SkyWater Technology, Inc.

NasdaqCM:SKYT 株式レポート

時価総額:US$1.7b

SkyWater Technology マネジメント

マネジメント 基準チェック /34

SkyWater Technologyの CEO はTom Sondermanで、 Dec2020年に任命され、 の在任期間は 5.42年です。 の年間総報酬は$ 1.68Mで、 33.4%給与と66.6%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.91%を直接所有しており、その価値は$ 15.35M 。経営陣と取締役会の平均在任期間はそれぞれ2.7年と2.1年です。

主要情報

Tom Sonderman

最高経営責任者

US$1.7m

報酬総額

CEO給与比率33.37%
CEO在任期間5.4yrs
CEOの所有権0.9%
経営陣の平均在職期間2.7yrs
取締役会の平均在任期間2.1yrs

経営陣の近況

Recent updates

ナラティブの更新 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.
ナラティブの更新 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
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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).
ナラティブの更新 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).
ナラティブの更新 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).
ナラティブの更新 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).
ナラティブの更新 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.
ナラティブの更新 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).
ナラティブの更新 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...
ナラティブの更新 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...
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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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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 Alpha
分析記事 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...
分析記事 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 Alpha
分析記事 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...

CEO報酬分析

SkyWater Technology の収益と比較して、Tom Sonderman の報酬はどのように変化したか?
日付総報酬給与会社業績
Mar 29 2026n/an/a

US$114m

Dec 28 2025n/an/a

US$119m

Sep 28 2025n/an/a

US$126m

Jun 29 2025n/an/a

-US$16m

Mar 30 2025n/an/a

-US$8m

Dec 29 2024n/an/a

-US$7m

Sep 29 2024n/an/a

-US$16m

Jun 30 2024n/an/a

-US$26m

Mar 31 2024n/an/a

-US$32m

Dec 31 2023US$2mUS$527k

-US$31m

Oct 01 2023n/an/a

-US$23m

Jul 02 2023n/an/a

-US$23m

Apr 02 2023n/an/a

-US$27m

Jan 01 2023US$2mUS$492k

-US$40m

Oct 02 2022n/an/a

-US$64m

Jul 03 2022n/an/a

-US$71m

Apr 03 2022n/an/a

-US$65m

Jan 02 2022US$3mUS$413k

-US$51m

Oct 03 2021n/an/a

-US$36m

Jul 04 2021n/an/a

-US$24m

Apr 04 2021n/an/a

-US$22m

Jan 03 2021US$393kUS$300k

-US$21m

Sep 27 2020n/an/a

-US$12m

Dec 29 2019US$354kUS$300k

-US$16m

報酬と市場: Tomの 総報酬 ($USD 1.68M ) は、 US市場 ($USD 5.53M ) の同様の規模の企業の平均を下回っています。

報酬と収益: Tomの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Tom Sonderman (61 yo)

5.4yrs
在職期間
US$1,675,311
報酬

Mr. Thomas J. Sonderman, also known as Tom, serves as Chief Executive Officer at SkyWater Technology, Inc. since December 2020 and has been its Director since October 2020. Mr. Sonderman was President at S...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Thomas Sonderman
CEO & Director5.4yrsUS$1.68m0.91%
$ 15.4m
John Sakamoto
President & COO2.7yrsUS$1.25m0.11%
$ 1.8m
Steve Manko
Chief Financial Officer5.4yrsUS$952.92k0.23%
$ 3.9m
Christopher Hilberg
Chief Risk & Compliance Officer4.1yrsデータなし0.13%
$ 2.2m
Christine Dunbar
Senior Vice President of Sales and Solutions Engineeringno dataデータなしデータなし
Kristen Bergstrom
Chief Human Resource Officer1.2yrsデータなしデータなし
Brad Ferguson
SVP & GM5.3yrsUS$1.32mデータなし
Ross Miller
Chief Strategy Officer & Chief of Staff to the CEO2.9yrsデータなしデータなし
Sudhakar Adivikolanu
Senior Vice President of Supply Chain & Information Technology2.2yrsデータなしデータなし
Bassel Haddad
Senior VP and GM of Foundry Solutions & Technology Platforms1.7yrsデータなしデータなし
Percy Gilbert
Senior Vice President of Engineering1.1yrsデータなしデータなし
Dan Malinaric
Senior Vice President of Fab Operationsless than a yearデータなしデータなし
2.7yrs
平均在職期間
54yo
平均年齢

経験豊富な経営陣: SKYTの経営陣は 経験豊富 であると考えられます ( 2.7年の平均在職年数)。


取締役

名称ポジション在職期間報酬所有権
Thomas Sonderman
CEO & Director5.6yrsUS$1.68m0.91%
$ 15.4m
Loren Unterseher
Director5.6yrsUS$184.53k10.52%
$ 177.3m
Timothy Baxter
Independent Chairman1.2yrsUS$176.24k0%
$ 0
Tammy Miller
Independent Director1.2yrsUS$157.94k0%
$ 0
Andrew LaFrence
Independent Director1.2yrsUS$151.84k0%
$ 0
Dennis Goetz
Independent Director2.1yrsUS$196.10k0.025%
$ 420.8k
Nancy Fares
Independent Director4.3yrsUS$190.00k0.065%
$ 1.1m
Joseph Humke
Independent Director2.1yrsUS$185.00k0.025%
$ 420.8k
Edward Daly
Independent Director2.6yrsUS$193.00k0.048%
$ 803.2k
2.1yrs
平均在職期間
60yo
平均年齢

経験豊富なボード: SKYTの 取締役会経験豊富 ではない ( 2.1年の平均在任期間) ため、新しい取締役会が必要であると考えられます。


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2026/05/20 13:58
終値2026/05/20 00:00
収益2026/03/29
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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

本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、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

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. 4 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。6

アナリスト機関
Richard ShannonCraig-Hallum Capital Group LLC
Blayne CurtisJefferies LLC
Nathaniel Quinn BoltonNeedham & Company