8-K ·Filed Jul 29, 2026

WOLF

WOLFSPEED, INC.
NEUTRAL
Impact 3/10
Horizonimmediate Processed2mo ago SEC0000895419-26-000042
8-K context-dependent: Items 5.02, 8.01
Actionable Insight • Neutral

Routine board appointment and meeting date change — no immediate trading catalyst. Monitor for any strategic initiatives Mattes may influence given his background in semiconductor transformations, but this filing alone does not warrant a position change.

DirectionNeutral
Confidencehigh
Horizonimmediate
Latest settled — T+20d
WOLF ▲ +34.25% at T+20d
NEUTRAL call ✓ call won +34.25% · α vs SPY +29.23% · entry $20.06 → $26.93
Next anchor: T+60d in 20d
Latest observation: T+44 +33.81% FF3 residual α
Entry anchored
Jul 28, 07:59 PM ET
via exchange tick
T+1d
+18.59%
call +18.59% · α +16.92%
$23.79
settled 2mo ago
T+5d
+25.57%
call +25.57% · α +20.04%
$25.19
settled 8w ago
T+20d
+34.25%
call +34.25% · α +29.23%
$26.93
settled 5w ago
T+60d
—
call — · α —
—
in 20d

Price Chart

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Executive Summary

Wolfspeed appointed former Coherent CEO Andy Mattes to its Board of Directors as an independent director and Compensation Committee chair, effective July 28, 2026. The filing also rescheduled the 2026 Annual Meeting to October 27, 2026, with updated proposal deadlines. Both items are routine governance events with no financial data or operational changes.

Key Facts

  • Andy Mattes appointed to Wolfspeed Board effective July 28, 2026
  • Mattes will serve as chair of the Compensation Committee
  • Annual cash retainer of $80,000 for board service plus $20,000 for committee chair role
  • Initial RSU grant of $500,000 vesting over three years; annual RSU grant of $200,000
  • 2026 Annual Meeting rescheduled to October 27, 2026 (advanced by >30 days from prior year)
  • Stockholder proposal deadline set to August 7, 2026; director nomination deadline August 7, 2026

Financial Impact

No material financial impact; director compensation is standard and immaterial relative to company size

Risk Factors

  • None from this filing — all items are administrative and non-material

Market Snapshot

Exchange
NYSE
Sector
Semiconductors & Related Devices
Analyst Consensus
0% bullish (8 analysts)

Investment Themes

Semiconductors

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0000895419-26-000042
Exhibit: exhibit99_1072926.htm0000895419-26-000042
Document: 0000895419-26-000042-index-headers.html0000895419-26-000042
Document: 0000895419-26-000042-index.html0000895419-26-000042
Document: 0000895419-26-000042.txt0000895419-26-000042
7 reports for WOLF
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for WOLF — sortable, filterable
TypeNow
Sep 11, 2026
20d ago
DEFA14A
NEUTRAL ★ 2/10
$23.96 $27.71▲ +15.65%▲ +15.54%$34.98 (+45.99%)
Aug 25, 2026
5w ago
8-K
NEUTRAL ★ 2/10
$26.93 $26.65▼ −1.04%▼ −0.92%$34.98 (+29.89%)
Jul 29, 2026
9w ago
8-K
NEUTRAL ★ 3/10
$20.06 $25.19▲ +25.57%▲ +20.04%$34.98 (+74.38%)
Jun 22, 2026
14w ago
EFFECT
BEARISH ★ 6/10
$52.97 $45.97▲ +13.21%▲ +11.15%$34.98 (+33.96%)
Jun 9, 2026
16w ago
8-K
NEUTRAL ★ 4/10
$43.42 $45.00▲ +3.64%▲ +0.21%$34.98 (−19.44%)
Mar 19, 2026
28w ago
EFFECT
NEUTRAL ★ 4/10
$17.06 $16.82▼ −1.41%▲ +0.80%$34.98 (+105.04%)
Mar 9, 2026
29w ago
S-1
BEARISH ★ 6/10
$16.58 $17.89▼ −7.90%▼ −8.81%$34.98 (−110.98%)
Showing 7 of 7

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