Wolfspeed
CIK 0000895419
Wolfspeed reported Q4 FY2026. EPS came in at -$2.26 against a -$2.45 consensus, beat by 7.8%. Revenue was $149.6M versus $150.0M expected, in line. Gross margin was 269.2%, up 29580 bps from last quarter.
read the full report →Wolfspeed's Q3 FY2026 earnings report shows revenue in line with estimates and an EPS beat, underpinned by strategic refinancing and improved gross margin. Despite ongoing challenges, the company's outlook remains cautiously optimistic, with a focus on long-term growth opportunities in AI and electric vehicles (EVs).
read the full report →Wolfspeed missed the Street where it mattered, not on revenue but on the loss structure: the market was braced for a flat top line and got a balance-sheet reset wrapped around still-negative factory economics. The variant view is that investors should not treat the post-emergence cash balance as proof the SiC cycle has turned, because the print ties the next equity move to utilization and materials pricing rather than liquidity.
read the full report →3 pages also removed in the window.
| Manager | Move | Position $ | % of book | Δ shares QoQ |
|---|---|---|---|---|
| ARTEMIS INVESTMENT MANAGEMENT LLP | ADD | $26 M | 0.2% | +135,655 |
| ARDSLEY ADVISORY PARTNERS LP | TRIM | $3 M | 0.3% | -80,000 |
| ATLAS BROWN,INC. | ADD | $2 M | 0.4% | +7,300 |
| TRIAGEN WEALTH MANAGEMENT LLC | NEW | $1 M | 0.3% | +25,077 |
| FY | Period End | Revenue | Pretax Inc | Margin | YoY Pretax |
|---|---|---|---|---|---|
| 2026 | 2026-06-28 | $665 M | $9 M | 1.4% | + 100.6% |
| 2025 | 2025-06-30 | $758 M | $-1.6 B | -213.7% | -182.8% |
| 2024 | 2024-06-30 | $807 M | $-572 M | -70.9% | -120.4% |
| 2023 | 2023-06-25 | $758 M | $-260 M | -34.3% | -7.4% |
| 2022 | 2022-06-26 | $572 M | $-242 M | -42.3% | + 28.9% |
| 2021 | 2021-06-27 | $526 M | $-340 M | -64.7% | -65.5% |
| 2020 | 2020-06-28 | $471 M | $-206 M | -43.7% | -354.9% |
| 2019 | 2019-06-30 | $1.1 B | $-45 M | -4.2% | -156.8% |
| Form | Filed | Period | Accession # | Doc |
|---|---|---|---|---|
| 10-Q | 2026-05-07 | 2026-03-29 |
0000895419-26-000030
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| 10-Q | 2026-02-06 | 2025-12-28 |
0000895419-26-000016
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| 10-Q | 2025-11-07 | 2025-09-28 |
0000895419-25-000132
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| 10-Q | 2025-05-09 | 2025-03-30 |
0000895419-25-000071
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| 10-Q | 2025-01-30 | 2024-12-29 |
0000895419-25-000018
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| 10-Q | 2024-11-07 | 2024-09-29 |
0000895419-24-000093
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| 10-Q | 2024-05-02 | 2024-03-31 |
0000895419-24-000038
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| 10-Q | 2024-02-01 | 2023-12-31 |
0000895419-24-000012
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| 10-Q | 2023-11-02 | 2023-09-24 |
0000895419-23-000135
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| 10-Q | 2023-04-27 | 2023-03-26 |
0000895419-23-000025
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| 10-Q | 2023-01-26 | 2022-12-25 |
0000895419-23-000013
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