SkyWater Technology, Inc.
At today's price, SkyWater Technology, Inc. (SKYT) is priced for an above-average set of expectations. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
• SkyWater is a US pure-play foundry that scaled revenue to $160.7 million in the March quarter (nearly triple a year earlier) on the Fab 25 acquisition from Infineon, whose supply agreement made Infineon 43% of fiscal 2025 revenue per the 10-K (accession 0001819974-26-000009), and it is under a signed $35.00 per-share cash-and-stock acquisition by IonQ. • The biggest risk is the deal: the FTC issued a Second Request in April 2026, and a break would reprice the stock on standalone economics of
Is SKYT overvalued? See what's priced in →
185 institutional managers reported holding SKYT in 13F filings for the quarter ended 2026-03-31. Together they hold about 60% of the company; the top 10 hold 32%. 55 opened new positions that quarter. Held by BlackRock, Balyasny Asset Management, Vanguard Group, among others. On the short side, 2.5M shares were sold short as of the 2026-06-15 count, about 5% of shares outstanding (3.2 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
SKYT's share count grew 40.5% over the past five years. It pays no dividend.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at SKYT over the trailing three years. Absence is a fact about the company, not a signal. 15 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
SKYT's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-12 | -19.2% | -20.5% |
| 2023-11-10 | +2.0% | +48.5% |
| 2024-03-16 | -1.3% | -12.8% |
| 2024-05-11 | -36.5% | -0.9% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
SKYT's latest 8-K filings: 2026-06-16 (items 5.07, 9.01); 2026-05-08 (items 5.07); 2026-04-24 (items 8.01); 2026-03-26 (items 5.02, 9.01); 2026-02-25 (items 2.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: July 11, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.