Wolfspeed (WOLF) Stock Overview
A semiconductor company, focuses on silicon carbide materials and devices for power applications in Europe, Hong Kong, Singapore, China, rest of Asia Pacific, Japan, the United States, and internationally. More details
| Snowflake Score | |
|---|---|
| Valuation | 2/6 |
| Future Growth | 0/6 |
| Past Performance | 2/6 |
| Financial Health | 1/6 |
| Dividends | 0/6 |
Rewards
Risk Analysis
WOLF Community Fair Values
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Analyst Price Targets
Wolfspeed, Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$25.92 |
| 52 Week High | US$80.82 |
| 52 Week Low | US$8.05 |
| Beta | 0 |
| 1 Month Change | -18.46% |
| 3 Month Change | -47.20% |
| 1 Year Change | n/a |
| 3 Year Change | n/a |
| 5 Year Change | n/a |
| Change since IPO | 17.29% |
Recent News & Updates
AI Data Center And EV Power Demand Will Support A Fair Long Term Outlook
Catalysts About Wolfspeed Wolfspeed develops and manufactures silicon carbide based power devices and materials for automotive, industrial, data center, aerospace and defense applications. What are the underlying business or industry changes driving this perspective?
WOLF: Future AI Data Center Demand Will Drive Repricing
Analysts now see Wolfspeed's fair value at $30, up from $20, after incorporating a revised $30 Street price target and updated expectations around revenue growth, profit margins, and future P/E multiples. What’s in the News for Wolfspeed Wolfspeed reported mixed Q4 2026 results with revenue of US$150 million, which aligned with its guidance midpoint but came in below some Street estimates.
AI Power Demand And 200 Millimeter Ramp Will Shape Long-Term Earnings Potential
Catalysts About Wolfspeed Wolfspeed focuses on silicon carbide materials and power devices for applications such as AI data centers, electric vehicles, industrial power and aerospace and defense. What are the underlying business or industry changes driving this perspective?Wolfspeed: 800-VDC Optimism Is Priced In, But Profitability Is Years Away
Summary Wolfspeed is navigating a major turnaround post-Chapter 11, targeting the 800-VDC data center architecture for future growth. Profitability is unlikely before eFY29, with breakeven revenue of $800mm. Growth may be dependent on 800-VDC adoption, which may be a more gradual ramp-up, risking near-term operational improvements. Despite improved liquidity and reduced debt, WOLF faces execution, adoption, and data center market risks that may prolong cash outflows. I assign WOLF a Sell rating with a $20.84 price target, reflecting high valuation risk and a slow profitability timeline. Read the full article on Seeking AlphaRecent updates
AI Data Center And EV Power Demand Will Support A Fair Long Term Outlook
Catalysts About Wolfspeed Wolfspeed develops and manufactures silicon carbide based power devices and materials for automotive, industrial, data center, aerospace and defense applications. What are the underlying business or industry changes driving this perspective?WOLF: Future AI Data Center Demand Will Drive Repricing
Analysts now see Wolfspeed's fair value at $30, up from $20, after incorporating a revised $30 Street price target and updated expectations around revenue growth, profit margins, and future P/E multiples. What’s in the News for Wolfspeed Wolfspeed reported mixed Q4 2026 results with revenue of US$150 million, which aligned with its guidance midpoint but came in below some Street estimates.AI Power Demand And 200 Millimeter Ramp Will Shape Long-Term Earnings Potential
Catalysts About Wolfspeed Wolfspeed focuses on silicon carbide materials and power devices for applications such as AI data centers, electric vehicles, industrial power and aerospace and defense. What are the underlying business or industry changes driving this perspective?Wolfspeed: 800-VDC Optimism Is Priced In, But Profitability Is Years Away
Summary Wolfspeed is navigating a major turnaround post-Chapter 11, targeting the 800-VDC data center architecture for future growth. Profitability is unlikely before eFY29, with breakeven revenue of $800mm. Growth may be dependent on 800-VDC adoption, which may be a more gradual ramp-up, risking near-term operational improvements. Despite improved liquidity and reduced debt, WOLF faces execution, adoption, and data center market risks that may prolong cash outflows. I assign WOLF a Sell rating with a $20.84 price target, reflecting high valuation risk and a slow profitability timeline. Read the full article on Seeking AlphaWolfspeed (WOLF) Stock Could Be 187% Overvalued After Its Sharp Rally
Wolfspeed Stock at a Glance Wolfspeed (WOLF) has been drawing fresh attention after recent share price swings, with the stock up 18% over the past day and 26% over the past week, despite a slight decline over the past month. For investors tracking momentum, those short term moves sit alongside a much stronger gain over the past 3 months and a year to date return above 200%. This has put Wolfspeed’s recent trading firmly in focus. See our latest analysis for Wolfspeed. Wolfspeed’s recent...AI Power Demand And Electrification Will Transform This Silicon Carbide Leader
Catalysts About Wolfspeed Wolfspeed focuses on silicon carbide materials and power devices for high voltage applications across automotive, industrial, data center and aerospace markets. What are the underlying business or industry changes driving this perspective?Shareholder Returns
| WOLF | US Semiconductor | US Market | |
|---|---|---|---|
| 7D | -8.6% | -1.3% | -0.9% |
| 1Y | n/a | 50.9% | 14.2% |
Return vs Industry: Insufficient data to determine how WOLF performed against the US Semiconductor industry.
Return vs Market: Insufficient data to determine how WOLF performed against the US Market.
Price Volatility
| WOLF volatility | |
|---|---|
| WOLF Average Weekly Movement | 17.3% |
| Semiconductor Industry Average Movement | 11.4% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.3% |
| 10% least volatile stocks in US Market | 2.9% |
Stable Share Price: WOLF's share price has been volatile over the past 3 months compared to the US market.
Volatility Over Time: WOLF's weekly volatility (17%) has been stable over the past year, but is still higher than 75% of US stocks.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1987 | 2,371 | Robert Feurle | www.wolfspeed.com |
Wolfspeed, Inc., a semiconductor company, focuses on silicon carbide materials and devices for power applications in Europe, Hong Kong, Singapore, China, rest of Asia Pacific, Japan, the United States, and internationally. The company offers silicon carbide and gallium nitride (GaN) materials, including silicon carbide bare wafers, epitaxial wafers, and GaN epitaxial layers on silicon carbide wafers to manufacture products for RF, silicon carbide substrates, mosfets, schotky diodes, power, and other applications. It also provides power devices, such as silicon carbide Schottky diodes, metal oxide semiconductor field effect transistors (MOSFETs), and power modules for customers and distributors to use in various applications of automotive domains, including electric vehicles and fast charging, as well as existing and emerging applications in the industrial and energy domain, such as AI data centers, grid modernization, and renewable energy and storage.
Wolfspeed, Inc. Fundamentals Summary
| WOLF fundamental statistics | |
|---|---|
| Market cap | US$1.37b |
| Earnings (TTM) | US$4.40m |
| Revenue (TTM) | US$665.10m |
Is WOLF overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| WOLF income statement (TTM) | |
|---|---|
| Revenue | US$665.10m |
| Cost of Revenue | US$852.90m |
| Gross Profit | -US$187.80m |
| Other Expenses | -US$192.20m |
| Earnings | US$4.40m |
Last Reported Earnings
Jun 28, 2026
Next Earnings Date
n/a
| Earnings per share (EPS) | 0.083 |
| Gross Margin | -28.24% |
| Net Profit Margin | 0.66% |
| Debt/Equity Ratio | 181.4% |
How did WOLF perform over the long term?
See historical performance and comparisonCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/09/13 04:19 |
| End of Day Share Price | 2026/09/11 00:00 |
| Earnings | 2026/06/28 |
| Annual Earnings | 2026/06/28 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Wolfspeed, Inc. is covered by 38 analysts. 3 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Amir Rozwadowski | Barclays |
| William Mackie | Berenberg |
| Ambrish Srivastava | BMO Capital Markets Equity Research |