Wolfspeed Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
Analyst Coverage
1analyst covering
FY Revenue (est.)
$788.9Mnext fiscal year
FY EPS (est.)
-$5.64next fiscal year
Monitoring Framework
Key Performance Indicators
Mohawk Valley Fab Capacity Utilization Quarterly2,250.0%Target: 60-70%
AI Data Center Revenue Growth (Sequential) Quarterly3,000.0%Target: Continued sequential expansion
Non-GAAP Gross Margin Quarterly-2,100.0%Target: Positive gross margin by FY2029
Watch Items
- Mohawk Valley Fab production ramp and equipment qualificationTrigger: Utilization falling below 20% or delayed qualification schedulesAction: Reassess capital expenditure plans and adjust revenue projections
- Automotive market softness and EV design-win conversionTrigger: Cancellation or material delay of major OEM programs (e.g., Toyota, GM)Action: Pivot sales focus toward industrial, renewable energy, and AI data center applications
- Liquidity and cash burn rateTrigger: Free cash flow deficit exceeding $150 million per quarterAction: Evaluate additional non-dilutive financing options or further CapEx reductions
Research as of 19 Jun 2026