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SKSKYT

SkyWater Technology, Inc.

$SKYT·$1.6B·Semiconductors·Technology
$31.52-1.0%YTD+66.2%1Y+208.1%
Mentions · last 7 days
2026-07-10: 5 posts2026-07-11: 0 posts2026-07-12: 0 posts2026-07-13: 2 posts2026-07-14: 2 posts2026-07-15: 2 posts2026-07-16: 5 posts16+15%
Price updated 6h ago·X counts updated 5h ago
SKSKYT
$SKYTSkyWater Technology, Inc.
$31.52-1.04%16 posts+15%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $SKYT, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Hinges on a big eventEvent coming upAI verdict · as of 2026-07-15

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

US specialty semi foundry +228% T12M with Q1 rev +162% YoY — and X flags an IONQ acquisition approval expected in Q2/Q3.

SkyWater is the US specialty-semi foundry (radiation-hardened, MEMS, mixed-signal) with a monster growth print — Q1 revenue $161M (+162% YoY), Q4/25 +127%, Q3/25 +61% — genuine defense/aero fabrication demand.

  • Growth trajectory: revenue Q2/25 -37% → Q3 +61% → Q4 +127% → Q1/26 +162% YoY — inflected hard.
  • Fundamentals: gross margin 20%, op margin 0.1% (near breakeven), ROE 75% (small equity base), PE 15x (favorable on TTM), EV/EBITDA 12.7x, FCF yield -4.4% (investing).
  • Consensus FY26 EPS -$0.33, FY27 -$0.13 — analyst model has losses narrowing.
  • X tell: 'IONQ acquisition of SKYT approval set for Q2/Q3 with community expecting close within weeks' — deal-arb framing consistent with the rally.
  • Insider filings empty in the bundle.
  • Structure: low float 36M, beta 3.34 (high vol), 76% of 52w range, -8.6% vs 50d MA, +20% vs 200d.
  • Aug 5 Q2 earnings.

Real growth print + deal-catalyst optionality (IONQ acquisition thesis); if the deal doesn't materialize, the standalone still has genuine defense-semi demand traction.

Agrees with X sentimentX aligned bullish on both the deal-catalyst thesis and the growth print; the tape supports both.

What to watch: IONQ acquisition regulatory approval; Aug 5 Q2 print — revenue continuation, backlog, gross margin.

On the calendar: 2026-08-05 — Q2 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment5 posts analyzed · as of 2026-07-03

SkyWater Technology (SKYT) 2025 revenue was $442.1M expected to earn over $600M this year. IONQ acquisition of SKYT approval set for Q2/Q3 with community expecting close within weeks. The tone is aggressive long positioning into the deal catalyst.

Read the AI verdict + X sentiment for $SKYT

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

U.S.-based semiconductor foundry offering development and manufacturing of analog, power, MEMS, and rad-hard ICs for defense and biohealth.

Industry overviewAI analysisGenerated by AI from underlying data

Where Semiconductors sits in its cycle right now — and what that implies for $SKYT.

Semiconductors · Technology

No material change from last week — structural AI capex engine unchanged: hyperscaler Blackwell allocation stays tight through 2H26 and HBM3e pricing holds as LLM context-window expansion drives 5-8x per-server memory demand uplift.

What this means for $SKYT

Partial — U.S.-based semiconductor foundry offering development and manufacturing of analog, power, MEMS, and rad-hard ICs for defense and biohealth; the AI capex and HBM/compute demand cycle is a secondary rather than primary near-term earnings catalyst.

Top industry ETF

$SMHVanEck Semiconductor ETF
+54.2%YTD
+96.7%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
15.0How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
0.1%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
0.1%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-4.4%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
3.2Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
75.2%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
19.6%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.3Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 8, 2026$-0.14$-0.08-75.0%
Q4 2025Feb 25, 2026$-0.03$-0.01-200.0%
Q3 2025Nov 5, 2025$0.24$-0.17+239.5%
Q2 2025Aug 6, 2025$-0.11$-0.17+35.3%
Next earningsWed, Aug 5·consensus EPS $-0.07

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$160.7M+162.1%20.0%-3.3%$-0.25$18.9M
Q4 FY25$171.0M+126.6%15.8%0.9%$-0.16$-42.1M
Q3 FY25$150.7M+60.7%24.0%7.3%$2.98$-48.0M
Q2 FY25$59.1M-36.7%18.5%-11.0%$-0.21$-4.3M

Forward consensus

3-year forecast · up to 3 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$607.5M$605.9M – $608.4M-$0.33-$0.33 – -$0.333
FY27$635.0M$633.3M – $636.0M-$0.13-$0.13 – -$0.132
FY28$657.3M$655.5M – $658.3M-$0.50-$0.50 – -$0.501

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.9×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.73%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-10.9%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+16.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 36.0M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.0% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β3.345-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellMay 11Steve MankoCFO75.0K sh$2.6MSellApr 14Steve MankoCFO84.2K sh$2.6MSellMar 16Steve MankoCFO71.7K sh$2.0MSellMar 16Steve MankoCFO91.1K sh$2.5M
+ 21 other (12 awards · 7 inkinds · 2 exempts) in window

See when $SKYT insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KShareholder voteJun 168-K — Item 5.07: Shareholder vote
AI summary

Skywater Technology, Inc. (SKYT) reported annual meeting vote results (Item 5.07) in an 8-K filed June 16, 2026. Body unavailable — excerpt contains only XBRL header and cover page without specific vote tallies.

8-KShareholder voteMay 88-K — Item 5.07: Shareholder vote
AI summary

SKYT held its Special Meeting of stockholders around 2026-05-08 (8-K Item 5.07). Routine governance event — monitor for unusually high withhold votes as an activist signal.

8-KOfficer or director changeMar 268-K — Item 5.02: Officer or director change
AI summary

SKYT disclosed a personnel change (8-K Item 5.02, dated 2026-03-26). An executive departure and a new appointment are both reported. Personnel changes are generally administrative; materiality depends on seniority and circumstances.

8-KMaterial agreementJan 268-K — Item 1.01: Material agreement
+ 36 other (24 425s · 3 proxys · 2 13Gs · 2 routine 8-Ks) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

SkyWater Technology, Inc. (SKYT) Dips More Than Broader Market: What You Should Knowzacks.com·9h agoSkyWater Technology, Inc. (SKYT) Stock Drops Despite Market Gains: Important Facts to Notezacks.com·6d agoSkyWater Technology, Inc. (SKYT) is Attracting Investor Attention: Here is What You Should Knowzacks.com·8d agoSkyWater Technology, Inc. (SKYT) Suffers a Larger Drop Than the General Market: Key Insightszacks.com·9d agoSkyWater Technology, Inc. (SKYT) Rises Higher Than Market: Key Factszacks.com·17d ago

In themes

Explore the broader themes this ticker is being talked about under.

Defense & DronesSemiconductor Onshoring

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Voices on X · top 1 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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