Wolfspeed (WOLF) News Today

Wolfspeed, Inc. (NYSE: WOLF) shares have decreased as investors weighed disappointing quarterly results, cautious analyst commentary and continued losses against signs of growing demand from AI data centers.

• Positive Sentiment: Wolfspeed reported fiscal fourth-quarter revenue of approximately $149.6 million, broadly in line with expectations, while its adjusted loss per share was less negative than the consensus estimate cited in the company’s earnings report. The company also highlighted increasing sales opportunities tied to AI data centers and silicon-carbide power devices. Wolfspeed fiscal 2026 fourth-quarter results
• Positive Sentiment: Management forecast first-quarter fiscal 2027 revenue of $140 million to $160 million and pointed to continued potential from AI data-center infrastructure and higher-voltage power systems. Wolfspeed fiscal 2027 revenue outlook
• Neutral Sentiment: TD Cowen reaffirmed a “Hold” rating and assigned a $25 price target, signaling limited near-term upside at recent trading levels. TD Cowen Wolfspeed rating
• Negative Sentiment: The company’s adjusted quarterly loss was described by market coverage as materially wider than expected, while revenue declined about 24% year over year. Wolfspeed also continues to report negative gross margins, increasing concerns about its cash needs and recovery timeline. Wolfspeed quarterly loss and revenue coverage
• Negative Sentiment: Analysts said optimism surrounding 800-volt direct-current data-center applications is largely reflected in the valuation, while profitability may still be years away. Wolfspeed 800-volt outlook
• Negative Sentiment: Put-option activity surged to 82,482 contracts, roughly 138% above average daily volume, indicating elevated bearish hedging or speculation around Wolfspeed’s outlook.