SkyWater Technology

Overvalued Semiconductor Chains Will Face Margin Compression Amid Market Headwinds

AN

AnalystLowTarget

Not Invested

Community Contributor

Published

26 Aug 25

Updated

09 Jan 26

Views

37

09 Jan

US$34.85

AnalystLowTarget's Fair Value

US$17.00

105.0% overvalued

1Y

277.6%

7D

-9.2%

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1Y

277.6%

7D

-9.2%

You can edit this narrative until Jan 10 12:10 PM. Then, changes will post as Updates.

Author's Valuation

US$17105.0% overvalued

AnalystLowTarget Fair Value

Shared on 09 Jan 26

SKYT: Quantum Computing Contracts And Index Addition Will Sustain Overvaluation Risks

Analysts held their fair value estimate for SkyWater Technology steady at US$17.00, citing updated assumptions for discount rate, revenue growth, profit margin and future P/E that together support keeping the price target unchanged. What's in the News SkyWater Technology was added to the S&P Semiconductors Select Industry Index, reflecting its inclusion in a broader semiconductor benchmark (Index Constituent Adds).

6 views

Shared on 24 Dec 25

Fair value Increased 89%

SKYT: Index Inclusion And Quantum Partnerships Will Shape A Balanced Outlook

Analysts have raised their price target on SkyWater Technology to approximately $17.00 per share from about $9.00, citing a higher expected fair value driven by improved profit margin assumptions, even as they modestly temper long term revenue growth expectations and apply a slightly higher discount rate and future earnings multiple. What's in the News SkyWater Technology was added to the S&P Semiconductors Select Industry Index, expanding its visibility with institutional investors (Index Constituent Adds).

5 views

Valuator

Company Info

Notes

AnalystLowTarget Fair Value

US$17

105.0% overvalued

Future estimation in

Revenue

Profit Margin

Future PE

Growth p.a.

%

Decrease

Increase

Forecast revenue growth rate

7.29%

Historical revenue growth rate

22.66%

Semiconductors revenue growth rate

1.51%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

11.71%

Calculation

US$117.11m

Earnings '29

x

9.98x

PE Ratio '29

=

US$1.17b

Market Cap '29

US$1.17b

Market Cap '29

/

49.95m

No. shares '29

=

US$23.41

Share Price '29

US$23.41 Share Price '29

Discounted to 2026 @ 11.22% p.a.

=

US$17.02

Fair Value '26