Update shared on13 Oct 2025
Fair value Increased 6.06%Analysts have raised their price target for SkyWater Technology from $13.20 to $14.00 per share, citing updated valuation metrics and modest improvements in growth assumptions.
What's in the News
- Issued new earnings guidance for Q3 2025, projecting total revenue between $130,000 million and $141,000 million, and a GAAP diluted loss per share of $(0.28) to $(0.22) (Key Developments).
- Announced a license agreement with Infineon Technologies, providing access to a library of silicon-proven, mixed-signal ASIC design IP suited for secure U.S. supply chains (Key Developments).
- Plans to integrate validated IP components, including ADCs, DACs, power management, timing, and communications modules, into its Technology as a Service (TaaS) model to enable reliable mixed-signal SoC design (Key Developments).
- Committed to supporting the commercial and defense markets with scalable, U.S.-based manufacturing solutions aligned to domestic semiconductor independence (Key Developments).
Valuation Changes
- Consensus Analyst Price Target has risen slightly from $13.20 to $14.00 per share.
- Discount Rate has decreased modestly, moving from 10.65% to 10.47%.
- Revenue Growth projection remains virtually unchanged at approximately 40.57%.
- Net Profit Margin estimate has edged down from 14.11% to 13.82%.
- Future P/E ratio has increased from 7.72x to 8.32x. This reflects revised valuation assumptions.
Disclaimer
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