Update shared on10 Aug 2025
Fair value Increased 20%The substantial upward revision in SkyWater Technology’s price target is driven by a sharp increase in consensus revenue growth forecasts alongside a notably lower future P/E, resulting in the fair value rising from $11.00 to $13.20.
What's in the News
- SkyWater Technology provided Q3 2025 earnings guidance, expecting total revenue between $130 million and $141 million, and a GAAP diluted loss per share of $(0.28) to $(0.22).
- Entered a license agreement with Infineon Technologies for silicon-proven mixed-signal ASIC design IP, enhancing SkyWater’s capability to offer secure, U.S.-based manufacturing for commercial and defense markets.
- The licensed IP, originally developed by Cypress Semiconductor and used in automotive-grade applications, will be integrated through SkyWater’s S130 platform and offered via their Technology as a Service (TaaS) model.
- The IP portfolio includes validated ADCs, DACs, power management, timing, and communications modules, with support and integration services based on customer demand.
Valuation Changes
Summary of Valuation Changes for SkyWater Technology
- The Consensus Analyst Price Target has significantly risen from $11.00 to $13.20.
- The Consensus Revenue Growth forecasts for SkyWater Technology has significantly risen from 8.6% per annum to 40.6% per annum.
- The Future P/E for SkyWater Technology has significantly fallen from 12.57x to 7.70x.
Disclaimer
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