Feed / WOLF

Wolfspeed, Inc.

WOLF

Technology · 26.24 -3.7% today

Isolated · not yet confirmedMarket checked 11 Sept, 12:40 GMT-4

Market read

Wolfspeed, Inc.'s current read is isolated; its market group is not confirming.

No new filing conclusion is available. 0 of 30 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 7 directly disclosed connections are confirming.

Company-3.7% todayVolume comparison unavailable
Market group0 of 30 activeSemiconductor Technology · unavailable
Disclosed network0 of 7 confirmingNo filing-linked name is confirming now
What would change this read
  • WOLF's market-adjusted activity becomes unusual and at least one connected name confirms.

Invalidation: The isolated read changes if WOLF's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Technology · Semiconductors

No new filing conclusion is available. 0 of 30 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 7 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • WOLF's market-adjusted activity becomes unusual and at least one connected name confirms.

Company research

Understand the business, not just the ticker

As of Sep 11, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations231
Usable filing statements76
Verified relationships9
Evidence supporting the case

No qualifying supportive evidence was identified.

Evidence challenging the case
  • Latest annual revenue changed -6.1% year over year.
  • Operating margin changed -120.3 percentage points in the latest annual period.
  • Net margin changed -105.3 percentage points in the latest annual period.
  • Diluted shares increased 12.4% in the latest annual period.
Questions before a position
  • EV/sales is 221% above the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context

Price as of Sep 10, 2026

25.16
6m+27.6%12m24m
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-06-27$525.6M+11.7%$-4.66+4.1%
2022-06-26$572.1M+8.8%$-1.67+6.9%
2023-06-25$758.5M+32.6%$-2.65+3.5%
2024-06-30$807.2M+6.4%$-6.88+1.1%
2025-06-29$757.6M-6.1%$-11.39+12.4%

What management says matters

Persistent and emerging business drivers

Credit and interest ratesmixed · 2 filings
Furthermore, after the Effective Date, interest expense was lower than the prior period as a result of a decrease in outstanding debt obligations upon emergence from the Chapter 11 Cases.
10-K · Aug 20, 2026
Demand and volumemixed · 2 filings
Materials Product offerings decreased primarily due to lower volumes as our substrate customers continue to adjust the timing and size of their orders to rebalance supply to match weaker end market demand.
10-K · Aug 20, 2026
Restructuring and cost reductionsnegative · 2 filings
34 Income Tax Expense The change in the effective tax rate for the Successor period ended June 28, 2026 and Predecessor period ended September 29, 2025 compared to fiscal 2025 was primarily driven by the reversal of the deferred tax liability associated with…
10-K · Aug 20, 2026
Supply chain and availabilitymixed · 2 filings
Any adjustment to our inventories as a result of an estimated obsolescence or net realizable condition is reflected as a component of our cost of revenue.
10-K · Aug 20, 2026

Valuation discipline

Descriptive valuation snapshot

Price/sales 4.7× · EV/sales 12.7×. Comparisons use only industry-matched filing peers.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

26.24-3.7% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 12:40 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for WOLF. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for WOLF. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind WOLF

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

COHRCoherent Corp.competitorAug 26, 2025

As market adoption of the technology grows with rapidly expanding power device designs, we have experienced increased competition from companies such as Coherent, Inc., SiCrystal GmbH, IQE plc, and Resonac Holdings Corporation in the United States, Europe and…

IFNNYFiling-linked namecompetitorAug 26, 2025

Power Devices Our silicon carbide power devices compete with silicon carbide power semiconductor solutions offered by Infineon Technologies AG, ON Semiconductor Corporation, Rohm Co.

Depended on by

NVTSNavitas Semiconductor CorporationcompetitorFeb 27, 2026

Our primary SiC competitors include Infineon, Wolfspeed, Inc., ON Semiconductor Corporation, ROHM Co., Ltd., Qorvo, Inc., and STMicroelectronics International N.V.

Filing peers

No filing peers are available for this name yet.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 4 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

WOLF is currently a Follower in the organic co-movement group Semiconductor Technology. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

This group is retained as the last observed read for WOLF; it is not active in the latest market snapshot.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.