Professional
Added to YB: 2024-12-11
Pitch date: 2024-12-10
DAKT [bullish]
Daktronics, Inc.
-12.68%
current return
Author Info
Alta Fox Capital Management is an alternative asset management firm based in Fort Worth, Texas, thaat occaionally shares stock pitches. Follow on Twitter.
Company Info
Daktronics, Inc. designs, manufactures, and sells electronic scoreboards, programmable display systems and large screen video displays for sporting, commercial, and transportation applications in the United States and internationally.
Market Cap
$858.4M
Pitch Price
$19.40
Price Target
N/A
Dividend
N/A
Sector
Electronic Equipment, Instruments and Components
Category
value
Fix Daktronics: The Alta Fox Path to $40/Share
DAKT: Market leader in electronic displays, 46% share. 11% rev CAGR since '93. Underperforming due to poor governance. Alta Fox (12% owner) seeks board refresh. With aligned board & improved mgmt, potential $40/share by FY28 (100%+ upside). Bull: secular growth, margin expansion. Risk: entrenched mgmt.
Read full article (9 min)