Wolfspeed Inc. logo WOLF - Wolfspeed Inc.

Price: -- -- | CONSENSUS: Hold DETAILS
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0
BUY 6
HOLD 9
SELL 4
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| PRICE TARGET: $54.32 DETAILS
HIGH: $115.00
LOW: $9.00
MEDIAN: $34.00
CONSENSUS: $54.32
UPSIDE: 53.97%

Stock News

Wolfspeed Expands 200 mm Silicon Carbide Portfolio with New Premium Power Substrates

Wolfspeed Expands 200 mm Silicon Carbide Portfolio with New Premium Power Substrates

DURHAM, N.C.--(BUSINESS WIRE)--Wolfspeed, Inc. (NYSE: WOLF), a global leader in silicon carbide (SiC) technology, today announced the commercial availability of its new Premium 200 mm n-type silicon carbide substrate, expanding its 200 mm SiC materials portfolio with a higher-quality starting material designed to improve yield through reduced defects and greater wafer-shape stability. As the SiC devices industry pushes toward higher voltages and larger die sizes, material-level quality and wafe.

Sep 27, 2026 03:00 PM • businesswire.com
Wolfspeed: Plenty Of Electrification Upside With Real-Asset Downside Protection

Wolfspeed: Plenty Of Electrification Upside With Real-Asset Downside Protection

Wolfspeed is positioned for a 2-3x upside if business stabilizes, driven by Mohawk Valley 200 mm Power/Devices revenue growth. Double-digit quarterly growth in Power/Devices revenue offsets Materials' decline, with break-even profit margin revenue possible by the end of 2027. Strong operational execution is evidenced by exceeded yield targets, major design wins, and progress on 300mm wafer engineering samples.

Sep 21, 2026 10:27 AM • seekingalpha.com
Wolfspeed: Riding Out The Volatility

Wolfspeed: Riding Out The Volatility

Wolfspeed remains a high-leverage play on AI sentiment, but near-term financials and Q4 results highlight ongoing operational and balance sheet challenges. WOLF's breakeven gross margin requires ~$800M in revenue, with the current run rate at ~$600M; incremental margins appear strong, but revenue growth is essential. Balance sheet risk persists with $931M non-convertible debt and $1.1B cash; refinancing hinges on asset value and future revenue inflection.

Aug 25, 2026 07:41 PM • seekingalpha.com

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