Wolfspeed (WOLF) Stock Forecast and Price Target (2026)

Last updated October 2026

Short answer

There is no meaningful price-target consensus for Wolfspeed (WOLF): too few analysts publish a target on it for an average to mean anything. That is normal for smaller and newer companies and says nothing about the business. What does exist is an earnings forecast. For the fiscal year ending Jun 2027, the 3 analysts publishing estimates on WOLF expect earnings of -$7.51 per share and revenue of $764 million (+15%). The full quarter and fiscal-year estimates are below, with the drivers and risks that decide whether they are met. Walnut is not an investment adviser.

Why WOLF has no consensus price target

Sell-side coverage follows trading volume and banking relationships, so smaller companies, recent listings, and names outside the major indices often carry little or none. That is the situation with WOLF. It says nothing about the quality of the business, but it does mean there is no informed average to anchor to, and that any single target you find elsewhere is one analyst's model rather than a consensus.

Because the company emerged from Chapter 11 in late 2025 with an entirely new capital structure and remains loss-making, earnings multiples are not meaningful; at about 2 times sales and 1.4 times book value in October 2026, the market is pricing the odds and timing of a successful SiC ramp. The conditional Department of Defense loan and the expanded Infineon wafer agreement improve the funding and demand picture on paper, while revenue guidance near $150 million a quarter shows the recovery has not yet arrived. Only two analysts in Yahoo Finance's data cover the stock, with an average target near $27.50. Figures are approximate; verify live numbers before acting.

WOLF earnings and revenue forecast

For the fiscal year ending Jun 2027, the 3 analysts publishing estimates on WOLF expect earnings of -$7.51 per share and revenue of $764 million (+15%).

PeriodEPS estimateEPS growthRevenue estimateRevenue growth
Quarter ending Sep 2026
next quarter to report, 2 analysts
-$1.99
-$2.20 to -$1.77
n/a$150 million-24%
Quarter ending Dec 2026
the quarter after, 2 analysts
-$1.93
-$2.12 to -$1.73
n/a$153.6 million
$153 million to $154.1 million
-8.9%
Fiscal year ending Jun 2027
fiscal year next to report, 3 analysts
-$7.51
-$8.30 to -$6.73
n/a$764 million
$641 million to $1 billion
+15%
Fiscal year ending Jun 2028
the fiscal year after, 2 analysts
-$5.83
-$6.64 to -$5.02
n/a$795.1 million
$791 million to $799.2 million
+4.1%

Consensus estimates for WOLF published by sell-side analysts, as of October 2026, from Yahoo Finance. Each figure is the average of the analysts counted, with the lowest and highest estimate beneath it; growth compares with the same period a year earlier and is left blank where either figure is a loss. Estimates change constantly. Walnut is not an investment adviser.

Estimates are the most widely published forecast there is: many more analysts model a company's earnings than publish a price target on it. They are also revised constantly, and the direction of those revisions into a report is often more informative than the level. Wolfspeed next reports on November 4, 2026, which is when these figures get tested against actual results.

Is there a 2030 forecast for WOLF?

Not a published one. Analyst price targets run to about twelve months, occasionally two years, and the firms covering WOLF do not put out a 2030 number. Anything presenting one is extrapolating a growth rate rather than reporting research, and a figure produced that way tells you about the assumption chosen, not about the company.

What can be said over a long horizon is what the current price already assumes about the business, which is a question the filings answer and a forecast cannot.

That is the more useful frame for a ten-year question. A share price is the market’s estimate of future cash flows discounted to today, so the multiple is already a statement about growth. The long-horizon question is whether Wolfspeed can deliver what is priced in, and what would have to change for that to break. Both are answerable from the drivers and risks below. A number for 2030 is not.

What could move WOLF from here

In short: the drivers cited most often are Silicon carbide adoption in electrification, Mohawk Valley fab ramp, Repaired balance sheet and lower interest cost. The risk cited most often against it is the overriding context is that WOLF is a post-bankruptcy equity: legacy shareholders were nearly wiped out, and today's holders sit behind a company that still needs to prove it can grow revenue and reach sustained profitability.

Both sides are worked through properly, with the high and low targets used as the bull and bear anchors, on the WOLF is it a buy page. This page deliberately stops at the numbers.

Investing in Wolfspeed with AI

Connect the broker you already use and ask Walnut's AI how WOLF fits what you actually hold: whether you own it already through a fund, what it would do to your concentration, and how it has tracked the S&P 500. Read-only by default, and you approve anything before it reaches your broker.

FAQ

What is the price target for Wolfspeed (WOLF)?

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There is no meaningful consensus price target for WOLF, because too few analysts publish on it. That is common for smaller and newer companies. Where only one or two analysts cover a stock, an "average target" is really one person's model, so we do not print a number that would imply more agreement than exists. Check your broker's research tab for whatever individual coverage exists.

Is there an analyst forecast for WOLF?

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For earnings, yes; for the share price, not a meaningful one. For the fiscal year ending Jun 2027, the 3 analysts publishing estimates on WOLF expect earnings of -$7.51 per share and revenue of $764 million (+15%). Fewer analysts publish a price target on WOLF than publish earnings estimates, which is common for smaller and newer companies, and a lack of target coverage says nothing about the business itself.

What are analysts' earnings estimates for Wolfspeed (WOLF)?

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For the fiscal year ending Jun 2027, the 3 analysts publishing estimates on WOLF expect earnings of -$7.51 per share and revenue of $764 million (+15%). For the fiscal year ending Jun 2028, the consensus is -$5.83 per share. These are consensus estimates as of October 2026, the average of what the covering analysts publish, and they are revised constantly, especially around each earnings report. They describe expectations, not results.

When does WOLF report earnings next?

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Wolfspeed's next earnings report is scheduled for November 4, 2026. The report is when the estimates on this page get tested against actual results, which is why targets and estimates tend to move most in the days after it.

What could move WOLF?

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The drivers and the risks are laid out on this page and in more depth on the WOLF "is it a buy" page. Without analyst estimates to anchor to, the honest framing is scenarios rather than a number.

Walnut is informational, not investment advice, and does not publish price targets of its own. The analyst figures on this page come from a October 2026 data pull of published third-party research, are approximate, and change constantly. Verify current figures with your broker before acting on them.

Guides that feature WOLF

WOLF is one of the names covered in these guides. Each one puts the stock next to its peers so you can see where it fits rather than judging it alone.

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