SkyWater Technology 경영진
경영진 기준 점검 3/4
SkyWater Technology CEO는 Tom Sonderman, Dec2020 에 임명되었습니다 의 임기는 5.42 년입니다. 총 연간 보상은 $1.68M, 33.4% 급여 및 66.6% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $15.35M 가치에 해당하는 회사 주식의 0.91% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 2.7 년과 2.1 년입니다.
핵심 정보
Tom Sonderman
최고경영자
US$1.7m
총 보수
| CEO 급여 비율 | 33.37% |
| CEO 재임 기간 | 5.4yrs |
| CEO 지분 보유율 | 0.9% |
| 경영진 평균 재임 기간 | 2.7yrs |
| 이사회 평균 재임 기간 | 2.1yrs |
최근 경영진 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 Alpha내러티브 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...
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 Alpha분석 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 Alpha분석 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...CEO 보수 분석
| 날짜 | 총 보수 | 급여 | 회사 수익 |
|---|---|---|---|
| Mar 29 2026 | n/a | n/a | US$114m |
| Dec 28 2025 | n/a | n/a | US$119m |
| Sep 28 2025 | n/a | n/a | US$126m |
| Jun 29 2025 | n/a | n/a | -US$16m |
| Mar 30 2025 | n/a | n/a | -US$8m |
| Dec 29 2024 | n/a | n/a | -US$7m |
| Sep 29 2024 | n/a | n/a | -US$16m |
| Jun 30 2024 | n/a | n/a | -US$26m |
| Mar 31 2024 | n/a | n/a | -US$32m |
| Dec 31 2023 | US$2m | US$527k | -US$31m |
| Oct 01 2023 | n/a | n/a | -US$23m |
| Jul 02 2023 | n/a | n/a | -US$23m |
| Apr 02 2023 | n/a | n/a | -US$27m |
| Jan 01 2023 | US$2m | US$492k | -US$40m |
| Oct 02 2022 | n/a | n/a | -US$64m |
| Jul 03 2022 | n/a | n/a | -US$71m |
| Apr 03 2022 | n/a | n/a | -US$65m |
| Jan 02 2022 | US$3m | US$413k | -US$51m |
| Oct 03 2021 | n/a | n/a | -US$36m |
| Jul 04 2021 | n/a | n/a | -US$24m |
| Apr 04 2021 | n/a | n/a | -US$22m |
| Jan 03 2021 | US$393k | US$300k | -US$21m |
| Sep 27 2020 | n/a | n/a | -US$12m |
| Dec 29 2019 | US$354k | US$300k | -US$16m |
보상 대 시장: Tom의 총 보수(USD1.68M)는 US 시장에서 비슷한 규모 기업의 평균(USD5.53M)보다 낮습니다.
보상과 수익: Tom의 보상은 지난 1년 동안 회사 실적과 일치했습니다.
CEO
Tom Sonderman (61 yo)
5.4yrs
재임 기간
US$1,675,311
보수
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...
리더십 팀
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| CEO & Director | 5.4yrs | US$1.68m | 0.91% $ 15.4m | |
| President & COO | 2.7yrs | US$1.25m | 0.11% $ 1.8m | |
| Chief Financial Officer | 5.4yrs | US$952.92k | 0.23% $ 3.9m | |
| Chief Risk & Compliance Officer | 4.1yrs | 데이터 없음 | 0.13% $ 2.2m | |
| Senior Vice President of Sales and Solutions Engineering | no data | 데이터 없음 | 데이터 없음 | |
| Chief Human Resource Officer | 1.2yrs | 데이터 없음 | 데이터 없음 | |
| SVP & GM | 5.3yrs | US$1.32m | 데이터 없음 | |
| Chief Strategy Officer & Chief of Staff to the CEO | 2.9yrs | 데이터 없음 | 데이터 없음 | |
| Senior Vice President of Supply Chain & Information Technology | 2.2yrs | 데이터 없음 | 데이터 없음 | |
| Senior VP and GM of Foundry Solutions & Technology Platforms | 1.7yrs | 데이터 없음 | 데이터 없음 | |
| Senior Vice President of Engineering | 1.1yrs | 데이터 없음 | 데이터 없음 | |
| Senior Vice President of Fab Operations | less than a year | 데이터 없음 | 데이터 없음 |
2.7yrs
평균 재임 기간
54yo
평균 나이
경험이 풍부한 관리: SKYT의 경영진은 경험이 있음으로 간주됩니다(평균 재임 2.7 년).
이사회 구성원
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| CEO & Director | 5.6yrs | US$1.68m | 0.91% $ 15.4m | |
| Director | 5.6yrs | US$184.53k | 10.52% $ 177.3m | |
| Independent Chairman | 1.2yrs | US$176.24k | 0% $ 0 | |
| Independent Director | 1.2yrs | US$157.94k | 0% $ 0 | |
| Independent Director | 1.2yrs | US$151.84k | 0% $ 0 | |
| Independent Director | 2.1yrs | US$196.10k | 0.025% $ 420.8k | |
| Independent Director | 4.3yrs | US$190.00k | 0.065% $ 1.1m | |
| Independent Director | 2.1yrs | US$185.00k | 0.025% $ 420.8k | |
| Independent Director | 2.6yrs | US$193.00k | 0.048% $ 803.2k |
2.1yrs
평균 재임 기간
60yo
평균 나이
경험이 풍부한 이사회: SKYT의 이사회는 경험이 부족한 것으로 간주됩니다(평균 재임 2.1 년) — 신규 이사회일 가능성이 있습니다.
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/20 16:05 |
| 종가 | 2026/05/20 00:00 |
| 수익 | 2026/03/29 |
| 연간 수익 | 2025/12/28 |
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.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 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 가이드와 YouTube 튜토리얼도 제공합니다.
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산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
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.
| 분석가 | 기관 |
|---|---|
| Richard Shannon | Craig-Hallum Capital Group LLC |
| Blayne Curtis | Jefferies LLC |
| Nathaniel Quinn Bolton | Needham & Company |