Expectations trend
FY2028 · fiscal year ending 2028-05-02 · fmp
Daktronics, Inc. (DAKT)
NASDAQInformation TechnologyHardware, Equipment & PartsSnapshot 2026-11-04
$19.24-5.31%
Close 2026-11-05 · 1-day change
NASDAQInformation TechnologyHardware, Equipment & PartsSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
1.52 → 1.60 EPS · FY ending May 2, 2028 · 2 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 2 to 2; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for DAKT yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
4 published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Free cash flow margin above 17% | The company plans free cash flow above 17%. | Intact | free cash flow margin falls below 17% next year | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2028 · fiscal year ending 2028-05-02 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
DAKT is a growth business with a multi-year view centered on revenue expansion and improving returns, rather than a clear turnaround. The thesis is intact, but management execution is volatile and overall risk is elevated.
The valuation is described as cheap versus peers, and the expectations gap is negative, suggesting expectations are not especially demanding. The priced-in assessment is justified with low fragility, though valuation has risen recently and confidence in the model is medium.
Near-term results have held in the top half of the industry, and revenue increased 7.1% year over year in 2026-Q1 despite one fewer week. Operating margin was unchanged at 10.6%; progress toward the 17-20% return-on-invested-capital goal is less clear, and recent impairment and exit-cost events add risk. A guidance cut on the next call is a key near-term concern, even though the stated miss risk is low.
The multi-year case depends on sustaining 7-10% revenue growth while making progress toward the margin and return goals. Near-term, a guidance cut would weaken the case, while rate cuts or stabilization among technology-sector peers could improve the operating backdrop. Evidence on return on invested capital remains limited.
Over the next 1-3 years, DAKT’s thesis rests on continued revenue growth and better execution, balanced against elevated risk and recent impairment-related events. The setup remains intact, but key operating targets still need clearer proof. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| A supporting condition in Daktronics, Inc.'s published investment case. The stated target is no major leadership disruptions. |
| Intact |
| major CEO or executive departures occur |
Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Operating margin of 10-12% | A primary condition in Daktronics, Inc.'s published investment case. The stated target is 10-12%. | Improving | operating margin falls below 10% next year | Operating margin: 10.63% FY2027-Q1; GAAP. Published target: 10-12%. Target period is not explicitly aligned with this observation. Sep 2, 202610.630742 percent · calculatedLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
7-10% compound annual revenue growth | A primary condition in Daktronics, Inc.'s published investment case. The stated target is >=7% CAGR. | Intact | annual revenue growth falls below 7% next year | Revenue growth: 7.12% FY2027-Q1; GAAP. Published target: >=7% CAGR. Target period is not explicitly aligned with this observation. Sep 2, 20267.121002 percent · calculatedLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$1.47 → $1.60 · observed estimates
$0.97B → $0.97B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $1.47 | $967,019,333 | 2 / 2 |
| 2026-07-25 | $1.47 | $967,019,333 | 2 / 2 |
| 2026-07-26 | $1.47 | $967,019,333 | 2 / 2 |
| 2026-07-27 | $1.47 | $967,019,333 | 2 / 2 |
| 2026-07-28 | $1.47 | $967,019,333 | 2 / 2 |
| 2026-07-29 | $1.47 | $967,019,333 | 2 / 2 |
| 2026-07-30 | $1.47 | $967,019,333 | 2 / 2 |
| 2026-07-31 | $1.47 | $967,019,333 | 2 / 2 |
| 2026-08-01 | $1.47 | $967,019,333 | 2 / 2 |
| 2026-08-02 | $1.47 | $967,019,333 | 2 / 2 |
| 2026-08-03 | $1.47 | $967,019,333 | 2 / 2 |
| 2026-08-04 | $1.47 | $967,019,333 | 2 / 2 |
| 2026-08-05 | $1.47 | $967,019,333 | 2 / 2 |
| 2026-08-06 | $1.47 | $967,019,333 | 2 / 2 |
| 2026-08-07 | $1.47 | $967,019,333 | 2 / 2 |
| 2026-08-08 | $1.47 | $967,019,333 | 2 / 2 |
| 2026-08-09 | $1.47 | $967,019,333 | 2 / 2 |
| 2026-08-10 | $1.47 | $967,019,333 | 2 / 2 |
| 2026-08-11 | $1.47 | $967,019,333 | 2 / 2 |
| 2026-08-12 | $1.47 | $967,019,333 | 2 / 2 |
| 2026-08-13 | $1.47 | $967,019,333 | 2 / 2 |
| 2026-08-14 | $1.47 | $967,019,333 | 2 / 2 |
| 2026-08-15 | $1.47 | $967,019,333 | 2 / 2 |
| 2026-08-16 | $1.47 | $967,019,333 | 2 / 2 |
| 2026-08-17 | $1.47 | $967,019,333 | 2 / 2 |
| 2026-08-18 | $1.47 | $967,019,333 | 2 / 2 |
| 2026-08-19 | $1.47 | $967,019,333 | 2 / 2 |
| 2026-08-20 | $1.47 | $967,019,333 | 2 / 2 |
| 2026-08-21 | $1.47 | $967,019,333 | 2 / 2 |
| 2026-08-22 | $1.47 | $967,019,333 | 2 / 2 |
| 2026-08-23 | $1.47 | $967,019,333 | 2 / 2 |
| 2026-08-24 | $1.47 | $967,019,333 | 2 / 2 |
| 2026-08-25 | $1.47 | $967,019,333 | 2 / 2 |
| 2026-08-26 | $1.47 | $967,019,333 | 2 / 2 |
| 2026-08-27 | $1.47 | $967,019,333 | 2 / 2 |
| 2026-08-28 | $1.47 | $967,019,333 | 2 / 2 |
| 2026-08-29 | $1.47 | $967,452,667 | 2 / 2 |
| 2026-08-30 | $1.47 | $967,452,667 | 2 / 2 |
| 2026-08-31 | $1.47 | $967,452,667 | 2 / 2 |
| 2026-09-01 | $1.47 | $967,452,667 | 2 / 2 |
| 2026-09-02 | $1.47 | $967,452,667 | 2 / 2 |
| 2026-09-03 | $1.48 | $966,919,333 | 2 / 2 |
| 2026-09-04 | $1.48 | $966,919,333 | 2 / 2 |
| 2026-09-05 | $1.48 | $966,919,333 | 2 / 2 |
| 2026-09-06 | $1.48 | $966,919,333 | 2 / 2 |
| 2026-09-07 | $1.48 | $966,919,333 | 2 / 2 |
| 2026-09-08 | $1.48 | $966,919,333 | 2 / 2 |
| 2026-09-09 | $1.48 | $966,919,333 | 2 / 2 |
| 2026-09-10 | $1.48 | $966,919,333 | 2 / 2 |
| 2026-09-11 | $1.48 | $966,919,333 | 2 / 2 |
| 2026-09-12 | $1.48 | $966,919,333 | 2 / 2 |
| 2026-09-13 | $1.48 | $966,919,333 | 2 / 2 |
| 2026-09-14 | $1.48 | $966,919,333 | 2 / 2 |
| 2026-09-15 | $1.48 | $966,919,333 | 2 / 2 |
| 2026-09-16 | $1.48 | $966,919,333 | 2 / 2 |
| 2026-09-17 | $1.48 | $966,919,333 | 2 / 2 |
| 2026-09-18 | $1.48 | $966,919,333 | 2 / 2 |
| 2026-09-19 | $1.48 | $966,919,333 | 2 / 2 |
| 2026-09-20 | $1.48 | $966,919,333 | 2 / 2 |
| 2026-09-21 | $1.48 | $966,919,333 | 2 / 2 |
| 2026-09-22 | $1.48 | $966,919,333 | 2 / 2 |
| 2026-09-23 | $1.48 | $966,919,333 | 2 / 2 |
| 2026-09-24 | $1.48 | $966,919,333 | 2 / 2 |
| 2026-09-25 | $1.48 | $966,919,333 | 2 / 2 |
| 2026-09-26 | $1.48 | $966,919,333 | 2 / 2 |
| 2026-09-27 | $1.48 | $966,919,333 | 2 / 2 |
| 2026-09-28 | $1.48 | $966,919,333 | 2 / 2 |
| 2026-09-29 | $1.48 | $966,919,333 | 2 / 2 |
| 2026-09-30 | $1.52 | $969,752,667 | 2 / 2 |
| 2026-10-01 | $1.52 | $969,752,667 | 2 / 2 |
| 2026-10-02 | $1.52 | $969,752,667 | 2 / 2 |
| 2026-10-03 | $1.52 | $969,752,667 | 2 / 2 |
| 2026-10-04 | $1.52 | $969,752,667 | 2 / 2 |
| 2026-10-05 | $1.52 | $969,752,667 | 2 / 2 |
| 2026-10-06 | $1.52 | $969,752,667 | 2 / 2 |
| 2026-10-07 | $1.52 | $969,752,667 | 2 / 2 |
| 2026-10-08 | $1.52 | $969,752,667 | 2 / 2 |
| 2026-10-09 | $1.52 | $969,752,667 | 2 / 2 |
| 2026-10-10 | $1.52 | $969,752,667 | 2 / 2 |
| 2026-10-11 | $1.52 | $969,752,667 | 2 / 2 |
| 2026-10-12 | $1.52 | $969,752,667 | 2 / 2 |
| 2026-10-13 | $1.52 | $969,752,667 | 2 / 2 |
| 2026-10-14 | $1.52 | $969,752,667 | 2 / 2 |
| 2026-10-15 | $1.52 | $969,752,667 | 2 / 2 |
| 2026-10-16 | $1.59 | $969,752,667 | 2 / 2 |
| 2026-10-17 | $1.59 | $969,752,667 | 2 / 2 |
| 2026-10-18 | $1.59 | $969,752,667 | 2 / 2 |
| 2026-10-19 | $1.59 | $969,752,667 | 2 / 2 |
| 2026-10-20 | $1.59 | $969,752,667 | 2 / 2 |
| 2026-10-21 | $1.59 | $969,752,667 | 2 / 2 |
| 2026-10-22 | $1.59 | $969,752,667 | 2 / 2 |
| 2026-10-23 | $1.59 | $969,752,667 | 2 / 2 |
| 2026-10-24 | $1.59 | $969,752,667 | 2 / 2 |
| 2026-10-25 | $1.59 | $969,752,667 | 2 / 2 |
| 2026-10-26 | $1.59 | $969,752,667 | 2 / 2 |
| 2026-10-27 | $1.59 | $969,752,667 | 2 / 2 |
| 2026-10-28 | $1.60 | $966,052,667 | 2 / 2 |
| 2026-10-29 | $1.60 | $966,052,667 | 2 / 2 |
| 2026-10-30 | $1.60 | $966,052,667 | 2 / 2 |
| 2026-10-31 | $1.60 | $966,052,667 | 2 / 2 |
| 2026-11-01 | $1.60 | $966,052,667 | 2 / 2 |
| 2026-11-02 | $1.60 | $966,052,667 | 2 / 2 |
| 2026-11-03 | $1.60 | $966,052,667 | 2 / 2 |
| 2026-11-04 | $1.60 | $966,052,667 | 2 / 2 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 2 Buy / Strong Buy · 0 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 0 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
Dec 9, 2026
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
4 of 4 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.