Added to YB: 2026-03-30
Pitch date: 2026-02-02
WOLF [bullish]
Wolfspeed, Inc.
-8.64%
current return
Author Info
No bio for this author
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
$834.1M
Pitch Price
$16.90
Price Target
62.00 (+302%)
Dividend
N/A
EV/EBITDA
-7.84
P/E
-1.26
EV/Sales
2.16
Sector
Semiconductors and Semiconductor Equipment
Category
turnaround
Wolfspeed, Inc. - $WOLF
WOLF: Emerged from Ch11 9/25, debt cut 70%, capex down from $1.2B to $200M, $1.5B liquidity. Market leader in SiC wafers (30%+ share), vertically integrated. EV market weak, Chinese competition intense, but AI datacenter opportunity (~$700M by 2030, 20% of today's $3.5B TAM) could be game-changer. Likely acquisition target for US power semi co. $850M 2027 rev at 4x sales = $62/share (3-4x upside). Risks: dilution, Renesas overhang, EV weakness, China competition.
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