$DAKT

DAKTRONICS INC /SD/ (DAKT) filed an SEC Form 8-K — Other Events. Daktronics Announces Implementation Actions for Strategic Structural Cost Reduction and Manufacturing Optimization Actions expected to generate annualized incremental pre-tax savings of over $18.0 million at full run rate reached during fiscal 2028. Company expects $15.8 million

Daktronics, Inc. (DAKT) anticipates $18M+ in annualized savings by fiscal 2028, with $15.8M in restructuring costs, including $7M in Q2 fiscal 2027. The company plans to exit Ireland manufacturing and realign operations in the U.S., China, and Mexico. According to the company, these actions are part of a multi-year transformation to improve margins and ROIC, with a target of 7-10% revenue CAGR.

Daktronics' board raised Acting CFO Howard Atkins' base salary to $1.2M and granted him RSUs worth $170K, vesting over 3 years. At the 2026 Annual Meeting, 93.2% of shares were represented, directors were elected, and executive compensation was approved. Deloitte & Touche LLP was ratified as auditor for 2027.

DAKTRONICS INC /SD/ (DAKT) filed an SEC Form 8-K — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. On September 17, 2026 the Board of Directors (the “ Board ”) of Daktronics, Inc., a Delaware corporation (the “ Company ”),

Daktronics announced that Bradley T. Wiemann retired as Executive Vice President and Advisor to the CEO, effective September 5, 2026. Wiemann served the company for over 34 years in various leadership roles. The company did not disclose a replacement or further details about board or committee role changes.

DAKTRONICS INC /SD/ (DAKT) filed an SEC Form 8-K — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. On September 5, 2026, Bradley T. Wiemann, Executive Vice President – Advisor to the CEO, retired from Daktronics, Inc., a D

Daktronics (DAKT) reported Q1 2027 net sales of $234.6M (+7.1% YoY), EPS of $0.40 (+21.2% YoY), and gross margin of 30.5%. International and transportation sales grew significantly, while new orders declined 19.6% YoY. The company repurchased $4.4M in shares and expects tariff refunds. Management discussed risks including cost pressures and an SEC investigation. They also announced plans to expand manufacturing and invest in AI and procurement optimization.

Analysts reiterated Buy ratings on Daktronics (DAKT) and Uber (UBER). Roth MKM's Hayes set a $29 target for DAKT (last close: $19.13), while Wedbush's Arounian set a $91 target for UBER (last close: $76.45). Consensus targets: $30.50 for DAKT, $104.04 for UBER.

Daktronics reported 7.1% net sales growth in Q1 2027, driven by strong demand. The company is focusing on organic growth, operational efficiency, and higher-margin software/services. Management reaffirmed fiscal 2028 targets, including 7%-10% revenue CAGR and 10%-12% operating margins. They expect Q2 bookings to support revenue and plan to manage input cost inflation through price increases and procurement savings. The company is also exploring M&A opportunities.

Daktronics (DAKT) reported Q1 fiscal 2027 earnings with revenue of $234.6M, net income of $19.4M, and EPS of $0.40, showing year-over-year growth. The company's stock rose 1.8% to $19.48. Investors focus on expanding margins, earnings growth, and a P/E ratio of 19.4x. Bulls highlight improved profitability and cash flow, while bears caution about cyclical markets and execution risks.