Atlasresearch

Workspace

WorkspacePokedexHPC MapPortfolioCalendarTaiwan RevenueMemory
Calculators
  • 01AI Factory
  • 02CPO Stack
  • 03HBM Bridge
  • 04GPU Cloud TCO
  • 05Inference Tokens
  • 06Power Bottleneck
  • 07Custom ASIC
  • 08OCS TAM
  • 09N3 Allocation
  • 10Optical TAM
Agent APISubscribe
Sign in
Pokedex
Atlasresearch

Workspace

WorkspacePokedexHPC MapPortfolioCalendarTaiwan RevenueMemory
Calculators
  • 01AI Factory
  • 02CPO Stack
  • 03HBM Bridge
  • 04GPU Cloud TCO
  • 05Inference Tokens
  • 06Power Bottleneck
  • 07Custom ASIC
  • 08OCS TAM
  • 09N3 Allocation
  • 10Optical TAM
Agent APISubscribe
Sign in
Pokedex/DC Infra/WOLF
Search/
Search/
Company exports

Pro company pages include CSV downloads for statements, ratios, chart data, and transcript indexes.

CSV downloads
DC Infra·WOLF
Wolfspeed, Inc. logo

Wolfspeed, Inc.

NYSE · US

Silicon carbide materials and power device supplier for high-voltage and high-efficiency power conversion.

AI relevance

SiC power semiconductor exposure for electrification and efficient data center power architectures.

DC InfraOther

Price

$27.41

Change

+1.06 (+4.04%)

Market cap

$1.4B

52w range

$8–$81

Exchange

NYSE

Country

US

Jason's Chips

Subscribe or sign in with your Substack email for charts, exports, estimates, transcripts, filings, earnings, and news.

Subscribe to Jason's ChipsSign in
Price chart

WOLF market performance

Daily close for Wolfspeed, Inc.

$10.10$27.13$44.15$61.17$78.20Sep 25Dec 25Mar 26Jun 26Aug 26
Latest close
$27.58
Range move
+$5.48 (+24.8%)
Range high
$73.50
Range low
$14.80
Latest volume
621.0K
Source
FMP EOD
Downloads

Exports

Download statements, ratios, chart data, and transcript indexes.

CSV

Income statement

12 annual rows

Revenue, gross profit, R&D, operating income, EBITDA, net income, and EPS.

Annual

Balance sheet

12 annual rows

Cash, receivables, inventory, PP&E, assets, debt, liabilities, and equity.

Annual

Cash flow

12 annual rows

Operating cash flow, capital expenditures, and free cash flow.

Annual

Key metrics

12 annual rows

Enterprise value, valuation multiples, returns, yields, and cash conversion.

Annual

Ratios

12 annual rows

Margins, liquidity ratios, valuation ratios, leverage, and per-share metrics.

Annual

Chart data

226 rows

Five years of daily close and volume data powering the company chart.

Download

Transcript list

70 rows

Available earnings-call transcript dates by fiscal year and quarter.

Download
StreetHold

Analyst expectations

Consensus target
$54.32
+98.1%
Target range
$9.00 - $115.00
Rating mix
Hold
19 ratings
Next FY revenue
$642.8M
2027-06-28
Next FY EPS
$-7.51
$-7.55 - $-7.48
Rating consensus19 ratings

Strong buy

0

Buy

6

Hold

9

Sell

4

Strong sell

0

Annual estimates
PeriodRevenue avgRevenue rangeEPS avgEPS rangeEBITDA avgEBIT avgNet income avgSG&A avgAnalysts
2027-06-28$642.8M$640.6M - $645.0M$-7.51$-7.55 - $-7.48-$58.9M-$137.5M-$389.3M$261.0M1 rev / 1 EPS
2028-06-28$794.9M$790.8M - $799.0M$-5.83$-5.86 - $-5.80-$72.9M-$170.0M-$302.0M$322.7M2 rev / 1 EPS
2029-06-28$1.45B$1.45B - $1.45B$0.00$0.00 - $0.00-$132.9M-$310.1M$0$588.7M1 rev / 0 EPS
Quarterly estimates
PeriodRevenue avgRevenue rangeEPS avgEPS rangeEBITDA avgEBIT avgNet income avgSG&A avgAnalysts
2026-09-28$149.8M$149.6M - $150.1M$-1.99$-1.99 - $-1.98-$13.7M-$32.1M-$102.8M$60.8M2 rev / 1 EPS
2026-12-28$153.6M$153.0M - $154.1M$-1.93$-1.93 - $-1.92-$14.1M-$32.8M-$99.7M$62.3M2 rev / 1 EPS
2027-03-28$163.6M$163.3M - $163.8M$-1.86$-1.87 - $-1.86-$15.0M-$35.0M-$96.6M$66.4M1 rev / 1 EPS
2027-06-28$175.4M$175.1M - $175.7M$-1.74$-1.74 - $-1.74-$16.1M-$37.5M-$90.1M$71.2M1 rev / 1 EPS
2027-09-28$186.4M$186.1M - $186.8M$-1.63$-1.63 - $-1.62-$17.1M-$39.9M-$84.2M$75.7M1 rev / 1 EPS
2027-12-28$195.2M$194.8M - $195.6M$-1.54$-1.54 - $-1.54-$17.9M-$41.8M-$79.8M$79.3M1 rev / 1 EPS
2028-03-28$199.3M$198.9M - $199.6M$-1.40$-1.40 - $-1.40-$18.3M-$42.6M-$72.5M$80.9M1 rev / 1 EPS
2028-06-28$213.7M$213.3M - $214.0M$-1.26$-1.27 - $-1.26-$19.6M-$45.7M-$65.5M$86.7M1 rev / 1 EPS
Price target history
WindowTargetsAverage target
Last month0$0.00
Last quarter0$0.00
Last year2$25.00
All time27$52.80

Sources: TheFly, StreetInsider, Benzinga, Pulse 2.0, TipRanks

Latest grade actions
DateFirmActionPreviousNew
2026-07-21SusquehannaMaintainNeutralNeutral
2026-02-05Piper SandlerMaintainOverweightOverweight
2026-01-22SusquehannaMaintainNeutralNeutral
2025-10-22SusquehannaMaintainNeutralNeutral
2025-07-22SusquehannaMaintainNeutralNeutral
2025-05-09CitigroupDowngradeNeutralSell
2025-05-09Piper SandlerMaintainOverweightOverweight
2025-05-09JP MorganDowngradeNeutralUnderweight
Historical rating snapshots
DateStrong buyBuyHoldSellStrong sell
2026-08-0100101
2026-07-0100101
2026-06-0100101
2026-05-0100101
2026-04-0100101
2026-03-0110101
2026-02-0110101
2026-01-0110101
FinancialsFY 2026

Financials

Revenue
$7.4M
Gross margin
2802.0%
Operating income
$252.0M
Free cash flow
$0
Cash + ST investments
$1.09B
Net debt
$600.8M
ROE
139.0%
ROIC
9.1%
EV / sales
390.9x
EV / EBITDA
2.6x
R&D / revenue
1569.4%
Current ratio
6.9x
Income statement annual
PeriodRevenueGross profitGross marginR&DOperating incomeEBITDANet incomeEPS
FY 2026$7.4M$207.3M2802.0%$116.1M$252.0M$1.10B$1.29B$19.10
FY 2025$757.6M-$121.6M-16.1%$175.1M-$1.33B-$1.05B-$1.61B$-34.17
FY 2024$807.2M$77.4M9.6%$201.9M-$445.3M-$145.2M-$864.2M$-20.64
FY 2023$758.5M$242.9M32.0%$165.7M-$311.8M-$71.6M-$329.9M$-7.95
FY 2022$572.1M$208.1M36.4%$142.6M-$203.1M-$105.3M-$200.9M$-5.01
FY 2021$525.6M$150.1M28.6%$177.8M-$212.1M-$173.9M-$523.9M$-13.98
FY 2020$470.7M$144.0M30.6%$152.0M-$191.8M-$94.7M-$191.7M$-5.34
FY 2019$1.08B$375.4M34.8%$157.9M$15.5M$137.9M-$308.9M$-8.94
FY 2018$924.9M$300.2M32.5%$127.3M$1.9M$113.5M-$280.0M$-8.43
FY 2017$1.47B$439.1M29.8%$158.5M-$28.7M$121.9M-$98.1M$-3.00
FY 2016$1.62B$478.2M29.6%$168.8M$9.8M$168.9M-$21.5M$-0.63
FY 2015$1.66B$495.5M29.9%$182.8M$16.0M$188.3M-$64.1M$-1.71
Cash flow annual
PeriodOperating cash flowCapexFree cash flow
FY 2026$0$0$0
FY 2025-$711.7M$1.27B-$1.99B
FY 2024-$725.6M$2.27B-$3.01B
FY 2023-$142.6M$949.6M-$1.10B
FY 2022-$154.2M$636.8M-$795.8M
FY 2021-$125.5M$576.4M-$696.0M
FY 2020-$29.0M$234.3M-$258.9M
FY 2019$202.3M$153.0M$59.9M
FY 2018$173.5M$195.8M-$12.2M
FY 2017$215.9M$99.3M$129.0M
FY 2016$203.3M$134.5M$83.3M
FY 2015$181.3M$225.7M-$24.9M
Balance sheet annual
PeriodCash + ST inv.ReceivablesInventoryPP&EAssetsDebtNet debtLiabilitiesEquity
FY 2026$1.09B$98.2M$234.2M$691.4M$3.00B$1.69B$600.8M$2.07B$930.2M
FY 2025$1.06B$885.1M$451.2M$3.92B$6.85B$6.55B$6.08B$7.30B-$447.1M
FY 2024$2.17B$288.7M$461.2M$3.65B$7.98B$6.17B$5.12B$7.10B$882.1M
FY 2023$2.95B$265.3M$288.8M$2.26B$6.59B$4.18B$2.43B$4.96B$1.62B
FY 2022$1.20B$295.0M$230.9M$1.48B$3.92B$1.03B$582.2M$1.48B$2.44B
FY 2021$1.15B$102.3M$166.6M$1.30B$3.45B$858.6M$479.6M$1.33B$2.12B
FY 2020$1.24B$79.0M$121.9M$783.1M$3.23B$818.6M$369.8M$1.14B$2.08B
FY 2019$1.05B$129.1M$187.4M$625.2M$2.82B$469.1M-$31.4M$775.7M$2.04B
FY 2018$387.1M$88.7M$151.6M$589.1M$2.64B$292.0M$173.1M$565.7M$2.07B
FY 2017$610.9M$156.4M$284.4M$581.3M$2.65B$145.0M$12.4M$427.1M$2.22B
FY 2016$605.3M$171.9M$303.5M$599.7M$2.77B$160.0M-$6.2M$398.2M$2.37B
FY 2015$713.2M$186.2M$280.6M$635.1M$2.95B$200.0M$60.3M$488.0M$2.47B
Annual ratios and key metrics
PeriodGross marginOp marginNet marginCurrentQuickROEROICEV / salesEV / EBITDAFCF yieldR&D / rev.Cash cycle
FY 20262802.0%3404.8%17476.2%6.9x5.9x139.0%9.1%390.9x2.6x0.0%1569.4%5008d
FY 2025-16.1%-175.4%-212.4%0.4x0.3x359.9%-21.0%9.4x-6.8x-190.6%23.1%601d
FY 20249.6%-55.2%-107.1%4.5x3.8x-98.0%-6.1%7.5x-41.7x-323.9%25.0%335d
FY 202332.0%-41.1%-43.5%5.7x5.3x-20.3%-5.2%4.4x-46.7x-119.5%21.8%300d
FY 202236.4%-35.5%-35.1%4.5x3.9x-8.2%-5.8%2.6x-13.9x-89.8%24.9%362d
FY 202128.6%-40.4%-99.7%3.3x2.9x-24.8%-7.1%2.5x-7.5x-83.9%33.8%190d
FY 202030.6%-40.7%-40.7%5.5x5.1x-9.2%-6.3%2.5x-12.3x-32.5%32.3%99d
FY 201934.8%1.4%-28.6%5.3x4.6x-15.2%0.6%0.7x5.3x7.8%14.6%94d
FY 201832.5%0.2%-30.3%3.6x3.0x-13.5%0.1%1.0x8.0x-1.7%13.8%84d
FY 201729.8%-1.9%-6.7%5.2x3.8x-4.4%-1.2%0.5x6.1x17.7%10.8%92d
FY 201629.6%0.6%-1.3%5.2x3.8x-0.9%0.4%0.5x4.4x11.1%10.4%94d
FY 201529.9%1.0%-3.9%5.1x4.0x-2.6%0.5%0.5x4.7x-3.0%11.0%78d
Annual growth
PeriodRevenueGross profitR&DOp incomeNet incomeEPSFCFCapexCash + ST inv.InventoryAssetsDebt
FY 2026-99.0%+270.5%-33.7%+119.0%+180.4%+155.9%+100.0%+100.0%+3.0%-48.1%-56.2%-74.2%
FY 2025-6.1%-257.1%-13.3%-198.5%-86.2%-65.6%+33.8%+44.0%-51.4%-2.2%-14.2%+6.1%
FY 2024+6.4%-68.1%+21.8%-42.8%-162.0%-159.6%-173.9%-138.9%-26.4%+59.7%+21.2%+47.5%
FY 2023+32.6%+16.7%+16.2%-53.5%-64.2%-58.7%-37.9%-48.8%+146.5%+25.1%+68.1%+305.6%
FY 2022+8.8%+38.6%-19.8%+4.2%+61.7%+64.2%-14.3%-12.5%+3.8%+38.6%+13.7%+20.2%
FY 2021+11.7%+4.2%+17.0%-10.6%-173.3%-161.8%-168.8%-148.2%-6.9%+36.7%+6.7%+4.9%
FY 2020-56.4%-61.6%-3.7%-1337.4%+37.9%+40.3%-532.2%-61.4%+17.9%-35.0%+14.7%+74.5%
FY 2019+16.8%+25.0%+24.0%+715.8%-10.3%-6.0%+591.0%+23.3%+171.6%+23.6%+6.8%+60.7%
FY 2018-37.2%-31.6%-19.7%+106.6%-185.4%-181.0%-109.5%-113.6%-36.6%-46.7%-0.5%+101.4%
FY 2017-8.9%-8.2%-6.1%-392.8%-355.6%-376.2%+54.8%+27.6%+0.9%-6.3%-4.2%-9.4%
FY 2016-2.6%-3.5%-7.6%-39.0%+66.4%+63.2%+434.4%+41.8%-15.1%+8.2%-6.4%-20.0%
FY 2015+0.7%-16.6%+0.8%-88.6%-151.6%-155.3%-117.7%-15.5%-38.6%-1.5%-11.7%0.0%
SegmentsFY 2025

Revenue Mix

Latest product mixFY 2025 · $414.0M
Power Products$414.0M · 100.0%
Latest geography mixFY 2025 · $653.4M
Europe$151.3M · 23.2%
UNITED STATES$135.5M · 20.7%
SINGAPORE$104.1M · 15.9%
HONG KONG$99.0M · 15.2%
JAPAN$91.1M · 13.9%
CHINA$70.2M · 10.7%
Other Geographic Area$2.2M · 0.3%
Product revenue annual
PeriodTotalLED ProductsProduct LightingWolfspeedPower ProductsPower and RF ProductsPower And RF Products
FY 2025$414.0M------$414.0M----
FY 2024$415.6M------$415.6M----
FY 2023$408.9M------$408.9M----
FY 2020$903.9M$433.2M--$470.7M------
FY 2019$1.08B$541.8M--$538.2M------
FY 2018$1.49B$596.3M$568.8M$328.6M------
FY 2017$1.25B$550.3M$701.5M--------
FY 2016$1.62B$610.8M$889.1M----$116.7M--
FY 2015$1.63B$602.1M$906.5M----$123.9M--
FY 2014$1.65B$833.7M$706.4M----$107.5M--
FY 2013$1.39B$801.5M$495.1M----$89.4M--
FY 2012$1.16B$756.9M$334.7M------$73.0M
Geography revenue annual
PeriodTotalEuropeUNITED STATESCHINAOther Geographic AreaHONG KONGJAPANSINGAPOREKOREA, REPUBLIC OF
FY 2025$653.4M$151.3M$135.5M$70.2M$2.2M$99.0M$91.1M$104.1M--
FY 2024$569.8M$295.2M$115.0M$41.5M$1.7M$116.4M------
FY 2023$727.6M$291.5M$188.6M$29.6M$3.8M$214.1M------
FY 2022$746.2M$260.4M$211.2M$142.7M$79.0M--$30.5M--$22.4M
FY 2021$525.6M$188.9M$117.3M$100.1M$44.7M--$42.5M--$32.1M
FY 2020$903.9M$243.7M$212.1M$260.4M$187.7M--------
FY 2019$1.08B$255.0M$261.4M$367.2M$196.4M--------
Transcripts70 on file

Transcripts

  • FY2026 · Q42026-08-19
  • FY2026 · Q32026-05-05
  • FY2026 · Q22026-02-04
  • FY2025 · Q32025-05-08
Events

Events

Next earnings

2026-11-04EPS est $-1.99

Recent filings
  • 10-K2026-08-20
  • 8-K2026-08-19
  • SC 13G/A2026-08-14
Latest news
  • Why Wolfspeed Stock Crashed Today

    The Motley Fool · 2026-08-20

  • Wolfspeed Sinks 12% on Wider-Than-Expected Loss, ON Semiconductor Slips as Chip Sector Holds Steady

    24/7 Wall Street · 2026-08-20

Atlas/DCF Model LLC/
PrivacyTermsjasonschips.ai