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AXT, Inc.
AXTI
NASDAQ·Technology·Semiconductors·Mkt cap $3.0B
$55.50
▼ -14.65%
View full research view
Our plain-language verdict, the thesis, risk factors, and what is changing about the business.
View research view52-Week Range
$1.85 - $143.16
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
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 1.8).
- Extreme premium - high expectations embedded
Growth
Turning profitable
5G and fiber optic infrastructure expansion driving indium phosphide demand
Value
Extreme premium - high expectations embedded
Momentum
Hot
+23.1% over 3m
Quality
Stable
Mixed 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: Jul 30, 2026
APR 30, 2026
Reported EPS of -$0.01 vs -$0.04 consensus (+75.0% surprise). Revenue of $26.9M vs $26.2M expected (+2.7%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Q2 26
+75.0%
Next: Jul 30, 2026
Revenue trend · last 8Q
—
—
—
—
-36%
+18%
-8%
+39%
Q2 24
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
$27.9M
$23.6M
$25.1M
$19.4M
$18.0M
$28.0M
$23.0M
$26.9M
Margins · last 8Q
Gross
29.6%
Operating
-5.9%
Profit
-6.0%
Wall Street consensus
2 analysts · 50% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
50%
Hold
50%
Sell
0%
Median Price Target
$91.50
▲ +64.9% vs $55.50
Latest: Northland · $125.00 · Jun 3, 2026
2 analysts covering
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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