SKYT

SkyWater Technology, Inc

Nasdaq · Semiconductors & Related Devices · Inc. DE · CIK 0001819974
$36.61 +2.26% $1.8B
13 New Institutional Positions16 Institutional Exits
Vol
Market Cap$1.8B
Cap SizeSmall Cap
Inst. Holders50 funds
Inst. Value$479.3M
Inst. Activity13 buys / 16 sells
Insider Activity0B / 4S
Insider Net $-$7.5M
SEC Reports7
Exchange Nasdaq·Sector Semiconductors & Related Devices·Inc. DE·CIK 0001819974·Prev Close $35.80

Recent Activity

Jun 11, 2026 SEC
An institutional cluster of 8 tracked funds in SkyWater Technology shows a strong bullish bias, with 6 buyers accumulati
INST-CLUSTER — Impact 6/10
Jun 10, 2026 Insider
Unterseher Loren A was granted 4,304 shares
Director
Jun 10, 2026 Insider
Daly Edward was granted 4,304 shares
Director
Jun 10, 2026 Insider
Goetz Dennis J was granted 4,304 shares
Director
May 13, 2026 earnings_calendar
SKYT Q1 2026 Earnings Scheduled — 2026-05-13
Apr 28, 2026 SEC
SkyWater Technology issued a final reminder to stockholders to vote in favor of its merger with IonQ, Inc. ahead of the
425 — Impact 3/10
Apr 27, 2026 SEC
SkyWater Technology, Inc. (SKYT) has filed a definitive proxy statement (DEFA14A) for an upcoming shareholder meeting. T
DEFA14A — Impact 3/10
Inst.
BALYASNY ASSET MANAGEMENT L.P. — DOUBLED
2,399,067 shares ($65.8M)

Price Targets

Historical data — last covering-analyst action Jan 2026. No current recommendation available.
$35.00 (Jan 2026)
Current $36.61 Low $35.00 Median $35.00 High $35.00 4 analysts
$35.00 $35.00

Analyst Ratings

Historical distribution0% buy · 10 analysts · last covering-analyst action Jan 2026
0Strong Buy
0Buy
7Hold
1Sell
2Strong Sell
Historical Analyst Actions
DateFirmActionRating
Jan 27, 2026 Piper Sandler DOWNGRADE Overweight → Neutral
Jan 27, 2026 TD Cowen DOWNGRADE Buy → Hold
Jan 27, 2026 Needham DOWNGRADE Buy → Hold

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $-0.10 $-0.15 — $-0.07 9% YoY 4
Next Q $-0.07 $-0.08 — $-0.06 -130% YoY 4
Current FY $-0.33 $-0.40 — $-0.26 -3425% YoY 4
Next FY $-0.20 $-0.25 — $-0.13 39% YoY 3

Latest Reports

BULLISH INST-CLUSTER 6/10
An institutional cluster of 8 tracked funds in SkyWater Technology shows a strong bullish bias, with 6 buyers accumulati
Jun 11, 2026
NEUTRAL 425 3/10
SkyWater Technology issued a final reminder to stockholders to vote in favor of its merger with IonQ, Inc. ahead of the
Apr 28, 2026

Top Institutional Holders

FundValueMove
BlackRock, Inc.$70.1MADD
BALYASNY ASSET MANAGEMENT L.P.$65.8MDOUBLED
VANGUARD CAPITAL MANAGEMENT LLC$41.9M—
STATE STREET CORP$40.4MDOUBLED
Magnetar Financial LLC$32.2MNEW

Recent Insider Trades

DateInsiderTypeValue
Jun 10, 2026Unterseher LorenA$0.00
Jun 10, 2026Daly EdwardA$0.00
Jun 10, 2026Goetz DennisA$0.00
Jun 10, 2026FARES NANCYA$0.00
Jun 10, 2026Baxter TimothyA$0.00
50 institutional holders with $479.3M total value (17,939,948 shares) as of 2026-Q1. Top holders: BlackRock,, BALYASNY, VANGUARD. Net selling activity: 16 institutions trimmed/exited vs 13 added.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.2,556,741$70.1M14.6%ADD +31.5%
2BALYASNY ASSET MANAGEMENT L.P.2,399,067$65.8M13.7%DOUBLED +11866.0%
3VANGUARD CAPITAL MANAGEMENT LLC1,527,134$41.9M8.7%—
4STATE STREET CORP1,473,228$40.4M8.4%DOUBLED +134.1%
5Magnetar Financial LLC1,175,584$32.2M6.7%NEW
6GOLDMAN SACHS GROUP INC901,221$24.7M5.2%—
7ALLIANCEBERNSTEIN L.P.1,347,349$24.5M5.1%—
8Woodline Partners LP668,889$18.3M3.8%NEW
9Nuveen, LLC629,042$17.2M3.6%—
10SUSQUEHANNA INTERNATIONAL GROUP, LLP460,100$12.6M2.6%—
11D. E. Shaw & Co., Inc.449,601$12.3M2.6%DOUBLED +119.7%
12DIMENSIONAL FUND ADVISORS LP281,858$7.7M1.6%TRIM -27.3%
13D. E. Shaw & Co., Inc.271,200$7.4M1.6%DOUBLED +119.7%
14CITADEL ADVISORS LLC266,800$7.3M1.5%—
15CITIGROUP INC256,733$7.0M1.5%—
16CHARLES SCHWAB INVESTMENT MANAGEMENT INC249,920$6.9M1.4%—
17VANGUARD PORTFOLIO MANAGEMENT LLC231,963$6.4M1.3%—
18Point72 Asset Management, L.P.224,700$6.2M1.3%DOUBLED +281.6%
19VANGUARD FIDUCIARY TRUST CO210,081$5.8M1.2%—
20SUSQUEHANNA INTERNATIONAL GROUP, LLP203,091$5.6M1.2%—

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
BALYASNY ASSET MANAGEMENT L.P.DOUBLED20,0492,399,067+11866.0%$65.8M2026-Q1
Magnetar Financial LLCNEW—1,175,584—$32.2M2026-Q1
Woodline Partners LPNEW—668,889—$18.3M2026-Q1
DIMENSIONAL FUND ADVISORS LPTRIM387,555281,858-27.3%$7.7M2026-Q1
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUNDDOUBLED61,822185,000+199.2%$5.1M2026-Q1
MORGAN STANLEYNEAR_EXIT817,827178,206-78.2%$4.9M2026-Q1
GABELLI FUNDS LLCDOUBLED61,202147,228+140.6%$4.0M2026-Q1
GROUP ONE TRADING LLCADD73,380100,235+36.6%$2.7M2026-Q1
TUDOR INVESTMENT CORP ET ALTRIM203,48977,351-62.0%$2.1M2026-Q1
LAZARD ASSET MANAGEMENT LLCTRIM171,88868,043-60.4%$1.9M2026-Q1
Trexquant Investment LPNEAR_EXIT371,40462,722-83.1%$1.7M2026-Q1
Marex Group plcTRIM106,73645,501-57.4%$1.2M2026-Q1
Point72 Asset Management, L.P.DOUBLED10,92241,675+281.6%$1.1M2026-Q1
COMMONWEALTH EQUITY SERVICES, LLCTRIM62,76521,982-65.0%$602.5K2026-Q1
MARSHALL WACE, LLPTRIM56,10018,600-66.8%$509.8K2026-Q1
CANADA PENSION PLAN INVESTMENT BOARDADD11,20017,400+55.4%$476.9K2026-Q1
STRS OHIOTRIM21,90014,800-32.4%$405.7K2026-Q1
MAIRS & POWER INCNEAR_EXIT182,13113,000-92.9%$356.3K2026-Q1
STIFEL FINANCIAL CORPTRIM23,56312,285-47.9%$336.7K2026-Q1
FMR LLCNEAR_EXIT56,4766,563-88.4%$179.9K2026-Q1
NISA INVESTMENT ADVISORS, LLCADD4,5796,179+34.9%$169.4K2026-Q1
Russell Investments Group, Ltd.ADD2,4913,863+55.1%$105.9K2026-Q1
NATIONAL BANK OF CANADA /FI/DOUBLED4361,129+158.9%$30.9K2026-Q1
BNP Paribas Asset Management Holding S.A.ADD368476+29.3%$13.0K2026-Q1
Allworth Financial LPNEAR_EXIT2,437245-89.9%$6.7K2026-Q1
12 unique insiders with 22 transactions. Net insider value: -$7.5M ($0.00 bought, $7.5M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 10, 2026Unterseher Loren ADirectorAWARD4,304——
Jun 10, 2026Daly EdwardDirectorAWARD4,304——
Jun 10, 2026Goetz Dennis JDirectorAWARD4,304——
Jun 10, 2026FARES NANCYDirectorAWARD4,304——
Jun 10, 2026Baxter Timothy EDirectorAWARD5,738——
Jun 10, 2026LaFrence Andrew D.C.DirectorAWARD4,304——
Jun 10, 2026Miller Tammy JDirectorAWARD4,304——
Jun 10, 2026Humke Joseph JDirectorAWARD4,304——
May 11, 2026Manko SteveCFOSELL75,000$35.08$2.6M
Apr 14, 2026Manko SteveCFOEXERCISE9,215$10.03$92.4K
Apr 14, 2026Manko SteveCFOSELL84,215$30.41$2.6M
Mar 16, 2026Manko SteveCFOSELL9,708$27.84$270.3K
Mar 16, 2026Manko SteveCFOEXERCISE9,708$10.14$98.4K
Mar 16, 2026Manko SteveCFOSELL71,693$27.84$2.0M
Mar 16, 2026Manko SteveCFOTAX W/H2,842$27.86$79.2K
Mar 16, 2026Hilberg ChristopherChief Risk & Compl. OfficerTAX W/H1,317$27.86$36.7K
Mar 16, 2026SONDERMAN THOMASCEOTAX W/H13,201$27.86$367.8K
Mar 15, 2026Manko SteveCFOAWARD29,432——
Mar 15, 2026SONDERMAN THOMASCEOAWARD50,455——
Mar 15, 2026Hilberg ChristopherChief Risk & Compl. OfficerAWARD17,946——
Mar 15, 2026Sakamoto JohnPresident and COOAWARD21,221——
Dec 11, 2024Hilberg ChristopherChief Risk & Compl. OfficerTAX W/H217$9.23$2.0K
7 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 1 mixed, 5 neutral. Avg impact: 4.7/10.
BULLISH INST-CLUSTER 6/10
An institutional cluster of 8 tracked funds in SkyWater Technology shows a strong bullish bias, with
Jun 11, 2026
NEUTRAL 425 3/10
SkyWater Technology issued a final reminder to stockholders to vote in favor of its merger with IonQ
Apr 28, 2026
NEUTRAL DEFA14A 3/10
SkyWater Technology, Inc. (SKYT) has filed a definitive proxy statement (DEFA14A) for an upcoming sh
Apr 27, 2026
MIXED 425 6/10
SkyWater Technology disclosed that both it and IonQ, Inc. have received a Second Request for additio
Apr 24, 2026
NEUTRAL 8-K 5/10
SkyWater Technology and IonQ received a Second Request from the FTC for additional information regar
Apr 24, 2026
NEUTRAL 425 5/10
SkyWater Technology sent a follow-up reminder to stockholders to vote in favor of its merger with Io
Apr 21, 2026
NEUTRAL 425 5/10
SkyWater Technology sent a reminder to stockholders to vote in favor of its merger with IonQ, Inc.,
Apr 14, 2026
∅

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Historical analyst distribution (last covering-analyst action Jan 2026): 0% buy across 10 analysts — 0 strong buy, 0 buy, 7 hold, 1 sell, 2 strong sell. No current recommendation available.

Analyst Price Targets

Historical data — last covering-analyst action Jan 2026. No current recommendation available.
$35.00 mean target (Jan 2026)
$35.00 Low $35.00 High
MetricValue
Current Price$36.61
Target Low$35.00
Target Mean$35.00
Target Median$35.00
Target High$35.00
# Analysts4
Recommendation— (no recent coverage)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
 $-0.10 $-0.15 $-0.07 9.1% +0.0% — $0.1B 150.8% 4
Next Q
2026-09-30
 $-0.07 $-0.08 $-0.06 -130.2% +0.0% 0↑ 1↓ $0.2B 2.5% 4
Current FY
2026-12-31
 $-0.33 $-0.40 $-0.26 -3425.0% +0.0% 1↑ 0↓ $0.6B 37.5% 4
Next FY
2027-12-31
 $-0.20 $-0.25 $-0.13 38.8% +0.0% 1↑ 0↓ $0.6B 4.2% 3

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$-0.100
7d ago$-0.100
30d ago$-0.100
60d ago$-0.087-0.013
90d ago$-0.087-0.013
3 analyst firms have rated this stock: 0 upgrades, 3 downgrades, 0 initiations.

Historical Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jan 27, 2026 Piper Sandler DOWNGRADE Overweight Neutral
Jan 27, 2026 TD Cowen DOWNGRADE Buy Hold
Jan 27, 2026 Needham DOWNGRADE Buy Hold

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 2026007120%
May 1, 2026007120%
Apr 1, 2026007120%
Mar 1, 2026008120%
Feb 1, 2026008120%
Jan 1, 20263720083%
Strong BuyBuyHoldSellStrong Sell
∅

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

∅

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

May 13, 2026
earnings_calendar
SKYT Q1 2026 Earnings Scheduled — 2026-05-13
May 13, 2026
short_interest
FTD: SKYT — 166,307 shares ($5.9M) failed to deliver
Settlement: 20260513, Price: $35.59, FTD Value: $5,918,866.13, SKYWATER TECHNOLOGY INC COM (D
May 5, 2026
earnings_calendar
SKYT Q1 2026 Earnings Scheduled — 2026-05-05
Apr 20, 2026
short_interest
FTD: SKYT — 71,890 shares ($2.4M) failed to deliver
Settlement: 20260420, Price: $32.89, FTD Value: $2,364,462.1, SKYWATER TECHNOLOGY INC COM (D
Feb 25, 2026
earnings_calendar
SKYT Q4 2025 Earnings After Market Close — 2026-02-25