Core Insights - Daktronics, Inc. reported solid sequential revenue growth, margin expansion, and cash flow generation in its fiscal Q1 2025, with operating income of $22.7 million and adjusted net income of $16.6 million [1][2][3] Financial Performance - Sales reached $226.1 million, a 4.7% sequential increase from Q4 2024, driven by increased production and deliveries for sports and outdoor-related seasonal business [2][6] - Gross profit margin improved to 26.4% from 25.7% in Q4 2024, although it decreased from 30.6% in Q1 2024 due to record sales activity in the prior year [2][7] - Operating income increased by 16.9% to $22.7 million compared to $19.4 million in Q4 2024 [2][14] - The product order backlog was $267.2 million, down from $316.9 million at the end of Q4 2024, reflecting a reduction in manufacturing lead times [2][5] Orders and Market Dynamics - Product and service orders totaled $176.2 million, a decrease of 14.4% from Q4 2024 but an increase of 11.1% compared to Q1 2024 [2][5] - Orders for the first quarter increased by 11.1% year-over-year, driven by demand in the On-Premise, Spectacular, and Out-of-Home markets [5][6] Strategic Initiatives - The company is focused on digital transformation, product innovation, and market penetration, with plans to upgrade service and systems maintenance solutions by fiscal year-end [3][4] - Upcoming enhancements to the Show Control solution aim to improve live entertainment experiences and workflow efficiencies [3] Cash Flow and Balance Sheet - Daktronics generated $19.5 million in cash from operations and had a working capital ratio of 2.2 to 1 at the end of Q1 2025 [12][21] - Cash, restricted cash, and marketable securities totaled $97.2 million, with total debt of $76.0 million outstanding [12][17] Outlook - The company anticipates higher orders in fiscal 2025, with expectations of continued seasonal normalization and strong demand across various business units [4][5]

Daktronics (DAKT) shares have jumped 81% year to date (YTD), outperforming the Zacks Computer & Technology sector's gain of 21.3% and the Zacks Electronics- Miscellaneous Products industry's return of 15.7%. It has outperformed industry peers like Carrier Global (CARR) , Garmin (GRMN) and SES AI (SES) over the same timeframe. CARR and GRMN shares have gained 24.9% and 40.6%, respectively. SES shares have declined 42% YTD. The outperformance in Daktronics shares can be attributed to strong top-line growth in ...

Group 1: Pilgrim's Pride (PPC) - Pilgrim's Pride is engaged in the processing, production, marketing, and distribution of frozen, fresh, and value-added chicken products [1] - The company has a Zacks Rank of 1 (Strong Buy) [1] - The Zacks Consensus Estimate for its current year earnings has increased by 12.7% over the last 60 days [1] - Pilgrim's Pride has a PEG ratio of 0.22 compared to 0.49 for the industry [2] - The company possesses a Growth Score of A [2] Group 2: KT (KT) - KT provides mobile telecommunications services, telephone services, fixed-line, and VoIP telephone services [2] - The company has a Zacks Rank of 1 (Strong Buy) [2] - The Zacks Consensus Estimate for its current year earnings has increased by 3.9% over the last 60 days [2] - KT has a PEG ratio of 0.72 compared to 1.04 for the industry [2] - The company possesses a Growth Score of B [2] Group 3: Daktronics (DAKT) - Daktronics is one of the world's largest suppliers of electronic scoreboards, computer-programmable displays, and large screen video displays and control systems [3] - The company has a Zacks Rank of 1 (Strong Buy) [3] - The Zacks Consensus Estimate for its current year earnings has increased by 34.5% over the last 60 days [3] - Daktronics has a PEG ratio of 0.47 compared to 0.92 for the industry [4] - The company possesses a Growth Score of B [4]

Investors interested in stocks from the Electronics - Miscellaneous Products sector have probably already heard of Daktronics (DAKT) and KLA (KLAC) . But which of these two companies is the best option for those looking for undervalued stocks? Let's take a closer look. Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The proven Zacks Rank puts an emphasis on earn ...

Group 1 - Daktronics (DAKT) is a notable stock in the Computer and Technology sector, currently outperforming the sector with a year-to-date return of approximately 78.4% compared to the sector average of 21.5% [4] - The Zacks Rank for Daktronics is 1 (Strong Buy), indicating a positive earnings outlook and strong analyst sentiment, with a 34.5% increase in the consensus estimate for full-year earnings over the past three months [3][4] - Daktronics belongs to the Electronics - Miscellaneous Products industry, which has gained an average of 15% this year, further highlighting its strong performance relative to the industry [6] Group 2 - Fabrinet (FN) is another stock in the Computer and Technology sector that has outperformed, with a year-to-date increase of 37.6% and a Zacks Rank of 2 (Buy) [5] - The Electronics - Miscellaneous Components industry, where Fabrinet is categorized, has seen a 6.5% increase since the beginning of the year, indicating a relatively weaker performance compared to Daktronics' industry [6] - Investors are encouraged to monitor both Daktronics and Fabrinet for potential continued strong performance in the sector [7]

Core Insights - Daktronics, Inc. will release its first quarter fiscal 2025 financial results on September 4, 2024, before market opens [1] - A conference call will be hosted by CEO Reece A. Kurtenbach and CFO Sheila M. Anderson at 10:00 AM CT on the same day [2] Company Overview - Daktronics is the world's largest supplier of large-screen video displays, electronic scoreboards, LED text and graphics displays, and related control systems [4] - The company operates in four domestic business units: Live Events, Commercial, High School Park and Recreation, and Transportation, along with one International business unit [4]

Core Insights - The article emphasizes the effectiveness of value investing as a strategy that consistently performs well across various market conditions [2] - Daktronics (DAKT) is highlighted as a strong value stock, currently rated as a 1 (Strong Buy) by Zacks, with a Value grade of A [4][6] Company Analysis - Daktronics has a P/E ratio of 12.29, significantly lower than the industry average of 26.14, indicating potential undervaluation [4] - The stock's Forward P/E has fluctuated between 8.60 and 15.80 over the past year, with a median of 12.58, suggesting stability in earnings expectations [4] - The P/S ratio for Daktronics stands at 0.85, compared to the industry average of 0.93, further supporting the notion of undervaluation [5] Investment Outlook - The combination of Daktronics' strong earnings outlook and favorable valuation metrics positions it as an attractive investment opportunity for value investors [6]

Core Insights - Three stocks with strong growth characteristics and buy ranks are highlighted for investors to consider: Daktronics, Vertiv Holdings, and Royal Caribbean Cruises [1][2][3] Company Summaries - **Daktronics, Inc. (DAKT)**: - Zacks Rank: 1 - Current year earnings estimate increased by 34.5% over the last 60 days - PEG ratio: 0.41, compared to industry average of 0.42 - Growth Score: B [1] - **Vertiv Holdings Co (VRT)**: - Zacks Rank: 1 - Current year earnings estimate increased by 6.6% over the last 60 days - PEG ratio: 0.93, compared to industry average of 3.60 - Growth Score: A [2] - **Royal Caribbean Cruises Ltd. (RCL)**: - Zacks Rank: 1 - Current year earnings estimate increased by 3.6% over the last 60 days - PEG ratio: 0.44, compared to industry average of 1.81 - Growth Score: A [3]

Core Viewpoint - Daktronics (DAKT) is currently viewed as a more attractive investment option compared to KLA (KLAC) for value investors seeking undervalued stocks [1]. Group 1: Company Rankings and Performance - Daktronics has a Zacks Rank of 1 (Strong Buy), while KLA has a Zacks Rank of 2 (Buy) [3]. - DAKT has shown a stronger improvement in its earnings outlook compared to KLAC recently [3]. Group 2: Valuation Metrics - DAKT has a forward P/E ratio of 11.93, significantly lower than KLAC's forward P/E of 24.62 [5]. - The PEG ratio for DAKT is 0.40, indicating better value relative to its expected earnings growth compared to KLAC's PEG ratio of 1.42 [5]. - DAKT's P/B ratio stands at 2.61, while KLAC's P/B ratio is much higher at 28.63 [6]. - Based on these valuation metrics, DAKT holds a Value grade of A, whereas KLAC has a Value grade of D [6].

Core Viewpoint - Daktronics (DAKT) has significantly outperformed its peers in the Computer and Technology sector this year, with a year-to-date performance increase of approximately 59% compared to the sector's average gain of 12.5% [4]. Company Performance - Daktronics is currently ranked 1 (Strong Buy) in the Zacks Rank system, which indicates a favorable earnings outlook and positive analyst sentiment [3]. - Over the past three months, the Zacks Consensus Estimate for Daktronics' full-year earnings has increased by 34.5%, reflecting improved analyst sentiment [4]. - The stock has shown a year-to-date increase of about 59%, outperforming the average gain of 12.5% in the Computer and Technology sector [4]. Industry Context - Daktronics belongs to the Electronics - Miscellaneous Products industry, which consists of 36 companies and is currently ranked 84 in the Zacks Industry Rank [6]. - The average performance of stocks in the Electronics - Miscellaneous Products industry has been a gain of 5.1% this year, indicating that Daktronics is performing significantly better than its industry peers [6]. - In contrast, AppFolio (APPF), another outperforming stock in the Computer and Technology sector, is part of the Internet - Software industry, which has gained 5.9% year-to-date and is ranked 89 [5][7].