Equity Profile

DAKT

Daktronics, Inc.

Information TechnologyElectronic Equipment & Instruments$998.8M

Jul12Wed

Pre-Earnings Brief

UpcomingQ4-2026Pre-Market9:00 AM EDT

Company Snapshot

Daktronics, Inc. is a leading provider of electronic display systems and related services, primarily serving the sports, transportation, and commercial sectors....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of the company's profitability and financial health, which investors closely monitor.

N/A

Revenue Growth

Revenue growth reflects the company's ability to increase sales and expand its market presence, which is crucial for investor confidence.

N/A

Wall Street expectations, options signals, track record, and call prep available with Pro.

DAKT Q4-2026 Earnings Preview

Context

Company Snapshot

Daktronics, Inc. is a leading provider of electronic display systems and related services, primarily serving the sports, transportation, and commercial sectors. As part of the Information Technology sector, Daktronics plays a vital role in enhancing visual communication through innovative display solutions.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

38%

Avg EPS Surprise

-112.54%

Avg Stock Reaction

+4.29%

Last Quarter Recap

In the last quarter, Daktronics reported an EPS of $0.06, falling short of expectations by 66.67%. This disappointing performance led to an 11.13% drop in stock price the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Investors are cautious ahead of Daktronics' upcoming earnings report, especially after the significant miss last quarter. The lack of analyst estimates adds to the uncertainty.

Bull Case

If Daktronics can surprise investors with better-than-expected EPS and revenue growth, it could signal a recovery and boost investor confidence.

Bear Case

Conversely, another earnings miss could further erode trust in management's ability to deliver, leading to a negative reaction in the stock price.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be this quarter, and how does it compare to previous quarters?

Given the significant misses in recent quarters, the market will closely scrutinize EPS to gauge whether the company is on a recovery path.

What is the revenue growth outlook for the upcoming quarter?

Revenue growth is critical for Daktronics, and any positive guidance could help restore investor confidence after recent disappointments.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be overly pessimistic about Daktronics' recovery potential, given the recent EPS miss. There is a possibility that operational improvements and new contracts could lead to a stronger performance than anticipated.

Supporting Evidence

The options market is pricing in a significant move, indicating that traders expect volatility, which could favor a positive surprise.

Historically, Daktronics has shown resilience following earnings misses, with a tendency to rebound in subsequent quarters.

Key Risk

If the EPS exceeds $0.20, it could challenge the current bearish sentiment and shift investor expectations positively.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's results are pivotal as they will determine whether Daktronics can regain momentum after a series of disappointing earnings.

Bull Confirmed If

An EPS of $0.20 or higher would confirm the bull case and suggest a strong recovery.

Bear Confirmed If

An EPS below $0.05 would confirm the bear case, indicating ongoing struggles.

Pre-Earnings Positioning

Options Market

Implied Move

±14.34%

Historical Avg

±14.3%

In line with history

The options market is pricing in a significant move of approximately 14.34%, indicating that traders expect volatility around the earnings announcement.

Options are pricing ±14.3% while DAKT has averaged ±14.3% over the last 8 prints — setup is roughly in line with history.

Detail

ATM IV

0.8%

30d HV

30.5%

Calls (200)P/C Ratio: 0.11Puts (0)

Edge

Historical Setup Match

Cross-company pattern from 29 similar setups.

Prior-quarter miss + options pricing in-line setup in Information Technology

n=29

Fade rate: 9 of 29 (31%)

This setup has occurred 29 times across Information Technology in the last 2 years. 20 of 29 (69%) held or extended their move within 5 days — this setup typically holds direction. The average absolute 1-day move is 8.2%, with a raw directional average of +3.5% (modestly positive historical bias).

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Daktronics beats expectations, history suggests the stock could rise by an average of 17.52%, confirming a positive turnaround.

In-Line / Cautious

If results are in line with expectations, the stock may experience a muted reaction, reflecting ongoing investor caution.

Miss

Should the company miss again, history suggests a potential decline of about 3.66%, further damaging investor sentiment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new contracts or partnerships that could drive revenue growth.
2Management's commentary on operational improvements and cost management strategies.
3Insights into market demand for electronic displays in key sectors.
4Guidance on expected revenue growth for the upcoming quarter.
5Any changes in competitive dynamics that could impact Daktronics' market position.

See the full picture

AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.

No charge today · Auto-bills $8/mo after 7 days · Cancel anytime

More Earnings This Week

5 Reports

PriceSmart, Inc.

Company Snapshot

Daktronics, Inc. is a leading provider of electronic display systems and related services, primarily serving the sports, transportation, and commercial sectors....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of the company's profitability and financial health, which investors closely monitor.

N/A

Revenue Growth

Revenue growth reflects the company's ability to increase sales and expand its market presence, which is crucial for investor confidence.

N/A

Wall Street expectations, options signals, track record, and call prep available with Pro.

DAKT Q4-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

38%

Avg EPS Surprise

-112.54%

Avg Stock Reaction

+4.29%

Last Quarter Recap

In the last quarter, Daktronics reported an EPS of $0.06, falling short of expectations by 66.67%. This disappointing performance led to an 11.13% drop in stock price the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Investors are cautious ahead of Daktronics' upcoming earnings report, especially after the significant miss last quarter. The lack of analyst estimates adds to the uncertainty.

Bull Case

If Daktronics can surprise investors with better-than-expected EPS and revenue growth, it could signal a recovery and boost investor confidence.

Bear Case

Conversely, another earnings miss could further erode trust in management's ability to deliver, leading to a negative reaction in the stock price.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be this quarter, and how does it compare to previous quarters?

Given the significant misses in recent quarters, the market will closely scrutinize EPS to gauge whether the company is on a recovery path.

What is the revenue growth outlook for the upcoming quarter?

Revenue growth is critical for Daktronics, and any positive guidance could help restore investor confidence after recent disappointments.

Edge

What the Street Is Missing

Why consensus could be wrong

Supporting Evidence

The options market is pricing in a significant move, indicating that traders expect volatility, which could favor a positive surprise.

Historically, Daktronics has shown resilience following earnings misses, with a tendency to rebound in subsequent quarters.

Key Risk

If the EPS exceeds $0.20, it could challenge the current bearish sentiment and shift investor expectations positively.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's results are pivotal as they will determine whether Daktronics can regain momentum after a series of disappointing earnings.

Bull Confirmed If

An EPS of $0.20 or higher would confirm the bull case and suggest a strong recovery.

Bear Confirmed If

An EPS below $0.05 would confirm the bear case, indicating ongoing struggles.

Pre-Earnings Positioning

Options Market

Implied Move

±14.34%

Historical Avg

±14.3%

In line with history

The options market is pricing in a significant move of approximately 14.34%, indicating that traders expect volatility around the earnings announcement.

Options are pricing ±14.3% while DAKT has averaged ±14.3% over the last 8 prints — setup is roughly in line with history.

Detail

ATM IV

0.8%

30d HV

30.5%

Calls (200)P/C Ratio: 0.11Puts (0)

Edge

Historical Setup Match

Cross-company pattern from 29 similar setups.

Prior-quarter miss + options pricing in-line setup in Information Technology

n=29

Fade rate: 9 of 29 (31%)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Daktronics beats expectations, history suggests the stock could rise by an average of 17.52%, confirming a positive turnaround.

In-Line / Cautious

If results are in line with expectations, the stock may experience a muted reaction, reflecting ongoing investor caution.

Miss

Should the company miss again, history suggests a potential decline of about 3.66%, further damaging investor sentiment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new contracts or partnerships that could drive revenue growth.
2Management's commentary on operational improvements and cost management strategies.
3Insights into market demand for electronic displays in key sectors.
4Guidance on expected revenue growth for the upcoming quarter.
5Any changes in competitive dynamics that could impact Daktronics' market position.