Three Analyst Favorites with Potential for Further Gains: SkyWater Technology, Emergent BioSolutions, and More

Three companies poised for further growth after recent price spikes: SkyWater Technology (SKYT), Emergent BioSolutions (EBS), and Esperion Therapeutics (ESPR). SkyWater's acquisition of Fab 25 and onshore manufacturing capabilities boost its prospects. Emergent's strong NARCAN sales and cost-cutting measures drive positive EPS. Esperion's recent acquisition of Akcea Therapeutics and positive Phase 2 data for its cholesterol-lowering drug bempedoic acid.

Investors have been closely monitoring the performance of several companies that have experienced significant price spikes. Three notable firms, SkyWater Technology Inc. (SKYT), Emergent Biosolutions Inc. (EBS), and Esperion Therapeutics Inc. (ESPR), have shown promising fundamentals and analyst support, positioning them for continued growth.

SkyWater Technology Inc. (SKYT)

SkyWater Technology, a semiconductor manufacturing services provider, reported a mixed second quarter for 2025, with a 37% year-over-year (YOY) decline in revenue and a widening of losses per share. However, the company's gross margin improved by 20 basis points to 18.5%, and its acquisition of a flagship manufacturing facility, Fab 25, from German semiconductor maker Infineon (OTC:IFNNY), has analysts optimistic. Fab 25 is expected to contribute at least $300 million in annual revenue and enhance EBITDA, with the impact likely emerging as early as the current quarter. This acquisition aligns with SkyWater's strategic focus on onshore manufacturing, which is crucial given the changing U.S. regulations. All three analysts reviewing SKYT shares have assigned them a Buy rating, suggesting that the recent 30% price increase may continue [1].

Emergent Biosolutions Inc. (EBS)

Emergent Biosolutions, a life sciences firm known for public health products like NARCAN nasal spray, reported mixed results for the second quarter. While revenue missed expectations, the company reported a positive earnings per share (EPS) figure, beating analysts' predictions by 42 cents per share. This improvement was driven by strong NARCAN sales and cost optimization strategies, which allowed Emergent to launch a $50-million share repurchase program. The company's international medical countermeasures business is rapidly growing, with a recent $65-million contract with the Ontario Ministry of Health for NARCAN. Despite a 21% price increase in the past month, analysts see further upside potential, with a consensus rating of Buy and a price target above $10 per share [1].

Esperion Therapeutics Inc. (ESPR)

Esperion Therapeutics, a pharmaceutical company focused on psychiatric disorders and cardiovascular disease, reported strong financial results for the second quarter of 2025. Adjusted EBITDA grew 21% and cash from operations increased 83% year-over-year. The company also made principal repayments on its long-term debt totaling $8.5 million and expanded its cardiovascular portfolio by licensing Canadian rights to NEXLETOL® and NEXLIZET® from Esperion Therapeutics. Esperion's recent acquisition of Akcea Therapeutics and positive Phase 2 data for its cholesterol-lowering drug bempedoic acid have bolstered investor confidence, with analysts expecting further growth in the coming quarters [3].

Conclusion

SkyWater Technology, Emergent Biosolutions, and Esperion Therapeutics have shown promising growth prospects following their recent price spikes. While each company faces unique challenges, their strategic moves and positive analyst ratings suggest that they are well-positioned for continued success. Investors should closely monitor these companies for further developments.

References

[1] https://www.investing.com/analysis/big-rallies-brewing-watch-these-3-analystbacked-plays-200665472

[3] https://finance.yahoo.com/news/hls-therapeutics-announces-q2-2025-103100196.html