SkyWater Technology, Inc.

NasdaqCM:SKYT Stok Raporu

Piyasa değeri: US$1.9b

SkyWater Technology Yönetim

Yönetim kriter kontrolleri 3/4

SkyWater Technology CEO'su Tom Sonderman, Dec2020 tarihinde atandı, in görev süresi 5.5 yıldır. in toplam yıllık tazminatı $ 1.68M olup, şirket hissesi ve opsiyonları dahil olmak üzere 33.4% maaş ve 66.6% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.91% ine doğrudan sahiptir ve bu hisseler $ 17.47M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 2.8 yıl ve 2.2 yıldır.

Anahtar bilgiler

Tom Sonderman

İcra Kurulu Başkanı

US$1.7m

Toplam tazminat

CEO maaş yüzdesi33.37%
CEO görev süresi5.5yrs
CEO sahipliği0.9%
Yönetim ortalama görev süresi2.8yrs
Yönetim Kurulu ortalama görev süresi2.2yrs

Son yönetim güncellemeleri

Recent updates

Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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).
Anlatı Güncellemesi 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).
Anlatı Güncellemesi 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).
Anlatı Güncellemesi 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).
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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).
Anlatı Güncellemesi 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).
Analiz Makalesi 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...
Anlatı Güncellemesi 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).
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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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Yeni Anlatı 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.
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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
Analiz Makalesi 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...
Analiz Makalesi 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
Analiz Makalesi 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 Tazminat Analizi

Tom Sonderman'un ücretlendirmesi SkyWater Technology'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
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

Tazminat ve Piyasa: Tom 'nin toplam tazminatı ($USD 1.68M ), US pazarındaki benzer büyüklükteki şirketler için ortalamanın altındadır ($USD 5.34M ).

Tazminat ve Kazançlar: Tom 'in tazminatı, şirketin son bir yıldaki performansıyla tutarlıydı.


CEO

Tom Sonderman (62 yo)

5.5yrs
Görev süresi
US$1,675,311
Tazminat

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...


Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
Thomas Sonderman
CEO & Director5.5yrsUS$1.68m0.91%
$ 17.5m
John Sakamoto
President & COO2.8yrsUS$1.25m0.11%
$ 2.1m
Steve Manko
Chief Financial Officer5.5yrsUS$952.92k0.082%
$ 1.6m
Christopher Hilberg
Chief Risk & Compliance Officer4.2yrsVeri yok0.13%
$ 2.5m
Christine Dunbar
Senior Vice President of Sales and Solutions Engineeringno dataVeri yokVeri yok
Kristen Bergstrom
Chief Human Resource Officer1.3yrsVeri yokVeri yok
Brad Ferguson
SVP & GM5.3yrsUS$1.32mVeri yok
Ross Miller
Chief Strategy Officer & Chief of Staff to the CEO3yrsVeri yokVeri yok
Sudhakar Adivikolanu
Senior Vice President of Supply Chain and M&A Integration2.3yrsVeri yokVeri yok
Bassel Haddad
Senior VP and GM of Foundry Solutions & Technology Platforms1.8yrsVeri yokVeri yok
Percy Gilbert
Senior Vice President of Engineering1.2yrsVeri yokVeri yok
Dan Malinaric
Senior Vice President of Fab Operationsless than a yearVeri yokVeri yok
2.8yrs
Ortalama Görev Süresi
55yo
Ortalama Yaş

Deneyimli Yönetim: SKYT 'un yönetim ekibi deneyimli olarak değerlendirilmektedir (ortalama görev süresi 2.8 yıldır).


Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
Thomas Sonderman
CEO & Director5.7yrsUS$1.68m0.91%
$ 17.5m
Loren Unterseher
Director5.7yrsUS$184.53k10.52%
$ 201.8m
Timothy Baxter
Independent Chairman1.3yrsUS$176.24k0%
$ 0
Tammy Miller
Independent Director1.3yrsUS$157.94k0%
$ 0
Andrew LaFrence
Independent Director1.3yrsUS$151.84k0%
$ 0
Dennis Goetz
Independent Director2.2yrsUS$196.10k0.025%
$ 478.9k
Nancy Fares
Independent Director4.4yrsUS$190.00k0.065%
$ 1.3m
Joseph Humke
Independent Director2.2yrsUS$185.00k0.025%
$ 478.9k
Edward Daly
Independent Director2.7yrsUS$193.00k0.048%
$ 914.1k
2.2yrs
Ortalama Görev Süresi
61yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: SKYT 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilmiyor ( 2.2 yıllık ortalama görev süresi), bu da yeni bir yönetim kurulu olduğunu gösteriyor.


Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/06/01 06:28
Gün Sonu Hisse Fiyatı2026/05/29 00:00
Kazançlar2026/03/29
Yıllık Kazançlar2025/12/28

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

SkyWater Technology, Inc. 6 Bu analistlerden 4, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

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