WOLFSPEED INC/DE

WOLFSPEED INC/DE

Wolfspeed Inc (WOLF) is a manufacturer of wide‑bandgap semiconductors, specialising in silicon carbide (SiC) and gallium nitride (GaN) devices used in electric vehicle powertrains, fast EV chargers, renewables, industrial power systems and RF applications. Investors should note the company’s technology edge in SiC — a material that can offer higher efficiency and thermal performance than conventional silicon — alongside an industrial strategy that emphasises vertical integration and factory expansion. That strategy can open long‑term addressable markets but is capital‑intensive and operationally complex, which can weigh on near‑term margins and cash flow. As with many semiconductor plays, demand can be cyclical and competition is intensifying. Market cap is modest relative to legacy chipmakers, reflecting execution and profitability questions. This is general educational information and not personal investment advice; suitability depends on your financial situation and investment goals.

Stock Performance Snapshot

Hold

Analyst Rating

Analysts suggest maintaining WOLFSPEED's stock with a target price of $22.38, indicating limited short-term growth.

Above Average

Financial Health

Wolfspeed is generating strong revenue and cash flow, indicating healthy financial performance.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Baskets Featuring WOLF

Tech Supply Chain: Could Trade Wars Create Opportunity?

Tech Supply Chain: Could Trade Wars Create Opportunity?

Recent escalations in the U.S.-China trade war, sparked by tariff threats and restrictions on rare earth materials, have sent shockwaves through the tech sector. This creates a potential investment opportunity in companies that are crucial to building a more resilient, non-Chinese technology supply chain.

Published: October 11, 2025

Explore Basket
Global EV Race Beyond China | Post-Buffett Landscape

Global EV Race Beyond China | Post-Buffett Landscape

Following Warren Buffett's Berkshire Hathaway exiting its highly profitable stake in Chinese EV maker BYD, investor focus is shifting due to slowing growth in that market. This theme identifies global automakers and key EV supply chain companies outside of China that are positioned to benefit as the electric vehicle landscape becomes more geographically diverse and competitive.

Published: September 23, 2025

Explore Basket
Robotaxi Stocks (Tesla & Autonomous Vehicle Sector)

Robotaxi Stocks (Tesla & Autonomous Vehicle Sector)

Tesla has received approval to test its self-driving robotaxis in Arizona, a major step toward launching a nationwide autonomous ride-hailing network. This progress highlights a growing investment opportunity in the broader ecosystem of companies developing autonomous driving technology and related components.

Published: September 22, 2025

Explore Basket
AI Data Center Stocks: Infrastructure Buildout 2025

AI Data Center Stocks: Infrastructure Buildout 2025

Microsoft's $4 billion investment in a new Wisconsin data center highlights the massive infrastructure buildout required for artificial intelligence. This creates a significant opportunity for companies that supply the essential components for these advanced facilities, from semiconductors to cooling and power systems.

Published: September 19, 2025

Explore Basket
China AI Chip Market: 18 Stocks Facing 2025 Shifts

China AI Chip Market: 18 Stocks Facing 2025 Shifts

Nvidia is developing a new, compliant AI chip specifically for the Chinese market to navigate U.S. export regulations. This theme identifies other semiconductor companies that could benefit by tailoring their technology for specific geopolitical markets.

Published: August 21, 2025

Explore Basket
Nvidia's China Chip Pivot

Nvidia's China Chip Pivot

Nvidia is developing a new, compliant AI chip for China, aiming to recapture market share lost to U.S. export controls. This strategic pivot creates a ripple effect, potentially benefiting the entire semiconductor supply chain that supports the production and deployment of this advanced hardware.

Published: August 20, 2025

Explore Basket
Private Equity's Auto Tech Takeover

Private Equity's Auto Tech Takeover

Private equity firm Advent International's $1.3 billion acquisition of U-Blox highlights a growing trend of investment in specialized automotive technology. This theme focuses on other publicly-traded semiconductor companies that provide critical positioning and connectivity hardware for the expanding autonomous vehicle and IoT markets.

Published: August 18, 2025

Explore Basket
Navigating The Robotaxi Race

Navigating The Robotaxi Race

Tesla is launching its Robotaxi service with safety drivers in the San Francisco Bay Area, signaling a major push into supervised autonomous ride-hailing. This development accelerates the race for market dominance, creating opportunities for companies supplying the essential hardware and software for this transitional phase of autonomy.

Published: July 28, 2025

Explore Basket
Chip Market Realignment: Beyond Intel's Retreat

Chip Market Realignment: Beyond Intel's Retreat

Intel is undergoing a massive restructuring, cutting its workforce and halting the construction of new chip factories. This strategic retreat opens the door for competitors and equipment suppliers to gain market share and fill the void left by a key industry player.

Published: July 26, 2025

Explore Basket
Tech Titans' Triumph

Tech Titans' Triumph

Ride the wave of tech giants' success with this carefully selected group of stocks. These companies are vital suppliers to industry leaders like Apple, Nvidia, and Tesla, handpicked by our expert analysts to help you capitalize on the tech sector's powerful momentum.

Published: July 3, 2025

Explore Basket

Why You’ll Want to Watch This Stock

Wide‑bandgap semiconductor leader

Wolfspeed’s SiC and GaN technologies can deliver higher efficiency in power applications, a potential advantage as demand for electrification grows, though outcomes depend on adoption and execution.

📈

EV and power markets

Electric vehicles, fast chargers and grid equipment are major addressable markets that could support growth, but market cycles and competition mean performance can vary.

🌍

Manufacturing scale‑up and costs

Expanding fabs aims to lower unit costs and secure supply, yet the plan is capital‑intensive and carries execution and timing risk for investors to monitor.

Why invest with Nemo?

Nemo Logo Fade
🆓

Zero Commission

Trade stocks, ETFs, and more with zero commission. Keep more of your returns.

🔒

Trusted & Regulated

Part of Exinity Group 2015, serving over a million customers globally.

💰

6% Interest on Cash

Earn 6% AER on uninvested cash with daily interest payments.

Discover More Opportunities

ASML

ASML Holding NV

ASML Holding is a technology company that produces equipment and software used in chip production.

AMD

Advanced Micro Devices, Inc.

Advanced Micro Devices produces computer processors and graphics processors for consumer and enterprise applications.

AMAT

Applied Materials, Inc.

Applied Materials is a global supplier of equipment and services to the semiconductor, display and related industries.

Frequently asked questions