Wolfspeed, Inc. (WOLF)

NYSE: WOLF · Semiconductors & Related Devices · Durham, NC · filing with the SEC since 1996

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Grade3.2

◀ Past 3.4● Present 3.9▶ Future 2.2

3 est.

Overview Business Financials Grade Forecast Sentiment Ownership People Filings Patents Chart

The grade of Wolfspeed, Inc.

Nine metrics read from its own filings, by tense

Headline grade

3.2/10

◀ Past3.430% of the headline

● Present3.940% of the headline

▶ Future2.230% of the headline

All three tenses have at least two readings, so the archetype blend applies as printed.

Of the nine metrics, 6 read as filed from the record and 3 are SI estimates, each with its reasoning, its confidence and what would change it on its card.

◀ Past

What did they actually do?

3.4/1030% of the headline grade · 2 of 3 filed, 1 estimated

Surviving crises

as filed

0.1/10

Has it survived what it has been through?

6 warning events since 2017; the latest 2025-09-30.

weight 33% of this tense · 1st percentile among 99 sector filers · read for itself

From the record

Wolfspeed, Inc.'s filings since 2017 show 6 warning events of 3 kinds: a bankruptcy or receivership notice (8-K item 1.03, 3 times, the latest 2025-09-30); a debt default or acceleration notice (8-K item 2.04, 2 times, the latest 2025-07-01); a notice about its exchange listing (8-K item 3.01, the latest 2021-09-16) (its current reports).

The desk's reading

The record is explicit. This is what a 0.6 looks like.

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Track record

as filed

4.5/10

What has it actually done, year after year?

+5.9% a year over 7 filed years; profitable in 0 of 7.

weight 45% of this tense · 45th percentile among 93 sector filers · read for its customers

From the record

Wolfspeed, Inc.'s 7 filed years say what it did: revenue went from $538 million in fiscal 2019 to $758 million in fiscal 2025, up 5.9% a year; it rose in 4 of 6 years; the deepest fall was 13% from fiscal 2019 to fiscal 2020; net income was positive in 0 of 7 of those years (its annual reports).

What it rests on

revenue growth over the filed span5.9%bottom 43% of its family
the share of years revenue rosetop 47% of its family
the share of filed years with a profitbottom 10% of its family
the deepest fall from a revenue peak12.5%top 24% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Shareholder treatment

SI estimate

5.9/10

How has it treated the people who own it?

SI estimate 5.9/10, confidence 20 of 100 (family median).

weight 22% of this tense · 50th percentile among 88 sector filers · read for its shareholders

SI estimate Inferred, not read as filed

Why it is an estimate: Fewer than two of the parts can be read: the share count over the years, and the cash returned against a positive operating cash flow or net income, so the desk assumes the typical reading of its industry family, the median of 88 members with one.
What the record cannot read: Fewer than two of the parts can be read: the share count over the years, and the cash returned against a positive operating cash flow or net income.
How it was reasoned: family median, 88 readings behind it.
Confidence: 20 of 100
What would change it: Its next annual report on file with the inputs replaces this estimate with the filed reading.

From the record

SI estimate, not a filed reading: Wolfspeed, Inc.'s shareholder treatment is put at 5.9 of 10 with a confidence of 20 of 100, because fewer than two of the parts can be read: the share count over the years, and the cash returned against a positive operating cash flow or net income, so the desk assumes the typical reading of its industry family, the median of 88 members with one. Its next annual report on file with the inputs replaces this estimate with the filed reading.

● Present

What are they doing right now?

3.9/1040% of the headline grade · 2 of 3 filed, 1 estimated

Financial health

SI estimate

4.9/10

Is it financially healthy right now?

SI estimate 4.9/10, confidence 20 of 100 (family median).

weight 45% of this tense · 50th percentile among 97 sector filers · read for itself

SI estimate Inferred, not read as filed

Why it is an estimate: Fewer than two of the four checks can be read, so the desk assumes the typical reading of its industry family, the median of 97 members with one.
What the record cannot read: Fewer than two of the four checks can be read.
How it was reasoned: family median, 97 readings behind it.
Confidence: 20 of 100
What would change it: Its next annual report on file with the inputs replaces this estimate with the filed reading.

From the record

SI estimate, not a filed reading: Wolfspeed, Inc.'s financial health is put at 4.9 of 10 with a confidence of 20 of 100, because fewer than two of the four checks can be read, so the desk assumes the typical reading of its industry family, the median of 97 members with one. Its next annual report on file with the inputs replaces this estimate with the filed reading.

The desk's reading

The statements confirm the distress the filings announced.

Industry position

as filed

4.2/10

How strong is its position in its industry?

bottom 42% of 97 in its family; net margin -212.4%.

weight 33% of this tense · 42nd percentile among 97 sector filers · read for its customers

From the record

Wolfspeed, Inc.'s standing among 97 graded names in its industry family: revenue of $758 million in fiscal 2025 ranks in the bottom 49% by size; a net margin of -212.4% ranks in the bottom 10%; revenue growth of 9.8% a year over the last 3 filed years ranks in the top 35% (its annual reports).

What it rests on

revenue against the family$758Mbottom 49% of its family
net margin-212.4%bottom 10% of its family
three-year revenue growth9.8%top 35% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Leadership

as filed

1.5/10

What are the people in charge doing?

bottom 15% of 67 in its family for leadership; chief executive since 2025.

weight 22% of this tense · 15th percentile among 67 sector filers · read for its shareholders

From the record

Wolfspeed, Inc.'s leadership, from its insiders' filings and its current reports: the chief executive on the record is Feurle, Robert A. (CEO and Director, as filed), filing under that title since 2025-05-08, 1.5 years (bottom 27% of its family); most of the 12 officers and directors filing now have filed since the record of its people begins (2025-09-09), a floor of 1.1 years the record cannot see past, so that part is not read; 17 officer or director changes were reported on Form 8-K since 2023-11-13, against the 12 people in charge now (bottom 3%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

What it rests on

officer and director changes on Form 8-K, against the people in charge17 in three years among 12 peoplebottom 3% of its family
the chief executive's years on the record1.5 yearsbottom 27% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

▶ Future

What are they set up to do next?

2.2/1030% of the headline grade · 2 of 3 filed, 1 estimated

Room to expand

SI estimate

0.1/10

How much room does it have to grow?

SI estimate 0.1/10, confidence 35 of 100 (one part).

weight 45% of this tense · 2nd percentile among 97 sector filers · read for itself

SI estimate Inferred, not read as filed

Why it is an estimate: Read from one part only, cash less debt against assets, which ranks in the bottom 2% of 97 in its family; the record does not carry two of the four parts: cash less debt against assets, cash from operations less capital spending against revenue, gross margin, research against revenue.
What the record cannot read: The record does not carry two of the four parts: cash less debt against assets, cash from operations less capital spending against revenue, gross margin, research against revenue.
How it was reasoned: one part: cash less debt against assets, the one part on file, ranked among 97 in its family.
Confidence: 35 of 100
What would change it: A filing that carries the missing parts replaces this estimate with the filed reading.

From the record

SI estimate, not a filed reading: Wolfspeed, Inc.'s room to expand is put at 0.1 of 10 with a confidence of 35 of 100, because read from one part only, cash less debt against assets, which ranks in the bottom 2% of 97 in its family; the record does not carry two of the four parts: cash less debt against assets, cash from operations less capital spending against revenue, gross margin, research against revenue. A filing that carries the missing parts replaces this estimate with the filed reading.

Growth drivers

as filed

5.9/10

What could actually drive growth from here?

top 41% of 93 in its family for growth drivers.

weight 33% of this tense · 59th percentile among 93 sector filers · read for its customers

From the record

Wolfspeed, Inc.'s growth drivers, from the filed years to fiscal 2025: revenue grew 9.8% a year over the last three filed years against 5.9% over all 7, speeding up (top 19% of its family); the newest year grew -6.2% (bottom 19%); research spending grew 7.1% a year (top 42%); capital spending grew 25.8% a year (top 22%) (its annual reports). Wolfspeed, Inc. tags no split of its revenue by line in the annual report on file, so growth by line cannot be read here; research and capital spending are on the trend.

What it rests on

three-year growth against the whole span+3.9 points a yeartop 19% of its family
the newest year's revenue growth-6.2%bottom 19% of its family
three-year growth of research spending7.1%top 42% of its family
three-year growth of capital spending25.8%top 22% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Expectations vs reality

as filed

0.7/10

Did its newest year beat what its own record pointed to?

bottom 7% of 88 in its family for expectations against reality.

weight 22% of this tense · 7th percentile among 88 sector filers · read for its shareholders

From the record

Wolfspeed, Inc.'s newest year against its own record: revenue of $758 million in fiscal 2025 came in 20.9% below the $958 million its prior three years' pace pointed to (bottom 9% of its family); net income of $1.6 billion against a prior three-year average of $465 million (bottom 9%); a net margin of a loss larger than its revenue against -61.9% before (bottom 5%) (its annual reports).

What it rests on

revenue against the prior three years' pace-20.9%bottom 9% of its family
net income against the prior three years' average-246%bottom 9% of its family
net margin against its prior averagedown more than 100 pointsbottom 5% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

The grade is the company against its own industry, from its filings. It is not a view on the share price. How the grade is made

SI Assistanton WOLF · research, not advice