{"id":358,"date":"2026-05-17T08:34:05","date_gmt":"2026-05-17T08:34:05","guid":{"rendered":"https:\/\/durhammovinghub.com\/?p=358"},"modified":"2026-05-17T08:34:05","modified_gmt":"2026-05-17T08:34:05","slug":"why-one-investment-report-has-fueled-wolfspeeds-recent-stock-market-rise","status":"publish","type":"post","link":"https:\/\/durhammovinghub.com\/?p=358","title":{"rendered":"Why one investment report has fueled Wolfspeed\u2019s recent stock market rise"},"content":{"rendered":"

The Wall Street tumble Wolfspeed took Friday (when its share price fell 11%) would have been par for the course this time last year. Over the first half of 2025, the Durham semiconductor supplier careened toward bankruptcy with a dwindling share price that eventually fell below $1. It was among the market\u2019s most heavily shorted stocks.<\/a><\/p>\n

Read more Jim Cramer has a stark message on the stock market for 2026.<\/a><\/p>\n

But in recent weeks, the newly restructured Wolfspeed has seen more double-digit gains<\/i> than dips. Its value has quadrupled since the start of April, vaulting from less than $15 a share to above $60. Few companies have risen more in 2026.<\/p>\n

\u201cWolfspeed, trading under ticker WOLF, just went from slow grind to rocket mode on the chart,\u201d the trading platform StocksToTrade wrote<\/a> in a May 14 post.<\/p>\n

What has driven Wolfspeed\u2019s market success? Some analysts credit this week\u2019s report<\/a> from Citrini Research, a buzzy investment research firm that heralded Wolfspeed as a \u201ccrouching tiger getting ready to reveal a dragon.\u201d<\/p>\n

In a bit of irony, Citrini reasoned the same force that pushed Wolfspeed to file for Chapter 11 bankruptcy last June \u2014 that it had overspent on factories to meet projected electric vehicle sales that never materialized \u2014 now positions the large North Carolina employer to serve the artificial intelligence boom.<\/p>\n

Before going bankrupt, Wolfspeed had accumulated billions of dollars in debt to build a chip fabrication plant in New York State\u2019s Mohawk Valley and a massive semiconductor materials plant near Siler City in western Chatham County. Its goal was to increase production of silicon carbide chips, a unique semiconductor that manages power in EVs.<\/p>\n

When electric vehicle sales lagged, Wolfspeed sought debt relief through the courts. It emerged from Chapter 11 in late September through an agreement that converted its creditors into new shareholders (its former shareholders got pennies on the dollar). Through it all, Wolfspeed reduced its Durham headcount and kept its Siler City materials factory almost entirely empty<\/a>.<\/p>\n

Now, Citrini argues the chipmaker wasn\u2019t off base to anticipate a need for more silicon carbide. It was just early \u2014 and it had the wrong end use. Compared to Wolfspeed powering EVs, the research firm is more bullish on the chipmaker supplying AI infrastructure in data centers. The company\u2019s aggressive build-out that seemed misguided a few years ago could soon prove lucrative.<\/p>\n

The capital expenditure \u201clooked (and was) value destructive in 2023,\u201d Citrini wrote. \u201cBy 2027, it will look like one of the most prescient infrastructure bets in the wide-bandgap industry.\u201d<\/p>\n

Read more Josh Duhamel and Wife Audra Mari Welcome Their 2nd Baby Together<\/a><\/p>\n

Citrini noted that steep financial barriers to building new chip fabrication plants should make Wolfspeed\u2019s existing New York State \u201cfab\u201d all the more essential. \u201cThe setup now, on the other side of bankruptcy, is perfect,\u201d the firm wrote.<\/p>\n

The Citrini report comes amid generally lower stock analysis on Wolfspeed. Multiple firms suspended their coverage of the company around the time it filed for Chapter 11. On Thursday, the financial data platform Barchart called<\/a> this dearth of coverage \u201ca major red flag\u201d when assessing the company.<\/p>\n

Electric vehicles remain Wolfspeed\u2019s biggest revenue segment, but the company continues to emphasize its pivot toward data centers. Wolfspeed listed 30% growth in data center applications as the top item<\/a> in its May 5 earnings press release, noting this represented \u201ca moderate but expanding part of the Company\u2019s business with meaningful long-term potential.\u201d<\/p>\n

CEO Robert Feurle told investors silicon carbide can be used across the data center ecosystem, from backup battery storage to cooling units to external transmission equipment. He also said his company could look to \u201credeploy\u201d the space left when Wolfspeed recently shuttered its 150-millimeter production facility in Durham.<\/p>\n

Wolfspeed declined to comment on its recent stock price movement to The News & Observer. Other power-semiconductor producers like ON Semiconductor and Infineon Technologies have benefited from dramatic share price jumps in 2026, too.<\/p>\n

For retail investors, Citrini\u2019s thesis reflects another opportunity to make money from the Durham chipmaker. But after riding the bankruptcy slide last year, navigating through short squeeze hype and conspiracy theories<\/a> to ultimately see their shares significantly diluted, some may be done betting on WOLF.<\/p>\n

In response to a recent YouTube video that suggested Wolfspeed shares could soar to $98, one Reddit user<\/a> in a group dedicated to the company wrote \u201chell no not falling for this again.\u201d<\/p>\n

Read more Duke softball splits second day of NCAA Tournament. How it responded vs. Marshall<\/a><\/p>\n

This story was originally published May 16, 2026 at 8:50 AM.<\/span><\/span><\/p>\n","protected":false},"excerpt":{"rendered":"

Wolfspeed share price soars post-bankruptcy as Durham, North Carolina, semiconductor chipmaker pivots to data centers and has sites in Siler City and NY State.<\/p>\n","protected":false},"author":1,"featured_media":356,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[],"class_list":["post-358","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-read-todays-edition"],"yoast_head":"\nWhy one investment report has fueled Wolfspeed\u2019s recent stock market rise - Durham Moving Hub<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/durhammovinghub.com\/?p=358\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Why one investment report has fueled Wolfspeed\u2019s recent stock market rise - 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