营收情况 - 第三季度财报显示，Wolfspeed的营收约为2.01亿美元，较去年同期的1.93亿美元增长[2] - Mohawk Valley Fab贡献约2800万美元营收，较上一季度增长超过2倍[2] - 电源器件设计收入达到28亿美元[2] 财务表现 - 非GAAP毛利率为15%，较去年同期的34%下降[2] - Wolfspeed CEO表示，Mohawk Valley Fab在第三季度实现了显著的运营里程碑，4月份的晶圆启动利用率超过16%，对于2024年6月实现20%的利用率目标充满信心[3] - Wolfspeed预计2024财年第四季度的营收范围为1.85亿至2.15亿美元[3] - 预计2024财年第四季度的非GAAP净亏损范围为9100万至1.09亿美元[4] 资产和现金流 - 2024年3月31日，WOLFSPEED, INC.的总资产为7696.2亿美元，较2023年6月25日的6586.7亿美元有所增长[22] - 2024年3月31日至2023年3月26日的九个月内，WOLFSPEED, INC.的经营活动现金流为负486.1亿美元，较去年同期的负90.7亿美元有所增加[23] 非GAAP财务指标 - 公司使用非GAAP财务表现指标，包括非GAAP毛利率、非GAAP营业（亏损）收入、非GAAP非营业收入（费用）、净（亏损）收入、非GAAP摊薄（亏损）每股收益、EBITDA、调整后的EBITDA和自由现金流[24] - 非GAAP财务指标不代表或替代按照GAAP准则编制的指标，可能与其他公司使用的非GAAP指标不同[26] - 公司认为非GAAP指标与相应的GAAP指标一起展示，有助于增强投资者和管理层对公司当前财务表现和未来前景的整体理解[27] - 公司的管理在内部预算过程中使用不包括特定项目和相关所得税影响的财务报表，同时使用非GAAP指标审查公司的财务结果[28] - 公司从适用时的一个或多个非GAAP指标中排除以下项目：股权补偿费用、收购相关无形资产的摊销或减值、项目、转型和交易成本、裁员成本[29][30][31][32] - 公司排除与法律诉讼相关的损益、折扣和债务发行成本的摊销、股权投资的损益等项目，因为它们不反映公司的持续经营结果[33][34][35][36] - 公司还使用自由现金流作为运营绩效和流动性的衡量标准，以提供有关业务产生的现金量的有用信息[38]

Activist Commentary: Jana is a very experienced activist investor founded in 2001 by Barry Rosenstein. The firm made its name taking deeply researched activist positions with well-conceived plans for long term value. Rosenstein called his activist strategy "V cubed." The three "Vs" were" (i) Value: buying at the right price; (ii) Votes: knowing whether you have the votes before commencing a proxy fight; and (iii) Variety of ways to win: having more than one strategy to enhance value and exit an investment. ...

Wolfspeed股价表现 - Wolfspeed股价在最近一个交易日上涨了7.9%，收于23.94美元[1] - 股价通常不会在没有盈利预期修订趋势的情况下持续上涨，因此需要密切关注WOLF的未来走势[5] Wolfspeed发展前景 - Wolfspeed通过组合优化举措已发展成为纯硅碳化物供应商，预计在未来五年内将成为顶尖的硅碳化物器件供应商[2] Wolfspeed财务预测 - Wolfspeed预计在即将发布的季度报告中每股亏损0.64美元，预计收入为2.0149亿美元，同比下降11.9%[3]

Why Wolfspeed Stock Rallied 10% Today Bigc Studio / Shutterstock.com Wolfspeed (NYSE: WOLF) was one of the best performers on Wall Street today. The stock climbed as high as 10% to finally end the session just below $25 per share. While that’s still a far cry from its 52-week high of $70, Wolfspeed investors aren’t complaining after watching shares slashed in half year-to-date. The Durham, North Carolina-based company, whose silicon carbide technology is used in EVs around the world, is reportedly the tar ...

Jana Partners LLC.对Wolfspeed的投资行动 - Jana Partners LLC.持有半导体公司Wolfspeed的“重要”股份，并呼吁公司解决股东价值的“惊人侵蚀”，甚至包括出售[2] - Jana认为Wolfspeed具有显著的内在价值，但管理层在资本配置、执行和战略方面的失误导致股价下跌[3] - Wolfspeed的股价在Jana披露持股消息后上涨近9%，但仍比2021年的高点下跌超过70%[4] Jana Partners LLC.对Wolfspeed的建议 - Jana要求Wolfspeed董事会为位于Mohawk Valley和Siler City的两家芯片制造工厂设定并执行指标和关键里程碑，并确定未来支出的“明确资金路径”，包括CHIPS法案资金[5] - Jana建议Wolfspeed董事会“立即”开始对业务进行全面审查，包括出售。Jana引用了多家分析师的报告，强调了Wolfspeed通过其子公司线或整个业务的并购潜力[8] Wolfspeed公司背景介绍 - Wolfspeed（前身为Cree）是一家供应电子元件和半导体的公司，用于管理电力，通常用于汽车，还销售用于生产这些芯片的材料[7] Wolfspeed的业绩比较 - Jana指出，Wolfspeed的10年总股东回报率为-61%，而其自选同行群体的中位数TSR为331%[6]

Swing traders looking to grab a quick profit should turn their eyes toward semiconductor specialist Wolfspeed (NYSE:WOLF). Offering silicon carbide and other critical materials necessary to produce components for the radio frequency and power industries, WOLF stock essentially represents a stagehand investment: It’s not the headline act, but it keeps the show running.However, Wolfspeed is financially volatile. For example, in the second quarter of 2023, the company posted a loss per share of 42 cents. That ...

Wolfspeed Inc (NYSE:WOLF) stock is down 4.9% to trade at $26.38 at last check, after a downgrade from Wells Fargo to "equal weight" from "overweight," and a price-target cut to $30 from $55. The analyst in coverage noted weaker-than-expected demand for silicon carbide devices, higher supplies, and the company's lack of profitability.The security has struggled with a ceiling at the $30 level since February, while pressure from its 60-day moving average has been in place since January. While the shares manage ...

股价表现 - Wolfspeed (WOLF) 最新收盘价为 $26.08，较前一个交易日上涨了 +0.19% [1] - 过去一个月，这家节能照明制造商的股价下跌了 7.1%，表现不佳，落后于计算机和科技行业的涨幅 2.19% 和标普500指数的涨幅 3.27% [2] 财务预测 - 投资者对 Wolfspeed 即将发布的财报非常感兴趣，预计每股收益为 -$0.64，同比下降了 392.31%，预计营收为 $201.49 百万美元，同比下降了 11.9% [3] - 根据 Zacks Consensus Estimates，整个财年预计每股亏损 -$2.35，营收为 $837.95 百万美元，较去年同期分别下降了 -62.07% 和 -9.11% [4] 分析师评级 - 最近分析师对 Wolfspeed 的预测发生了变化，这些变化反映了短期业务趋势的变化，积极的预测修订反映了分析师对公司业务和盈利能力的乐观态度 [5] - Zacks Rank 模型考虑了这些预测变化，并提供了可操作的评级系统，目前 Wolfspeed 的 Zacks Rank 为 3 (Hold) [7] 行业排名 - 半导体 - 离散行业属于计算机和科技行业，目前的 Zacks Industry Rank 为 198，位于所有 250+ 行业的后 22% [8] - Zacks Industry Rank 通过计算组内个股的平均 Zacks Rank 来评估各行业群体的实力，研究显示，排名前 50% 的行业的表现是后 50% 的两倍 [9]

The latest trading session saw Wolfspeed (WOLF) ending at $28.07, denoting a +0.32% adjustment from its last day's close. This move outpaced the S&P 500's daily loss of 0.11%. Elsewhere, the Dow gained 0.12%, while the tech-heavy Nasdaq lost 0.41%.Shares of the maker of energy-efficient lighting witnessed a loss of 3.58% over the previous month, trailing the performance of the Computer and Technology sector with its gain of 1.42% and the S&P 500's gain of 2.7%.The upcoming earnings release of Wolfspeed will ...

Wolfspeed signs first apprentice for Registered Apprenticeship Program to support workforce development for its Mohawk Valley Fab HANOVER, Md., March 4, 2024 /PRNewswire/ -- Today the National Institute for Innovation and Technology and the United States Department of Labor (USDOL) applauded U.S. semiconductor manufacturing company Wolfspeed for the establishment of its New York Registered Apprenticeship Program (RAP). As the nation's leader in semiconductor talent pipeline development, the Institute serves ...