SKYT Share Price Performance
US$27.41
20.41 (291.57%)
21.7% undervalued intrinsic discount
US$35.00
Fair Value
Price US$27.41
AnalystConsensusTarget US$35.00
AnalystLowTarget US$17.00
AnalystHighTarget US$18.00
Fair ValueUS$35.00
Share Pricen/a
SkyWater Technology, Inc. Stock Price
- 3 Narratives written by author
- 0 Comments on narratives written by author
- 53 Fair Values set on narratives written by author
SKYT Community Narratives
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Fair Value US$35 21.7% undervalued intrinsic discount
Fab 25 Expansion With Infineon Will Boost Access to Secure Chip Design
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Fair Value US$17 61.2% overvalued intrinsic discount
Overvalued Semiconductor Chains Will Face Margin Compression Amid Market Headwinds
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Fair Value US$18 52.3% overvalued intrinsic discount
Accelerated Digital Transformation And US Reshoring Will Spur Chip Growth
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Fab 25 Expansion With Infineon Will Boost Access to Secure Chip Design
Key Takeaways Domestic foundry expansion, strategic partnerships, and government incentives position SkyWater for strong, visible revenue growth and improved margins in secure, high-demand U.S. chip supply. Entry into advanced packaging and quantum technologies establishes leadership in high-growth segments, supported by industrial policy trends and increased operational efficiency.Read more
539
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AN
US$35
21.7% undervalued intrinsic discount
Fair Value
Revenue
14.12% p.a.
Profit Margin
16.31%
Future PE
21.18x
Price in 2029
US$47.42
Overvalued Semiconductor Chains Will Face Margin Compression Amid Market Headwinds
Key Takeaways Dependence on government contracts and older technologies increases vulnerability to policy changes, market shifts, and competitive pressures from larger, more advanced foundries. Sustained high capital expenditures and limited market diversification strain free cash flow and threaten the company's long-term profitability and revenue growth prospects.Read more
33
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AN
US$17
61.2% overvalued intrinsic discount
Fair Value
Revenue
31.93% p.a.
Profit Margin
14.71%
Future PE
9.98x
Price in 2029
US$23.41
Accelerated Digital Transformation And US Reshoring Will Spur Chip Growth
Key Takeaways Rapid integration of proprietary technologies and secure foundry capabilities position SkyWater for accelerated customer onboarding, platform wins, and premium pricing power in advanced compute markets. Expanding domestic manufacturing and strategic leadership in specialty analog and packaging will drive multi-year, above-market revenue growth and increasingly predictable, high-margin income streams.Read more
22
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US$18
52.3% overvalued intrinsic discount
Fair Value
Profit Margin
14.1%
Future PE
11.3x
Price in 2028
US$23.97
Trending Discussion
Recently Updated Narratives
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SKYT: Quantum Acquisition Premium And Margin Assumptions Will Support Future Upside
Fair Value: US$35 21.7% undervalued intrinsic discount
33 followersusers have followed this narrative
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SKYT: Quantum Computing Contracts And Index Addition Will Sustain Overvaluation Risks
Fair Value: US$17 61.2% overvalued intrinsic discount
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Accelerated Digital Transformation And US Reshoring Will Spur Chip Growth
Fair Value: US$18 52.3% overvalued intrinsic discount
1 followerusers have followed this narrative
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Snowflake Analysis
SkyWater Technology, Inc. Key Details
About SKYT
- Founded
- 2016
- Employees
- 1551
- CEO
- WebsiteView website
SkyWater Technology, Inc., together with its subsidiaries, provides semiconductor manufacturing services in the United States. The company operates through two segments, Legacy SkyWater and SkyWater Texas. The company offers foundry services; advanced technology services (ATS); wafer manufacturing services for analog, mixed-signal, MEMS, and specialty CMOS devices; and advanced semiconductor packaging. The company serves quantum computing, aerospace and defense, automotive, bio-health, and industrial sectors. SkyWater Technology, Inc. was incorporated in 2016 and is headquartered in Bloomington, Minnesota.
