Added to YB: 2026-06-19
Pitch date: 2026-06-17
WOLF [bullish]
Wolfspeed, Inc.
Author Info
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Company Info
Wolfspeed, Inc., a semiconductor company, focuses on silicon carbide materials and devices for power applications in Europe, Hong Kong, Singapore, China, rest of Asia Pacific, Japan, the United States, and internationally.
Market Cap
$2.2B
Pitch Price
N/A
Price Target
210.00 (+367%)
Dividend
N/A
EV/EBITDA
-11.16
P/E
-4.76
EV/Sales
3.99
Sector
Semiconductors and Semiconductor Equipment
Category
turnaround
Power Semiconductors Thesis (I) – 5 Stocks with Realistic 5x+ Mid-term Potential - Wolfspeed, Inc.
WOLF: SiC pure-play, vertically integrated leader in high-voltage power. Emerged from prepackaged Ch.11 in Sept 2025—debt cut ~70% (~$4.6B), interest -60%, maturities to 2030. AI datacenter SiC rev growing. ~$42/sh, $2.2B cap, still unprofitable. 5x+ on 200mm ramp, AI wins, EV recovery. High risk/reward.
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