SkyWater Technology (SKYT) Aperçu de l'action
SkyWater Technology, Inc. et ses filiales fournissent des services de fabrication de semi-conducteurs aux États-Unis. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 2/6 |
| Croissance future | 1/6 |
| Performances passées | 3/6 |
| Santé financière | 1/6 |
| Dividendes | 0/6 |
Récompenses
Analyse des risques
SKYT Community Fair Values
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Analyst Price Targets
SkyWater Technology, Inc. Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$33.06 |
| Plus haut sur 52 semaines | US$36.27 |
| Plus bas sur 52 semaines | US$7.02 |
| Bêta | 3.3 |
| Variation sur 1 mois | 17.78% |
| Variation sur 3 mois | 8.93% |
| Variation sur 1 an | 334.43% |
| Variation sur 3 ans | 253.58% |
| Variation sur 5 ans | 70.68% |
| Évolution depuis l'introduction en bourse | 86.36% |
Nouvelles et mises à jour récentes
Mise à jour de l'analyse • Apr 21
SKYT: Quantum Deal Premium And Execution Risks Will Shape Balanced Future Return Profile
Analysts trimmed their price target on SkyWater Technology by $0, reflecting a reassessment of risk and return assumptions following a wave of recent downgrades, while leaving the core fair value estimate steady at $35.00. Analyst Commentary Recent Street research around SkyWater Technology has centered on a cluster of downgrades, which collectively highlight mixed views on how the current execution profile lines up with the existing valuation.Mise à jour de l'analyse • Apr 07
SKYT: Quantum Acquisition Premium Will Support Future Upside Despite Recent Downgrades
SkyWater Technology's analyst price target has been revised to $35.00, with a slight adjustment in discount rate and profitability assumptions, as analysts reflect a series of recent downgrades that emphasize a more cautious stance on the shares. Analyst Commentary Recent research updates point to a clear reset in expectations for SkyWater Technology, with multiple downgrades clustering around a similar message of more cautious positioning and a closer look at valuation, profitability, and execution risk.Seeking Alpha • Mar 24
SkyWater Technology Shows Strong Revenue Gains, But Profitability Remains Weak
Summary SkyWater Technology delivered record FY2025 revenue of $442.1 million, driven by successful Fab 25 integration and quantum segment momentum. SKYT’s profitability remains pressured, with non-GAAP gross margin at 20.7% and adjusted EBITDA margin at 12%, while legacy business revenue declined 22%. Valuation is stretched at 2.2x forward sales and 23.5x EV/EBITDA, with negative operating cash flow and a leveraged balance sheet heightening risk. I maintain a Hold rating, citing execution risk, margin volatility, and the pending IonQ deal as key factors limiting upside at current levels. Read the full article on Seeking AlphaMise à jour de l'analyse • Mar 24
SKYT: Quantum Acquisition Premium And Margin Assumptions Will Support Future Upside
Analysts have reduced their price target on SkyWater Technology from $35 to about $21. This change reflects recent downgrades and updated assumptions around profit margins, discount rates, and future P/E expectations.Recent updates
Mise à jour de l'analyse • Apr 21
SKYT: Quantum Deal Premium And Execution Risks Will Shape Balanced Future Return Profile
Analysts trimmed their price target on SkyWater Technology by $0, reflecting a reassessment of risk and return assumptions following a wave of recent downgrades, while leaving the core fair value estimate steady at $35.00. Analyst Commentary Recent Street research around SkyWater Technology has centered on a cluster of downgrades, which collectively highlight mixed views on how the current execution profile lines up with the existing valuation.Mise à jour de l'analyse • Apr 07
SKYT: Quantum Acquisition Premium Will Support Future Upside Despite Recent Downgrades
SkyWater Technology's analyst price target has been revised to $35.00, with a slight adjustment in discount rate and profitability assumptions, as analysts reflect a series of recent downgrades that emphasize a more cautious stance on the shares. Analyst Commentary Recent research updates point to a clear reset in expectations for SkyWater Technology, with multiple downgrades clustering around a similar message of more cautious positioning and a closer look at valuation, profitability, and execution risk.Seeking Alpha • Mar 24
SkyWater Technology Shows Strong Revenue Gains, But Profitability Remains Weak
Summary SkyWater Technology delivered record FY2025 revenue of $442.1 million, driven by successful Fab 25 integration and quantum segment momentum. SKYT’s profitability remains pressured, with non-GAAP gross margin at 20.7% and adjusted EBITDA margin at 12%, while legacy business revenue declined 22%. Valuation is stretched at 2.2x forward sales and 23.5x EV/EBITDA, with negative operating cash flow and a leveraged balance sheet heightening risk. I maintain a Hold rating, citing execution risk, margin volatility, and the pending IonQ deal as key factors limiting upside at current levels. Read the full article on Seeking AlphaMise à jour de l'analyse • Mar 24
SKYT: Quantum Acquisition Premium And Margin Assumptions Will Support Future Upside
Analysts have reduced their price target on SkyWater Technology from $35 to about $21. This change reflects recent downgrades and updated assumptions around profit margins, discount rates, and future P/E expectations.Mise à jour de l'analyse • Mar 09
SKYT: Quantum Acquisition And Steady Margins Will Support Long Term Upside
Analysts have trimmed their $35.00 price target on SkyWater Technology after a series of downgrades, reflecting lower assumed revenue growth and a slightly higher discount rate, while projected profit margins and future P/E expectations remain relatively steady. Analyst Commentary Recent research coverage on SkyWater Technology has turned more cautious, with several firms shifting to more neutral stances and trimming price targets.Mise à jour de l'analyse • Feb 23
SKYT: Quantum Acquisition And Margin Progress Will Support Long Term Upside
Analysts have trimmed their price targets on SkyWater Technology to $35.00. This reflects a slightly higher discount rate, a modestly adjusted future P/E assumption, and fine tuned expectations for long term profit margins despite recent rating downgrades across several firms.Mise à jour de l'analyse • Feb 08
SKYT: Quantum Deal And Reset Expectations Will Support Long Term Upside
The analyst fair value estimate for SkyWater Technology has shifted from $21 to $35, with analysts citing updated assumptions on discount rates, revenue growth, profit margins, and future P/E as they reassess the stock following a series of recent downgrades. Analyst Commentary Recent Street research has largely focused on the reset in expectations following several downgrades, with analysts reassessing both execution risks and what they are willing to pay for SkyWater Technology through the cycle.Mise à jour de l'analyse • Jan 25
SKYT: Quantum Partnerships Will Struggle To Offset Risks From Filing Delays
Analysts have kept their price target for SkyWater Technology steady at US$21.00, with only minor tweaks to discount rate and long term margin and P/E assumptions. This reflects largely unchanged views on the stock's risk and earnings potential.
Mise à jour de l'analyse • Jan 09
SKYT: Quantum Computing Contracts And Index Addition Will Sustain Overvaluation Risks
Analysts held their fair value estimate for SkyWater Technology steady at US$17.00, citing updated assumptions for discount rate, revenue growth, profit margin and future P/E that together support keeping the price target unchanged. What's in the News SkyWater Technology was added to the S&P Semiconductors Select Industry Index, reflecting its inclusion in a broader semiconductor benchmark (Index Constituent Adds).Mise à jour de l'analyse • Dec 24
SKYT: Index Inclusion And Quantum Partnerships Will Shape A Balanced Outlook
Analysts have raised their price target on SkyWater Technology to approximately $17.00 per share from about $9.00, citing a higher expected fair value driven by improved profit margin assumptions, even as they modestly temper long term revenue growth expectations and apply a slightly higher discount rate and future earnings multiple. What's in the News SkyWater Technology was added to the S&P Semiconductors Select Industry Index, expanding its visibility with institutional investors (Index Constituent Adds).Mise à jour de l'analyse • Dec 10
SKYT: Quantum Partnerships Will Support Margins While Regulatory Delays Temper Outlook
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).Mise à jour de l'analyse • Nov 26
SKYT: Margins Are Expected To Improve With Quantum Computing Partnerships
Analysts have raised their price target for SkyWater Technology from $20.17 to $21.00 per share, citing improved profit margin projections and a more favorable outlook for the company's financial performance. What's in the News SkyWater Technology and Silicon Quantum Computing (SQC) launched a joint program to accelerate commercialization of hybrid quantum-classical computing, combining quantum device engineering with secure manufacturing and packaging capabilities (Client Announcements).Mise à jour de l'analyse • Nov 11
SKYT: Margins Will Remain Compressed Despite Revenue Guidance Update
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.Mise à jour de l'analyse • Oct 27
Fab 25 Expansion With Infineon Will Boost Access to Secure Chip Design
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).Mise à jour de l'analyse • Oct 13
Fab 25 Expansion With Infineon Will Secure Domestic Chip Supply
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).Article d'analyse • Oct 01
The Market Lifts SkyWater Technology, Inc. (NASDAQ:SKYT) Shares 56% But It Can Do More
SkyWater Technology, Inc. ( NASDAQ:SKYT ) shares have continued their recent momentum with a 56% gain in the last month...Mise à jour de l'analyse • Aug 10
Fab 25 Expansion With Infineon Will Secure Domestic Chip Supply
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).Article d'analyse • Jun 16
Returns Are Gaining Momentum At SkyWater Technology (NASDAQ:SKYT)
What trends should we look for it we want to identify stocks that can multiply in value over the long term? Typically...Article d'analyse • May 22
Improved Revenues Required Before SkyWater Technology, Inc. (NASDAQ:SKYT) Stock's 35% Jump Looks Justified
SkyWater Technology, Inc. ( NASDAQ:SKYT ) shareholders are no doubt pleased to see that the share price has bounced 35...Article d'analyse • May 15
Increases to CEO Compensation Might Be Put On Hold For Now at SkyWater Technology, Inc. (NASDAQ:SKYT)
Key Insights SkyWater Technology will host its Annual General Meeting on 21st of May CEO Tom Sonderman's total...Article d'analyse • May 10
SkyWater Technology, Inc. (NASDAQ:SKYT) Just Reported, And Analysts Assigned A US$11.80 Price Target
The quarterly results for SkyWater Technology, Inc. ( NASDAQ:SKYT ) were released last week, making it a good time to...
Nouvelle analyse • Apr 30
Infineon Fab 25 Acquisition Will Expand Wafer Opportunities
Acquisitions, service expansion, and a key supply agreement are expected to boost SkyWater's revenue growth, particularly in Wafer Services and ATS segments.Article d'analyse • Apr 25
Is SkyWater Technology (NASDAQ:SKYT) Using Too Much Debt?
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Article d'analyse • Mar 29
SkyWater Technology, Inc. (NASDAQ:SKYT) Not Doing Enough For Some Investors As Its Shares Slump 31%
Unfortunately for some shareholders, the SkyWater Technology, Inc. ( NASDAQ:SKYT ) share price has dived 31% in the...Article d'analyse • Mar 01
SkyWater Technology, Inc. (NASDAQ:SKYT) Analysts Are Pretty Bullish On The Stock After Recent Results
Shareholders might have noticed that SkyWater Technology, Inc. ( NASDAQ:SKYT ) filed its yearly result this time last...Article d'analyse • Jan 25
Benign Growth For SkyWater Technology, Inc. (NASDAQ:SKYT) Underpins Stock's 26% Plummet
The SkyWater Technology, Inc. ( NASDAQ:SKYT ) share price has softened a substantial 26% over the previous 30 days...Article d'analyse • Jan 09
Returns On Capital Signal Difficult Times Ahead For SkyWater Technology (NASDAQ:SKYT)
What financial metrics can indicate to us that a company is maturing or even in decline? A business that's potentially...Article d'analyse • Nov 28
The Market Doesn't Like What It Sees From SkyWater Technology, Inc.'s (NASDAQ:SKYT) Revenues Yet As Shares Tumble 28%
SkyWater Technology, Inc. ( NASDAQ:SKYT ) shares have had a horrible month, losing 28% after a relatively good period...Seeking Alpha • Nov 15
SkyWater Technology: Cautious As Performance Remains Inconsistent
Summary SkyWater Technology, Inc. shows impressive topline growth, but growth remains inconsistent, and real profitability is still elusive. The company's valuation is modest, trading at just over 1 times sales, but inconsistent performance and lack of sustained profitability are worrisome. I remain cautiously interested, acknowledging sales progress but wary of inconsistent results and the company's inability to maintain profitability. Read the full article on Seeking AlphaArticle d'analyse • Nov 10
SkyWater Technology, Inc. Beat Analyst Estimates: See What The Consensus Is Forecasting For Next Year
Shareholders might have noticed that SkyWater Technology, Inc. ( NASDAQ:SKYT ) filed its quarterly result this time...Article d'analyse • Oct 11
Would SkyWater Technology (NASDAQ:SKYT) Be Better Off With Less Debt?
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...Seeking Alpha • Aug 09
SkyWater Technology: Impressive Top-Line Results
Summary SkyWater Technology, Inc. shares surged in response to strong second quarter results, as the company has reached break-even levels. The company is on track to become profitable and expects to maintain strong performance in the third quarter, with green shoots materializing. Despite recent growth and potential profitability around the corner, caution is advised due to past disappointments and lack of profitability for years. Read the full article on Seeking AlphaArticle d'analyse • Aug 08
Why Investors Shouldn't Be Surprised By SkyWater Technology, Inc.'s (NASDAQ:SKYT) 25% Share Price Plunge
SkyWater Technology, Inc. ( NASDAQ:SKYT ) shares have had a horrible month, losing 25% after a relatively good period...Rendement pour les actionnaires
| SKYT | US Semiconductor | US Marché | |
|---|---|---|---|
| 7D | 3.6% | 8.4% | 3.2% |
| 1Y | 334.4% | 119.7% | 31.0% |
Rendement vs Industrie: SKYT a dépassé le secteur US Semiconductor qui a rapporté 119.7 % au cours de l'année écoulée.
Rendement vs marché: SKYT a dépassé le marché US qui a rapporté 31 % au cours de l'année écoulée.
Volatilité des prix
| SKYT volatility | |
|---|---|
| SKYT Average Weekly Movement | 6.0% |
| Semiconductor Industry Average Movement | 10.5% |
| Market Average Movement | 7.1% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
Cours de l'action stable: SKYT n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de SKYT a diminué de 14% à 6% au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 2016 | 1,551 | Tom Sonderman | www.skywatertechnology.com |
SkyWater Technology, Inc. et ses filiales fournissent des services de fabrication de semi-conducteurs aux États-Unis. La société opère à travers deux segments, Legacy SkyWater et SkyWater Texas. La société propose des services de fonderie, des services de technologie avancée (ATS), des services de fabrication de plaquettes pour les dispositifs analogiques, à signaux mixtes, MEMS et CMOS spécialisés, ainsi que des services d'emballage de semi-conducteurs avancés.
SkyWater Technology, Inc. Résumé des fondamentaux
| SKYT statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$1.68b |
| Bénéfices(TTM) | US$118.91m |
| Recettes(TTM) | US$442.14m |
13.7x
Ratio P/E3.7x
Ratio P/SLe site SKYT est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| SKYT compte de résultat (TTM) | |
|---|---|
| Recettes | US$442.14m |
| Coût des recettes | US$355.21m |
| Marge brute | US$86.93m |
| Autres dépenses | -US$31.98m |
| Les revenus | US$118.91m |
Derniers bénéfices déclarés
Dec 28, 2025
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | 2.42 |
| Marge brute | 19.66% |
| Marge bénéficiaire nette | 26.89% |
| Ratio dettes/capitaux propres | 99.7% |
Quelles ont été les performances à long terme de SKYT?
Voir les performances historiques et les comparaisonsAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/07 09:58 |
| Cours de l'action en fin de journée | 2026/05/07 00:00 |
| Les revenus | 2025/12/28 |
| Revenus annuels | 2025/12/28 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
SkyWater Technology, Inc. est couverte par 6 analystes. 4 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Richard Shannon | Craig-Hallum Capital Group LLC |
| Blayne Curtis | Jefferies LLC |
| Nathaniel Quinn Bolton | Needham & Company |