SkyWater Technology Shares Surge on Revised Analyst Outlook

SkyWater Technology Inc. witnessed a notable uptick in its share price Monday, climbing 8.24% to close at $11.04. This upward movement appears directly linked to a revised assessment from Wall Street Zen, which elevated its view on the semiconductor manufacturer’s stock from “Sell” to a “Hold” rating.

Trading activity was exceptionally robust, with a volume of 1.65 million shares significantly outpacing the stock’s average daily volume of 1.12 million. The positive investor sentiment, reflected in this heightened activity, is believed to be a reaction to the analyst upgrade, which was issued the previous Friday but broadly disseminated on Monday.

Strategic Moves and Corporate Participation

Beyond the market’s immediate reaction, the company is actively engaging with the investment community. SkyWater has confirmed its participation in the upcoming 17th Annual CEO Investor Summit 2025, to be held during the SEMICON West event. This prominent industry gathering will serve as a platform for management to outline the company’s strategic vision and its roadmap for future growth.

Insider Trading Activity

In a separate filing disclosed Monday, it was reported that company director Loren A. Unterseher sold a portion of his holdings. The transaction involved 60,767 shares at an average price of $12.08 per share, generating proceeds of approximately $734,065. This sale reduced his direct stake in the company by 0.79%.

Expansion Through Acquisition

The recent developments are set against a backdrop of significant strategic initiatives. A key growth driver is the recent completion of SkyWater’s acquisition of Infineon’s Fab 25 facility located in Austin, Texas, a deal finalized in late June 2025. This strategic move is projected to substantially increase the company’s 200-mm foundry capacity. Management anticipates the acquired facility will contribute a minimum of $300 million in annual revenue starting in the third quarter of 2025.

Should investors sell immediately? Or is it worth buying SkyWater Technology?

This expansion underpins the leadership’s confidence in its long-term prospects, particularly within high-growth sectors like quantum computing and advanced packaging, even as the company reported a net loss for the second quarter of 2025.

Technical and Upcoming Catalysts

From a technical analysis perspective, the stock’s current position presents a mixed picture. Trading at $11.04, it sits above its 50-day moving average of $10.85 and is positioned well above its 200-day moving average of $9.05. While the short-term moving average suggests a potential sell signal, the longer-term trend indicator remains positive.

Looking ahead, investors are anticipating several key events that could influence the stock’s trajectory:
* Attendance at the B. Riley Securities Annual Consumer & TMT Conference on September 10
* A presentation at the Piper Sandler Growth Frontiers Conference on September 11, which will include a live webcast
* The next quarterly earnings release, currently scheduled for November 6, 2025

According to data from MarketBeat.com, the consensus analyst rating for SkyWater Technology remains a “Buy,” with an average price target of $13.00.