Assessing SkyWater Technology’s Valuation After Fab 25 Acquisition And Infineon Supply Agreement

Simply Wall St.04-18

AdvertisementWhat SkyWater Technology’s Recent Performance Tells Investors SkyWater Technology (SKYT) has drawn fresh attention after a strong share price move over the past month, with the stock up ...

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/2628733454?lang=en_US&edition=fundamental","thumbnail":"https://images.simplywall.st/asset/industry/8212000-choice2-main-header/1585186783100","is_english":true,"pubTime":"2026-04-18 09:16","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2628733454","market":"hk","top_or_hot":-1,"title":"Assessing SkyWater Technology’s Valuation After Fab 25 Acquisition And Infineon Supply Agreement","media":"Simply Wall St.","content":"<div>\n<p>AdvertisementWhat SkyWater Technology’s Recent Performance Tells Investors SkyWater Technology (SKYT) has drawn fresh attention after a strong share price move over the past month, with the stock up ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/semiconductors/nasdaq-skyt/skywater-technology/news/assessing-skywater-technologys-valuation-after-fab-25-acquis\">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’s Valuation After Fab 25 Acquisition And Infineon Supply Agreement</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’s Valuation After Fab 25 Acquisition And Infineon Supply Agreement\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-04-18 09:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/semiconductors/nasdaq-skyt/skywater-technology/news/assessing-skywater-technologys-valuation-after-fab-25-acquis><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AdvertisementWhat SkyWater Technology’s Recent Performance Tells Investors SkyWater Technology (SKYT) has drawn fresh attention after a strong share price move over the past month, with the stock up ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/semiconductors/nasdaq-skyt/skywater-technology/news/assessing-skywater-technologys-valuation-after-fab-25-acquis\">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-technologys-valuation-after-fab-25-acquis","article_id":"2628733454","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-technologys-valuation-after-fab-25-acquis","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2628733454","pubTimestamp":1776475008,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"What SkyWater Technology’s Recent Performance Tells Investors\nSkyWater Technology (SKYT) has drawn fresh attention after a strong share price move over the past month, with the stock up about 20%, while the past 3 months show a small negative return.\nSee our latest analysis for SkyWater Technology.\nViewed over a longer stretch, SkyWater’s recent momentum, including a 14.28% 7 day share price return and a very large 1 year total shareholder return, has come on top of a 46.63% year to date...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4539":"次新股","BK4585":"ETF&股票定投概念","BK4141":"半导体产品","SKYT":"SkyWater Technology, Inc.","BK4605":"半导体精选","GFS":"GLOBALFOUNDRIES Inc.","DCF":"Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc","BK4588":"碎股"},"translate_title":"评估SkyWater Technology在Fab 25收购和英飞凌供应协议后的估值","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"SKYT":1.5,"DCF":1,"GFS":1.5},"content_text":"AdvertisementWhat SkyWater Technology’s Recent Performance Tells Investors SkyWater Technology (SKYT) has drawn fresh attention after a strong share price move over the past month, with the stock up about 20%, while the past 3 months show a small negative return. See our latest analysis for SkyWater Technology. Viewed over a longer stretch, SkyWater’s recent momentum, including a 14.28% 7 day share price return and a very large 1 year total shareholder return, has come on top of a 46.63% year to date share price gain. This suggests sentiment has strengthened. If you are using this move in SkyWater as a prompt to widen your watchlist, now could be a good moment to scan the market for 38 AI infrastructure stocks. With SkyWater up 46.63% year to date and trading only about 6% below the latest analyst price target, the key question for you is simple: is there still an opportunity here, or is the market already pricing in future growth? Most Popular Narrative: 6% Undervalued The most followed narrative for SkyWater puts fair value at $35 per share, slightly above the latest close at $32.89. This frames the recent rally in a different light.  The recent acquisition of Fab 25, backed by a multi-year $1b supply agreement with Infineon, quadruples domestic 200mm foundry capacity and creates a platform to address rising customer demand for secure, U.S. based chip supply, an opportunity amplified by ongoing government and private sector shifts prioritizing supply chain resilience, which is likely to drive top line revenue growth and increase revenue visibility.  Read the complete narrative. Curious what sits behind that $35 figure? The narrative leans on brisk revenue expansion, changing margin assumptions, and a future earnings multiple that differs from today. The mix of growth projections and discount rate choice does a lot of the heavy lifting in this fair value story. Result: Fair Value of $35 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, the Fab 25 debt load and reliance on government and defense contracts mean any setback on funding, margins, or integration could quickly challenge this undervalued thesis. Find out about the key risks to this SkyWater Technology narrative. Another Angle on SkyWater’s Valuation The popular $35 fair value comes from analyst earnings and margin assumptions, but our DCF model paints a very different picture. On that measure, SkyWater screens as expensive, with the current $32.89 price sitting far above an estimated future cash flow value of $2.50. Which story do you think fits your view of the business? Look into how the SWS DCF model arrives at its fair value. SKYT Discounted Cash Flow as at Apr 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 59 high quality undervalued stocks. If you save a screener we even alert you when new companies match - so you never miss a potential opportunity. Next Steps Given the mix of optimism and concern in this story, it makes sense to look at the full set of numbers and risks yourself, then decide quickly where you stand by checking the 3 key rewards and 3 important warning signs Looking for more investment ideas? If SkyWater has sharpened your interest, do not stop here; widening your opportunity set now can help you spot setups others overlook.  Target steady compounders by reviewing companies with strong cash generation and supportive balance sheets through the solid balance sheet and fundamentals stocks screener (42 results). Hunt for mispriced opportunities by scanning the market for 59 high quality undervalued stocks where quality and price may line up on your terms. Prioritise staying power by focusing on companies that pair resilience with measured risk using the 70 resilient stocks with low risk scores.   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":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":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":"4.42.0","shortVersion":"4.42.0","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/2628733454","isCrawlerRequest":true}