Market Cap
$1.6B
SKYT
SkyWater Technology, LLC
—
Market cap$1.6B
12-mo target$35.00 (+7.8%)
High Impact Filing (8/10)17 New Institutional Positions16 Institutional Exits Semiconductors
Snapshot
The big-picture read on SKYT right now — valuation, ownership and activity at a glance.
Cap Size
Small Cap
Inst. Holders
50 funds
Inst. Value
$1.0B
Inst. Activity
17 buys / 16 sells
Social Sentiment
60° Warm
SEC Reports
10
Price chart
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Aug 12, 2026 earnings_calendar
Aug 10, 2026 SEC SKYT Q2 2026 Earnings Scheduled — 2026-08-12
SkyWater Technology, LLC filed a Form 15-12G to terminate its SEC registration under Section 12(g), effective immediatel
15-12G — Impact 3/10
Nasdaq filed a 25-NSE notification to remove SkyWater Technology (SKYT) from listing and registration, effective July 31
25-NSE — Impact 8/10
SkyWater Technology, Inc. was acquired by IonQ, Inc. in a two-step merger completed on July 31, 2026. Each share of SKYT
8-K — Impact 8/10
Jul 31, 2026 Event
Statements on the Grant of Early Termination of the FTC’s Investigation of IonQ’s Proposed Acquisition of SkyWater
The Federal Trade Commission granted early termination of its review of quantum computing developer
Jul 31, 2026 Insider
Manko Steve disposed of 40,284 shares
CFO
Jul 31, 2026 Insider
SONDERMAN THOMAS disposed of 448,196 shares
CEO
Jul 31, 2026 Insider
Manko Steve disposed of 27,646 shares
CFO
Analyst ratings buy % -100.0%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Jan 27, 2026 | Piper Sandler | DOWNGRADE | Neutral | 54% |
| Jan 27, 2026 | TD Cowen | DOWNGRADE | Hold | 56% |
| Jan 27, 2026 | Needham | DOWNGRADE | Hold | 50% |
| Nov 6, 2025 | TD Cowen | MAINTAIN | Buy | 56% |
| Nov 6, 2025 | Piper Sandler | MAINTAIN | Overweight | 54% |
| Nov 6, 2025 | Needham | MAINTAIN | Buy | 50% |
| Oct 22, 2025 | Stifel | INITIATE | Buy | 54% |
| Aug 7, 2025 | Needham | MAINTAIN | Buy | 50% |
| May 8, 2025 | Needham | MAINTAIN | Buy | 50% |
| Feb 27, 2025 | Needham | REITERATE | Buy | 50% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 0 | 0 | 6 | 1 | 2 | 0% | |
| Aug 1, 2026 | 0 | 0 | 6 | 1 | 2 | 0% | |
| Jul 1, 2026 | 0 | 0 | 7 | 1 | 2 | 0% | |
| Jun 1, 2026 | 0 | 0 | 7 | 1 | 2 | 0% | |
| May 1, 2026 | 0 | 0 | 7 | 1 | 2 | 0% | |
| Apr 1, 2026 | 0 | 0 | 7 | 1 | 2 | 0% | |
| Mar 1, 2026 | 0 | 0 | 8 | 1 | 2 | 0% | |
| Feb 1, 2026 | 0 | 0 | 8 | 1 | 2 | 0% |
Price targets
Where 1 covering analysts think SKYT trades over the next 12 months.
$35.00 +7.8% upside Buy
Current$32.46 Low$35.00 Median$35.00 High$35.00 1 analysts
$35.00$35.00
Analyst rating Hold· 3.0/5 as of Oct 2, 2026
Social media sentiment
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
60°
Warm
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
10 SEC filing reports analyzed · 3 bullish, 0 bearish, 1 mixed, 6 neutral · avg impact 5.2/10.
NEUTRAL15-12G3/10
SkyWater Technology, LLC filed a Form 15-12G to terminate its SEC registration under Section 12(g),
Aug 10, 2026
BULLISH25-NSE8/10
Nasdaq filed a 25-NSE notification to remove SkyWater Technology (SKYT) from listing and registratio
Jul 31, 2026
BULLISH8-K8/10
SkyWater Technology, Inc. was acquired by IonQ, Inc. in a two-step merger completed on July 31, 2026
Jul 31, 2026
BULLISHINST-CLUSTER6/10
An institutional cluster of 8 tracked funds in SkyWater Technology shows a strong bullish bias, with
Jun 11, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Aug 12, 2026
earnings_calendar
SKYT Q2 2026 Earnings Scheduled — 2026-08-12
Aug 5, 2026
earnings_calendar
SKYT Q2 2026 Earnings Scheduled — 2026-08-05
Aug 4, 2026
earnings_calendar
SKYT Q2 2026 Earnings Scheduled — 2026-08-04
Aug 3, 2026
listing_status
Delisted: SKYT — removed from the Nasdaq symbol directory
SkyWater Technology, Inc. - Common Stock
Aug 3, 2026
trading_halt
Halt Resumed: SKYT — trading resumed after D (Security Deletion)
Halted 2026-07-30T23:50:00.000Z | Resumed 2026-08-03T04:00:01.000Z
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $-0.08 | $-0.08–$-0.08 | -133.3% | -10.3% | 0↑ 1↓ | $0.2B | 1 |
| Next Q | $-0.05 | $-0.05–$-0.05 | -66.7% | +16.7% | — | $0.2B | 1 |
| Current FY | $-0.32 | $-0.32–$-0.32 | -3300.0% | +3.8% | 1↑ 0↓ | $0.6B | 1 |
| Next FY | $0.00 | $0.00–$0.00 | — | — | — | $0.0B | — |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $-0.080 | — |
| 7d ago | $-0.077 | -0.003 |
| 30d ago | $-0.072 | -0.008 |
| 60d ago | $-0.072 | -0.008 |
| 90d ago | $-0.072 | -0.008 |
Institutional ownership
Which big funds own SKYT (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $1.0B total value (29,230,239 shares) as of 2026-Q2. Top holders: BALYASNY, BlackRock,, STATE. Net buying activity: 17 institutions added/increased vs 16 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BALYASNY ASSET MANAGEMENT L.P. | 3,122,552 | $108.7M | 10.8% | ADD +30.2% |
| BlackRock, Inc. | 2,946,208 | $102.6M | 10.2% | — |
| STATE STREET CORP | 2,346,347 | $81.7M | 8.1% | ADD +59.3% |
| Pentwater Capital Management LP | 1,807,000 | $62.9M | 6.2% | NEW |
| AMERICAN CENTURY COMPANIES INC | 1,787,894 | $62.3M | 6.2% | ADD +31.0% |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,531,953 | $53.3M | 5.3% | — |
| Magnetar Financial LLC | 1,184,635 | $41.2M | 4.1% | NEW |
| NORGES BANK | 1,100,000 | $38.3M | 3.8% | NEW |
| ALLIANCEBERNSTEIN L.P. | 1,289,343 | $35.3M | 3.5% | — |
| GOLDMAN SACHS GROUP INC | 890,379 | $31.0M | 3.1% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BALYASNY ASSET MANAGEMENT L.P. | ADD | 2,399,067 | 3,122,552 | +30.2% | $108.7M |
| STATE STREET CORP | ADD | 1,473,228 | 2,346,347 | +59.3% | $81.7M |
| Pentwater Capital Management LP | NEW | — | 1,807,000 | — | $62.9M |
| AMERICAN CENTURY COMPANIES INC | ADD | 1,364,638 | 1,787,894 | +31.0% | $62.3M |
| NORGES BANK | NEW | — | 1,100,000 | — | $38.3M |
| UBS Group AG | TRIM | 1,187,422 | 848,993 | -28.5% | $29.6M |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | NEW | — | 530,829 | — | $18.5M |
| MILLENNIUM MANAGEMENT LLC | TRIM | 905,432 | 502,951 | -44.5% | $17.5M |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 117,856 | 344,124 | +192.0% | $12.0M |
| JPMORGAN CHASE & CO | ADD | 170,103 | 242,951 | +42.8% | $8.6M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
12 insiders, 50 transactions. Net $0.00 — $0.00 bought, $0.00 sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jul 31, 2026 | Manko Steve | CFO | D | 40,284 | — | — |
| Jul 31, 2026 | SONDERMAN THOMAS | CEO | D | 448,196 | — | — |
| Jul 31, 2026 | Manko Steve | CFO | D | 27,646 | — | — |
| Jul 31, 2026 | SONDERMAN THOMAS | CEO | D | 79,266 | — | — |
| Jul 31, 2026 | SONDERMAN THOMAS | CEO | D | 722 | — | — |
| Jul 31, 2026 | Manko Steve | CFO | D | 56,283 | — | — |
| Jul 31, 2026 | SONDERMAN THOMAS | CEO | D | 87,238 | — | — |
| Jul 31, 2026 | SONDERMAN THOMAS | CEO | D | 105,048 | — | — |
| Jul 31, 2026 | Manko Steve | CFO | D | 19,416 | — | — |
| Jul 31, 2026 | Manko Steve | CFO | D | 10,696 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for SKYT.
Shares short
2,300,120
Settlement Jul 31, 2026
Change vs prior
-19.1%
Semi-monthly cycle
Days to cover
2.8
At avg daily volume
Of shares outstanding
≈4.7%
Estimate — not % of float
| Halted | Code | Reason | Status |
|---|---|---|---|
| Jul 30, 2026 | T12 | Info Requested | Not resumed |
| Jul 30, 2026 | D | Deletion | Resumed |
All SKYT filing & press-release reports (10)
- 15-12G reportAug 10, 2026
- 25-NSE reportJul 31, 2026
- 8-K reportJul 31, 2026
- INST-CLUSTER reportJun 11, 2026
- 425 reportApr 28, 2026
- DEFA14A reportApr 27, 2026
- 425 reportApr 24, 2026
- 8-K reportApr 24, 2026
- 425 reportApr 21, 2026
- 425 reportApr 14, 2026