SkyWater Technology, Inc. (SKYT)
NASDAQInformation TechnologySemiconductorsSnapshot 2026-11-04
$32.460.00%
Close 2026-08-07 · 1-day change
NASDAQInformation TechnologySemiconductorsSnapshot 2026-11-04
QuarterlyIQ Insights · SKYT
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance sits below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 616.5% |
| Our one-year growth estimate | diamond | 12.7% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-11-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 603.8 percentage points more one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-04 · Compared with 41 industry peers · Company calendar date is not available
SKYT — officer departure
Dated 2026-07-31
Director — Timothy E. Baxter, Edward M. Daly, Nancy Fares, Dennis J. Goetz, Joseph J. Humke, Andrew D. C. LaFrence, Tammy J. Miller and Loren A. Unterseher: All listed directors resigned as part of a merger agreement.
Why it matters: Cash from operations was negative in Q2 after turning positive in Q1. Another negative quarter would show that cash flow remains uneven.
Worry ifCash from operations is below $0 in the next reported quarter.
Less concerning ifCash from operating activities is above $0 for two straight quarters.
Why it matters: IonQ's update can show whether the deal helps its quantum plans and SkyWater's foundry work. Look for clear results, not broad claims.
Watch forIonQ reports a named SkyWater role in its quantum chip plans and gives a dated step or measure of progress.
Also watch forIonQ reports a delay, cuts a named chip goal, or gives no clear SkyWater role in its plans.
Why it matters: The technology sector is still growing, but its trend is easing. A drop below its revenue growth median would add pressure to the backdrop.
Worry ifThe sector report shows revenue growth below its median.
Less concerning ifThe sector report shows revenue growth at or above its median.
Why it matters: The deal closed in Q2, and SkyWater remains a foundry unit. Watch for signs that customer work and revenue stay steady.
Watch forQuarterly revenue stays near or above $156.4M. SkyWater continues to serve its foundry customers.
Also watch forQuarterly revenue falls below $156.4M, or IonQ reports customer losses or a halt in foundry service.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$168 on $10,000 · ±1.7% | How much price usually moves either way. |
| Bad day | $723 loss on $10,000 · 7.2% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $4,264 loss on $10,000 · 42.6% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.