AXT, Inc. designs, develops, manufactures, and distributes compound and single element semiconductor substrates.
What's happening?
AXTI is outpacing Technology this month: +40.6% against +11.9% for the average Technology stock.
Above its 200-day average since 4 Sept · 86 of 103 Technology stocks are trending up.
- 1D
- +0.92%
- 7D
- +17.63%
- 1M
- +40.59%
- 3M
- +36.43%
- 6M
- +106.38%
- YTD
- +430.03%
What is the market expecting?
StratDeckPriced above the Technology median on forward earnings; analysts' mean target sits 5.7% above the price.
Value score vs Technology peers
30- Fwd P/E38.524
- P/B6.460
- P/E4333.01
- Rev growth+164.8%95
Not scored on Yield. The rest were reweighted to make up the difference.
Is the business delivering?
Revenue growing faster than the Technology median: +164.8% against +26.1%; met or beat the estimate in 4 of the last 4 quarters.
Earnings by quarter
Latest quarter 11.1M · +12.7M on the quarter before · +18.1M on a year earlier
- -2.94MOct24-1.42M
- -5.09MFeb25-2.15M
- -8.80MMay25-3.71M
- -7.01MJul25+1.79M
- -1.91MOct25+5.10M
- -3.55MFeb26-1.64M
- -1.62MApr26+1.93M
- 11.1MJul26+12.7M
Net income from the income statement, in USD, by the month it was reported.
How does it compare?
Nearest in Technology on valueStratDeckAXTI ranks #63 of 87 on value in Technology; nearest to it are ENTG, CDNS and ASML.AS.
What happens next?
StratDeckReports next on 29 Oct, in 24 days.
Networking catalysts
- 12–15 OctconferenceOCP Global Summit (San Jose)Hyperscalers and their vendors show next-generation rack, power and cooling designs, the clearest read on where the AI build-out's spend goes next.Servers · Networking · Data-centre infrastructure · Power · Hyperscalers
Recent filings
- 30 Jul8-K2.029.01EarningsAXT, Inc. Announces Second Quarter 2026 Financial Results
FREMONT, Calif., July 30, 2026 – AXT, Inc. (NasdaqGS: AXTI), a leading manufacturer of compound semiconductor wafer substrates, today reported financial results for the second quarter, ended June 30, 2026.
- 29 Jul8-K1.019.01AXT, Inc. Announces Long-Term Supplier Agreement with Lumentum
FREMONT, Calif., July 29, 2026 – AXT, Inc. (Nasdaq: AXTI), a leading manufacturer of compound semiconductor substrates, today announced that it entered into a definitive agreement with Lumentum Operations, LLC for the supply and capacity reservation of indium phosphide wafer substrates.
- 29 Jul8-K3.035.039.01Material Modifications to Rights of Security Holders; Amendments to Articles of Incorporation or Bylaws; Change in Fiscal Year; Financial Statements and Exhibits
The information set forth under Item 5.03 below is incorporated by reference in this Item 3.03.
Fundamentals
On the shortlist
AXTI isn't in any strategy's Top Matches or Close Matches today.
AI Infrastructure · Networking
The AI Infra tradeStratDeckCompound semiconductor substrates, the material under optical-link lasers; filed under networking beside COHR.
In the briefing
Briefing for 5 OctThe briefing has not named AXTI.
Shortlist history
AXTI has not made the shortlist since the ledger opened.
Keep researching
Where next from AXTI
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