MACOM Technology vs Wolfspeed Inc — how do they compare? MACOM Technology trades at $283.02 (market cap $20.99B), while Wolfspeed Inc trades at $27 (market cap $1.50B). The key difference: MACOM Technology is far larger — about 14× Wolfspeed Inc's market cap, and MACOM Technology is trading nearer its 52-week high, Wolfspeed Inc nearer its low. Which is the better fit depends on your goals.
| MTSI | WOLF | |
|---|---|---|
Market Cap | $20.99B | $1.50B |
Sector | Technology | Technology |
52-Week High | $409.68 | $73.68 |
52-Week Low | $122.18 | $1.21 |
Enterprise Value | $20.70B | $2.21B |
Signals from Pluang's Aura AI — not financial advice
No Aura AI signal available yet.
Wolfspeed (WOLF) trades at $28.88, up 1.87% today, with a bullish technical signal and mixed analyst sentiment. The stock faces fundamental challenges, including a negative gross margin of -16.05% and a net loss of $1.61 billion in 2025, though 2026 projections show potential profitability. Recent news highlights an ongoing law firm investigation and AI data center growth, creating volatility amid operational hurdles.
Outlook: WOLF offers high-risk exposure to AI-driven power semiconductor demand, but investors must weigh negative margins and legal scrutiny against bullish technicals and a $27.50 consensus target. Key risks include revenue shortfalls and balance sheet strain, requiring caution despite optimistic long-term catalysts.
Trailing returns across standard periods
MACOM develops analog, radio frequency, microwave, and optical semiconductors. Its components are used in telecommunications, data centers, industrial systems, aerospace, and defense applications.
Read more on MTSI →Wolfspeed is the global leader in wide bandgap semiconductors, specializing in silicon carbide (SiC) and gallium nitride (GaN) materials and devices. It operates a vertically integrated model, controlling the entire process from raw material substrate production to advanced power modules, serving as a critical infrastructure provider for electric vehicles (EVs), renewable energy, and AI data centers.
Read more on WOLF →