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Wolfspeed, Inc.

NYSE:WOLF Stock Report

Market Cap: US$1.4b

  • Company Overview
  • Valuation
  • Future Growth
  • Past Performance
  • Financial Health
  • Dividend
  • Management
  • Ownership
  • Other Information
  • Stock Community

Wolfspeed Balance Sheet Health

Financial Health criteria checks 1/6

Wolfspeed has a total shareholder equity of $930.2M and total debt of $1.7B, which brings its debt-to-equity ratio to 181.4%. Its total assets and total liabilities are $3.0B and $2.1B respectively.

Key information

181.41%

Debt to equity ratio

US$1.69b

Debt

Interest coverage ration/a
CashUS$1.09b
EquityUS$930.20m
Total liabilitiesUS$2.07b
Total assetsUS$3.00b

Recent financial health updates

No updates

Recent updates

User avatar
New Narrative • Sep 08

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?
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Narrative Update • Sep 03

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.
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New Narrative • Aug 25

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?
Seeking Alpha • Aug 20

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 Alpha
Analysis Article • Jun 19

Wolfspeed (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...
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New Narrative • Feb 17

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?

Financial Position Analysis

Short Term Liabilities: WOLF's short term assets ($1.6B) exceed its short term liabilities ($231.6M).

Long Term Liabilities: WOLF's short term assets ($1.6B) do not cover its long term liabilities ($1.8B).


Debt to Equity History and Analysis

Debt Level: WOLF's net debt to equity ratio (64.4%) is considered high.

Reducing Debt: WOLF's debt to equity ratio has increased from 38.9% to 181.4% over the past 5 years.

Debt Coverage: WOLF's operating cash flow is negative, therefore debt is not well covered.

Interest Coverage: Insufficient data to determine if WOLF's interest payments on its debt are well covered by EBIT.


Balance Sheet


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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/09/13 19:54
End of Day Share Price 2026/09/11 00:00
Earnings2026/06/28
Annual Earnings2026/06/28

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.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
  • SEC Form 10-K
  • SEC Form 10-Q
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
  • Analyst Research Reports
  • Blue Matrix
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
  • ICE Market Data
  • SEC Form S-1
Ownership10 years
  • Top shareholders
  • Insider trading
  • SEC Form 4
  • SEC Form 13D
Management10 years
  • Leadership team
  • Board of directors
  • SEC Form 10-K
  • SEC Form DEF 14A
Key Developments10 years
  • Company announcements
  • SEC Form 8-K

* 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.

AnalystInstitution
Amir RozwadowskiBarclays
William MackieBerenberg
Ambrish SrivastavaBMO Capital Markets Equity Research

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