WOLF Wolfspeed, Inc.

WOLF Wolfspeed, Inc.

Technology · Semiconductors

Desk view

Watchingmedium conviction
Perspectives AI Power Delivery

Market read

Scan convergence 1 scan as of 2026-08-14 1 neutral converging

POC $2.82 · VWAP $17.68 · +97.7% vs 12m avg buyer

pullback vol: normalgaps: stablechurn: quiet as of

Insiders no data — outside the Form 4 poll — US-filer feed only (foreign filers report via MAR managers'-transactions notices)

Coverage

2 watchlists

Watchlists @ai-infrastructure@supply-chain-traces

WOLF Price Structure

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Peers

Every watchlist WOLF belongs to, members best 30-day change first — WOLF highlighted in place. Each pill: 30d change, 1d/7d, and a close spark over the last 30 calendar days (~21 sessions); hover for price, RSI, and the full chart.

@supply-chain-traces
View watchlist →
TER+37.5% +5.8%1d +21.4%7d ATEYY+33.4% +2.6%1d +11.8%7d ELMT+32.5% +1.5%1d +16.4%7d MP+29.3% -0.4%1d +7.0%7d ALM+18.8% +8.4%1d +19.6%7d WOLFE+17.0% +10.0%1d +19.2%7d KEYSE+14.3% +0.9%1d +7.6%7d SDVKY+7.8% +0.3%1d -2.0%7d TDY+6.6% -0.3%1d -1.9%7d BESIY+6.2% +1.3%1d +8.1%7d KLIC+4.7% +2.7%1d +17.7%7d ASX+3.9% +0.9%1d +6.2%7d AMVMF+2.2% +8.8%1d +8.6%7d AMKR-2.6% +3.9%1d +15.9%7d CRS-2.8% -0.4%1d -3.1%7d KMT-5.1% +1.9%1d +0.7%7d
@ai-infrastructure
View watchlist →
NBIS+51.3% -3.2%1d +46.1%7d CBRS+45.8% +15.1%1d +9.3%7d CRWV+44.8% +0.7%1d +20.2%7d CRDO+39.5% +8.8%1d +17.8%7d TER+37.5% +5.8%1d +21.4%7d LITE+32.2% +4.6%1d +19.1%7d NTAP+24.6% -1.4%1d +2.8%7d DELL+21.3% -2.2%1d +4.8%7d ANET+19.7% +1.5%1d +5.4%7d MU+19.2% +4.1%1d +17.5%7d SMR+19.0% -2.1%1d +0.1%7d FCX+17.1% +2.8%1d -3.0%7d WOLFE+17.0% +10.0%1d +19.2%7d EME+15.9% +3.1%1d +6.6%7d PWR+14.9% +5.3%1d +9.3%7d ETN+14.1% +0.9%1d +2.4%7d DLR+13.8% -1.1%1d +3.5%7d APH+13.0% +2.3%1d +1.9%7d CLS+13.0% +1.6%1d +8.1%7d FIX+12.4% +6.0%1d +12.4%7d GLW+12.0% +4.3%1d +9.8%7d SCCO+11.3% +4.0%1d -4.0%7d CEG+10.2% -1.5%1d +2.9%7d JCI+9.6% +0.2%1d +2.2%7d AIQ+9.0% -0.3%1d +0.8%7d INTC+8.9% +1.0%1d +6.1%7d EQIX+7.6% -0.4%1d +5.2%7d TEL+6.9% +0.5%1d +1.4%7d SMH+6.8% +1.1%1d +4.3%7d OKLO+6.7% -1.1%1d -1.4%7d NOK+6.5% +0.2%1d +18.4%7d OSS+6.5% -1.3%1d +6.5%7d ERIC+3.6% -1.0%1d +2.0%7d GNRC+3.0% +0.9%1d +7.4%7d FSLR+2.8% -3.4%1d -8.9%7d AMT+1.3% -1.9%1d +1.9%7d TT+1.1% -1.0%1d -0.3%7d ECL+1.1% -0.1%1d -3.0%7d VRT+1.0% -0.5%1d +8.3%7d CAT+0.3% +2.9%1d +5.2%7d AWK+0.1% -1.4%1d -0.8%7d NEE-2.9% 0.0%1d +1.8%7d FFIV-3.3% -1.9%1d -3.5%7d VMC-3.5% -1.4%1d -2.5%7d TLN-4.2% -1.6%1d +4.0%7d MLM-4.3% -1.7%1d -1.9%7d XYL-4.3% -1.9%1d -3.0%7d ON-4.6% +0.9%1d +4.5%7d MOD-5.5% +3.5%1d +13.4%7d VST-6.0% -1.4%1d +2.3%7d BRUN-7.3% -1.3%1d +29.4%7d ICHR-13.3% +1.1%1d +11.1%7d EXTR-20.0% -0.5%1d +3.2%7d ATEN-23.9% -0.2%1d -3.5%7d

Next earnings WOLF reports tomorrow Aug 19

Last report May 5

Reported the quarter ending 2026-03-29: revenue $150M, diluted EPS $-3.05, net income $-120M (SEC filing). Across the print the stock moved +19.9% (close before → first close after).

full note →

Against street estimates

How WOLF's reported EPS compared with analyst consensus. Street estimates are single-source vendor consensus (yfinance). Actuals are vendor consensus-basis EPS (often non-GAAP); edgarEps is GAAP diluted from filings — disputed flags large disagreement only. EPS only.

8 quarters on file · newest report May 5 · projection Aug 17

Result
May 5 -3.78-3.26+13.8%Beat
Feb 4 -0.73-6.11-731.3%Miss
Oct 29 '25 -0.75-0.55 GAAP ≠ +26.7%Beat
Aug 25 '25 -0.72-0.77-7.0%Miss
May 8 '25 -0.82-0.72 GAAP ≠ +12.1%Beat
Jan 29 '25 -1.00-0.95 GAAP ≠ +5.1%Beat
Nov 6 '24 -1.00-0.91 GAAP ≠ +9.0%Beat
Aug 21 '24 -0.86-0.89-3.4%Miss

Recent news

Headlines about WOLF from the desk's news pull — links go to the publisher. Not a desk read: the market read above is the desk's own.

pulled 10 days ago · Aug 8

“On or before” marks an article that arrived without a publish date — the date shown is when the desk pulled it, so the article is at least that old.

WOLF research tape

32 dated scans, research, and events, newest first — the full record. Desk commentary and scheduled prints sit in their own panes.

brief Memory Gets Paid, Activewear Gets Marked Down scan Supply-Chain-Traces Scan — August 14, 2026 scan Supply-Chain-Traces Scan — August 8, 2026 scan Supply-Chain-Traces Scan — July 31, 2026 scan Supply-Chain-Traces Scan — July 28, 2026
Types
Aug 17 Market Brief Memory Gets Paid, Activewear Gets Marked Down
ARARKQAXIABDNBUZZCENXFNBHP +4 more
Aug 14 Scan Supply Chain Traces Scan
KMTCRSMPTDYWOLFEBESIYATEYYKLIC +4 more
Aug 8 Scan Supply Chain Traces Scan
KMTCRSMPTDYWOLFEBESIYATEYYKLIC +4 more
Jul 31 Scan Supply Chain Traces Scan
KMTCRSMPTDYWOLFEBESIYATEYYKLIC +4 more
Jul 28 Scan Supply Chain Traces Scan
KMTCRSMPTDYWOLFEBESIYATEYYKLIC +4 more
Jul 25 Scan Supply Chain Traces Scan
KMTCRSMPTDYWOLFEBESIYATEYYKLIC +4 more
Jul 17 Scan Supply Chain Traces Scan
KMTCRSMPTDYWOLFEBESIYATEYYKLIC +4 more
Jul 11 Scan Supply Chain Traces Scan
KMTCRSMPTDYWOLFEBESIYATEYYKLIC +4 more
Jul 11 Scan AI Infrastructure Scan
CEGVSTTLNOKLOSMRNEEFSLRVRT +4 more
Jul 7 Scan Supply Chain Traces Scan
KMTCRSMPTDYWOLFEBESIYATEYYKLIC +4 more
Jun 26 Scan Supply Chain Traces Scan
KMTCRSMPTDYWOLFEBESIYATEYYKLIC +4 more
Jun 25 Scan Supply Chain Traces Scan
KMTCRSMPTDYWOLFEBESIYATEYYKLIC +4 more
Jun 20 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAONABSI +4 more
Jun 20 Scan Supply Chain Traces Scan
KMTCRSMPTDYWOLFEBESIYATEYYKLIC +4 more
Jun 16 Scan Supply Chain Traces Scan
ALMUAMKRASXATEYYBESIYCRSKEYSEKLIC +4 more
May 29 Scan Supply Chain Traces Scan
ALMUAMKRATEYYBESIYCRSKEYSEKLICKMT +4 more
May 23 Article Daily Actions — May 23, 2026 (R30-A Phase 4)
AIALABAMDAMZNANETARMASMLBB +4 more
May 5 Catalyst WOLF earnings
WOLFE
May 1 Article Picks-and-Shovels: Power Semis & AI Data-Center Power Delivery
AOSLASMLAVGOBESIYENPHETNGLWIFNNY +4 more
Apr 28 Scan Supply Chain Traces Scan
AMKRATEYYCRSKLICKMTMPTDYWOLFE
Apr 28 Scan AI Infrastructure Scan
AMTANETAPHAWKCATCEGCLSCRDO +4 more
Apr 26 Scan AI Infrastructure Scan
AMTANETAPHAWKCATCEGCLSCRDO +4 more
Apr 13 Scan Supply Chain Traces
ALMTFAMKRATEYYBESICRSKLICKMTMP +2 more
Apr 13 Scan AI Infrastructure Scan
AMTANETAPHAWKCATCEGCLSCRDO +4 more
Apr 3 Scan AI Infrastructure Scan
CEGEMEETNFIXFSLRMODNEEOKLO +4 more
Mar 31 Scan AI Infrastructure Scan
AMTANETAPHAWKCATCEGCLSCRDO +4 more
Mar 20 Scan AI Infrastructure Scan
AMTANETAPHAWKCATCEGCLSCRDO +4 more
Mar 12 Scan AI Infrastructure Scan
AMTANETAPHAWKCATCEGCLSCRDO +4 more
Mar 11 Scan AI Infrastructure Scan
AMTANETAPHAWKCATCEGCLSCRDO +4 more
Feb 5 Scan AI Infrastructure & Sector Rotation
AMTANETAPHAWKBECATCEGCLS +4 more
Feb 3 Scan AI Infrastructure & Sector Rotation
AMTANETAPHAWKBECATCEGCLS +4 more
Aug 20 '25 Catalyst WOLF earnings
WOLFE