Wolfspeed, Inc.

Wolfspeed, Inc.

WOLFยทNYSE

$61.67

+0.0081%
TechnologySemiconductors

Wolfspeed, Inc. provides silicon carbide and gallium nitride (GaN) materials, power devices, and radio frequency (RF) devices based on wide bandgap semiconductor materials and silicon. The company's silicon carbide and GaN materials comprise silicon carbide bare wafers, epitaxial wafers, and GaN epitaxial layers on silicon carbide wafers. It offers silicon carbide materials for customers to manufacture products for RF, power, and other applications. The company's power devices include silicon carbide Schottky diodes, metal oxide semiconductor field effect transistors (MOSFETs), power modules, and gate driver boards for customers and distributors to use in applications, such as electric vehicles comprising charging infrastructure, server power supplies, solar inverters, uninterruptible power supplies, industrial power supplies, and other applications. Its RF devices comprise GaN-based die, high-electron mobility transistors, monolithic microwave integrated circuits, and laterally diffused MOSFET power transistors for telecommunications infrastructure, military, and other commercial applications. The company's products are also used in transportation, fast charging, wireless systems, 5G, motor drives, renewable energy and storage, and aerospace and defense applications; and materials products and RF devices are used in military communications, radar, satellite, and telecommunication applications. It serves customers in North America, Asia, and Europe. The company was formerly known as Cree, Inc. and changed its name to Wolfspeed, Inc. in October 2021. Wolfspeed, Inc. was founded in 1987 and is headquartered in Durham, North Carolina.

At a Glance

Live Snapshot
Market Cap$2.98B
EPS-34.1700
P/E Ratio-1.80
Earnings Date08/19/2026
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Wolfspeed, Inc. Street Expectations Map

WOLF ยท NYSE

Wall Street analysts project that WOLF stock may decline over the coming 12 months. The consensus 1-year price target stands at 20.00, with estimates ranging from a low of 20.00 to a high of 20.00.

Lowest Target
20.00
-67.57%
Consensus Target
20.00
-67.57%
Highest Target
20.00
-67.57%

The consensus 1-year price target stands at 20.00, with estimates ranging from a low of 20.00 to a high of 20.00.

Analyst Consensus Analysis

Upside Potential

-67.6%

Significant downside risk. Stock trading well above analyst consensus suggests elevated valuation concerns and potential correction.

Analyst Agreement

0.0% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Risk-Reward Profile

1.00x

Balanced risk-reward. Upside and downside potential relatively symmetric. Suitable for moderate risk tolerance with conviction in thesis.

Analyst Conviction

Low

Bearish or uncertain outlook. Limited upside or poor consensus suggests challenges ahead or fundamental concerns.

Market Sentiment Insight

Consensus overvaluation: Analysts agree the stock is richly valued with limited upside. Consider booking profits or defensive positioning unless you have contrarian conviction in unrecognized catalysts.

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Wolfspeed, Inc. Forward Estimates of Revenue

WOLF ยท NYSE
Latest Revenue
757.60M
FY 2025
Avg Estimate
754.44M
FY 2026
Estimate Range
730.01M - 767.24M
Analyst Spread

Forward Growth Analysis

Projected Growth-0.4%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread5%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Wolfspeed, Inc. Forward Estimates of Net Income

WOLF ยท NYSE
Latest Net Income
-1.61B
FY 2025
Avg Estimate
-290.91M
FY 2026
Estimate Range
-347.37M - -234.44M
Analyst Spread

Forward Growth Analysis

Projected Growth+81.9%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread39%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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Wolfspeed, Inc. Forward Estimates of EPS

WOLF ยท NYSE
Latest EPS
-34.17
FY 2025
Avg Estimate
$-2.14
FY 2026
Estimate Range
$-2.46 - $-1.66
Analyst Spread

Forward Growth Analysis

Projected Growth+93.7%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread37%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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Wolfspeed, Inc. Forward Estimates of EBIT

WOLF ยท NYSE
Latest EBIT
-1.30B
FY 2025
Avg Estimate
-332.60M
FY 2026
Estimate Range
-338.25M - -321.83M
Analyst Spread

Forward Growth Analysis

Projected Growth+74.5%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread5%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Wolfspeed, Inc. Forward Estimates of EBITDA

WOLF ยท NYSE
Latest EBITDA
-1.05B
FY 2025
Avg Estimate
-208.16M
FY 2026
Estimate Range
-211.69M - -201.42M
Analyst Spread

Forward Growth Analysis

Projected Growth+80.2%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread5%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Wolfspeed, Inc. Forward Estimates of SG&A Expense

WOLF ยท NYSE
Latest SG&A Expense
246.30M
FY 2025
Avg Estimate
228.90M
FY 2026
Estimate Range
221.49M - 232.79M
Analyst Spread

Forward Growth Analysis

Projected Growth-7.1%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread5%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Wolfspeed, Inc. Insider Positioning

WOLF ยท NYSE

During the last 12 months, insiders have purchased $1.47M worth of WOLF shares, with no selling activity reported.

3 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

3-6 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

6-9 Months

Bought

53.5K

1.47M

Sold

0

0.00

Net Activity

+1.5M

+$1.47M

9-12 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

Top Buyers

1
CI

Citigroup Inc

10 Percent Owner

53.5K sharesโ€ข1 transactions

$1.47M

Top Sellers

No selling activity

Insider Activity Analysis

Net Insider Sentiment

Bullish

Strong bullish signal with $1.47M net buying. Insiders are aggressively accumulating shares, suggesting significant confidence in future prospects.

Buy/Sell Ratio

โˆž:1

Perfect buy/sell ratio. Only buying activity with zero sellingโ€”the most bullish possible insider signal.

Insider Participation

High Buying

1 insider buyers vs. 0 sellers. Broad-based buying across management team suggests widespread confidence.

Insider Activity Insight

Unanimous insider buying: Zero selling combined with active buying is rare and typically very bullish. Insiders appear to see significant upside with limited downside risk.