Assessing SkyWater Technology (SKYT) Valuation After A Strong 90 Day And 1 Year Share Price Run

Simply Wall St.02-13

SkyWater Technology (SKYT) has drawn fresh attention after recent trading left the stock with a mixed return pattern, including a gain over the past 3 months along with a weaker move in the past month...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2611185374?lang=en_US&edition=fundamental","thumbnail":"https://images.simplywall.st/asset/industry/8212000-choice2-main-header/1585186783100","is_english":true,"pubTime":"2026-02-13 10:40","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2611185374","market":"us","top_or_hot":-1,"title":"Assessing SkyWater Technology (SKYT) Valuation After A Strong 90 Day And 1 Year Share Price Run","media":"Simply Wall St.","content":"<div>\n<p>SkyWater Technology (SKYT) has drawn fresh attention after recent trading left the stock with a mixed return pattern, including a gain over the past 3 months along with a weaker move in the past month...</p>\n\n<a href=\"https://simplywall.st/stocks/us/semiconductors/nasdaq-skyt/skywater-technology/news/assessing-skywater-technology-skyt-valuation-after-a-strong\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Assessing SkyWater Technology (SKYT) Valuation After A Strong 90 Day And 1 Year Share Price Run</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAssessing SkyWater Technology (SKYT) Valuation After A Strong 90 Day And 1 Year Share Price Run\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-13 10:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/semiconductors/nasdaq-skyt/skywater-technology/news/assessing-skywater-technology-skyt-valuation-after-a-strong><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SkyWater Technology (SKYT) has drawn fresh attention after recent trading left the stock with a mixed return pattern, including a gain over the past 3 months along with a weaker move in the past month...</p>\n\n<a href=\"https://simplywall.st/stocks/us/semiconductors/nasdaq-skyt/skywater-technology/news/assessing-skywater-technology-skyt-valuation-after-a-strong\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4539","symbol_name":"次新股","start_time":0,"source_url":"https://simplywall.st/stocks/us/semiconductors/nasdaq-skyt/skywater-technology/news/assessing-skywater-technology-skyt-valuation-after-a-strong","article_id":"2611185374","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/8212000-choice2-main-header/1585186783100"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/semiconductors/nasdaq-skyt/skywater-technology/news/assessing-skywater-technology-skyt-valuation-after-a-strong","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2611185374","pubTimestamp":1770950448,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"SkyWater Technology (SKYT) has drawn fresh attention after recent trading left the stock with a mixed return pattern, including a gain over the past 3 months along with a weaker move in the past month.\nSee our latest analysis for SkyWater Technology.\nAt the current share price of $28.41, SkyWater’s recent 1 day and 1 month share price declines sit against a 90 day share price return of 64.89% and a 1 year total shareholder return of 192.89%. This suggests earlier momentum has cooled slightly...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4539":"次新股","DCF":"Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc","BK4141":"半导体产品","SKYT":"SkyWater Technology, Inc."},"translate_title":"在90天和1年的强劲股价运行后评估SkyWater Technology(SKYT)的估值","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"DCF":1,"SKYT":1.5},"content_text":"SkyWater Technology (SKYT) has drawn fresh attention after recent trading left the stock with a mixed return pattern, including a gain over the past 3 months along with a weaker move in the past month. See our latest analysis for SkyWater Technology. At the current share price of $28.41, SkyWater’s recent 1 day and 1 month share price declines sit against a 90 day share price return of 64.89% and a 1 year total shareholder return of 192.89%. This suggests earlier momentum has cooled slightly but remains strong over a longer window. If this move in semiconductors has your attention, it could be a good moment to see what else is on the radar with 34 AI infrastructure stocks as another group of potential opportunities to research. After a 64.89% 90-day return and a 192.89% 1-year total shareholder gain, plus a price target of $35 that sits above the current $28.41, is there still upside here, or is the market already pricing in future growth? AdvertisementMost Popular Narrative: 18.8% Undervalued SkyWater’s most followed narrative pegs fair value at $35 per share, above the current $28.41. This puts the recent rally into a different context for investors.  The analyst fair value estimate for SkyWater Technology has shifted from $21 to $35, with analysts citing updated assumptions on discount rates, revenue growth, profit margins, and future P/E as they reassess the stock following a series of recent downgrades. Recent Street research has largely focused on the reset in expectations following several downgrades, with analysts reassessing both execution risks and what they are willing to pay for SkyWater Technology through the cycle.  Read the complete narrative. Want to see what sits behind that higher fair value? The narrative leans on faster top line expansion, higher margins, and a future earnings multiple that looks very different from today. Result: Fair Value of $35 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, that higher fair value view still rests on heavy spending and higher debt from Fab 25, as well as exposure to government contract timing that could unsettle expectations. Find out about the key risks to this SkyWater Technology narrative. Another View: DCF Flags a Very Different Picture While the narrative points to fair value at $35 and labels SkyWater as 18.8% undervalued, our DCF model tells a different story. Under that framework, the estimated future cash flow value is $5.93 per share versus today’s $28.41, which screens as expensive rather than cheap. That kind of gap raises a practical question for you as an investor: which set of assumptions do you trust more, the story built around future earnings and margins, or the cash flow profile implied by the SWS DCF model? Look into how the SWS DCF model arrives at its fair value. SKYT Discounted Cash Flow as at Feb 2026Simply Wall St performs a discounted cash flow (DCF) on every stock in the world every day (check out SkyWater Technology for example). We show the entire calculation in full. You can track the result in your watchlist or portfolio and be alerted when this changes, or use our stock screener to discover 55 high quality undervalued stocks. If you save a screener we even alert you when new companies match - so you never miss a potential opportunity.  Build Your Own SkyWater Technology Narrative If this setup does not quite fit how you see SkyWater, or you prefer to work from your own research, you can shape a custom view in just a few minutes by starting with Do it your way. A great starting point for your SkyWater Technology research is our analysis highlighting 3 key rewards and 5 important warning signs that could impact your investment decision. Looking for more investment ideas? If SkyWater has sparked new questions for you, do not stop here. Use the screener to line up your next set of focused investment candidates.  Zero in on potential value by checking companies that look attractively priced with 55 high quality undervalued stocks that match solid cash flows and balance sheets. Prioritise resilience by reviewing 84 resilient stocks with low risk scores that score well on financial strength and business stability. Hunt for underfollowed opportunities using our screener containing 23 high quality undiscovered gems that combine quality fundamentals with lower market attention.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2611185374","isCrawlerRequest":true}