--- title: "AI-Driven Cloud Demand Puts Daktronics at Risk of Higher Costs and Supply Constraints" type: "News" locale: "en" url: "https://longbridge.com/en/news/290920282.md" description: "Daktronics (DAKT) disclosed a new risk in the Costs category, warning that surging AI-driven demand for cloud infrastructure could lead to higher input costs and supply constraints. The company faces potential margin pressure if it cannot secure sufficient computing capacity or pass costs to customers. Despite these risks, analysts maintain an average price target of $29.00, implying nearly 49% upside potential." datetime: "2026-06-26T06:00:26.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/290920282.md) - [en](https://longbridge.com/en/news/290920282.md) - [zh-HK](https://longbridge.com/zh-HK/news/290920282.md) generator: "portal-rs" --- # AI-Driven Cloud Demand Puts Daktronics at Risk of Higher Costs and Supply Constraints Daktronics (DAKT) has disclosed a new risk, in the Costs category. ### TipRanks' Prime Week Sale - 70% Off - Unlock powerful investing tools and data-driven insights with TipRanks Premium for more confident investment decisions. - Discover top stock picks and new investment opportunities through TipRanks' Smart Investor Newsletter. Daktronics is increasingly exposed to the risk that rising costs and constrained availability of memory, processors, and cloud-based computing infrastructure could disrupt its ability to deliver certain services. As AI and other data-intensive technologies accelerate global demand for high-performance computing, the company may face higher input costs, weaker supplier leverage, and margin or operational pressure if it cannot secure sufficient capacity on acceptable terms or fully pass these costs to customers. The average DAKT stock price target is $29.00, implying 49.02% upside potential. To learn more about Daktronics’ risk factors, click here. ### Related Stocks - [DAKT.US](https://longbridge.com/en/quote/DAKT.US.md) ## Related News & Research - [Daktronics EVP Bradley T. Wiemann retires after 34 years](https://longbridge.com/en/news/298764524.md) - [DAKT: Q1 saw double-digit EPS growth, margin expansion, and strong cash flow, supporting long-term targets](https://longbridge.com/en/news/297812665.md) - [AI Risks to Enter 60–80% of Liability and Cyber Insurance Underwriting by 2028, ScienceSoft Predicts](https://longbridge.com/en/news/298612310.md) - [URBN: Distinct brand strategies, disciplined operations, and tech investment fuel sustained portfolio growth](https://longbridge.com/en/news/298613398.md) - [Web Innovations Introduces New AI-Powered E-Commerce Tools](https://longbridge.com/en/news/298631772.md) --- > **Disclaimer: This article is for reference only and does not constitute any investment advice.**