
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Popular Research
Is DAKT a good stock to buy?
13F Pro's AI-powered analysis of DAKTRONICS INC /SD/ (DAKT) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Consumer Discretionary sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for DAKT are available on the DAKT stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own DAKT?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling DAKT. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of DAKTRONICS INC /SD/'s investment landscape.