RT @paulcerro: $DAKT absolutely crushed Q1'26 earnings stock up +27% $DAKT was one that we wrote about in December of last year prior to how we knew tariffs would impact the company We did highlight risk mitigation via its domestic facilities against competitors. We held on through the drawdown pre/post-liberation day and it's paying off now. We won't discount that visibility into the future was clear, but given reactions to tariffs amongst other manufacturing companies over the last few months, it did somewhat put our minds at ease. Glad to see management executing well. Take a look below at why we still think it's worth $40/share.
在 X 查看 ↗