Update shared on 10 Dec 2025
Analysts have modestly raised their 12 month price target on SkyWater Technology, citing slightly lower discount rate assumptions and a marginally improved long term earnings outlook that together support a fair value estimate of approximately $21.00 per share.
What's in the News
- SkyWater and Silicon Quantum Computing launched a joint program to commercialize hybrid quantum classical computing, integrating atomically engineered quantum processors with SkyWater's secure manufacturing and superconducting resonator technology to advance a "future compute" stack for high performance computing (Key Developments).
- SkyWater announced a multi million dollar collaboration with QuamCore to co develop Single Flux Quantum devices and a superconducting fabrication process aimed at enabling scalable, low power control electronics for a future 1 million qubit superconducting quantum computer (Key Developments).
- The company issued fourth quarter 2025 guidance, projecting total consolidated revenue of $155,000 million to $165,000 million and a GAAP diluted loss per share between $0.21 and $0.09 (Key Developments).
- SkyWater scheduled an Analyst and Investor Day, indicating increased engagement with the investment community around its growth strategy and technology roadmap (Key Developments).
- Management disclosed that the company will be unable to file its next Form 10 Q by the SEC deadline, creating a near term regulatory and disclosure overhang for investors (Key Developments).
Valuation Changes
- Fair Value Estimate: unchanged at approximately $21.00 per share, indicating no material revision to the intrinsic value assessment.
- Discount Rate: fallen slightly from about 11.75 percent to roughly 11.44 percent, modestly increasing the present value of projected cash flows.
- Revenue Growth: effectively unchanged at approximately 31.76 percent, reflecting a stable long term top line outlook.
- Net Profit Margin: essentially flat at about 0.64 percent, indicating no meaningful change in long term profitability assumptions.
- Future P/E: edged down slightly from roughly 288.2x to about 285.8x, suggesting a marginally lower valuation multiple applied to forward earnings.
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