SkyWater Technology, Inc. (SKYT)
NASDAQInformation TechnologySemiconductorsSnapshot 2026-09-04
NASDAQInformation TechnologySemiconductorsSnapshot 2026-09-04
Research Workspace
Put SKYT beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Primary pillar broken — Increase gross profit to at least $32.15 million in 2026-Q1: 32.1M vs 32.15M.
View ThesisMiddle-of-the-pack management execution.
View ManagementExpectations look high — the market is pricing in about 617% growth a year, above the roughly 13% analysts expect, leaving little room for error.
View ValuationThis stock is volatile — it swings about 2% on a typical day and fell roughly 43% in its worst 12-month stretch.
View RiskSKYT's growth relies on increasing gross profit to at least $32.15 million in 2026-Q1. The latest result showed gross profit at $32.1 million, just below expectations. It trades at a typical multiple compared to peers, indicating that expectations may be high. If guidance is cut on the next call, the stock could face downward pressure. Peer multiples imply a price about 16% below where it trades. Our standing thesis is broken due to the primary pillar being broken.
Trailing returns as of 2026-08-07. SKYT is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 3 analysts currently covering SKYT (as of Aug 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
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Compare SKYT with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| SKYT Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 0 valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Semiconductors — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put SKYT next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-08-07. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Below average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.