Added to YB: 2026-07-23
Pitch date: 2026-07-21
WOLF [neutral]
Wolfspeed, Inc.
-3.91%
current return
Author Info
Equity research team focused on tech stocks (with special interest in cybersecurity and cloud). Sign up for their newsletter.
Company Info
Wolfspeed, Inc., a semiconductor company, focuses on silicon carbide materials and devices for power applications in Europe, Hong Kong, Singapore, China, rest of Asia Pacific, Japan, the United States, and internationally.
Market Cap
$1.6B
Pitch Price
$30.46
Price Target
N/A
Dividend
N/A
EV/EBITDA
-9.09
P/E
-3.35
EV/Sales
3.25
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Power Semiconductor 'Unpredictable Basket': Wolfspeed (WOLF)
WOLF (pass): Speculative SiC play in power semi 'unpredictable basket' w/ STM & ON. Bull: medium-voltage SiC up to ~20kV, slightly ahead of onsemi. Bear: prior mgmt gambled & lost, tech challenges (large temp-sensitive dies), product ~2yrs out. Valuation driven by traders. Timing wrong.
Read full article (1 min)