SKYT (SkyWater Technology) Moat Score: 5/10 (As of Jul. 31, 2026)

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SKYT SkyWater Technology Inc SKYT
65 GF Score
Price $32.46
GF Value $17.10
Valuation Significantly Overvalued
! 8 Warning Signs
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What is SkyWater Technology Moat Score?

SkyWater Technology SKYT -0.03% 65 Moat Score is 5 as of Jul. 31, 2026. GuruFocus rates SKYT with a GF Score™ of 65/100 and a GF Value™ of $17.10 (Significantly Overvalued). The stock has 8 warning signs investors should review. Among 997 Semiconductors companies, SkyWater Technology ranks better than 93.38% on this metric.

SkyWater Technology has the Moat Score of 5, which implies that the company might have Narrow Moat - Solid narrow moat.

SkyWater Technology has Narrow Moat: SkyWater Technology Inc has a solid narrow moat due to its proprietary technology and moderate market share in semiconductor manufacturing. While it benefits from some customer switching costs and innovation capabilities, it lacks the scale and regulatory barriers for a wide moat.

Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more.

The company's Moat Score is based on these criteria:

1. Market leadership and sustainable market share
2. Network effects and significant customer switching costs
3. Valuable intellectual property and patents
4. Strong brand strength and deep customer loyalty
5. Durable cost advantages (e.g., economies of scale, proprietary technology)
6. Significant regulatory barriers and exclusive licenses
7. Superior distribution network
8. Strong and sustainable pricing power
9. Consistent and impactful innovation and R&D capabilities

Based on the research, GuruFocus believes SkyWater Technology might have Narrow Moat - Solid narrow moat.

SkyWater Technology  (NAS:SKYT) Moat Score Explanation

The Moat Score ranges from 0 to 10, with 10 as the highest. GuruFocus divided Moat Score into following 8 categories:

Moat Score Moat Level
10Wide Moat - Exceptionally dominant and durable wide moat
8 - 9Wide Moat - Clear and robust wide moat
7Wide Moat - Entry-level wide moat, clearly possessing durable advantages
6Narrow Moat - Strong narrow moat, clearly distinguishable but not wide
5Narrow Moat - Solid narrow moat
4Narrow Moat - Discernible but modest moat
1 - 3No Moat - Very weak/transient advantages
0No Moat - No discernible moat

SkyWater Technology Moat Score Related Terms

SKYT vs AIP, AMBQ, WOLF: Moat Score Comparison

For the Semiconductors subindustry, SkyWater Technology's Moat Score, along with its competitors' market caps and Moat Score data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

SkyWater Technology Moat Score vs Semiconductors Industry

For the Semiconductors industry and Technology sector, SkyWater Technology's Moat Score distribution charts can be found below:

* The bar in red indicates where SkyWater Technology's Moat Score falls into.


SKYT
65GF Score
SkyWater Technology Inc SKYT
Moat Score is just one metric. See GF Score™, valuation, warning signs, and more.
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Frequently Asked Questions Learn more about Moat Score →
What does a Moat Score of 5 mean?
SkyWater Technology (SKYT) has a Moat Score of 5 as of Jul. 31, 2026. Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more. According to the industry distribution chart, SkyWater Technology ranks #66 out of 997 companies in the Semiconductors industry, placing it in the top 6.6%.
Is SkyWater Technology's Moat Score too high?
SkyWater Technology's current Moat Score is 5. Based on the distribution chart, SkyWater Technology ranks #66 out of 997 companies in the Semiconductors industry, which is in the top quartile — a strong position relative to peers. Overall, SkyWater Technology has a GF Score™ of 65/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does SkyWater Technology's Moat Score compare to AIP and AMBQ?
According to the Semiconductors industry distribution chart, SkyWater Technology ranks #66 out of 997 companies for Moat Score. This places SkyWater Technology in the top 7% of its industry — outperforming the majority of peers. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Moat Score for a Semiconductors company?
A good Moat Score depends on the Semiconductors industry context. However, Moat Score should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Moat Score mean?
A high Moat Score can signal that a stock is expensive relative to its fundamentals. Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more. SkyWater Technology's current Moat Score is 5. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is SkyWater Technology stock overvalued right now?
Based on GuruFocus' analysis, SkyWater Technology (SKYT) is currently considered Significantly Overvalued. The stock's GF Value™ is $17.10, compared to a current price of $32.46 — trading 89.8% above its estimated fair value. The current Moat Score is 5. SkyWater Technology's overall GF Score™ is 65/100 with 8 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Moat Score calculated?
Moat Score is calculated from a company's financial statements. For SkyWater Technology (SKYT), the current Moat Score is 5 as of Jul. 31, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is SkyWater Technology (SKYT) Overvalued in 2026?

Based on GuruFocus' analysis, SkyWater Technology stock appears to be overvalued. The current stock price of $32.46 is trading 89.8% above its estimated GF Value™ of $17.10. GuruFocus considers SkyWater Technology to be Significantly Overvalued.

Key valuation signals for SKYT:

  • Moat Score: 5
  • GF Value™: $17.10 vs. price of $32.46 (89.8% above fair value)
  • GF Score™: 65/100 with 8 warning signs

No single metric tells the full story. See the SKYT stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

SkyWater Technology Business Description

Address 2401 East 86th Street, Bloomington, MN, USA, 55425
SkyWater Technology Inc is a U.S.-based, independent, pure-play semiconductor foundry providing foundational-node manufacturing, advanced technology development, and advanced packaging services through an integrated, multi-site operating model. It operates within the United States, with fabrication and packaging facilities in Minnesota, Texas, and Florida.l. Its segments include: Legacy SkyWater: A pure-play technology foundry that offers advanced semiconductor development and manufacturing services from its fabrication facility in Bloomington, Minnesota and advanced packaging services from its Kissimmee Florida facility; and SkyWater Texas: A high-volume manufacturer that offers manufacturing services from its fabrication facility in Austin, Texas.
65GF Score

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Moat Score is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$32.46
Price
$17.10
GF Value