
Subscribers to Chart of the Week received this commentary on Sunday, July 26.
Wolfspeed, Inc. is a prominent semiconductor company specializing in advanced silicon carbide (SiC) and gallium nitride (GaN) technologies, critical for high-performance applications such as electric vehicles, 5G communications, and renewable energy systems. The company's proprietary wide bandgap semiconductor materials significantly enhance energy efficiency and power conversion, positioning Wolfspeed as a leader in the rapidly growing sustainable energy market. With a robust focus on innovation and a scalable operational model, Wolfspeed is well-prepared to meet the surging demand for next-generation semiconductor solutions, presenting a compelling investment opportunity for institutional players looking to engage in transformative industry growth.
| Revenue (TTM) | $712.50M |
| Gross Profit (TTM) | $-124.00M |
| EBITDA | $-273.20M |
| Operating Margin | -72.00% |
| Return on Equity | -84.20% |
| Return on Assets | -5.10% |
| Revenue/Share (TTM) | $12.96 |
| Book Value | $21.14 |
| Price-to-Book | 1.19 |
| Price-to-Sales (TTM) | 1.60 |
| EV/Revenue | 2.635 |
| EV/EBITDA | 271.10 |
| Quarterly Earnings Growth (YoY) | 0.00% |
| Quarterly Revenue Growth (YoY) | -19.00% |
| Shares Outstanding | $51.97M |
| Float | $28.25M |
| % Insiders | 0.50% |
| % Institutions | 112.12% |
Volatility is currently contracting

Subscribers to Chart of the Week received this commentary on Sunday, July 26.

DURHAM, N.C.--(BUSINESS WIRE)--Wolfspeed, Inc. (NYSE: WOLF), a global leader in silicon carbide technology, announced today that Andy W. Mattes has been appointed to its Board of Directors, effective immediately. Andy W. Mattes is a technology executive with more than 40 years of leadership experience in the semiconductor and advanced technology industries. He previously served as public-company CEO of Coherent and Diebold Nixdorf and has held senior leadership roles at Hewlett Packard, Siemens.

Are momentum stocks on the verge of a major recovery? Consider this: the iShares MSCI USA Momentum Factor ETF (CBOE:MTUM) fell from $345.22 on June 22 to $302.09 on Friday, July 17, and has rebounded since.

Wolfspeed transitioned from post-bankruptcy turbulence to a period of relative calm, but recent months have brought renewed volatility. A bull case for a recently bankrupt firm with negative gross margins seems impossible — but there's a rational case for long-term upside. A growing role for silicon carbide in the AI buildout should drive a far larger market, and Wolfspeed's capacity has real value.

DURHAM, N.C.--(BUSINESS WIRE)--Wolfspeed (NYSE: WOLF), a U.S.-based pioneer in wide bandgap compound semiconductor technology, today announced that it has filed a patent infringement lawsuit in the United States District Court for the District of Delaware against Navitas Semiconductor ("Navitas").The lawsuit asserts that a broad range of Navitas products infringes multiple Wolfspeed patents, including U.S. Patent Nos. 8,169,005, 10,998,418, 10,886,396, 10,749,443, and 11,888,392. Products accuse.

DURHAM, N.C.--(BUSINESS WIRE)--Wolfspeed, Inc. (NYSE: WOLF), a global leader in silicon carbide technology, today announced the appointment of Daniel (Dan) Whalen as Vice President, Investor Relations, effective June 15, 2026. In this role, he will lead the company's investor relations strategy and engagement with the financial community as Wolfspeed continues to advance its long-term strategic and operational priorities. Dan brings extensive experience across investor relations, the semiconduc.

A strategic pivot is unfolding in the semiconductor space, reshaping the investment thesis for a key industry player. For months, the narrative surrounding Wolfspeed NYSE: WOLF was anchored to the headwinds facing the consumer electric vehicle market.

The massive semiconductor rally is entering its third month, and it seems anything connected to semiconductors and data centers is going parabolic.

DURHAM, N.C. & SANTA CLARA, Calif.--(BUSINESS WIRE)--Wolfspeed, Inc. (NYSE: WOLF), a global leader in silicon carbide technology, today announced an expansion into the rapidly growing data center market with the creation of a dedicated data center solutions team and regional office in the San Francisco Bay Area. The new Wolfspeed data center solutions team is targeted to enable closer alignment with leading hyperscalers, ODMs and the entire ecosystem to build differentiated products and solutio.

DURHAM, N.C.--(BUSINESS WIRE)--Wolfspeed has introduced two new 3.3 kV silicon carbide (SiC) power module families – including high-power half-bridge baseplate modules and scalable full-bridge baseplate-less modules in industry-standard footprints — that are purpose-built to address the rapidly approaching power constraints driven by AI data centers and the broader energy transition. Meeting this moment requires power generation, conversion, and distribution that is faster, smaller, more effici.
Tiblio connects your broker and runs your put-and-call-writing strategy for you — on WOLF and any ticker you trade — then tracks every position and per-strategy win rate.