Thursday, September 10, 2026
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The Chain Gazette · ResearchSemiconductorsNEW YORK STOCK EXCHANGE, INC.Full writeup
$27.28-5.54%as of 3:03 AM ET

WOLFWolfspeed

Silicon-carbide (SiC) wafer and power-device specialist. Adjacent to photonics via compound-semi expertise; core market is EV and industrial power electronics.

Coiled

0

52w range compression, breakout-adjusted

Watched

0

7-day news volume + tape quietness

Sound

21

Margins, growth, FCF composite

Critical

58

Supply-chain concentration × demand

Pressure

21

Pricing Power

0.0%

Flat

Numbers on the wire.

Market cap

$1.2B

P/E (TTM)

347.84

P/S (TTM)

2.30

EV / EBITDA

Gross margin

-24.75%

Op margin

5.44%

Net margin

0.66%

FCF margin

Rev growth YoY

-12.21%

EPS growth YoY

ROE

75.37%

ROA

0.11%

Debt / Equity

1.82

Current ratio

6.86

Price / Book

2.47

Beta

6.36

Balance-sheet distressed, thesis structurally sound. SiC adoption curves in AI data-center power and EV traction are intact; the question is whether capacity investment cycle bankrupts equity first. Asymmetric but high-risk.

From the EDGAR wire.

Who WOLF touches.

Depends on