Wolfspeed Faces Investor Skepticism Despite Operational Gains and EPS Surprise
7 months ago
LongYield
"WOLF (earnings update): Q3 2025 rev $185.4M (+2.2% QoQ, -7.6% YoY), EPS -$0.72 (beat est). FCF -$168M with $1.3B cash, $3.47B debt. Restructuring for $200M annual savings, targeting positive FCF in 2026. Mohawk Valley facility ramping to 200mm wafers. Risks: debt negotiations, Chinese competition, slower EV adoption. Stock -11% on weak 2026 guidance."
Sentiment
neutral
Conviction
Medium
Tier
Trade Call
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Episode Information
Episode:
Wolfspeed Faces Investor Skepticism Despite Operational Gains and EPS Surprise
Source:
LongYield
Published:
May 10, 2025
Idea Type:
Stock Idea