SKYT

Applied Materials (AMAT) came out with quarterly earnings of $2.86 per share, beating the Zacks Consensus Estimate of $2.68 per share. This compares to earnings of $2.39 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +6.54%. A quarter ago, it was expected that this maker of chipmaking equipment would post earnings of $2.19 per share when it actually produced earnings of $2.38, delivering a surprise of +8.68%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. Applied Materials, which belongs to the Zacks Electronics - Semiconductors industry, posted revenues of $7.91 billion for the quarter ended April 2026, surpassing the Zacks Consensus Estimate by 2.82%. This compares to year-ago revenues of $7.1 billion. The company has topped consensus revenue estimates four times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Applied Materials shares have added about 69.9% since the beginning of the year versus the S&P 500's gain of 8.8%. While Applied Materials has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Applied Materials was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #2 (Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the compl...

IonQ kicks off first quarter earnings reports for quantum computing stocks on Wednesday amid its acquisition spree.

GlobalFoundries Inc. (GFS) came out with quarterly earnings of $0.4 per share, beating the Zacks Consensus Estimate of $0.35 per share. This compares to earnings of $0.34 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +14.29%. A quarter ago, it was expected that this company would post earnings of $0.47 per share when it actually produced earnings of $0.55, delivering a surprise of +17.02%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. GlobalFoundries, which belongs to the Zacks Electronics - Semiconductors industry, posted revenues of $1.63 billion for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 0.68%. This compares to year-ago revenues of $1.59 billion. The company has topped consensus revenue estimates four times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. GlobalFoundries shares have added about 94% since the beginning of the year versus the S&P 500's gain of 5.2%. While GlobalFoundries has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for GlobalFoundries was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Z...

IonQ IONQ is scheduled to release its first-quarter 2026 results on May 6, amid rapid strategic execution and expansion efforts. However, a complex macroeconomic backdrop and broader weakness in the tech sector have weighed on investor sentiment, putting pressure on quantum computing stocks in early 2026. IonQ’s stock declined 35.7% during the January-March quarter of 2026, despite continued execution across key strategic initiatives, including the announced acquisition of SkyWater Technology to vertically integrate quantum chip manufacturing. The company also advanced international partnerships in hybrid quantum-HPC systems, made progress in quantum networking and interconnect technologies and expanded its participation in government-backed programs while continuing to build out its full-stack quantum roadmap. IonQ earnings beat estimates in two of the trailing four quarters and missed on the other two occasions, the average negative surprise being 150.01%. How are things shaping up for the first-quarter earnings release? Let’s take a closer look. Image Source: Zacks Investment Research The Zacks Consensus Estimate for first-quarter EPS has remained unchanged at a loss of 26 cents per share over the past 60 days. The estimated figure indicates 85.7% decline from the year-ago loss per share. The consensus mark for first-quarter revenues is pegged at $49.7 million, indicating 555.9% year-over-year growth. Image Source: Zacks Investment Research IonQ entered the first quarter of 2026 with strong momentum following a solid 2025. Fourth-quarter 2025 revenues were up 429% year over year, leading to full-year 2025 revenue growth of 202% over 2024. This performance exceeded expectations and reflected accelerating commercialization across its platform. For the first quarter of 2026, IonQ guided revenues of $48-$51 million, implying sequential moderation but continued robust year-over-year growth, supported by backlog conversion and expanding customer adoption. Operationally, demand was driven by IonQ’s fifth-generation 100-qubit Tempo system, with customer wins such as KISTI and expanded multi-year engagements like QuantumBasel. The company is also seeing increasing traction in quantum networking and security deployments, including national-scale projects in Europe. These are expected to have positively contributed to the company’s first-quarter top-line performance...

Record revenues and 29% year-over-year growth for fiscal year 2025 reflect acquisition of Fab 25 and strong momentum in quantum computing BLOOMINGTON, Minn., February 25, 2026--(BUSINESS WIRE)--SkyWater Technology, Inc. (NASDAQ: SKYT) today announced financial results for the fourth quarter and full fiscal year 2025 ended December 28, 2025. Previously Announced Agreement to Acquire SkyWater Technology: On January 26, 2026, IonQ (NYSE: IONQ), the world’s leading quantum company, and SkyWater Technology, the largest exclusively U.S.-based, pure-play semiconductor foundry, announced they had entered into a definitive agreement pursuant to which IonQ will acquire SkyWater for $35.00 per share in a cash-and-stock transaction. The transaction, which is expected to close in the second or third quarter of 2026, is subject to approval by SkyWater shareholders, receipt of required regulatory approvals and satisfaction of other customary closing conditions. Recent Business Highlights: Record financial results and strong growth for fiscal 2025. SkyWater’s record revenues of $442.1 million for fiscal 2025 demonstrated strong growth compared to fiscal 2024, driven primarily by the acquisition of Fab 25. The 29% growth in revenues for the year likewise drove record gross profit, net income to shareholders, and Adjusted EBITDA. Strong momentum in quantum computing. SkyWater completed 2025 with eight commercial ATS (Advanced Technology Services) engagements with quantum computing companies. Quantum-related ATS revenues increased by over 30% in fiscal 2025. Strong results from Texas operations. Financial results from Fab 25 exceeded earlier expectations, with $175.6 million in total revenue recorded for the second half of fiscal 2025. Fab 25’s contributions to gross margin, net income to shareholders, and Adjusted EBITDA were likewise favorable to earlier expectations. Advanced Packaging revenues starting to ramp in Florida. Advanced Packaging facilitization progressed ahead of plan, with both ATS and Tools revenue in Florida exceeding earlier expectations for the fourth quarter. Q4 2025 Results: Revenue: Legacy SkyWater revenue of $82.1 million increased 9% compared to the fourth quarter of 2024, and is inclusive of $53.2 million of ATS development revenue, $6.0 million of Wafer Services revenue and $22.9 million of Tools revenue. Legacy SkyWater ATS development revenue decr...

BLOOMINGTON, Minn. (AP) — BLOOMINGTON, Minn. (AP) — SkyWater Technology Inc. (SKYT) on Wednesday reported a loss of $7.8 million in its fourth quarter. On a per-share basis, the Bloomington, Minnesota-based company said it had a loss of 16 cents. Losses, adjusted for stock option expense and non-recurring costs, came to 3 cents per share. The company posted revenue of $171 million in the period. For the year, the company reported profit of $118.9 million, or $2.44 per share. Revenue was reported as $442.1 million. _____ This story was generated by Automated Insights (http://automatedinsights.com/ap) using data from Zacks Investment Research. Access a Zacks stock report on SKYT at https://www.zacks.com/ap/SKYT

Achieves $130.0 Million of GAAP Revenues, Beating Guidance by 20% Reported $130.0 Million of Annual Revenue, Representing 202% Year-Over-Year Growth, Fueled by Organic Growth and Commercial Traction Beats Guidance for Both Top and Bottom Line First Quantum Company with More Than $100 Million of Annual GAAP Revenue Announced Agreement to Acquire SkyWater Technology, Creating Well Capitalized Merchant Supplier for Entire U.S. Quantum Industry Expanded Agreement with QuantumBasel to Over $60 Million, Spanning Four Years and Four Generations of IonQ Systems Sold Fifth-Generation, 100-Qubit System to KISTI, Anchoring the Country’s Largest Quantum-Classical Compute Platform and Positioning Hybrid AI, HPC, and NVIDIA Acceleration at the Core of Korea’s Next-Generation Compute Strategy Scaled to Become the World’s First Full-Stack Quantum Platform Company – Leading in Quantum Computing, Quantum Networking, Quantum Sensing, Quantum Security, and Quantum Merchant Supply Cash, Cash Equivalents, and Investments as of December 31, 2025 of $3.3 Billion COLLEGE PARK, Md., February 25, 2026--(BUSINESS WIRE)--IonQ (NYSE: IONQ), the world’s leading quantum platform company, today announced financial results for the quarter and full year ending December 31, 2025. "I am pleased to share that IonQ has once again significantly outperformed our revenue guidance range, exceeding the midpoint by 55% for the fourth quarter and 20% for the full year by delivering $61.9 million and $130.0 million respectively," said Niccolo de Masi, Chairman and CEO. "Our strategic evolution into the world’s only full-stack quantum platform company, and strong organic growth, positions us with continued momentum to achieve $235 million in revenue for 2026, at our current guidance midpoint." "2025 was a year of tremendous accomplishments and both a strategic and financial inflection point for IonQ. We became the first public quantum company in history with more than $100 million in GAAP revenue. We tripled our annual revenue and accelerated to a semiconductor-based roadmap for our industry-leading quantum computers. We expanded and deepened our platform into quantum networking, quantum sensing, and quantum security. We have now integrated our capabilities to create powerful operating momentum into 2026." De Masi continued, "We announced an agreement to acquire SkyWater Technology, the world’s leading qu...

This article first appeared on GuruFocus. SkyWater Technology Inc (NASDAQ:SKYT) is set to release its Q4 2025 earnings on Feb 25, 2026. The consensus estimate for Q4 2025 revenue is $0.16 billion, and the earnings are expected to come in at -$0.15 per share. The full year 2025's revenue is expected to be $0.43 billion and the earnings are expected to be $1.58 per share. More detailed estimate data can be found on the Forecast page. Warning! GuruFocus has detected 7 Warning Signs with SKYT. Is SKYT fairly valued? Test your thesis with our free DCF calculator. Revenue estimates for SkyWater Technology Inc (NASDAQ:SKYT) have remained flat at $0.43 billion for the full year 2025 and $0.61 billion for 2026 over the past 90 days. Earnings estimates have also remained flat at $1.58 per share for 2025 and -$0.49 per share for 2026 over the same period. In the previous quarter of 2025-09-30, SkyWater Technology Inc's (NASDAQ:SKYT) actual revenue was $0.15 billion, which beat analysts' revenue expectations of $0.14 billion by 11.25%. SkyWater Technology Inc's (NASDAQ:SKYT) actual earnings were $2.95 per share, which beat analysts' earnings expectations of -$0.25 per share by 1280%. After releasing the results, SkyWater Technology Inc (NASDAQ:SKYT) was up by 2.44% in one day. Based on the one-year price targets offered by 5 analysts, the average target price for SkyWater Technology Inc (NASDAQ:SKYT) is $35.00 with a high estimate of $35.00 and a low estimate of $35.00. The average target implies an upside of 26.15% from the current price of $27.75. Based on GuruFocus estimates, the estimated GF Value for SkyWater Technology Inc (NASDAQ:SKYT) in one year is $18.42, suggesting a downside of -33.61% from the current price of $27.75. Based on the consensus recommendation from 6 brokerage firms, SkyWater Technology Inc's (NASDAQ:SKYT) average brokerage recommendation is currently 3.0, indicating a "Hold" status. The rating scale ranges from 1 to 5, where 1 signifies Strong Buy, and 5 denotes Sell.

IonQ (IONQ) heads into earnings with relatively low expectations after its roughly 30% year-to-date

BLOOMINGTON, Minn., February 11, 2026--(BUSINESS WIRE)--SkyWater Technology (NASDAQ: SKYT), the largest U.S.-based, pure-play semiconductor foundry, will report its fiscal fourth quarter and full-year 2025 financial results following the close of the market on Wednesday, February 25, 2026. Due to the pending acquisition by IonQ, the company will not be hosting an earnings webcast. About SkyWater Technology SkyWater Technology (NASDAQ: SKYT) is securing America’s silicon foundation as the largest U.S.-based, pure-play semiconductor foundry. A trusted partner to both commercial customers and federal defense programs, SkyWater’s Technology as a Service model empowers innovators to bring emerging technologies like quantum computing and next-generation systems from concept to reality. With state-of-the-art facilities in Minnesota, Florida, and Texas, SkyWater specializes in foundational nodes and advanced packaging to support the nation’s critical infrastructure, strengthen supply chain resilience, and ensure long-term U.S. technology leadership. SkyWater is a DMEA-accredited Category 1A Trusted Foundry. To learn more, visit www.skywatertechnology.com. View source version on businesswire.com: https://www.businesswire.com/news/home/20260211557280/en/ Contacts SkyWater Investor Contact: Claire McAdams | [email protected] SkyWater Media Contact: Tammy Swanson | [email protected]

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. SkyWater Technology (SKYT) has drawn fresh attention after its latest quarterly earnings, reporting revenue of US$150.74 million, which was 60.7% higher year over year, and EPS improving to US$0.24 from US$0.08. See our latest analysis for SkyWater Technology. That earnings release has coincided with sharp share price momentum, with a 96.26% 1 month share price return, a 108.39% 3 month share price return and a 42.80% year to date share price return. Total shareholder return sits at 178.52% over one year and 276.82% over three years, suggesting recent enthusiasm has built on an already strong longer term run. If SkyWater’s move has you watching the sector more closely, this could be a useful moment to look at high growth tech and AI stocks as potential next candidates for your research list. After such a powerful run, the key question now is simple: is SkyWater still trading below what its fundamentals might support, or has the recent surge already baked in most of the company’s future growth potential? With SkyWater shares last closing at US$32.03 against a most-followed fair value estimate of US$21.00, the current market enthusiasm sits well above that narrative line in the sand, setting up a clear tension between price and the assumed cash flow outlook. The recent acquisition of Fab 25, backed by a multi-year $1B supply agreement with Infineon, quadruples domestic 200mm foundry capacity and creates a platform to address rising customer demand for secure, U.S.-based chip supply. This opportunity is amplified by ongoing government and private sector shifts prioritizing supply chain resilience, which is likely to drive top line revenue growth and increase revenue visibility. Read the complete narrative. Curious what kind of revenue runway and long term margin profile need to line up to support that fair value gap? The narrative leans on rapid top line expansion, a step change in profitability and a future earnings multiple that looks very different from today. The full set of assumptions puts hard numbers behind those ideas. Result: Fair Value of $21 (OVERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, there are clear pressure points too, including higher debt from the Fab 25 deal and exposure to govern...

SkyWater Technology (SKYT) just delivered stronger third-quarter earnings and revenue than expected, while also sharing upbeat guidance for the next quarter. The company announced a multi-million-dollar partnership with QuamCore, expanding its reach into quantum computing. See our latest analysis for SkyWater Technology. SkyWater’s latest earnings beat and high-profile quantum computing partnership have clearly energized investors, with the share price surging over 31% in a single day and delivering a staggering 169% total shareholder return over the past year. After a period of solid operational wins, momentum is firmly on the upswing as investors watch to see how this blend of top-line growth and new collaborations shapes the company’s long-term trajectory. Inspired by SkyWater’s run and looking for other high-potential tech names? Here’s your chance to discover See the full list for free. After such explosive gains and a string of positive developments, the big question for investors is whether SkyWater shares still have room to run or if future growth is already fully reflected in the current price. With SkyWater Technology’s fair value pegged at $20.17 while shares recently closed at $23.64, the narrative anchors expectations below the latest market price and hints at optimism potentially running ahead of fundamentals. The rationale for this view centers on the company’s transformative moves and industry shifts, as captured in the widely followed narrative below. Read the complete narrative. Wondering what financial boldness powers a valuation premium like this? The narrative relies on ambitious sales momentum and margin turnarounds few are predicting, but the secret math remains behind the curtain. Dive in to learn which future assumptions fuel the overvalued label and whether those levers seem believable. Result: Fair Value of $20.17 (OVERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, persistent margin pressures or unexpected volatility in government contracts could quickly undermine these ambitious growth projections and challenge SkyWater's premium valuation narrative. Find out about the key risks to this SkyWater Technology narrative. If you see things differently or want to dig deeper into the numbers on your own terms, you can create your own story in just a few minutes. Do it your way A great st...