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SkyWater Technology, Inc.NasdaqCM:SKYT 株式レポート

時価総額 US$1.6b
1ヶ月前に更新
株価
n/a
1Y156.6%
7D0%
1D6.1%
ポートフォリオ価値
​
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SkyWater Technology, Inc.

NasdaqCM:SKYT 株式レポート

時価総額:US$1.6b

  • 会社概要
  • 評価
  • 将来の成長
  • 過去の実績
  • 財務の健全性
  • 配当金
  • マネジメント
  • 所有権
  • その他の情報
  • 株式コミュニティ

This company listing is no longer active

This company may still be operating, however this listing is no longer active. Find out why through their latest events.

SkyWater Technology(SKYT)株式概要

スカイウォーター・テクノロジー社は、その子会社とともに米国で半導体製造サービスを提供している。 詳細

SKYT ファンダメンタル分析
スノーフレーク・スコア
評価2/6
将来の成長0/6
過去の実績2/6
財務の健全性0/6
配当金0/6

報酬

株価収益率( 13.6 x) US市場( 18.5 x)を下回っています。

今年は黒字化を達成

リスク分析

高いレベルの非現金収入

利払いは収益で十分にカバーされない


SKYT Community Fair Values

Create Narrative

See what 47 others think this stock is worth. Follow their fair value or set your own to get alerts.

Analyst Price Targets

AN
AnalystConsensusTarget
7.3% 割安 内在価値ディスカウント
AnalystConsensusTarget
•3mo ago

Fab 25 Expansion With Infineon Will Boost Access to Secure Chip Design

690
0
34
AN
AnalystHighTarget
80.3% 割高 内在価値ディスカウント
AnalystHighTarget
•1y ago

Accelerated Digital Transformation And US Reshoring Will Spur Chip Growth

36
0
1
AN
AnalystLowTarget
90.9% 割高 内在価値ディスカウント
AnalystLowTarget
•8mo ago

Overvalued Semiconductor Chains Will Face Margin Compression Amid Market Headwinds

44
0
0

Top Analyst Narratives

AN
AnalystConsensusTarget
7.3% 割安 内在価値ディスカウント
AnalystConsensusTarget
•3mo ago

Fab 25 Expansion With Infineon Will Boost Access to Secure Chip Design

690
0
34
AN
AnalystHighTarget
80.3% 割高 内在価値ディスカウント
AnalystHighTarget
•1y ago

Accelerated Digital Transformation And US Reshoring Will Spur Chip Growth

36
0
1
AN
AnalystLowTarget
90.9% 割高 内在価値ディスカウント
AnalystLowTarget
•8mo ago

Overvalued Semiconductor Chains Will Face Margin Compression Amid Market Headwinds

44
0
0
View all narratives

SkyWater Technology, Inc. 競合他社

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価格と性能

株価の高値、安値、推移の概要SkyWater Technology
過去の株価
現在の株価US$32.46
52週高値US$39.93
52週安値US$9.54
ベータ3.27
1ヶ月の変化-0.25%
3ヶ月変化-6.99%
1年変化156.60%
3年間の変化340.43%
5年間の変化63.69%
IPOからの変化82.98%

最新ニュース

Recent updates

User avatar
ナラティブ更新 • Jun 05

SKYT: Merger Vote And Slim Margin Outlook Will Shape Balanced Return Profile

Analysts have maintained their $35.00 price target on SkyWater Technology, citing revised assumptions for the discount rate, revenue growth, profit margin, and a much higher future P/E estimate as the key drivers behind their updated view. What's in the News SkyWater Technology has scheduled a Special and Extraordinary Shareholders Meeting for May 8, 2026, at 09:00 Central Standard Time.
User avatar
ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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 Alpha
User avatar
ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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).
User avatar
ナラティブ更新 • 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).
User avatar
ナラティブ更新 • 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).
User avatar
ナラティブ更新 • 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).
User avatar
ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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).
User avatar
ナラティブ更新 • 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).
分析記事 • 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...
User avatar
ナラティブ更新 • 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).
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...
User avatar
新しいナラティブ • 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.
分析記事 • 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...
分析記事 • 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...

株主還元

SKYTUS SemiconductorUS 市場
7D0%3.4%-0.2%
1Y156.6%53.2%14.8%

業界別リターン: SKYT過去 1 年間で53.2 % の収益を上げたUS Semiconductor業界を上回りました。

リターン対市場: SKYT過去 1 年間で14.8 % の収益を上げたUS市場を上回りました。

価格変動

Is SKYT's price volatile compared to industry and market?
SKYT volatility
SKYT Average Weekly Movement6.0%
Semiconductor Industry Average Movement11.7%
Market Average Movement6.9%
10% most volatile stocks in US Market15.5%
10% least volatile stocks in US Market2.9%

安定した株価: SKYT 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。

時間の経過による変動: SKYTの 週次ボラティリティ は、過去 1 年間で12%から6%に減少しました。

会社概要

設立従業員CEO(最高経営責任者ウェブサイト
20161,551Tom Sondermanwww.skywatertechnology.com

スカイウォーター・テクノロジー社は、その子会社とともに米国で半導体製造サービスを提供している。レガシー・スカイウォーターとスカイウォーター・テキサスの2つのセグメントで事業を展開している。ファウンドリーサービス、先端技術サービス(ATS)、アナログ、ミックスドシグナル、MEMS、特殊CMOSデバイスのウェハ製造サービス、先端半導体パッケージングを提供している。量子コンピュータ、航空宇宙・防衛、自動車、バイオ・ヘルス、産業分野にサービスを提供している。スカイウォーター・テクノロジー社は2016年に法人化され、ミネソタ州ブルーミントンに本社を置いている。

SkyWater Technology, Inc. 基礎のまとめ

SkyWater Technology の収益と売上を時価総額と比較するとどうか。
SKYT 基礎統計学
時価総額US$1.60b
収益(TTM)US$117.55m
売上高(TTM)US$638.84m
13.6x
PER(株価収益率
2.5x
P/Sレシオ

SKYT は割高か?

公正価値と評価分析を参照

収益と収入

最新の決算報告書(TTM)に基づく主な収益性統計
SKYT 損益計算書(TTM)
収益US$638.84m
売上原価US$509.71m
売上総利益US$129.14m
その他の費用US$11.59m
収益US$117.55m

直近の収益報告

Jun 28, 2026

次回決算日

該当なし

一株当たり利益(EPS)2.39
グロス・マージン20.21%
純利益率18.40%
有利子負債/自己資本比率136.4%

SKYT の長期的なパフォーマンスは?

過去の実績と比較を見る

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/08/11 02:46
終値2026/07/30 00:00
収益2026/06/28
年間収益2025/12/28

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
  • SECフォーム10-K
  • SECフォーム10-Q
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
  • アナリストリサーチレポート
  • Blue Matrix
市場価格30年
  • 株価
  • 配当、分割、措置
  • ICEマーケットデータ
  • SECフォームS-1
所有権10年
  • トップ株主
  • インサイダー取引
  • SECフォーム4
  • SECフォーム13D
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
  • SECフォーム10-K
  • SECフォームDEF 14A
主な進展10年
  • 会社からのお知らせ
  • SECフォーム8-K

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した ご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

SkyWater Technology, Inc. 1 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。4

アナリスト機関
Richard ShannonCraig-Hallum Capital Group LLC
Blayne CurtisJefferies LLC
Brian ChinStifel, Equities Research

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