We hosted Daktronic's Acting CEO, Brad Wieman and Acting CFO, Howard Atkins for a presentation and investor meetings at our MicroCap Conference last week. Investor interest was solid. Discussions centered around the company's strategy and growth opportunities. We also had a virtual introduction with the incoming President and CEO, Ramesh Jayaraman, who is officially taking the helm effective February 1. We had a positive first impression and anticipate Mr. Jayaraman to settle in smoothly. We project continued revenue growth in 2026 and beyond, supported by a strong backlog, aided by continued strong demand and implemented efficiencies, which should also drive margin improvement. The company has also added a leased facility in Mexico to its footprint which is expected to be in production in April 2026. Management has guided revenue to grow faster than the overall market at 7%-10%, with an operating margin of 10%-12% and a return on invested capital (ROIC) of 17%-20% by F2028. DAKT remains cash flow positive and ended 2Q:F26 with $150 million in cash and net cash per share of $2.96. Our $28 price target is based on 22x our F2027 EPS estimate of $1.25. The company's trajectory for sustained profitability, solid balance sheet and expanded cash flow support our moderate risk rating. Management is planning an investor day in New York City in April, 2026.