Market Cap
$1.5B
WOLF
WOLFSPEED, INC.
$34.88 ▲ +11.90%
Prev close $31.17Market cap$1.5B
ConsensusStrong Sell
12-mo target$27.50 (-20.1%)
▼ Bearish
Analyst conviction 1/10
38 New Institutional Positions12 Institutional Exits Semiconductors
Snapshot
The big-picture read on WOLF right now — valuation, ownership and activity at a glance.
Cap Size
Small Cap
Analyst Consensus
Sell (0%)
Inst. Holders
50 funds
Inst. Value
$2.2B
Inst. Activity
38 buys / 12 sells
Social Sentiment
37° Cool
SEC Reports
7
Price chart 30d +30.9%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 30, 2026 short_volume
Sep 11, 2026 SEC Short Volume: WOLF — 56.5% short (0.6M / 1.0M)
Short: 568,020 | Exempt: 14,374 | TRF Vol: 1,004,957 | Short Ratio: 56.5% | Off-exchange volume (dar
Wolfspeed filed additional definitive proxy soliciting materials (DEFA14A) related to its upcoming shareholder meeting.
DEFA14A — Impact 2/10
Sep 1, 2026 Insider
KOHN BRADLEY D was granted 19,835 shares
EVP Chief Legal/Global Affairs
Sep 1, 2026 Insider
Mattes Andreas W was granted 16,529 shares
Director
Sep 1, 2026 Insider
Aug 25, 2026 SEC Emerson David Todd was granted 33,059 shares
Chief Operating Officer
Wolfspeed filed an 8-K reporting that Renesas Electronics Corporation's board representative, Aris Bolisay, will resign
8-K — Impact 2/10
Wolfspeed appointed former Coherent CEO Andy Mattes to its Board of Directors as an independent director and Compensatio
8-K — Impact 3/10
Jun 30, 2026 Inst.
STATE STREET CORP — DOUBLED
2,620,673 shares ($126.4M)
Analyst ratings buy % +0.0%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
0% rate it Buy or better · 8 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Jul 21, 2026 | Susquehanna | MAINTAIN | Neutral | 56% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 0 | 0 | 4 | 2 | 2 | 0% | |
| Aug 1, 2026 | 0 | 0 | 3 | 3 | 2 | 0% | |
| Jul 1, 2026 | 0 | 0 | 3 | 3 | 2 | 0% | |
| 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% |
Price targets
Where 2 covering analysts think WOLF trades over the next 12 months.
$27.50 -20.1% upside Strong Sell
Current$34.40 Low$25.00 Median$27.50 High$30.00 2 analysts
$25.00$30.00
Analyst rating Hold· 3.0/5 as of Oct 2, 2026
Social media sentiment mood +0.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
37°
Cool
BearishNeutralBullish
Recent posts
WOLF DD (part 5?) orange man betta have my money
▲ 1 · 💬 6· ⚡ 0.5
THE WOLF OF WALL STREET (2013) Target Wheel Auction
▲ 1 · 💬 0· ⚡ 0.5
Wolfspeed (WOLF) - Full Fundamental Analysis: Value Trap or Value Destroyer?
▲ 1 · 💬 0· ⚡ 0.5
Bottleneck bros are moving to Robotics
▲ 1 · 💬 6· ⚡ 0.5
The first dominoes have fallen. $WOLF DD part 4
▲ 1 · 💬 0· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
7 SEC filing reports analyzed · 0 bullish, 2 bearish, 0 mixed, 5 neutral · avg impact 3.9/10.
NEUTRALDEFA14A2/10
Wolfspeed filed additional definitive proxy soliciting materials (DEFA14A) related to its upcoming s
Sep 11, 2026
NEUTRAL8-K2/10
Wolfspeed filed an 8-K reporting that Renesas Electronics Corporation's board representative, Aris B
Aug 25, 2026
NEUTRAL8-K3/10
Wolfspeed appointed former Coherent CEO Andy Mattes to its Board of Directors as an independent dire
Jul 29, 2026
BEARISHEFFECT6/10
The SEC declared effective Wolfspeed's S-1 registration statement (File No. 333-296645) on June 18,
Jun 22, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 30, 2026
short_volume
Short Volume: WOLF — 56.5% short (0.6M / 1.0M)
Short: 568,020 | Exempt: 14,374 | TRF Vol: 1,004,957 | Short Ratio: 56.5% | Off-exchange volume (dark pool + OTC)
Sep 29, 2026
short_volume
Short Volume: WOLF — 55.1% short (0.4M / 0.8M)
Short: 420,117 | Exempt: 6,887 | TRF Vol: 762,795 | Short Ratio: 55.1% | Off-exchange volume (dark pool + OTC)
Sep 25, 2026
short_volume
Short Volume: WOLF — 55.7% short (0.4M / 0.7M)
Short: 365,140 | Exempt: 644 | TRF Vol: 656,025 | Short Ratio: 55.7% | Off-exchange volume (dark pool + OTC)
Sep 24, 2026
other
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Wolfspeed, Inc. - WOLF
NEW YORK, Sept. 24, 2026 /PRNewswire/ -- Pomerantz LLP is investigating claims on behalf of investors of Wolfspeed, Inc. ("Wolfspeed" or the "Company"
Sep 17, 2026
other
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Wolfspeed, Inc. - WOLF
NEW YORK, Sept. 17, 2026 /PRNewswire/ -- Pomerantz LLP is investigating claims on behalf of investors of Wolfspeed, Inc. ("Wolfspeed" or the "Company"
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $-1.99 | $-2.20–$-1.77 | -260.9% | +11.0% | 1↑ 0↓ | $0.1B | 2 |
| Next Q | $-1.93 | $-2.12–$-1.73 | 68.5% | +11.7% | 1↑ 0↓ | $0.2B | 2 |
| Current FY | $-7.51 | $-8.30–$-6.73 | 38.3% | +0.0% | 1↑ 0↓ | $0.8B | 2 |
| Next FY | $-5.83 | $-6.64–$-5.02 | 22.4% | +21.1% | 1↑ 0↓ | $0.8B | 2 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $-1.985 | — |
| 7d ago | $-2.250 | +0.265 |
| 30d ago | $-2.230 | +0.245 |
| 60d ago | $-2.230 | +0.245 |
| 90d ago | $-2.230 | +0.245 |
Institutional ownership
Which big funds own WOLF (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $2.2B total value (45,393,261 shares) as of 2026-Q2. Top holders: SUSQUEHANNA, STATE, SUSQUEHANNA. Net buying activity: 38 institutions added/increased vs 12 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2,946,500 | $142.2M | 6.5% | — |
| STATE STREET CORP | 2,620,673 | $126.4M | 5.8% | DOUBLED +192.0% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2,545,300 | $122.8M | 5.6% | — |
| BlackRock, Inc. | 2,353,768 | $113.6M | 5.2% | DOUBLED +410.3% |
| GOLDMAN SACHS GROUP INC | 2,328,048 | $112.3M | 5.1% | ADD +69.7% |
| TWO SIGMA INVESTMENTS, LP | 2,272,968 | $109.7M | 5.0% | — |
| Walleye Trading LLC | 2,081,800 | $100.4M | 4.6% | — |
| JPMORGAN CHASE & CO | 2,254,870 | $99.8M | 4.6% | DOUBLED +112743400.0% |
| MORGAN STANLEY | 2,015,285 | $97.2M | 4.5% | TRIM -52.8% |
| FIRST MANHATTAN CO. LLC. | 1,644,966 | $79.4M | 3.6% | NEW |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| STATE STREET CORP | DOUBLED | 897,404 | 2,620,673 | +192.0% | $126.4M |
| BlackRock, Inc. | DOUBLED | 461,288 | 2,353,768 | +410.3% | $113.6M |
| GOLDMAN SACHS GROUP INC | ADD | 1,372,134 | 2,328,048 | +69.7% | $112.3M |
| JPMORGAN CHASE & CO | DOUBLED | 2 | 2,254,870 | +112743400.0% | $99.8M |
| MORGAN STANLEY | TRIM | 4,273,995 | 2,015,285 | -52.8% | $97.2M |
| FIRST MANHATTAN CO. LLC. | NEW | — | 1,644,966 | — | $79.4M |
| GEODE CAPITAL MANAGEMENT, LLC | DOUBLED | 311,283 | 760,106 | +144.2% | $36.7M |
| CITIGROUP INC | NEAR_EXIT | 3,270,690 | 734,962 | -77.5% | $35.5M |
| BNP PARIBAS FINANCIAL MARKETS | DOUBLED | 171,174 | 709,546 | +314.5% | $34.2M |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | NEW | — | 704,607 | — | $34.0M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
5 insiders, 11 transactions. Net $0.00 — $0.00 bought, $0.00 sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 1, 2026 | KOHN BRADLEY D | EVP Chief Legal/Global Affairs | AWARD | 19,835 | — | — |
| Sep 1, 2026 | Mattes Andreas W | Director | AWARD | 16,529 | — | — |
| Sep 1, 2026 | Emerson David Todd | Chief Operating Officer | AWARD | 33,059 | — | — |
| Sep 1, 2026 | Feurle Robert A. | CEO and Director | AWARD | 76,037 | — | — |
| Sep 1, 2026 | van Issum Gregor | CFO & Executive Vice President | TAX W/H | 19,693 | $26.31 | $518.1K |
| Sep 1, 2026 | van Issum Gregor | CFO & Executive Vice President | AWARD | 33,555 | — | — |
| Aug 31, 2026 | Emerson David Todd | Chief Operating Officer | GIFT | 718 | — | — |
| Jul 15, 2026 | Emerson David Todd | Chief Operating Officer | TAX W/H | 3,299 | $35.10 | $115.8K |
| Jul 15, 2026 | Feurle Robert A. | CEO and Director | TAX W/H | 8,247 | $35.10 | $289.5K |
| Jul 1, 2026 | KOHN BRADLEY D | EVP Chief Legal/Global Affairs | AWARD | 38,775 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for WOLF.
Shares short
26,101,128
Settlement Sep 15, 2026
Change vs prior
+5.9%
Semi-monthly cycle
Days to cover
10.3
At avg daily volume
Of shares outstanding
≈49.3%
Estimate — not % of float
All WOLF filing & press-release reports (7)
- DEFA14A reportSep 11, 2026
- 8-K reportAug 25, 2026
- 8-K reportJul 29, 2026
- EFFECT reportJun 22, 2026
- 8-K reportJun 9, 2026
- EFFECT reportMar 19, 2026
- S-1 reportMar 9, 2026