WOLF

Wolfspeed, Inc. (WOLF) | Rumor.io

Wolfspeed

WOLF

Attention (50-day avg)0.01%

Attention rank (50-day avg)#416

Bullish sentiment (50-day avg)18%

Price to earnings ratio-3.27

Market capitalization1.5B

Earnings per share-11.4

Dividend yield (TTM)—

Revenue (annual)0

Net income (annual)0

Social

What share of all stock conversation is about WOLF?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% 0	0.01% +0	0% -0.01	0.01% -0.12

Aug 20

Wolfspeed reported a deeply disappointing fiscal Q4, with an adjusted loss of $2.26 per share and revenue of $149.6 million, missing analysts' expectations.
The company guided fiscal Q1 2027 revenue to $140-$160 million, suggesting a significant recovery remains elusive, and persistent underutilization of facilities and negative gross margins continue to weigh on its financial performance.
The selloff was largely company-specific, with broader market conditions providing little support, and short interest is a bearish indicator, with sophisticated traders betting on further downward movement.

Generated by AI

Sentiment

Of the messages about WOLF that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	—	100% +26.76	87.62% +78.81	49.37% -13.59
Bearish	—	0% -26.76	12.38% -78.81	50.63% +13.59

Bullish· Aug 19

Wolfspeed's new fab is operational and has the potential to drive growth, with the company having a $1.1B cash reserve to navigate the transition to full commercialization.
The stock's price is undervalued, with an average 12-month analyst price target of $25-$30, implying a slight downside or near-term flat trajectory, making it a potential buying opportunity.
The stock has a high short interest, which could lead to a massive short squeeze, with the shorts covering at reasonable prices, potentially leading to a significant price increase.

Bearish· Aug 20

Wolfspeed, Inc. (WOLF) reported a Q4 fiscal 2026 earnings miss, with revenue and EPS below expectations, and guided Q1 2027 revenue to a lower range, indicating a slow recovery.
The company's adjusted loss of $2.26 per share was wider than the expected loss, and gross margins fell 25% in Q4, raising concerns about its operational restructuring following bankruptcy.
High short interest in WOLF is a bearish indicator, with sophisticated traders betting about $800 million on further downward movement, citing the company's high costs of goods sold and low gross margins.

Generated by AI

Topics

Of the messages about WOLF that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	—	—	4.4%	13.01%
Macro	—	—	47.8%	50.56%
Technical Analysis	—	—	0%	8.61%
Controversies	—	—	0%	1.99%
Analysts	—	—	47.8%	22.7%
Earnings	—	—	0%	3.13%

Earnings· May 9

Wolfspeed's 2026 revenue forecast of $850 million fell short of Wall Street's estimate of $958.7 million, leading to a drop in stock price.
Despite beating earnings expectations, Wolfspeed's stock price tanked ~20% in after-hours trading, a disconnect between fundamentals and price that often signals synthetic pressure.
Citi downgraded Wolfspeed to Sell from Neutral, with a price target of $3, citing the company's failure to provide guidance for the June quarter and not taking questions during the earnings call.

Analysts· Aug 18

Analysts are optimistic about Wolfspeed's earnings growth, with Oppenheimer's Colin Rusch highlighting substantial upside.
Multiple analysts have raised their price targets for Wolfspeed, with Oppenheimer increasing its target to $120, Morgan Stanley to $106, and Cowen & Co. to $125.
Wolfspeed's strong revenue guidance has led to a surge in its stock price, with analysts praising the company's performance and raising their price targets.

Announcements· Jun 5

Wolfspeed, Inc. (WOLF) is set to receive $1.5 billion in funding from the White House.
The funding is intended for power electronics and other initiatives, in addition to a previously announced $750 million investment from the DOE.
The $1.5 billion grant is a significant development for Wolfspeed, Inc.

Controversies· Sep 30

The company Wolfspeed, Inc. ($WOLF) has emerged from Chapter 11 bankruptcy, reducing its overall debt by approximately 70% through a comprehensive restructuring.
The restructuring plan has led to significant shareholder dilution, with old shares being canceled and new shares issued, causing the stock price to surge.
Wolfspeed's successful exit from bankruptcy has sparked speculation about potential lawsuits, with some users questioning whether the company's actions were responsible and others speculating about a clearing firm facing insolvency due to a short squeeze.

Macro· Jul 2

The US government's CHIPS Act award to Wolfspeed was contingent on the company restructuring its 2026 debt, but the award was not disbursed.
The Trump administration's "big beautiful bill" aims to make it cheaper for semiconductor manufacturers to build plants in the US, with tax credits increasing to 35% from 25%.
The bill's passage could support the domestic chip supply chain, but the current administration's stance on corporate welfare suggests that direct funding for Wolfspeed is unlikely.

Technical Analysis· Sep 30

$WOLF is in a falling wedge pattern and needs to close above 32.5 to confirm.
The stock is overbought on the hourly timeframe and a trendline break is needed for confirmation.
$WOLF has a strong relative strength indicator and a potential bull flag or cup and handle pattern, with room for growth.

Generated by AI

Community

Of the messages about WOLF, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	0%	0%	16.04%	25.61%
Newcomers	100%	100%	83.96%	74.39%

Regulars· Aug 20

$WOLF's Q4 fiscal 2026 earnings report was met with disappointment, missing revenue and EPS estimates, leading to an 8% pre-market drop.
Regulars are focused on the company's future revenue potential, particularly in 800-volt architectures, rather than its current performance.
The company's Q4 report highlighted a significant decline in gross margins to -25.0%, with many users expressing frustration and disappointment with the management's performance.

Newcomers· Aug 20

Many newcomers are focused on the high short interest in WOLF, with one user estimating that $800 million has been bet against the company, and another noting that short squeezes rarely happen, especially when every dollar of revenue costs $1.25 in COGS.
The cash on Wolfspeed's balance sheet is being highlighted as a significant positive, with one user noting that the company has a fully $21/share in cash, and another stating that this is an "awfully long runway" for the company to improve its finances.
Newcomers are debating whether Wolfspeed can translate its technology position into improved margins and profitability, with one user stating that the company remains a major player in silicon carbide, AI power infrastructure, and electrification, and another noting that the next few quarters will be about whether the business can close the gap between the long-term opportunity and the financial results.

Generated by AI

Wolfspeed and IREN are surging while their closest peers barely budge, and the gap between those winning tickers and the flat data center fund points to something worth understanding before adding exposure.

11d agoYahoo Finance

Wolfspeed Stock: Riding Out The Volatility (NYSE:WOLF)

Wolfspeed (WOLF) is a high-leverage AI sentiment play, but Q4 results show revenue, margin, and debt risks. Read here for a detailed analysis.

1mo agoSeeking Alpha

Wolfspeed (WOLF) Says AI Data Center Revenue More Than Doubled. Can it Restore Positive Gross Margins?

Wolfspeed, Inc. (NYSE:WOLF) shares closed 9.4% lower at $26.35 on August 20 following its fiscal fourth-quarter results. Revenue reached $149.6 million, while the company reported a $145.4 million GAAP net loss and a $62.4 million company-defined adjusted EBITDA loss. Wolfspeed, Inc. (NYSE:WOLF) said AI data center revenue more than doubled in fiscal 2026 compared with […]

1mo agoYahoo Finance

Wolfspeed: 800-VDC Optimism Is Priced In, But Profitability Is Years Away (NYSE:WOLF)

1mo agoSeeking Alpha

Why Wolfspeed Stock Crashed Today | The Motley Fool

In might be time to turn tail and run from Wolfspeed.

1mo agoThe Motley Fool

Also Discussed

Investors talking about WOLF also mention

#	Name	Attention
1	Navitas Semiconductor CorporationNVTS	0.09%-0.04
2	ON Semiconductor CorporationON	0%0
3	STEC - Santech Holdings Limited	——
4	CREE - Wolfspeed, Inc.	——
5	Healthcare Triangle Inc.HCTI	0%0
6	AtlasClear Holdings, Inc.ATCH	0.01%0
7	Veeco Instruments Inc.VECO	0%0
8	Bon Natural Life Ltd. Class A Ordinary SharesBON	0%0
9	MODV - ModivCare Inc.	——
10	Calidi Biotherapeutics, Inc.CLDI	0%0

Wolfspeed, Inc.

Technology
Semiconductors

Wolfspeed, Inc. is a semiconductor company focused on wide bandgap materials and devices, with a core emphasis on silicon carbide and gallium nitride technologies. Wolfspeed, Inc. develops products for power electronics and radiofrequency applications used in electric vehicles, fast charging systems, renewable energy infrastructure, 5G networks, aerospace, and defense. Its portfolio includes silicon carbide materials, power devices, and RF devices designed to support efficient energy conversion, high-performance connectivity, and demanding industrial environments. The company plays a specialized role in the semiconductor market by supplying technologies that enable next-generation power and communications systems across automotive, energy, telecommunications, and defense-related industries. Headquartered in Durham, North Carolina, Wolfspeed, Inc. is recognized for its focus on advanced semiconductor materials that serve both commercial and mission-critical applications.

Website

Location

4600 Silicon Drive

Durham, NC, 27703

United States

Social

What share of all stock conversation is about WOLF?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% 0	0.01% +0	0% -0.01	0.01% -0.12

Aug 20

Wolfspeed reported a deeply disappointing fiscal Q4, with an adjusted loss of $2.26 per share and revenue of $149.6 million, missing analysts' expectations.
The company guided fiscal Q1 2027 revenue to $140-$160 million, suggesting a significant recovery remains elusive, and persistent underutilization of facilities and negative gross margins continue to weigh on its financial performance.
The selloff was largely company-specific, with broader market conditions providing little support, and short interest is a bearish indicator, with sophisticated traders betting on further downward movement.

Generated by AI

Sentiment

Of the messages about WOLF that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	—	100% +26.76	87.62% +78.81	49.37% -13.59
Bearish	—	0% -26.76	12.38% -78.81	50.63% +13.59

Bullish· Aug 19

Wolfspeed's new fab is operational and has the potential to drive growth, with the company having a $1.1B cash reserve to navigate the transition to full commercialization.
The stock's price is undervalued, with an average 12-month analyst price target of $25-$30, implying a slight downside or near-term flat trajectory, making it a potential buying opportunity.
The stock has a high short interest, which could lead to a massive short squeeze, with the shorts covering at reasonable prices, potentially leading to a significant price increase.

Bearish· Aug 20

Wolfspeed, Inc. (WOLF) reported a Q4 fiscal 2026 earnings miss, with revenue and EPS below expectations, and guided Q1 2027 revenue to a lower range, indicating a slow recovery.
The company's adjusted loss of $2.26 per share was wider than the expected loss, and gross margins fell 25% in Q4, raising concerns about its operational restructuring following bankruptcy.
High short interest in WOLF is a bearish indicator, with sophisticated traders betting about $800 million on further downward movement, citing the company's high costs of goods sold and low gross margins.

Generated by AI

Topics

Of the messages about WOLF that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	—	—	4.4%	13.01%
Macro	—	—	47.8%	50.56%
Technical Analysis	—	—	0%	8.61%
Controversies	—	—	0%	1.99%
Analysts	—	—	47.8%	22.7%
Earnings	—	—	0%	3.13%

Earnings· May 9

Wolfspeed's 2026 revenue forecast of $850 million fell short of Wall Street's estimate of $958.7 million, leading to a drop in stock price.
Despite beating earnings expectations, Wolfspeed's stock price tanked ~20% in after-hours trading, a disconnect between fundamentals and price that often signals synthetic pressure.
Citi downgraded Wolfspeed to Sell from Neutral, with a price target of $3, citing the company's failure to provide guidance for the June quarter and not taking questions during the earnings call.

Analysts· Aug 18

Analysts are optimistic about Wolfspeed's earnings growth, with Oppenheimer's Colin Rusch highlighting substantial upside.
Multiple analysts have raised their price targets for Wolfspeed, with Oppenheimer increasing its target to $120, Morgan Stanley to $106, and Cowen & Co. to $125.
Wolfspeed's strong revenue guidance has led to a surge in its stock price, with analysts praising the company's performance and raising their price targets.

Announcements· Jun 5

Wolfspeed, Inc. (WOLF) is set to receive $1.5 billion in funding from the White House.
The funding is intended for power electronics and other initiatives, in addition to a previously announced $750 million investment from the DOE.
The $1.5 billion grant is a significant development for Wolfspeed, Inc.

Controversies· Sep 30

The company Wolfspeed, Inc. ($WOLF) has emerged from Chapter 11 bankruptcy, reducing its overall debt by approximately 70% through a comprehensive restructuring.
The restructuring plan has led to significant shareholder dilution, with old shares being canceled and new shares issued, causing the stock price to surge.
Wolfspeed's successful exit from bankruptcy has sparked speculation about potential lawsuits, with some users questioning whether the company's actions were responsible and others speculating about a clearing firm facing insolvency due to a short squeeze.

Macro· Jul 2

The US government's CHIPS Act award to Wolfspeed was contingent on the company restructuring its 2026 debt, but the award was not disbursed.
The Trump administration's "big beautiful bill" aims to make it cheaper for semiconductor manufacturers to build plants in the US, with tax credits increasing to 35% from 25%.
The bill's passage could support the domestic chip supply chain, but the current administration's stance on corporate welfare suggests that direct funding for Wolfspeed is unlikely.

Technical Analysis· Sep 30

$WOLF is in a falling wedge pattern and needs to close above 32.5 to confirm.
The stock is overbought on the hourly timeframe and a trendline break is needed for confirmation.
$WOLF has a strong relative strength indicator and a potential bull flag or cup and handle pattern, with room for growth.

Generated by AI

Community

Of the messages about WOLF, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	0%	0%	16.04%	25.61%
Newcomers	100%	100%	83.96%	74.39%

Regulars· Aug 20

$WOLF's Q4 fiscal 2026 earnings report was met with disappointment, missing revenue and EPS estimates, leading to an 8% pre-market drop.
Regulars are focused on the company's future revenue potential, particularly in 800-volt architectures, rather than its current performance.
The company's Q4 report highlighted a significant decline in gross margins to -25.0%, with many users expressing frustration and disappointment with the management's performance.

Newcomers· Aug 20

Many newcomers are focused on the high short interest in WOLF, with one user estimating that $800 million has been bet against the company, and another noting that short squeezes rarely happen, especially when every dollar of revenue costs $1.25 in COGS.
The cash on Wolfspeed's balance sheet is being highlighted as a significant positive, with one user noting that the company has a fully $21/share in cash, and another stating that this is an "awfully long runway" for the company to improve its finances.
Newcomers are debating whether Wolfspeed can translate its technology position into improved margins and profitability, with one user stating that the company remains a major player in silicon carbide, AI power infrastructure, and electrification, and another noting that the next few quarters will be about whether the business can close the gap between the long-term opportunity and the financial results.

Generated by AI

Wolfspeed

Social

Aug 20

Bullish· Aug 19

Bearish· Aug 20

Earnings· May 9

Analysts· Aug 18

Announcements· Jun 5

Controversies· Sep 30

Macro· Jul 2

Technical Analysis· Sep 30

Regulars· Aug 20

Newcomers· Aug 20

Wolfspeed: Plenty Of Electrification Upside With Real-Asset Downside Protection (WOLF)

Wolfspeed Climbs 6%, IREN Rises 4% as Buyers Pick Single Names Over the AI Infrastructure Sector; TeraWulf Sits Tight

Wolfspeed Stock: Riding Out The Volatility (NYSE:WOLF)

Wolfspeed (WOLF) Says AI Data Center Revenue More Than Doubled. Can it Restore Positive Gross Margins?

Wolfspeed: 800-VDC Optimism Is Priced In, But Profitability Is Years Away (NYSE:WOLF)

Why Wolfspeed Stock Crashed Today | The Motley Fool

Also Discussed

Wolfspeed, Inc.

Company Information

Location

Wolfspeed: Plenty Of Electrification Upside With Real-Asset Downside Protection (WOLF)

Wolfspeed Climbs 6%, IREN Rises 4% as Buyers Pick Single Names Over the AI Infrastructure Sector; TeraWulf Sits Tight

Wolfspeed Stock: Riding Out The Volatility (NYSE:WOLF)

Wolfspeed (WOLF) Says AI Data Center Revenue More Than Doubled. Can it Restore Positive Gross Margins?

Wolfspeed: 800-VDC Optimism Is Priced In, But Profitability Is Years Away (NYSE:WOLF)

Why Wolfspeed Stock Crashed Today | The Motley Fool

Also Discussed

Social

Aug 20

Bullish· Aug 19

Bearish· Aug 20

Earnings· May 9

Analysts· Aug 18

Announcements· Jun 5

Controversies· Sep 30

Macro· Jul 2

Technical Analysis· Sep 30

Regulars· Aug 20

Newcomers· Aug 20