Wolfspeed, Inc. (NYSE:WOLF) Receives Consensus Recommendation of “Hold” from Analysts

Wolfspeed, Inc. (NYSE:WOLF) has been assigned a consensus recommendation of “Hold” from the five ratings firms that are currently covering the firm, Marketbeat.com reports. One analyst has rated the stock with a sell rating, three have given a hold rating and one has given a buy rating to the company. The average 1-year price objective among analysts that have updated their coverage on the stock in the last year is $25.00.

A number of analysts have recently commented on the company. TD Cowen restated a “hold” rating and issued a $25.00 price objective on shares of Wolfspeed in a research report on Thursday. Weiss Ratings reissued a “sell (d-)” rating on shares of Wolfspeed in a research note on Wednesday, June 24th. Susquehanna lowered their target price on shares of Wolfspeed from $40.00 to $30.00 and set a “neutral” rating on the stock in a research note on Tuesday, July 21st. Finally, Wall Street Zen lowered shares of Wolfspeed from a “sell” rating to a “strong sell” rating in a report on Saturday, August 1st.

Wolfspeed Stock Down 14.8%

Shares of WOLF traded down $4.30 during mid-day trading on Thursday, reaching $24.79. The company had a trading volume of 4,601,578 shares, compared to its average volume of 4,474,134. The stock has a market capitalization of $1.29 billion and a P/E ratio of -2.35. Wolfspeed has a 52-week low of $8.05 and a 52-week high of $80.82. The stock has a 50 day moving average of $35.83 and a two-hundred day moving average of $32.70.

Wolfspeed (NYSE:WOLF) last posted its earnings results on Wednesday, August 19th. The company reported ($2.26) earnings per share for the quarter, beating the consensus estimate of ($2.45) by $0.19. The firm had revenue of $149.60 million for the quarter, compared to analysts’ expectations of $150.00 million. During the same period last year, the firm earned ($0.77) earnings per share. Wolfspeed’s revenue for the quarter was down 24.1% compared to the same quarter last year.

Trending Headlines about Wolfspeed

Here are the key news stories impacting Wolfspeed this week:

• Positive Sentiment: AI data-center revenue more than doubled year over year in fiscal 2026 and rose approximately 20% sequentially in the fourth quarter. Wolfspeed also launched its fifth-generation silicon-carbide MOSFET, supporting its long-term technology and power-electronics strategy. Wolfspeed Reports Financial Results for the Fourth Quarter of Fiscal 2026
• Neutral Sentiment: Wolfspeed guided to fiscal first-quarter 2027 revenue of $140 million to $160 million, broadly surrounding the $150.4 million consensus estimate. TD Cowen reaffirmed its “hold” rating and assigned a $25 price target, indicating limited near-term upside based on the cited trading level. Wolfspeed falls after Q1 outlook roughly matches market expectations
• Negative Sentiment: Fiscal fourth-quarter adjusted losses were wider than analysts expected. Wolfspeed reported a loss of $2.26 per share, while revenue of $149.6 million was roughly in line with estimates but fell 24.1% year over year. The prior-year loss was $0.77 per share, highlighting worsening profitability. Wolfspeed Sinks 12% on Wider-Than-Expected Loss
• Negative Sentiment: Management continues to cite negative gross margins, while the near-term revenue outlook does not indicate a material acceleration. These results are raising concerns that Wolfspeed’s AI and silicon-carbide growth opportunities may take time to offset weak overall demand and cash-burn risks. Wolfspeed targets Q1 FY2027 revenue while citing AI data-center growth
• Negative Sentiment: The reported departure of a longtime Wolfspeed chief technology officer adds management-transition uncertainty as the company executes its technology roadmap. Top Wolfspeed executive leaves company

Institutional Inflows and Outflows

Several institutional investors have recently modified their holdings of the stock. Summit Securities Group LLC increased its position in shares of Wolfspeed by 71.0% during the 4th quarter. Summit Securities Group LLC now owns 2,204 shares of the company’s stock worth $38,000 after purchasing an additional 915 shares during the last quarter. FNY Investment Advisers LLC acquired a new position in Wolfspeed during the 2nd quarter worth about $204,000. Royal Bank of Canada purchased a new position in Wolfspeed during the 1st quarter valued at about $89,000. Next Level Private LLC purchased a new position in shares of Wolfspeed in the second quarter valued at approximately $434,000. Finally, Cinctive Capital Management LP acquired a new position in shares of Wolfspeed in the fourth quarter valued at approximately $176,000.

About Wolfspeed

Wolfspeed, Inc (NYSE: WOLF) is a leading developer and manufacturer of silicon carbide (SiC) and gallium nitride (GaN) semiconductor materials and devices. The company’s product portfolio addresses high-growth markets such as electric vehicles, renewable energy, fast-charging infrastructure, aerospace and defense, and telecommunications. By leveraging proprietary materials and device designs, Wolfspeed delivers solutions that offer improved energy efficiency, higher power density and greater thermal performance compared to conventional silicon-based semiconductors.

Founded as part of Cree, Inc and spun off to form an independent public company in October 2021, Wolfspeed traces its roots to the mid-1980s when it pioneered the commercial use of wide-bandgap semiconductor technology.