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Moby summary of Wolfspeed, Inc.'s Q4 2026 earnings call

Wolfspeed (NYSE:WOLF) shares fell sharply in premarket trading on Thursday after the semiconductor manufacturer delivered significantly weaker-than-expected fiscal fourth-quarter results, extending the selloff that began following Wednesday evening’s earnings announcement. The stock dropped 10.

Wolfspeed Inc (WOLF) reports $150 million in Q4 revenue with AI data center growth surging over 100% year-over-year, while management outlines key milestones for gross margin recovery.

The silicon carbide maker reported a wider-than-expected loss and expects next-quarter sales to remain broadly flat at $140 million to $160 million.

Wolfspeed (NYSE:WOLF) reported fourth-quarter fiscal 2026 revenue of $150 million, landing at the midpoint of its guidance range, as growth in artificial intelligence data-center applications helped offset softer automotive demand. Chief Executive Officer Robert Feurle said the company has continue

In addition to meeting analyst expectations for fourth quarter revenue, it also beat on earnings per share.

Retail earnings are set to offer a check of consumer health this week as the second quarter earnings season winds down.

Navitas Semiconductor (NASDAQ:NVTS) reported second-quarter 2026 revenue of $10.5 million, up 22% sequentially from $8.6 million in the first quarter, as growth in higher-power markets offset the company’s continued exit from mobile and low-end consumer applications. President and CEO Chris Allexan

GE Aerospace (NYSE:GE) reported double-digit growth across key second-quarter 2026 metrics and raised its full-year outlook, citing strong commercial services demand, improved operating execution and a backlog that management said provides visibility into the rest of the year. Chairman and CEO Larr

Vicor unexpectedly raises its second-quarter revenue guidance in yet another positive signal for the power chip industry.

Wolfspeed (WOLF) is back in focus after third quarter 2026 results highlighted continued losses along with a reshaped balance sheet, new silicon carbide product milestones, fresh leadership and revenue guidance for the coming quarter. See our latest analysis for Wolfspeed. That backdrop of restructuring and new product milestones has coincided with a powerful rebound in the stock, with the year to date share price return of 146.17% and a 90 day share price return of 194.94% pointing to...

Moby summary of Wolfspeed, Inc.'s Q3 2026 earnings call

Robert Feurle: Thank you, and good afternoon, everyone. As we move forward, we remain focused on three key strategic priorities: advancing technology leadership, demonstrating strict financial discipline, and driving operational excellence.