Added to YB: 2026-09-21
Pitch date: 2026-09-18
WOLF [bearish]
Wolfspeed, Inc.
Author Info
No bio for this author
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
$1.4B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
-6.78
P/E
172.22
EV/Sales
3.10
Sector
Semiconductors and Semiconductor Equipment
Category
special_situation
Power Semiconductors: The Follow-Up - Wolfspeed, Inc.
WOLF (overview): Wolfspeed’s early move into commercial 200mm SiC substrates and AI-datacenter growth have not translated into stronger overall results: Q4 FY2026 revenue fell 24% year over year and Materials Products revenue dropped 45% amid Chinese pricing pressure. Despite emerging from Chapter 11 after converting $4.6B of debt into equity, it still has $557.8M of net debt and negative TTM gross profit, while trading at 5.6x LTM and 3x NTM EV/sales.
Read full article (4 min)