STMicroelectronics NV vs Wolfspeed Inc — how do they compare? STMicroelectronics NV trades at $52.09 (market cap $46.67B), while Wolfspeed Inc trades at $27.3 (market cap $1.50B). The key difference: STMicroelectronics NV is far larger — about 31.1× Wolfspeed Inc's market cap, and STMicroelectronics NV pays a 0.69% dividend while Wolfspeed Inc pays none. Which is the better fit depends on your goals.
| STM | WOLF | |
|---|---|---|
Market Cap | $46.67B | $1.50B |
Sector | Financials | Technology |
52-Week High | $79.91 | $73.68 |
52-Week Low | $21.20 | $1.21 |
Enterprise Value | $44.19B | $2.21B |
Dividend Yield | 0.69% | — |
Signals from Pluang's Aura AI — not financial advice
STM trades at $51.97, down 0.52% today, with a bullish technical outlook supported by moving averages and key support at $52. The company shows mixed fundamentals with a high P/E of 98.84 but strong cash flow generation of $555M in 2025. Recent news highlights AI datacenter revenue targets exceeding $2B by 2027, positioning STM for growth in industrial automation and edge AI markets.
STM faces near-term margin pressures with negative net income margin but offers significant upside to the $71.83 analyst consensus target. Key risks include execution on AI growth targets and semiconductor cycle volatility. The bullish analyst consensus (52% buy ratings) suggests confidence in the company's strategic positioning despite current profitability challenges.
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
Latest headlines on both assets
A merger between Italian firm SGS Microelettronica and the nonmilitary business of Thomson Semiconductors in France formed STMicroelectronics in 1987. STMicro is a leader in a variety of semiconductor products, including analog chips, discrete power semiconductors, microcontrollers, and sensors. STMicro is an especially prominent chip supplier into the industrial and automotive industries.
Read more on STM →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 →