Wolfspeed Ditches EV Woes for High-Margin Defense Jets
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.
Wolfspeed: The Post-Bankruptcy Reset Is Working
Wolfspeed (WOLF) is now positioned as a scarce AI infrastructure asset, not a distressed EV supplier. Q3 delivered 30% sequential AI data center revenue growth, improved gross margin, and a significant $476M debt refinancing. WOLF's vertically integrated 200mm SiC fab, first-to-market 10kV MOSFET, and application-led go-to-market underpin the investment thesis.
Short Squeeze Candidates: AST SpaceMobile, Wolfspeed
The last thing investors are thinking about right now -- as Wall Street wrestles with surging oil prices and a AI sector reckoning -- is a short squeeze.
Wolfspeed Stock Jumps 23% as Power Chip Rally Rolls On
Shares surge after Citrini Research highlights the power chip maker in a memo on semiconductors.
Wolfspeed: Persistent Operational Challenges Offset By Massive Tax Refund - Hold
Last week, silicon carbide semiconductor solutions provider Wolfspeed reported another set of mediocre quarterly results, with sales and Adjusted EBITDA declining to new multi-year lows. Even a 50% sequential increase in AI data center revenues was not sufficient to offset persistent headwinds from weak EV demand and bankruptcy-related market share losses. On the flip side, the restructuring has reduced Wolfspeed's debt obligations and non-GAAP operating expenses substantially. In addition, elevated capex requirements are largely behind the company now.
Wolfspeed, Inc. (WOLF) Q2 2026 Earnings Call Transcript
Wolfspeed, Inc. (WOLF) Q2 2026 Earnings Call Transcript
Wolfspeed: Full Production Ramp Ripe For Automotive Scaling
Wolfspeed is well-positioned to capitalize on the EV boom, leveraging its 200mm silicon carbide ramp and strong Toyota partnership. With $1.5 billion in liquidity, including a $698.6 million IRS tax refund, WOLF can accelerate Mohawk Valley Fab production and support future growth. Despite recent revenue declines and deep net losses, WOLF is projected to rebound, with FY2026 revenue estimates at $800.44 million and an improving EPS outlook.
Wolfspeed vs. Plug Power: Which Stock Will Outperform in 2026?
Both Wolfspeed and Plug Power have struggled with negative gross margins. Wolfspeed emerged from bankruptcy with a better balance sheet and the goal of fixing its manufacturing yield issues.
Wolfspeed: Q1 Earnings Puts The Brakes On The Post-Bankruptcy Renaissance
Wolfspeed which came out of a quick Chapter 11 bankruptcy, was on a fine run until last week when its Q1 results were announced. Positive YoY revenue growth of 1% was the first in 6 quarters, but this appears to be a temporary boost from accelerated purchases that won't be repeated. Softness still continues to dominate WOLF's markets, and the upcoming Q2 revenue of $170m will likely be the lowest print in 18 quarters.
Options Traders Are All Over This Struggling Chip Stock
One of the worst stocks on Wall Street that hardly anybody talked about yesterday was Wolfspeed Inc (NYSE:WOLF), which dropped 18.2% to close at $26.16.
Wolfspeed, Inc. (WOLF) Q1 2026 Earnings Call Prepared Remarks Transcript
Wolfspeed, Inc. ( WOLF ) Q1 2026 Earnings Call October 29, 2025 5:00 PM EDT Company Participants Tyler Gronbach - Vice President of Investor Relations Robert Feurle - CEO & Director Gregor Issum - Executive VP & CFO Presentation Tyler Gronbach Vice President of Investor Relations Good afternoon, everyone. Welcome to Wolfspeed's Fiscal First Quarter 2026 Earnings Conference Call.
Wolfspeed posts weaker profit for first quarter after exiting bankruptcy
Wolfspeed on Wednesday reported a weaker first-quarter profit, highlighting the challenges facing the U.S. chipmaker as it recovers from bankruptcy and confronts subdued demand, sending its shares down more than 7% in extended trading.
