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SKYT

SkyWater Technology, Inc.

SKYT

NASDAQ·Technology·Semiconductors·Mkt cap $1.7B

$33.90

▼ -2.66%

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Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

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52-Week Range

$8.49 - $39.93

P/E

14.55

Fwd P/E

-102.71

Beta

3.32

Div Yield

0.00%

Avg Vol

1.1M

Shares Out

48.6M

Mkt Cap

$1.7B

Price action

Price chart

Up 218.0% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

▲

Bull Case

4 reasons

  • Domestic U.S. manufacturing capacity with government support and incentives
  • Specialized expertise in radiation-hardened and mission-critical semiconductor design
  • Differentiated technology focus on analog, mixed-signal, and power discrete rather than commodity chips
  • Strategic positioning for defense, aerospace, and critical infrastructure customers
▼

Bear Case

2 risks

  • Very high volatility (beta 3.3). Expect 3x market swings. Position size accordingly.
  • Growth premium of 0.0x vs Analog & Mixed Signal peers. Reasonable for this growth rate.

Growth

Profitability at risk

Increased government spending on domestic semiconductor manufacturing through CHIPS Act funding

Value

Growth premium of 0.0x vs Analog & Mixed Signal peers. Reasonable for this growth rate.

Momentum

Hot

+22.7% over 3m

Quality

Thin

Emerging growth company (67% revenue growth). Early stage with higher risk.

Dividend

None

No dividend

Earnings track record

Recent earnings results

AI-summarized recap of last quarter, plus the surprise on every print.

Next: May 5, 2026

“
Q2 26 RECAP

MAY 8, 2026

Reported EPS of -$0.25 vs -$0.08 consensus (-212.5% surprise). Revenue of $160.7M vs $146.1M expected (+10.0%).

EPS miss
Rev beat +10.0%

EPS surprise · last 4Q

0 of 2 beats

Q2 26

-212.5%

Q2 26

-212.5%

Next: May 5, 2026

Revenue trend · last 8Q

—

—

-5%

-23%

-37%

+61%

+127%

+162%

Q2 24

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

$93.3M

$93.8M

$75.5M

$61.3M

$59.1M

$150.7M

$171.0M

$160.7M

Margins · last 8Q

Gross

—

Operating

—

Profit

-7.7%

View full earnings history →

Wall Street consensus

3 analysts · 0% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

0%

Hold

3

100%

Sell

0%

Median Price Target

—

Latest: Craig-Hallum · $35.00 · Jan 27, 2026

View full analyst page →

vs Industry

How SKYT stacks vs Semiconductors

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.