AXT Inc (AXTI)

Currency in USD
88.580
+13.410(+17.84%)
Closed·
90.454+1.874(+2.12%)
·
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Fair Value
Day's Range
78.50089.489
52 wk Range
2.050143.160
Key Statistics
Prev. Close
75.17
Open
79.14
Day's Range
78.5-89.489
52 wk Range
2.05-143.16
Volume
19.17M
Average Volume (3m)
10.14M
1-Year Change
4,039.2523%
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
+3.41%
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
Strong Buy
Technical Indicators
Strong Buy
Moving Averages
Strong Buy

Analyst Ratings

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

Analysts 12-Month Price Target:

Average 91.600
(+3.41% Upside)
Firm
ArticlePositionPrice TargetUpside / DownsideFrom Price TargetActionDate
B.Riley
Hold55.00-37.91%52.00MaintainJul 31, 2026
Needham
Buy90.00+1.60%-UpgradeJul 31, 2026
B.Riley
Hold52.00-41.30%73.00MaintainJul 28, 2026
Craig-Hallum
Buy95.00+7.25%29.00MaintainMay 01, 2026
B.Riley
Hold73.00-17.59%72.00MaintainMay 01, 2026

AXT Inc Earnings Call Summary for Q2/2026

  • AXT posted record Q2 revenue of $47.6M, up 77% sequentially and 164% YoY, with adjusted EPS of $0.19 crushing estimates of $0.07 per share.
  • Gross margin surged to 45% from 29.9% in Q1 and 8.2% YoY, driven by indium phosphide demand for AI data-center optical connectivity reaching record $30.7M.
  • Company guided Q3 non-GAAP EPS of $0.30-$0.32 and plans to more than double indium phosphide capacity in 2026, targeting $60M quarterly revenue run rate.
  • Management expects indium phosphide revenue to triple by end-2026 and reach $130M quarterly by end-2027, supported by long-term supply agreements with major customers.
  • Shares jumped 54% to $56.93 after-hours; backlog exceeds $100M though export permit timing and geopolitical risks remain key execution challenges.
Last Updated: 30/07/2026, 22:38
Read Full Transcript

Earnings

Latest Release
Jul 30, 2026
EPS / Forecast
0.19 / 0.07
Revenue / Forecast
47.59M / 30.4M
EPS Revisions
Last 90 days

AXTI Income Statement

Compare AXTI to Peers and Sector

Metrics to compare
AXTI
Peers
Sector
Relationship
P/E Ratio
1,458.0x−18.4x12.6x
PEG Ratio
10.940.030.01
Price/Book
6.4x5.1x2.4x
Price / LTM Sales
45.0x6.9x2.3x
Upside (Analyst Target)
5.1%43.7%31.6%
Fair Value Upside
Unlock−28.4%3.8%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
12.17M19.08%1.08B
Other Institutional Investors
32.66M51.17%2.89B
Public Companies & Retail Investors
18.98M29.75%1.68B
Total
63.82M100.00%5.65B

Top Holders

Holder
% of holding
Shares Held
Date Reported
Value (In 1,000s)
Jane Street Group, LLC7.49%4,781,751423,568
BlackRock, Inc.7.29%4,653,059412,168

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FAQ

What Is the AXT (AXTI) Stock Price Today?

The AXT stock price today is 88.580 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: 90.454) Current Date: Aug 08, 2026

After hours price: 90.454. After hours price change (units): 1.874. Price change percentage: 2.120%

What Is the AXT Market Cap?

As of today, AXT market cap is 4.800B USD.

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

The AXT EPS (TTM) is 0.072.

When Is the Next AXT Earnings Date?

AXT will release its next earnings report on Oct 29, 2026.

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 Strong Buy.

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 Aug 08, 2026, AXT (AXTI) is trading at a price of 88.580 USD, with a previous close of 75.170 USD. The stock has fluctuated within a day range of 78.500 USD to 89.489 USD, while its 52-week range spans from 2.050 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 +3.41% Upside potential.

What Is the AXTI Premarket Price?

AXTI's last pre-market stock price is 78.870 USD. The pre-market share volume is 854,510.000, and the stock has decreased by 3.700, or 4.920%.

What Is the AXTI After Hours Price?

AXTI's last after hours stock price is 90.454 USD, the stock has decreased by 1.874, or 2.120%.
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