Wolfspeed (WOLF)
Makes silicon-carbide wafers, devices, modules, and die for scalable power-device manufacturing.
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Produces silicon-carbide materials and power products, from wafers and epitaxy to discrete devices, modules, and power die. Its vertically integrated 200 mm platform links materials production with scalable power-device manufacturing.
Builds silicon-carbide materials and power products, including bare and epitaxial wafers, discrete devices, modules, and power die. Its vertically integrated model links materials production with device manufacturing, and the commercial 200 mm portfolio supports scalable next-generation power devices. These products serve automotive, industrial, energy, and data-center power applications.
After selling its LED Products business, the former Cree business became a silicon-carbide pure play under the Wolfspeed name. The 2025 Chapter 11 reorganization created a successor reporting boundary and reset its capital structure. Operations depend on executing the 200 mm manufacturing platform and its facility footprint.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Jan 22, 2026 | Susquehanna | Reiterate | Rating: —Target: $30 | Target: $20 |
| Oct 22, 2025 | Susquehanna | Reiterate | Rating: —Target: $16 | Target: $30 |
| May 9, 2025 | JP Morgan | Downgrade | ||
| May 9, 2025 | Citigroup | Downgrade | ||
| Oct 3, 2024 | Mizuho | Downgrade |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 28, 2026Cash & short-term investments $1.09B · Total debt $1.69B · Total assets $3.00B · Shareholders' equity $930.2M
- Revenue
- $149.6M
- Operating income
- −$102.0M
- Net income
- −$145.4M
No dividends on record.
| Institutions | ≈ 143.69% | 76.15M shares | |
|---|---|---|---|
| 303 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 3.58% | 1.90M shares | |
| 22 holders · as of Sep 2, 2026 | |||
| Strategic holders | 10.40% | 5.51M shares | |
| 2 holders · as of Jun 8, 2026 | |||
| Adds to | 157.67% | ||
53.00M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 157.67%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Renesas Electronics America Inc.Institution | 31.80% | 16.85M | as of Jun 30, 2026 |
Diameter Capital Partners LPInstitution | 22.59% | 11.97M | as of Jun 30, 2026 |
Slate Path Capital LPInstitution | 8.37% | 4.44M | as of Jun 30, 2026 |
Sculptor Capital LPInstitution | 5.99% | 3.17M | filed May 20, 2026 |
Price T Rowe Associates Inc /MD/Institution | 5.76% | 3.05M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Oct 31, 2025 | Citigroup Inc | 10 percent owner | −194,423 | $26.18 |
| Oct 30, 2025 | Citigroup Inc | 10 percent owner | +116,002 | $26.12 |
| Oct 31, 2025 | Citigroup Inc | 10 percent owner | +78,303 | $27.21 |
- STMicroelectronics (ADR)
SiC devices, substrates and 200 mm automotive power capacity
- ON Semiconductor
EliteSiC MOSFETs and modules for EV and industrial power
- Coherent
Merchant SiC wafers and epitaxy for power electronics
CompareAfter hours
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Wolfspeed | $27.80 | −0.64% | $1.44B | — | — | 2.2 | −24.1% |
| STMicroelectronics (ADR) | $53.53 | +0.23% | $46.08B | 101.2 | 26.8 | 3.5 | +24.4% |
| ON Semiconductor | $73.54 | −0.08% | $27.92B | 46.0 | 18.9 | 4.5 | +9.2% |
| Coherent | $309.76 | −0.13% | $62.90B | 78.2 | 33.1 | 8.8 | +33.7% |
| Median | 78.2 | 26.8 | 4.5 | +24.4% |