SkyWater Technology, Inc (SKYT) Fair Value & Analysis
Technology · US · Market cap $1.8B
SkyWater Technology, Inc
SKYT · US
Fair value as of: Jul 19, 2026
From 13 valuation models · updated 22 days ago
Share price −6.8% over the past month.
Below-average quality, screening 13% undervalued on our models.
What matters now
- The model range is unusually wide ($19.16 to $66.31). The outcome hinges heavily on assumptions, so read the point estimate with caution.
- Our model range runs from $19.16 (bear) to $66.31 (bull), base $36.69. The closer the price sits to the lower half, the larger the margin of safety.
- Quality 39/100 (below-average quality) with medium evidence: read the verdict with care.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 19, 2026.
How to read this chart
60‑month range $4.56 – $39.91 · fair‑value band $19.16 – $66.31 · the $32.46 price screens below the $36.69 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 19, 2026.
Analysis
SkyWater Technology, Inc (SKYT) currently trades at $32.46, while our model-based Fair Value estimate is $36.69, implying the stock looks roughly 13.0% undervalued today. The Quality Score stands at 39/100 (below-average quality), in the Technology sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: medium), always confirm before acting.
Over the trailing twelve months, SkyWater Technology, Inc generated revenue of $542M at a net margin of 21.0%. Revenue grew 162.1% year over year. It earns a return on equity of 95.9%. Net debt stands at $227M. Fundamentals as of Jul 19, 2026
Our scenario range runs from $19.16 (bear case) to $66.31 (bull case); at $32.46, the current price sits within that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 19% below its 52-week high and 282% above its 52-week low, currently above its 200-day average. For context, the median of 10 Technology peers we cover trades at -67% fair-value upside, at 13%, SKYT screens cheaper than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 13 models by family
Widest divergence: Growth Earnings ($77.56) versus Dividend Discount ($0.3200). Highest evidence: Residual Income (76).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 19, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 39 · Market factors (momentum, volatility) 51
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
SkyWater Technology, Inc., together with its subsidiaries, provides semiconductor manufacturing services in the United States. The company operates through two segments, Legacy SkyWater and SkyWater Texas.
Full company description
SkyWater Technology, Inc., together with its subsidiaries, provides semiconductor manufacturing services in the United States. The company operates through two segments, Legacy SkyWater and SkyWater Texas. The company offers foundry services; advanced technology services (ATS); wafer manufacturing services for analog, mixed-signal, MEMS, and specialty CMOS devices; and advanced semiconductor packaging. The company serves quantum computing, aerospace and defense, automotive, bio-health, and industrial sectors. SkyWater Technology, Inc. was incorporated in 2016 and is headquartered in Bloomington, Minnesota.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
SkyWater Technology, Inc reported revenue of $442M in FY2025 versus $163M in FY2021, a compound +28.4%/yr. Reported net income was $119M in FY2025.
Watch SKYT: get an alert when its fair value changes →
Recent news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- SkyWater Technology Inc (SKYT) (Q2 2026) Earnings Call Highlights: Record Revenue and Strategic ...
- SkyWater Technology (SKYT) Deal Closes, Is The Remaining Upside Already Priced In?
- IonQ (IONQ) Closed Its SkyWater Deal, Is The Valuation Gap Still Real?
- D-Wave Spikes 11% on Nasdaq Verafin Deal, IonQ Gains 9% After SkyWater Buyout, Rigetti Rises 7%
Peer Group
Semiconductors · 319 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Semiconductors median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
Insider activity: 46/100
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Semiconductors stocks, each showing price versus our Fair Value estimate (as of Jul 19, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| NVIDIA Corporation NVDA | $211.80 | $96.91 | -54% |
| Taiwan Semiconductor Manufacturing Company TSM | $398.37 | $207.49 | -48% |
| Broadcom Inc 1AVGO | €367.75 | €121.25 | -67% |
| Micron Technology, Inc 1MU | €784.90 | €185.67 | -76% |
| SK hynix Inc 000660 | 2,082,000 KRW | 1,109,311 KRW | -47% |
| Advanced Micro Devices, Inc 1AMD | €425.20 | €56.33 | -87% |
| Intel Corporation INTC | C$68.40 | C$9.82 | -86% |
| Texas Instruments Incorporated TXN | $311.46 | $59.75 | -81% |
| MediaTek Inc 2454 | 3,740 TWD | 1,163 TWD | -69% |
| SK Square Co 402340 | 1,212,000 KRW | 868,000 KRW | -28% |
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Frequently asked questions
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
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