SkyWater Technology, Inc.

NasdaqCM:SKYT 주식 리포트

시가총액: US$1.7b

SkyWater Technology 향후 성장

Future 기준 점검 0/6

SkyWater Technology 의 수익은 연간 111.5% 감소할 것으로 예상되는 반면, 연간 수익은 7.3% 로 증가할 것으로 예상됩니다. EPS는 연간 112.2% 만큼 쇠퇴할 것으로 예상됩니다.

핵심 정보

-111.5%

이익 성장률

-112.25%

EPS 성장률

Semiconductor 이익 성장25.9%
매출 성장률7.3%
향후 자기자본이익률n/a
애널리스트 커버리지

Low

마지막 업데이트27 Apr 2026

최근 향후 성장 업데이트

Recent updates

내러티브 업데이트 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.
내러티브 업데이트 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
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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).
내러티브 업데이트 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).
내러티브 업데이트 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).
내러티브 업데이트 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).
내러티브 업데이트 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.
내러티브 업데이트 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).
내러티브 업데이트 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).
분석 기사 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...
내러티브 업데이트 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).
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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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새로운 내러티브 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.
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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
분석 기사 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...
분석 기사 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
분석 기사 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...

이익 및 매출 성장 예측

NasdaqCM:SKYT - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/2028657-25N/AN/A1
12/31/2027634-2224443
12/31/2026608-2849544
3/29/2026542114-79-57N/A
12/28/2025442119-56-29N/A
9/28/2025347126-176N/A
6/29/2025290-164167N/A
3/30/2025324-85478N/A
12/29/2024342-7718N/A
9/29/2024346-163651N/A
6/30/2024324-262334N/A
3/31/2024300-32817N/A
12/31/2023287-31010N/A
10/1/2023273-23-40-30N/A
7/2/2023253-23-33-18N/A
4/2/2023231-27-30-15N/A
1/1/2023213-40-32-14N/A
10/2/2022186-64-38-24N/A
7/3/2022169-71-63-39N/A
4/3/2022163-65-89-58N/A
1/2/2022163-51-88-56N/A
10/3/2021164-36-86-33N/A
7/4/2021162-24-102-38N/A
4/4/2021152-22-4737N/A
1/3/2021140-21696N/A
9/27/2020131-122798N/A
12/29/2019137-16N/A11N/A
12/30/20181320N/A13N/A

애널리스트 향후 성장 전망

수입 대 저축률: SKYT 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -111.5%).

수익 vs 시장: SKYT 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -111.5%).

고성장 수익: SKYT 의 수익은 향후 3년간 감소할 것으로 예상됩니다.

수익 대 시장: SKYT 의 수익(연간 7.3%)이 US 시장(연간 11.7%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: SKYT 의 수익(연간 7.3%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.


주당순이익 성장 예측


향후 자기자본이익률

미래 ROE: SKYT의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.


성장 기업 찾아보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/18 05:15
종가2026/05/18 00:00
수익2026/03/29
연간 수익2025/12/28

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

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산업 및 섹터 지표

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분석가 소스

SkyWater Technology, Inc.는 6명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Richard ShannonCraig-Hallum Capital Group LLC
Blayne CurtisJefferies LLC
Nathaniel Quinn BoltonNeedham & Company