Added to YB: 2026-01-07
Pitch date: 2026-01-04
SKYT [bullish]
SkyWater Technology, Inc.
+21.21%
current return
Author Info
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Company Info
SkyWater Technology, Inc., together with its subsidiaries, operates as a pure-play technology foundry that offers semiconductor development, manufacturing, and packaging services in the United States.
Market Cap
$1.1B
Pitch Price
$23.15
Price Target
115.00 (+307%)
Dividend
N/A
EV/EBITDA
44.59
P/E
8.57
EV/Sales
3.68
Sector
Semiconductors and Semiconductor Equipment
Category
growth
$SKYT - SkyWater Deep Dive Investment Thesis - Space/Quantum Stock on Discount Rack
SKYT: Only US-owned trusted foundry with DMEA Category 1A clearance for classified defense/space tech. Quantum rev +30% YoY, recently acquired Fab 25 adding 400K wafer capacity. 2026 guidance $600M+ (vs $350M TTM). Trades <2x 2026 sales vs Tower Semi at 9.5x sales despite better growth. Target $115/share (5x upside) at comp multiple.
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