Update shared on 11 Nov 2025
Fair value Increased 27%Analysts have raised their price target for SkyWater Technology from $15.83 to $20.17 per share, citing updated financial projections and adjustments in growth expectations.
What's in the News
- SkyWater Technology announced a collaboration with QuamCore on a multi-million-dollar project to co-develop Single Flux Quantum (SFQ) devices for large-scale quantum computing. (Key Developments)
- The partnership will integrate SFQ digital control circuits with superconducting qubit arrays to support scalable quantum systems. (Key Developments)
- SkyWater and QuamCore aim to address bottlenecks in quantum computing by enabling ultra-low-power, high-speed control at cryogenic temperatures. (Key Developments)
- SkyWater provided financial guidance for the fourth quarter of 2025, projecting total consolidated revenue between $155,000 million and $165,000 million, with an expected GAAP diluted loss per share in the range of $0.21 to $0.09. (Key Developments)
Valuation Changes
- Fair Value Estimate: Increased from $15.83 to $20.17 per share. This reflects a significant upward revision.
- Discount Rate: Rose from 10.44% to 11.56%, which suggests a higher perceived risk or required return.
- Revenue Growth Projection: Decreased from 40.29% to 31.76%. This indicates tempered expectations for future sales expansion.
- Net Profit Margin: Dropped dramatically from 13.69% to 0.49%. This points to much lower anticipated profitability.
- Future P/E Ratio: Jumped from 9.54x to 369.14x. This signals much higher expectations relative to future earnings or lower projected profitability.
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