Theses›Listed companies›WOLF

Wolfspeed

NYSE: WOLF · US
SiC pure-play — auto/grid.

Markets it anchors
0123045+fullexpensivespeculative2.0x sales 0123045+fullexpensivespeculative2.0x sales
Fig. 1The screen as it last ran, 6 Nov 2026: Full at 2x sales, because it has no earnings yet; the table below has the latest prices. A screen flags where to look; it is not a valuation.
Market datarefreshed 6 Nov 2026
Price23.79 USD
Market value$1.3B
Revenue, last 12 months$623M
Forward P/E-4.1x
EV to revenue2.9x
Gross and operating margin-26% · -66%

Not advice. Where I hold a position it is disclosed to members, with the reasoning.