Added to YB: 2025-05-14
Pitch date: 2025-05-10
WOLF [neutral]
Wolfspeed, Inc.
-93.61%
current return
Author Info
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Company Info
Wolfspeed, Inc., a semiconductor company, focuses on silicon carbide and gallium nitride (GaN) technologies in Europe, Hong Kong, China, rest of Asia Pacific, the United States, and internationally.
Market Cap
$514.2M
Pitch Price
$411.88
Price Target
N/A
Dividend
N/A
EV/EBITDA
1.93
P/E
-0.01
EV/Sales
-0.54
Sector
Semiconductors and Semiconductor Equipment
Category
turnaround
Wolfspeed Faces Investor Skepticism Despite Operational Gains and EPS Surprise
WOLF (earnings update): Q3 2025 rev $185.4M (+2.2% QoQ, -7.6% YoY), EPS -$0.72 (beat est). FCF -$168M with $1.3B cash, $3.47B debt. Restructuring for $200M annual savings, targeting positive FCF in 2026. Mohawk Valley facility ramping to 200mm wafers. Risks: debt negotiations, Chinese competition, slower EV adoption. Stock -11% on weak 2026 guidance.
Read full article (4 min)