AXT, Inc.
AXTI
NASDAQ·Technology·Semiconductors·Mkt cap $3.1B
$61.64
▲ +9.68%
P/E
—
Mkt Cap
$3.1B
52-Wk Range
$3.02–$143.16
52-Week Range
$3.02 - $143.16
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Up 1882.0% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
4 reasons
- Proprietary vertical gradient freeze technology for superior substrate quality
- High barriers to entry requiring specialized materials science expertise
- Diversified product portfolio serving multiple high-growth end markets
- Established direct sales channels and partnerships in key geographic regions
Bear Case
2 risks
- Above-average volatility (beta 1.9).
- Significant premium - growth priced in
Growth
Strong growth ahead
5G and fiber optic infrastructure expansion driving indium phosphide demand
Value
Significant premium - growth priced in
Momentum
Falling
-32.1% over 3m
Quality
Stable
Strong fundamentals
Dividend
None
No dividend
Smart-money signal
Who's buying AXTI right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Oct 29, 2026
JUL 30, 2026
Reported EPS of $0.19 vs $0.07 consensus (+164.0% surprise). Revenue of $47.6M vs $34.1M expected (+39.6%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+164.0%
Revenue trend · last 8Q
—
—
—
-36%
+18%
-8%
+39%
+165%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$23.6M
$25.1M
$19.4M
$18.0M
$28.0M
$23.0M
$26.9M
$47.6M
Margins · last 8Q
Gross
44.9%
Operating
21.9%
Profit
23.4%
Wall Street consensus
3 analysts · 67% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
67%
Hold
33%
Sell
0%
Median Price Target
—
Latest: Needham · Jul 31, 2026
vs Industry
How AXTI stacks vs Semiconductors
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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