SkyWater Technology, Inc. (SKYT): A Bull Case Theory
We came across a bullish thesis on SkyWater Technology, Inc. on Danny’s Substack by Danny Green. In this article, we will summarize the bulls’ thesis on SKYT.
Skywater Technology Inc (SKYT)
Market is closed
Sector: Semiconductors & Related Devices
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | 689,900 | $12,528,584 | +30% | 0% | |
| 2. | Trexquant Investment LP Tyger (Taesoon) Park | 371,404 | $6,744,697 | 0.06% | |
| 3. | D E Shaw D. E. Shaw | 348,783 | $6,333,899 | +120% | 0% |
| 4. | Millennium Management Israel Englander | 329,097 | $5,976,402 | -58% | 0% |
| 5. | 315,500 | $5,729,480 | +26% | 0% |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $27.84 | 71,693 | $1,995,918.78 | 224,874 | 2026-03-16 | Filing | |
| $27.84 | 81,401 | $2,266,187.56 | 215,166 | 2026-03-16 | Filing | |
| $27.84 | 9,708 | $270,270.72 | 296,567 | 2026-03-16 | Filing | |
| $14.54 | 100,000 | $1,454,310.00 | 4,487,394 | 2025-11-26 | Filing | |
| $14.53 | 100,000 | $1,452,670.00 | 4,587,394 | 2025-11-24 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 2,374,374 | $43,118,633 | 0.01% | |
| 2. | 2,316,297 | $42,063,953 | 0% | |
| 3. | 2,203,429 | $40,014,271 | 0% | |
| 4. | 1,564,775 | $28,416,314 | 0.02% | |
| 5. | 1,319,113 | $23,955,092 | 0.74% |
News See All
TD Cowen Downgrades SkyWater Technology, Inc. (SKYT) to Hold After IonQ Deal
TheFly reported on January 27 that TD Cowen downgraded SKYT from Buy to Hold while increasing its price target to $35 from $24.
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SkyWater Technology, Inc. (NASDAQ:SKYT) Q3 2025 Earnings Call Transcript
Operator: Hello, and thank you for standing by. My name is Lacy, and I will be your conference operator today.
TD Cowen Reiterates ‘Buy’ Rating on SkyWater Technology, Inc. (SKYT)
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SkyWater Technology, Inc. (NASDAQ:SKYT) Q2 2025 Earnings Call Transcript
Operator: Thank you for standing by. My name is Kayla, and I will be your conference operator today.
SkyWater Technology, Inc. (NASDAQ:SKYT) Q1 2025 Earnings Call Transcript
Operator: Good afternoon, and welcome to SkyWater Technology's First Quarter 2025 Financial Results Conference Call. [Operator Instructions] As a reminder, this conference call is being recorded.
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