WOLF
WOLFSPEED, INC.
$43.14
-5.27%
$2.2B
No data for this timeframe.
Vol
Market Cap$2.2B
Cap SizeMid Cap
Inst. Holders50 funds
Inst. Value$377.3M
Inst. Activity13 buys / 7 sells
Reddit Sentiment34° Cool
SEC Reports3
Recent Activity
Jun 9, 2026
SEC
Wolfspeed filed unaudited pro forma financials illustrating the effects of its prepackaged Chapter 11 plan (effective Se
8-K — Impact 4/10
May 14, 2026
short_volume
Short Volume: WOLF — 56.0% short (5.1M / 9.1M)
Short: 5,091,674 | Exempt: 4,011 | TRF Vol: 9,098,541 | Short Ratio: 56.0% | Off-exchange volume (da
May 1, 2026
Insider
Feurle Robert A. surrendered for taxes 29,307 shares
CEO and Director @ $36.76 ($1.1M)
Mar 19, 2026
SEC
Wolfspeed, Inc. has announced the effectiveness of its S-1 registration statement, indicating that a new securities offe
EFFECT — Impact 4/10
Mar 9, 2026
SEC
Wolfspeed, Inc. has emerged from Chapter 11 bankruptcy and is registering a shelf offering for up to 32,892,174 shares o
S-1 — Impact 6/10
Inst.
MORGAN STANLEY — ADD
4,273,995 shares ($69.8M)
Inst.
Capital Research Global Investors — TRIM
1,340,291 shares ($21.9M)
Price Targets
Historical data — last covering-analyst action Feb 2026. No current recommendation available.
$40.00 (Feb 2026)
Current $43.14
Low $40.00
Median $40.00
High $40.00
1 analysts
$40.00
$40.00
Analyst Ratings
0Strong Buy
0Buy
3Hold
3Sell
2Strong Sell
Historical Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Feb 5, 2026 | Piper Sandler | REITERATE | Overweight → Overweight |
| Jan 22, 2026 | Susquehanna | MAINTAIN | Neutral → Neutral |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $-1.47 ▲ +44.5% | $-2.45 — $-0.48 | 2 | |
| Next Q | $-2.23 ▲ +7.1% | $-2.23 — $-2.23 | -305% YoY | 1 |
| Current FY | $-5.64 ▲ +56.9% | $-12.37 — $-1.91 | 3 | |
| Next FY | $-5.00 ▼ -3.1% | $-8.50 — $-1.51 | 11% YoY | 2 |
Latest Reports
NEUTRAL
8-K
4/10
Wolfspeed filed unaudited pro forma financials illustrating the effects of its prepackaged Chapter 11 plan (effective Se
Jun 9, 2026
NEUTRAL
EFFECT
4/10
Wolfspeed, Inc. has announced the effectiveness of its S-1 registration statement, indicating that a new securities offe
Mar 19, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| MORGAN STANLEY | $69.8M | ADD |
| CITIGROUP INC | $53.4M | — |
| VANGUARD CAPITAL MANAGEMENT LLC | $29.3M | — |
| FMR LLC | $26.1M | TRIM |
| VOYA INVESTMENT MANAGEMENT LLC | $22.9M | NEW |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 1, 2026 | Feurle Robert | F | $1.1M |
Reddit Sentiment
34°▼
Cool
Bearish
Neutral
Bullish
50 institutional holders with $377.3M total value (25,111,812 shares) as of 2026-Q1. Top holders: MORGAN, CITIGROUP, VANGUARD. Net buying activity: 13 institutions added/increased vs 7 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 4,273,995 | $69.8M | 18.5% | ADD +74.0% |
| 2 | CITIGROUP INC | 3,270,690 | $53.4M | 14.1% | — |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 1,798,377 | $29.3M | 7.8% | — |
| 4 | FMR LLC | 1,597,385 | $26.1M | 6.9% | TRIM -35.4% |
| 5 | VOYA INVESTMENT MANAGEMENT LLC | 1,400,509 | $22.9M | 6.1% | NEW |
| 6 | GOLDMAN SACHS GROUP INC | 1,372,134 | $22.4M | 5.9% | — |
| 7 | Capital Research Global Investors | 1,340,291 | $21.9M | 5.8% | TRIM -41.7% |
| 8 | CITADEL ADVISORS LLC | 1,044,862 | $17.1M | 4.5% | — |
| 9 | STATE STREET CORP | 897,404 | $14.6M | 3.9% | DOUBLED +1418.5% |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 843,200 | $13.8M | 3.6% | — |
| 11 | BANK OF AMERICA CORP /DE/ | 637,052 | $10.4M | 2.8% | ADD +85.4% |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 473,400 | $7.7M | 2.0% | — |
| 13 | BlackRock, Inc. | 461,288 | $7.5M | 2.0% | DOUBLED +134.9% |
| 14 | BARCLAYS PLC | 454,827 | $7.4M | 2.0% | NEW |
| 15 | Artemis Investment Management LLP | 394,146 | $6.4M | 1.7% | — |
| 16 | SOROS FUND MANAGEMENT LLC | 251,320 | $4.1M | 1.1% | — |
| 17 | TUDOR INVESTMENT CORP ET AL | 218,033 | $3.6M | 0.9% | — |
| 18 | D. E. Shaw & Co., Inc. | 205,000 | $3.3M | 0.9% | — |
| 19 | VANGUARD FIDUCIARY TRUST CO | 185,830 | $3.0M | 0.8% | — |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 175,796 | $2.9M | 0.8% | DOUBLED +189.7% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | ADD | 2,455,876 | 4,273,995 | +74.0% | $69.8M | 2026-Q1 |
| Capital Research Global Investors | TRIM | 2,298,639 | 1,340,291 | -41.7% | $21.9M | 2026-Q1 |
| STATE STREET CORP | DOUBLED | 59,100 | 897,404 | +1418.5% | $14.6M | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ | ADD | 343,620 | 637,052 | +85.4% | $10.4M | 2026-Q1 |
| BlackRock, Inc. | DOUBLED | 196,345 | 461,288 | +134.9% | $7.5M | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | DOUBLED | 60,678 | 175,796 | +189.7% | $2.9M | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. | DOUBLED | 57,171 | 127,506 | +123.0% | $2.1M | 2026-Q1 |
| STIFEL FINANCIAL CORP | DOUBLED | 56,037 | 116,400 | +107.7% | $1.9M | 2026-Q1 |
| MARSHALL WACE, LLP | TRIM | 303,486 | 105,748 | -65.2% | $1.7M | 2026-Q1 |
| FIRST TRUST ADVISORS LP | ADD | 61,561 | 98,874 | +60.6% | $1.6M | 2026-Q1 |
| ExodusPoint Capital Management, LP | NEAR_EXIT | 188,971 | 20,895 | -88.9% | $341.0K | 2026-Q1 |
| Parallax Volatility Advisers, L.P. | DOUBLED | 2,014 | 7,751 | +284.9% | $126.5K | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ | ADD | 1,536,758 | 1,997,023 | +30.0% | $32.6K | 2026-Q1 |
| Allworth Financial LP | ADD | 48 | 68 | +41.7% | $1.1K | 2026-Q1 |
| CWM, LLC | DOUBLED | 5 | 51 | +920.0% | $832.00 | 2026-Q1 |
| Rockefeller Capital Management L.P. | ADD | 3 | 4 | +33.3% | $65.00 | 2026-Q1 |
| BROWN BROTHERS HARRIMAN & CO | TRIM | 3 | 2 | -33.3% | $33.00 | 2026-Q1 |
| Hudson Bay Capital Management LP | EXIT | 700,000 | 0 | -100.0% | $0.00 | 2026-Q1 |
| NOMURA HOLDINGS INC | EXIT | 1,350,000 | 0 | -100.0% | $0.00 | 2026-Q1 |
| Point72 Asset Management, L.P. | EXIT | 990,150 | 0 | -100.0% | $0.00 | 2026-Q1 |
| CWM, LLC | NEAR_EXIT | 114 | 5 | -95.6% | — | 2025-Q4 |
| MORGAN STANLEY | DOUBLED | 95,692 | 2,455,876 | +2466.4% | $42.8M | 2025-Q4 |
| FMR LLC | TRIM | 2,737,652 | 1,769,819 | -35.4% | $30.8M | 2025-Q4 |
| VOYA INVESTMENT MANAGEMENT LLC | NEW | — | 1,400,509 | — | $24.4M | 2025-Q4 |
| NOMURA HOLDINGS INC | NEW | — | 1,350,000 | — | $23.5M | 2025-Q4 |
1 unique insiders with 1 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 1, 2026 | Feurle Robert A. | CEO and Director | TAX W/H | 29,307 | $36.76 | $1.1M |
3 SEC filing reports analyzed. Sentiment: 0 bullish, 1 bearish, 0 mixed, 2 neutral. Avg impact: 4.7/10.
NEUTRAL
8-K
4/10
Wolfspeed filed unaudited pro forma financials illustrating the effects of its prepackaged Chapter 1
Jun 9, 2026
NEUTRAL
EFFECT
4/10
Wolfspeed, Inc. has announced the effectiveness of its S-1 registration statement, indicating that a
Mar 19, 2026
BEARISH
S-1
6/10
Wolfspeed, Inc. has emerged from Chapter 11 bankruptcy and is registering a shelf offering for up to
Mar 9, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Historical analyst distribution (last covering-analyst action Feb 2026): 0% buy across 8 analysts — 0 strong buy, 0 buy, 3 hold, 3 sell, 2 strong sell. No current recommendation available.
Analyst Price Targets
Historical data — last covering-analyst action Feb 2026. No current recommendation available.
$40.00 mean target (Feb 2026)
$40.00 Low
$40.00 High
| Metric | Value |
|---|---|
| Current Price | $43.14 |
| Target Low | $40.00 |
| Target Mean | $40.00 |
| Target Median | $40.00 |
| Target High | $40.00 |
| # Analysts | 1 |
| Recommendation | — (no recent coverage) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$-1.47 | $-2.45 | $-0.48 | — | +44.5% | 1↑ 0↓ | $0.1B | -23.9% | 2 |
| Next Q 2026-09-30 |
$-2.23 | $-2.23 | $-2.23 | -305.4% | +7.1% | 1↑ 0↓ | $0.2B | -23.0% | 1 |
| Current FY 2026-06-30 |
$-5.64 | $-12.37 | $-1.91 | — | +56.9% | 1↑ 0↓ | $0.8B | 4.1% | 3 |
| Next FY 2027-06-30 |
$-5.00 | $-8.50 | $-1.51 | 11.3% | -3.1% | 0↑ 1↓ | $0.8B | 5.3% | 2 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $-1.465 | |
| 7d ago | $-2.450 | +0.985 |
| 30d ago | $-2.640 | +1.175 |
| 60d ago | $-2.640 | +1.175 |
| 90d ago | $-3.385 | +1.920 |
2 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.
Historical Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Feb 5, 2026 | Piper Sandler | REITERATE | Overweight | Overweight |
| Jan 22, 2026 | Susquehanna | MAINTAIN | Neutral | Neutral |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 0 | 0 | 3 | 3 | 2 | 0% | |
| May 1, 2026 | 0 | 0 | 3 | 3 | 2 | 0% | |
| Apr 1, 2026 | 0 | 0 | 3 | 3 | 2 | 0% | |
| Mar 1, 2026 | 0 | 1 | 3 | 2 | 2 | 13% | |
| Feb 1, 2026 | 0 | 0 | 3 | 2 | 2 | 0% | |
| Jan 1, 2026 | 0 | 0 | 3 | 2 | 2 | 0% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
34°
Cool
Bearish
Neutral
Bullish
24 mentions
2 bullish
11 bearish
22 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Jun 5, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| Jun 5, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| Jun 2, 2026 | 3 | 29° Bearish | 0 | 3 | 3 |
| Jun 2, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| May 31, 2026 | 1 | 56° Neutral | 0 | 0 | 1 |
| May 31, 2026 | 1 | 56° Neutral | 0 | 0 | 1 |
| May 31, 2026 | 1 | 44° Neutral | 0 | 0 | 1 |
| May 31, 2026 | 1 | 44° Neutral | 0 | 0 | 1 |
| May 30, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| May 30, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| May 30, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| May 30, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| May 28, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| May 28, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| May 21, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| May 18, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| May 18, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| May 14, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| May 14, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| May 7, 2026 | 1 | 44° Neutral | 0 | 0 | 1 |
| Apr 24, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Apr 24, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
Recent Reddit Threads
Connecting the dots: Wolfspeed is about to get $1.5B from the White House. MAKE WOLFSPEED GREAT AGAIN
▲ 1
💬 0
⚡ 0.5
The MP/Intel setup is here again and you are all too busy pumping SPCE to notice. $CLF and $WOLF DD
▲ 2
💬 0
⚡ 0.5
$WOLF - 107% short float
▲ 1
💬 0
⚡ 0.5
The ex-meme that went bankrupt and now holds the key to solving AI's grid connection problem: $WOLF DD
▲ 1
💬 0
⚡ 0.5
The meme stock that was left for dead and is now going to solve AI's electricity problem: $WOLF DD
▲ 1
💬 0
⚡ 0.5
The Physics of WOLF ($WOLF): Why the AI Trade is Forcing a Brutal Institutional Re-Rating
▲ 1
💬 0
⚡ 0.5
Honest question: wtf
▲ 1
💬 1
⚡ 0.5
Wolfspeed (WOLF) looking prime for 2-3x from here
▲ 1
💬 1
⚡ 0.5
Wolfspeed $WOLF
▲ 0
💬 1
WOLF and XNDU calls
▲ 1
💬 0
⚡ 0.5
May 14, 2026
short_volume
Short Volume: WOLF — 56.0% short (5.1M / 9.1M)
Short: 5,091,674 | Exempt: 4,011 | TRF Vol: 9,098,541 | Short Ratio: 56.0% | Off-exchange volume (dark pool + OTC)
May 14, 2026
short_interest
FTD: WOLF — 631,268 shares ($39.5M) failed to deliver
Settlement: 20260514, Price: $62.60, FTD Value: $39,517,376.8, WOLFSPEED INC DEL COM
May 13, 2026
short_volume
Short Volume: WOLF — 69.8% short (14.0M / 20.1M)
Short: 14,024,245 | Exempt: 307,225 | TRF Vol: 20,092,416 | Short Ratio: 69.8% | Off-exchange volume (dark pool + OTC)
May 13, 2026
short_interest
FTD: WOLF — 353,624 shares ($19.0M) failed to deliver
Settlement: 20260513, Price: $53.72, FTD Value: $18,996,681.28, WOLFSPEED INC DEL COM
May 12, 2026
short_interest
FTD: WOLF — 14,403 shares ($0.7M) failed to deliver
Settlement: 20260512, Price: $50.31, FTD Value: $724,614.93, WOLFSPEED INC DEL COM
May 11, 2026
short_interest
FTD: WOLF — 112,805 shares ($5.3M) failed to deliver
Settlement: 20260511, Price: $46.60, FTD Value: $5,256,713, WOLFSPEED INC DEL COM
May 8, 2026
short_interest
FTD: WOLF — 486,276 shares ($22.0M) failed to deliver
Settlement: 20260508, Price: $45.16, FTD Value: $21,960,224.16, WOLFSPEED INC DEL COM
May 6, 2026
short_interest
FTD: WOLF — 49,139 shares ($1.8M) failed to deliver
Settlement: 20260506, Price: $36.63, FTD Value: $1,799,961.57, WOLFSPEED INC DEL COM
May 5, 2026
short_volume
Short Volume: WOLF — 67.8% short (2.7M / 4.0M)
Short: 2,704,531 | Exempt: 100 | TRF Vol: 3,989,361 | Short Ratio: 67.8% | Off-exchange volume (dark pool + OTC)
May 5, 2026
earnings_calendar
WOLF Q3 2026 Earnings After Market Close — 2026-05-05
May 4, 2026
short_interest
FTD: WOLF — 390,355 shares ($14.3M) failed to deliver
Settlement: 20260504, Price: $36.76, FTD Value: $14,349,449.8, WOLFSPEED INC DEL COM
May 1, 2026
short_interest
FTD: WOLF — 149,708 shares ($4.4M) failed to deliver
Settlement: 20260501, Price: $29.53, FTD Value: $4,420,877.24, WOLFSPEED INC DEL COM
Apr 28, 2026
short_volume
Short Volume: WOLF — 55.4% short (1.5M / 2.7M)
Short: 1,485,085 | Exempt: 46,590 | TRF Vol: 2,681,057 | Short Ratio: 55.4% | Off-exchange volume (dark pool + OTC)
Apr 23, 2026
short_interest
FTD: WOLF — 584,222 shares ($16.2M) failed to deliver
Settlement: 20260423, Price: $27.75, FTD Value: $16,212,160.5, WOLFSPEED INC DEL COM
Apr 22, 2026
short_volume
Short Volume: WOLF — 58.8% short (2.5M / 4.3M)
Short: 2,541,113 | Exempt: 59 | TRF Vol: 4,322,013 | Short Ratio: 58.8% | Off-exchange volume (dark pool + OTC)