SXSerenity Analysis动态投研终端
总览推文股票提及表现行业AI分析关注我
股票池

SKYT

状态日期:2026-05-27

观察
中高高正常
概览观点时间线信号证据AI行业

Serenity观点

中性

推文立场

价格动量

看多

总览股票跟踪推文AI关注我

60D / 252D

信号分数

46

新增排序

24h 提及

0

短线新增

7日新闻

0

低

收入同比

29.2%

revenue growth margin lag

概览

核心结论

作者立场:中性;价格动量:看多。最新证据:7. $SKYT (Acquired) ... 3. $SKYT (SkyWater Technology): $16 Million (DoC PMT) - Bought by IonQ 暂无 AI 结论。

近 7 天有 0 条新闻、近 30 天 2 条披露,需要复核新增信息质量。

近期推文

Serenity 观点

Serenity观点

中性

价格动量

看多

首次提出

2026-01-03 00:55

来源

llm

更新时间

2026-03-24 10:09

作者立场:中性;价格动量:看多。最新证据:7. $SKYT (Acquired) ... 3. $SKYT (SkyWater Technology): $16 Million (DoC PMT) - Bought by IonQ

当前观点证据

2026-03-24 10:09中性

7. $SKYT (Acquired) ... 3. $SKYT (SkyWater Technology): $16 Million (DoC PMT) - Bought by IonQ

Serenity 变化

时间线

首次提出2026-01-03 00:55中性
原推

Stuff like $OSS or $SKYT for edge computing/foundry related apps are probably going to be a hot theme for 2026

  1. 2026-03-24 10:09中性事实更新

    7. $SKYT (Acquired) ... 3. $SKYT (SkyWater Technology): $16 Million (DoC PMT) - Bought by IonQ

  2. 2026-01-26 19:18看空事实更新

    I would not want to hold $20 in $IONQ as a $SKYT shareholder.

  3. 2026-01-25 00:16看空观点变化

    Questionable $VELO $SKYT

  4. 2026-01-24 05:54看多事实更新

    I’ll add some stuff like $SKYT or $VELO this time that people asked my feedback on.

  5. 2026-01-20 16:53看多观点延续

    Was looking to scale up $DPRO and $SKYT since they’re both down 4-6%+

新鲜度

新增信号

SEC
24h 07D 030D 0新闻 0披露 2

复核时间:2026-06-26

证据

证据摘要

最新期 2025营收 442MBeta 3.30披露 8-K
展开证据详情

年度数据

基本面证据

最新期

2025

营收

442M

营收同比

29.2%

毛利率

20.0%

2022

营收 213MYoY 30.8%经营 -14.0%净利 -18.6%

2023

营收 287MYoY 34.6%经营 -5.2%净利 -10.7%

2024

营收 342MYoY 19.4%经营 1.9%净利 -2.0%

2025

营收 442MYoY 29.2%经营 -0.3%净利 26.9%

简读 + 重点消息

消息面

0 条 7日新闻,压力 低。

2026-05-16 13:44fool.com
This Semiconductor Stock Has Jumped 330% and Just Became a Top 8% Portfolio Holding
2026-05-14 18:46zacks.com
SkyWater Technology, Inc. (SKYT) Surpasses Market Returns: Some Facts Worth Knowing
2026-05-14 10:01zacks.com
Investors Heavily Search SkyWater Technology, Inc. (SKYT): Here is What You Need to Know

近期披露

披露信息

最新披露为 2026-05-08 的 8-K;近 30 天共有 2 条披露。已观察表格:10-K x1, 10-Q x2, 8-K x7。复核重点:公司事件、客户/合作、融资、治理、诉讼或潜在稀释披露。

2026-05-088-K
d118223d8k.htm
2026-05-0810-Q
skyt-20260329.htm
2026-04-248-K
d207058d8k.htm

近期推文

作者立场

立场

中性

价格动量

看多

2026-03-24 10:09中性

7. $SKYT (Acquired) ... 3. $SKYT (SkyWater Technology): $16 Million (DoC PMT) - Bought by IonQ

24h / 7天 / 30天

情绪与市场

24h

0

7D

0

30D

0

Beta

3.30

敏感度

高 beta

情绪风险

高

估值风险

正常

背景

行业与主题

technology-semiconductors

ai-infrastructuresemiconductorsquantumaerospace-defense

-

GPT xhigh 分析

updated validated--

等待 GPT xhigh 分析。

研究问题

  • RULES event bus baseline_update: neutral
  • filing_review: read latest SEC filing before treating the state as stable
  • industry_specificity: confirm whether news is specific to SKYT, not only Semiconductors

背景

行业背景

technology-semiconductors

提及 545新闻 131股票 81
股票池

SKYT

观察中高高正常

状态日期:2026-05-27

复核时间:2026-06-26

作者立场

中性

llm

价格动量

看多

60D / 252D

信号分数

46

新增信息排序

24h 提及

0

短线新增

7天提及

0

低

30天提及

0

长周期热度

7日新闻

0

低

30日披露

2

8-K

收入同比

29.2%

revenue growth margin lag

Beta

3.30

高 beta

llm · 2026-03-24 10:09

Serenity 时间线

首次提出2026-01-03 00:55中性
原推

Stuff like $OSS or $SKYT for edge computing/foundry related apps are probably going to be a hot theme for 2026

  1. 2026-03-24 10:09中性事实更新

    7. $SKYT (Acquired) ... 3. $SKYT (SkyWater Technology): $16 Million (DoC PMT) - Bought by IonQ

  2. 2026-01-26 19:18看空事实更新

    I would not want to hold $20 in $IONQ as a $SKYT shareholder.

  3. 2026-01-25 00:16看空观点变化

    Questionable $VELO $SKYT

  4. 2026-01-24 05:54看多事实更新

    I’ll add some stuff like $SKYT or $VELO this time that people asked my feedback on.

  5. 2026-01-20 16:53看多观点延续

    Was looking to scale up $DPRO and $SKYT since they’re both down 4-6%+

基本面 / 消息面 / 情绪面 / 市场

分析角度矩阵

年度数据

基本面证据

最新期

2025

营收

442M

营收同比

29.2%

毛利率

20.0%

营收趋势

营收趋势线
504M252M0

需要继续工作的地方

研究问题

  • RULES event bus baseline_update: neutral
  • filing_review: read latest SEC filing before treating the state as stable
  • industry_specificity: confirm whether news is specific to SKYT, not only Semiconductors

-

GPT xhigh 机构分析

updated validated--

等待 GPT xhigh 分析。

同业压力

行业背景

technology-semiconductors

提及 545新闻 131股票 81
2021 营收: 163M2022 营收: 213M2023 营收: 287M2024 营收: 342M2025 营收: 442M2021 趋势线: 163M2022 趋势线: 213M2023 趋势线: 287M2024 趋势线: 342M2025 趋势线: 442M20212022202320242025

利润趋势

净利润毛利营业利润
144M31M-82M2021 净利润: -51M2022 净利润: -40M2023 净利润: -31M2024 净利润: -7M2025 净利润: 119M2021 毛利: -7M2022 毛利: 26M2023 毛利: 59M2024 毛利: 70M2025 毛利: 88M2021 营业利润: -57M2022 营业利润: -30M2023 营业利润: -15M2024 营业利润: 7M2025 营业利润: -1M20212022202320242025

利润率趋势

毛利率营业利润率净利率
35.6%-4.1%-43.7%2021 毛利率: -4.6%2022 毛利率: 12.2%2023 毛利率: 20.7%2024 毛利率: 20.3%2025 毛利率: 20.0%2021 营业利润率: -35.1%2022 营业利润率: -14.0%2023 营业利润率: -5.2%2024 营业利润率: 1.9%2025 营业利润率: -0.3%2021 净利率: -31.1%2022 净利率: -18.6%2023 净利率: -10.7%2024 净利率: -2.0%2025 净利率: 26.9%20212022202320242025
最近财务序列营收营收同比毛利率营业利润率净利率
2021163M--4.6%-35.1%-31.1%
2022213M30.8%12.2%-14.0%-18.6%
2023287M34.6%20.7%-5.2%-10.7%
2024342M19.4%20.3%1.9%-2.0%
2025442M29.2%20.0%-0.3%26.9%

24h / 7天 / 30天

情绪面

24h

0

7D

0

30D

0

风险: 高 · 低

简读 + 重点消息

消息面

消息简读

0 条 7日新闻,压力 低。

重点消息

2026-05-16 13:44fool.com
This Semiconductor Stock Has Jumped 330% and Just Became a Top 8% Portfolio Holding
2026-05-14 18:46zacks.com
SkyWater Technology, Inc. (SKYT) Surpasses Market Returns: Some Facts Worth Knowing
2026-05-14 10:01zacks.com
Investors Heavily Search SkyWater Technology, Inc. (SKYT): Here is What You Need to Know
2026-05-11 12:49fool.com
Lountzis Asset Management Liquidates SkyWater Technology Stake, According to Recent SEC Filing
2026-05-08 12:24businesswire.com
SkyWater Technology Stockholders Approve Merger Agreement with IonQ
2026-05-05 11:53247wallst.com
Hold On Tight! Quantum Computing Leader IonQ Is About to Rocket Higher
2026-05-01 09:48fool.com
Palisades Investment Partners Initiated a Position in SkyWater Technology Stock. What Does This Mean for Investors?
2026-04-30 14:33benzinga.com
5 Overbought Tech Stocks to Sell for Profit
2026-04-23 18:51zacks.com
SkyWater Technology, Inc. (SKYT) Suffers a Larger Drop Than the General Market: Key Insights
2026-04-23 10:01zacks.com
SkyWater Technology, Inc. (SKYT) is Attracting Investor Attention: Here is What You Should Know

新增披露摘要

披露信息

披露分析

最新披露为 2026-05-08 的 8-K;近 30 天共有 2 条披露。已观察表格:10-K x1, 10-Q x2, 8-K x7。复核重点:公司事件、客户/合作、融资、治理、诉讼或潜在稀释披露。

近期披露

2026-05-088-K
d118223d8k.htm
2026-05-0810-Q
skyt-20260329.htm
2026-04-248-K
d207058d8k.htm
2026-03-268-K
d130319d8k.htm
2026-03-1110-K
skyt-20251228.htm
2026-02-258-K
skyt-20260225.htm
2026-01-268-K
d32015d8k.htm
2026-01-268-K
d20158d8k.htm
2025-11-1210-Q
skyt-20250928.htm
2025-11-058-K
skyt-20251105.htm

beta / 动量 / 主题

大盘敏感度

Beta

3.30

状态

高 beta

立场

中性

动量

看多

观察 · 正常

板块定位

行业

technology-semiconductors

ai-infrastructuresemiconductorsquantumaerospace-defense