SKYT SkyWater Technology, Inc. Common Stock Loading... : Bullish and Bearish Analyst Opinions
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18:08
Aug 18
Aug 18
Acquired by IONQ
Notes SKYT is being acquired by IONQ, which the author views as a game changer for the acquirer.
LOW
21:25
Jul 29
Jul 29
IonQ will close its $1.8 billion acquisition of semiconductor foundry SkyWater later this week.
IonQ will close its $1.8 billion acquisition of semiconductor foundry SkyWater later this week after the FTC was unable to decide on imposing conditions for the deal.
20:48
Jun 22
Jun 22
The author notes that SKYT is now owned by IONQ and suggests understanding its value given.
The author notes that SKYT is now owned by IONQ and suggests understanding its value given White House executive orders on quantum technology, but does not state a personal position.
LOW
11:02
Jun 13
Jun 13
Buy SKYT; author investing in this name as a beneficiary of US AI export controls driving.
Buy SKYT; author investing in this name as a beneficiary of US AI export controls driving demand for secure compute/photonics infrastructure, framed as a "great bet" alongside POET and AAOI.
MED
15:27
Jun 01
Jun 01
Author criticizes SKYT's acquisition by IONQ as unfair but does not state a personal position.
Author criticizes SKYT's acquisition by IONQ as unfair but does not state a personal position or forward-looking trade.
LOW
16:42
May 14
May 14
Watch SKYT as a trusted foundry for defense and specialty applications.
HIGH
15:07
May 14
May 14
Long SKYT as a DoD-trusted foundry for specialty and defense-related semiconductor.
Long SKYT as a DoD-trusted foundry for specialty and defense-related semiconductor manufacturing.
HIGH
16:11
Apr 29
Apr 29
Long UMC, SMIC, and SkyWater on mature-node capacity tightening benefiting trailing-edge.
Long UMC, SMIC, and SkyWater on mature-node capacity tightening benefiting trailing-edge foundries.
HIGH
13:24
Feb 12
Feb 12
SKYT long on IonQ merger-arb at $35
Buy SKYT as a merger-arb play on IonQ's $1.8B ($35/share cash+stock) acquisition, expected to close Q2-Q3 2026, with additional upside from IonQ's full-stack quantum roadmap including chip cycle compression from 9 to 2 months and 200K+ physical qubit scale.
HIGH
15:56
Jan 20
Jan 20
GFS, SKYT, TSEM quantum foundry candidates watched
Photonics/optics sector expected to benefit from quantum; author monitoring GFS, SKYT, TSEM as possible quantum-linked foundries, no commitment.
MED
17:18
Jan 19
Jan 19
Speaker lists these tickers as best investments by sector.
Speaker lists these tickers as best investments by sector; no explicit position or catalyst disclosed.
LOW
02:57
Jan 14
Jan 14
Strong hiring at silicon photonics fabs.
Notes strong hiring activity at three silicon photonics-related fabs.
MED
04:17
Jan 07
Jan 07
Author moves into SKYT position
Author discloses shifting capital into SKYT alongside TSEM, implying a current position; no specific catalyst stated beyond seeking more interesting names after prior holding underperformed expectations.
MED
16:33
Jan 06
Jan 06
Advises trimming SKYT after a large move as it hits the 1.618 resistance zone.
Advises trimming SKYT after a large move as it hits the 1.618 resistance zone, suggesting partial profit-taking.
MED
About SKYT Analyst Coverage
Buzzberg tracks SKYT (SkyWater Technology, Inc. Common Stock) across 8 sources. 5 bullish vs 0 bearish calls from 8 analysts. Sentiment: predominantly bullish (29%). 17 total trade ideas tracked. Latest voices: caesarcapitalz, Bloomberg, contrariancurse.