“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 ↗
Wolfspeed, Inc.
WOLF
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.
- 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.
Research brief
The story so far
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.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
- WOLF's market-adjusted activity becomes unusual and at least one connected name confirms.
Company research
Understand the business, not just the ticker
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
No qualifying supportive evidence was identified.
- 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.
- EV/sales is 205% above the available filing-peer median; determine whether growth and quality justify the difference.
Price as of Sep 11, 2026
25.92Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
Persistent and emerging business drivers
“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 ↗
“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 ↗
“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 4.8× · EV/sales 12.8×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
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, 15:55 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.