Latest news with #siliconcarbide
Yahoo
7 days ago
- Business
- Yahoo
Wolfspeed Soared Today -- Is the Stock a Buy?
Key Points Wolfspeed stock jumped in a daily session that saw big positive momentum for semiconductor stocks. The silicon-carbide specialist's volatile stock may have gotten a boost from some big news regarding Nvidia, but its outlook is risky for investors. Wolfspeed is going through a bankruptcy and restructuring process, and investors should be very careful with the stock right now. 10 stocks we like better than Wolfspeed › Wolfspeed (NYSE: WOLF) stock posted substantial gains in Tuesday's trading. There wasn't any new, business-specific news pushing the silicon-carbide specialist's valuation higher, but its share price gained 8.4% today thanks to speculative momentum, chip industry news, and investors gambling on the company's bankruptcy proceedings. The stock had been up as much as 22.9% early in the day's trading. Wolfspeed announced at the end of June that it had submitted filings for restructuring under a Chapter 11 bankruptcy. Despite a very risky outlook for the company's stock, its share price is up 273% since its bankruptcy announcement. Is Wolfspeed stock a buy? Wolfspeed stock has been incredibly volatile in recent trading, and it's been prone to large moves on little or no business-specific news. Tech stocks saw bullish momentum today after Nvidia announced that it had received assurances that the U.S. government would greenlight licensing approval needed to sell the company's H20 processors in China. Gains for Nvidia and other AI chip stocks following news about licensing approval for the H20 processors don't suggest any meaningful shift in Wolfspeed's prospects as an investment. Wolfspeed is a company that's in the early stages of moving through bankruptcy proceedings. Companies that are starting bankruptcy procedures can sometimes see huge valuation moves even in the absence of relevant developments, but the likely outcome is generally unfavorable for investors trying to make ultra-short-term plays at this stage. Wolfspeed's bankruptcy and restructuring makes it likely that the stock will be delisted from the New York Stock Exchange, and investors who hold on to shares through the restructuring process will receive only between 3% and 5% of the value of the new company. With these risks in mind, Wolfspeed stock is too shaky to be a good investment right now. Should you buy stock in Wolfspeed right now? Before you buy stock in Wolfspeed, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Wolfspeed wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $680,559!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,005,670!* Now, it's worth noting Stock Advisor's total average return is 1,053% — a market-crushing outperformance compared to 180% for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of July 15, 2025 Keith Noonan has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Wolfspeed. The Motley Fool has a disclosure policy. Wolfspeed Soared Today -- Is the Stock a Buy? was originally published by The Motley Fool
Yahoo
16-07-2025
- Business
- Yahoo
Wolfspeed (WOLF) Refreshing Management Team to Revitalize Growth
Wolfspeed, Inc. (NYSE:WOLF) is one of the best green energy penny stocks to buy right now. On July 7, the company confirmed the appointment of Gregor van Issum as Chief Financial Officer, effective September 1, 2025. A fleet of electric light vehicles recharging their batteries in a parking lot. The appointment comes at a time when the company is facing significant financial challenges. Nevertheless, Van Issum will join with over 20 years of experience in the semiconductor industry and is expected to play a role in revitalizing the company's fortunes. 'My priority will be providing Wolfspeed's investors with transparency and clarity, especially during this transformative period,' van Issum said. The appointment coincides with the addition of Dr. David Emerson, who took over as Chief Operating Officer in May. Wolfspeed is increasingly refreshing and bolstering its management team as it looks to unlock new growth opportunities. Wolfspeed, Inc. (NYSE:WOLF) is a semiconductor company that specializes in silicon carbide technologies used in various applications, including power modules and discrete power devices. Its products are used in multiple applications, including electric vehicles and renewable energy. While we acknowledge the potential of WOLF as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 10 Most Popular AI Penny Stocks to Buy According to Billionaires and 10 Best Defensive Stocks to Buy in a Volatile Market. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
Yahoo
14-07-2025
- Business
- Yahoo
Wolfspeed (WOLF) Refreshing Management Team to Revitalize Growth
Wolfspeed, Inc. (NYSE:WOLF) is one of the best green energy penny stocks to buy right now. On July 7, the company confirmed the appointment of Gregor van Issum as Chief Financial Officer, effective September 1, 2025. A fleet of electric light vehicles recharging their batteries in a parking lot. The appointment comes at a time when the company is facing significant financial challenges. Nevertheless, Van Issum will join with over 20 years of experience in the semiconductor industry and is expected to play a role in revitalizing the company's fortunes. 'My priority will be providing Wolfspeed's investors with transparency and clarity, especially during this transformative period,' van Issum said. The appointment coincides with the addition of Dr. David Emerson, who took over as Chief Operating Officer in May. Wolfspeed is increasingly refreshing and bolstering its management team as it looks to unlock new growth opportunities. Wolfspeed, Inc. (NYSE:WOLF) is a semiconductor company that specializes in silicon carbide technologies used in various applications, including power modules and discrete power devices. Its products are used in multiple applications, including electric vehicles and renewable energy. While we acknowledge the potential of WOLF as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 10 Most Popular AI Penny Stocks to Buy According to Billionaires and 10 Best Defensive Stocks to Buy in a Volatile Market. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
Yahoo
12-07-2025
- Automotive
- Yahoo
Here's Why Aehr Test Systems Stock Had a Wild Ride in the First Half of 2025
Aehr's traditional end markets are suffering from a slowdown in electric vehicle investment. The company has successfully opened up new markets that could potentially be far larger than its core silicon carbide end market. 10 stocks we like better than Aehr Test Systems › Shares in Aehr Test Systems (NASDAQ: AEHR) slumped by 22.2% in the first half of 2025, according to data provided by S&P Global Market Intelligence. That figure may surprise investors, not least because it's a long, long way from telling the whole story of a stock that declined 56% in the first three months of 2025 only to rise 77.4% in the last three months of the half-year. The fall and rise of the stock mirrors the narrative around it and its end markets. The company recently reported its full-year financial 2025 earnings. For the sake of clarity, its financial year ends on May 30. Going back to focusing on the first six months of the calendar year, Aehr started the year with most investors thinking of it as a company focused on the silicon carbide (SiC) wafer-level burn-in (WLBI) market, and with good reason, because the SiC WLBI market accounted for 90% of its sales in its financial year 2024. ON Semiconductor (NASDAQ: ON) has previously been named as a significant customer, and its sales slowdown has mirrored a broader slowdown in the SiC market, principally in the electric vehicle (EV) market. A combination of an ongoing relatively high interest rate and a correction from a previous boom in EV spending meant Aehr couldn't rely on the SiC WLBI market for growth in its financial 2025. Indeed, CEO Gayn Erickson recently outlined that SiC WLBI "made up less than 40% of our revenue this fiscal '25." As such, the story of Aehr's first three months was disappointing, as its EV end market for SiC WLBI equipment continued to weaken. The significant turnaround in the stock's fortunes in 2025 occurred in the third-quarter earnings report in April, when management announced it was expanding into new markets and was on track to generate 35% of its revenue (later confirmed) from the artificial intelligence (AI) processor burn-in market. In addition, management said it had "four customers representing over 10% of revenue, and three of these are new markets," including WLBI of gallium nitride (GaN) semiconductor supply to the automotive market. Furthermore, on the fourth-quarter earnings release, Erickson said it had secured "a major hyperscaler" as a first production AI customer in the packaged part burn-in (PPBI) market. While Aehr isn't naming these significant customers, a slide deck of its customers includes names like Microsoft, Alphabet's Google, Nvidia, ON Semiconductor, and Infineon, among many others. Management believes its AI end markets are potentially 3 to 5 times larger than its traditional SiC markets, and that optimism is fueling the current stock price strength. Before you buy stock in Aehr Test Systems, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Aehr Test Systems wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $671,477!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,010,880!* Now, it's worth noting Stock Advisor's total average return is 1,047% — a market-crushing outperformance compared to 180% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of July 7, 2025 Suzanne Frey, an executive at Alphabet, is a member of The Motley Fool's board of directors. Lee Samaha has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Alphabet, Microsoft, and Nvidia. The Motley Fool recommends ON Semiconductor and recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy. Here's Why Aehr Test Systems Stock Had a Wild Ride in the First Half of 2025 was originally published by The Motley Fool
Forbes
08-07-2025
- Business
- Forbes
WOLF Stock To $20?
The Wolfspeed, Inc. logo appears on a smartphone screen in this illustration photo in Reno, United ... More States, on January 3, 2025. (Photo Illustration by Jaque Silva/NurPhoto via Getty Images) While Wolfspeed faces severe financial challenges, recent developments suggest a potential turnaround story that could deliver exceptional returns for risk-tolerant investors willing to bet on the company's survival and recovery. The appointment of Gregor van Issum as CFO sparked immediate investor confidence, driving the stock price up 2x following the announcement. Van Issum brings substantial semiconductor industry experience from his previous roles at ams-OSRAM and NXP, two respected players in the sector. His track record suggests he understands the complexities of semiconductor operations and financial management. Now, the Chapter 11 bankruptcy process has already delivered significant improvements to Wolfspeed's financial structure. The company expects to eliminate nearly $4.6 billion in debt (70% reduction) and cut annual interest payments by 60%, dramatically improving its cost structure and cash flow dynamics. Wolfspeed operates in the silicon carbide semiconductor space, which offers superior energy efficiency compared to traditional silicon chips. This technology is increasingly critical for electric vehicle applications, positioning the company in a high-growth market segment. However, if you seek an upside with a smoother experience than a single stock, you might explore the High Quality portfolio, which has outperformed the S&P 500, garnering >91% returns since its inception. Additionally, check out – MSFT Stock To $1,000? The Bull Case: Massive Upside Potential If Wolfspeed successfully navigates its financial restructuring and executes its turnaround plan, the upside potential is substantial: Key Risks That Could Derail the Turnaround Investment Verdict The Wolfspeed turnaround story represents a classic high-risk, high-reward investment scenario. While the potential upside is substantial if the company successfully executes its restructuring and capitalizes on the growing silicon carbide market, the probability of success remains uncertain given the company's operational challenges and competitive pressures. Investors considering this opportunity should view it as a speculative position suitable only for those who can absorb complete loss while recognizing that successful turnarounds in distressed technology companies can generate exceptional returns for those willing to accept the substantial risks involved. Now, we apply a risk assessment framework while constructing Trefis High Quality (HQ) Portfolio which, with a collection of 30 stocks, has a track record of comfortably outperforming the S&P 500 over the last 4-year period. Why is that? As a group, HQ Portfolio stocks provided better returns with less risk versus the benchmark index; less of a roller-coaster ride as evident in HQ Portfolio performance metrics.
