SKYWATER TECH.INC. DL-,01 Aktie

Under the agreed deal SkyWater Technology shareholders would receive $35.00 per share composed of $15.00 cash plus a stock component tied to IonQ within a collar, making final value path-dependent. The bullish thesis frames current discount as timing and collar-structure risk driven by shareholder approval uncertainty, HSR timing and short-term IonQ volatility rather than a breakdown in deal economics. SkyWater’s position as a U.S. advanced semiconductor foundry with expanding revenue, improving profitability and exposure to quantum and defense manufacturing supports the arbitrage case, with spread compression expected if approval milestones and collar mechanics stabilize. » Altro su finance.yahoo.com

Vazirani Asset Management initiated a new position in SkyWater Technology, acquiring 125,000 shares in a trade estimated at $3.67 million and leaving the stake valued at $3.43 million at quarter end. The holding represents 7.9% of Vazirani’s reportable 13F assets as of March 31, 2026. SkyWater shares have risen about 330% over the past year amid record 2025 revenue of $442.1 million and a 57% increase in adjusted EBITDA, and the stock may benefit from the recently approved merger with IonQ. The company remains a relatively small, capital-intensive U.S. foundry with some profitability gains linked to acquisition accounting. » Altro su finance.yahoo.com

Skywater Technology’s stock rose to a 52-week high of $36.36 and closed at $36.38. The share gained 323% over the past year, market capitalization is about $1.78 billion, and revenue growth over the last 12 months is 67%. InvestingPro rates the stock as strongly overvalued; additionally, the board approved retention-share allocations for executives ahead of a planned merger (including payments to Thomas Sonderman, John Sakamoto and Steve Manko). » Altro su de.investing.com