Skywater Technology Inc (SKYT) — Institutional Investor Activity (Q2 2026)

SKYT ranks #3066 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

195 institutions disclose a position in SKYT, but none treat it as a major bet — even Alpine Associates Management Inc., its most concentrated holder, allocates just 3.0% of its own portfolio to it.

Balyasny Asset Management L.p. has added to its SKYT position for two straight quarters, increasing it by $108.4M to reach $108.7M today.

Morgan Stanley has trimmed its SKYT position for two straight quarters, cutting it by $10.7M while still holding $4.1M.

SKYT is down 0% today, but institutions show net buying of $267.8M this quarter — a divergence between today's price move and the underlying institutional flow.

SKYT posted net income of $117.5M over the trailing twelve months, and currently trades at a P/E of 13.5.

• Profitable — net income of $117.5M over the trailing twelve months
• Revenue grew 97.2% year over year
• Net income improved year over year, from -$8.4M to $117.5M
• Operating cash flow was negative, using $29.0M in cash
• Current ratio of 0.60x — below the conventional 1.5x liquidity buffer
• Liabilities run 2.87x equity — a highly leveraged balance sheet worth noting