Update shared on 27 Oct 2025
Fair value Increased 13%Narrative Update: SkyWater Technology Analyst Price Target
Analysts have raised their price target for SkyWater Technology from $14.00 to $15.83, citing updated fair value estimates as well as slight adjustments in cost and growth assumptions.
What's in the News
- The company issued earnings guidance for Q3 2025, expecting total revenue between $130 million and $141 million, with a projected GAAP diluted loss per share between $0.28 and $0.22 (Key Developments).
- The company announced a license agreement with Infineon Technologies, gaining access to a mature library of mixed-signal ASIC design IP for secure, U.S.-based SoC development (Key Developments).
- The company introduced new IP to be released through the S130 platform, offering a suite of mixed-signal building blocks such as embedded NVM, SRAM compilers, and validated ADCs and DACs. This supports high-reliability applications across commercial and defense sectors (Key Developments).
Valuation Changes
- Fair Value Estimate has increased from $14.00 to $15.83, reflecting a modest upward revision.
- Discount Rate has edged down slightly, from 10.47% to 10.44%.
- Revenue Growth projection has decreased marginally, moving from 40.57% to 40.29%.
- Net Profit Margin estimate has fallen slightly, from 13.82% to 13.69%.
- Future P/E Ratio has risen from 8.32x to 9.54x. This change indicates an expectation of higher valuation multiples ahead.
Disclaimer
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