AXT Inc (AXTI)

Currency in USD
60.880
-3.500(-5.44%)
Closed·
57.520-3.360(-5.52%)
·
Unusual Pre-Market activity
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Fair Value
Day's Range
58.32063.550
52 wk Range
7.800143.160
Key Statistics
Prev. Close
60.88
Open
61.315
Day's Range
58.32-63.55
52 wk Range
7.8-143.16
Volume
13.1M
Average Volume (3m)
10.36M
1-Year Change
731.694%
Book Value / Share
13.85
Fair Value
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Fair Value Upside
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AXTI Scorecardpro icon
Company’s Health
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Fair Value
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Fair Price
Upside
Price Target
91.600
Upside
+50.46%
Members' Sentiments
Bearish
Bullish
ProTips
Net income is expected to grow this year

AXT Inc News & Analysis

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Technical Analysis

Summary
Strong Sell
Sell
Neutral
Buy
Strong Buy
Sell
Technical Indicators
Strong Sell
Moving Averages
Neutral

Analyst Ratings

4 Buy
1 Hold
0 Sell
Ratings:
5 analysts
Overall Consensus
Buy

Analysts 12-Month Price Target:

Average 91.600
(+50.46% Upside)
Firm
ArticlePositionPrice TargetUpside / DownsideFrom Price TargetActionDate
B.Riley
Hold55.00-9.66%52.00MaintainJul 31, 2026
Needham
Buy90.00+47.83%-UpgradeJul 31, 2026
B.Riley
Hold52.00-14.59%73.00MaintainJul 28, 2026
Craig-Hallum
Buy95.00+56.04%29.00MaintainMay 01, 2026
B.Riley
Hold73.00+19.91%72.00MaintainMay 01, 2026

AXT Inc Earnings Call Summary for Q3/2026

  • AXT beat Q3 estimates with $0.41 EPS vs. $0.31 expected and $73.4M revenue vs. $66M forecast, but shares fell 5.44% on valuation concerns.
  • Revenue surged 54% sequentially and 162% YoY, driven by indium phosphide demand for AI data centers; gross margin improved to 56.1% from 45.0%.
  • Q4 guidance projects $90M revenue and $0.57-$0.59 EPS, with gross margins expected to exceed 60% and potentially reach high 60% range over time.
  • Backlog climbed above $500M; company plans to double indium phosphide capacity again in 2027 after already tripling 2026 capacity vs. 2025 levels.
  • Stock trades at P/E above 844 and fell 9.9% post-earnings, suggesting investor concerns about sustainability of growth pace and potential overcapacity risks.
Last Updated: 29/10/2026, 22:34
Read Full Transcript

Earnings

Latest Release
Oct 29, 2026
EPS / Forecast
0.41 / 0.31
Revenue / Forecast
73.41M / 66M
EPS Revisions
Last 90 days

AXTI Income Statement

Compare AXTI to Peers and Sector

Metrics to compare
AXTI
Peers
Sector
Relationship
P/E Ratio
1,008.1x−15.9x11.5x
PEG Ratio
9.440.060.01
Price/Book
4.4x3.5x2.4x
Price / LTM Sales
31.1x4.4x2.1x
Upside (Analyst Target)
42.3%72.8%42.8%
Fair Value Upside
Unlock−9.6%8.6%Unlock

AXT, Inc. designs, develops, manufactures, and distributes compound and single element semiconductor substrates. The company provides indium phosphide for use in data center connectivity using light/lasers, high-speed data transfer in data centers, 5G communications, fiber optic lasers and detectors, consumer devices, passive optical networks, silicon photonics, photonic integrated circuits, thermo-photovoltaics, RF amplifier and switching, infrared light-emitting diode (LEDS) motion control, lidar for robotics and autonomous vehicles, and infrared thermal imaging. It also offers semi-insulating gallium arsenide (GaAs) substrates for use in Wi-Fi and IoT devices, transistors, direct broadcast television, power amplifiers, satellite communications, and solar cells; and semi-conducting GaAs substrates that are used in LEDs, screen displays using micro-LEDs, printer head lasers and LEDs, 3-D sensing using VCSELs, data center communication using VCSELs, sensors for industrial robotics/near-infrared sensors, laser machining, cutting and drilling, optical couplers, solar cells, night vision goggles, lidar for robotics and autonomous vehicles, and other lasers. In addition, the company provides germanium substrates for use in multi-junction solar cells for satellites, optical sensors and detectors, terrestrial concentrated photo voltaic cells, infrared detectors, and carrier wafer for LED. Further, it offers 6N+ and 7N+ purified gallium, boron trioxide, gallium-magnesium alloy, pyrolytic boron nitride (pBN) crucibles, and pBN insulating parts. It sells its products through direct salesforce in the United States, China, and Europe, as well as through independent sales representatives and distributors in Japan, Taiwan, Korea, and internationally. The company was formerly known as American Xtal Technology, Inc. and changed its name to AXT, Inc. in July 2000. AXT, Inc. was incorporated in 1986 and is headquartered in Fremont, California.

Ownership

Ownership Overview

Type
Common Stock Held% of Shares OutstandingMarket Value
Mutual Funds & ETFs
22.13M34.47%1.42B
Other Institutional Investors
29.03M45.23%1.87B
Public Companies & Retail Investors
13.04M20.31%839.25M
Total
64.2M100.00%4.13B

Top Holders

Holder
% of holding
Shares Held
Date Reported
Value (In 1,000s)
BlackRock, Inc.14.58%9,359,639602,574
iShares Trust - iShares Core S&P Small-Cap ETF5.96%3,823,402246,151

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FAQ

What Is the AXT (AXTI) Stock Price Today?

The AXT stock price today is 60.880 USD.

What Stock Exchange Does AXT Trade On?

AXT is listed and trades on the Nasdaq Stock Exchange.

What Is the Stock Symbol for AXT?

The stock symbol for AXT is "AXTI."

What Is the AXT (AXTI) Afterhours Price Today? (Afterhours variable test: 58.150) Current Date: Oct 30, 2026

After hours price: 58.150. After hours price change (units): -2.730. Price change percentage: -4.480%

What Is the AXT Market Cap?

As of today, AXT market cap is 3.910B USD.

What Is AXT's Earnings Per Share (TTM)?

The AXT EPS (TTM) is 0.076.

When Is the Next AXT Earnings Date?

AXT will release its next earnings report on Feb 18, 2027.

From a Technical Analysis Perspective, Is AXTI a Buy or Sell?

Based on moving averages and other technical indicators, the daily buy/sell signal is Neutral.

How Many Times Has AXT Stock Split?

AXT has split 0 times.

How Many Employees Does AXT Have?

AXT has 1541 employees.

What is the current trading status of AXT (AXTI)?

As of Oct 30, 2026, AXT (AXTI) is trading at a price of 60.880 USD, with a previous close of 60.880 USD. The stock has fluctuated within a day range of 58.320 USD to 63.550 USD, while its 52-week range spans from 7.800 USD to 143.160 USD.

What Is AXT (AXTI) Price Target According to Analysts?

The average 12-month price target for AXT is 91.600 USD, with a high estimate of 125 USD and a low estimate of 55 USD. 4 analysts recommend buying the stock, while 0 suggest selling, leading to an overall rating of Buy. The stock has an +50.46% Upside potential.

What Is the AXTI Premarket Price?

AXTI's last pre-market stock price is 57.520 USD. The pre-market share volume is 345,710.000, and the stock has decreased by -3.360, or -5.520%.

What Is the AXTI After Hours Price?

AXTI's last after hours stock price is 58.150 USD, the stock has decreased by -2.730, or -4.480%.
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