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AXTI
AXT, INC.
NASDAQ
$58.63
▼ DOWN 12.39% (-8.29)

KEY STATISTICS

Market Cap$2.98 B
52w High$143.16
52w Low$2.83
Dividend Yield—
Frequency—
P/E-244.29
Volume8.26M
Shares Out.50.75M

COMPANY

LEADERSHIP

Morris S. Young
CHIEF EXECUTIVE
Morris S. Young

COMPENSATION 2026

Salary$479,000
Stock Awards$983,482
Incentive Plan Pay$172,900
All Other Comp.$38,022
Total$1,673,404

ABOUT

SECTOR
Technology
WENT PUBLIC
May 21, 1998
METHOD OF GOING PUBLIC
IPO
FULL TIME EMPLOYEES
1,541

PRICE TARGET

Target High$125.00
Target Low$90.00
Target Median$91.50
Target Consensus$99.50

UPCOMING EARNINGS

DateOct 29, 2026
DayThursday
Rev. Est.$66.00M
OCT
29
THU

PRICE

$58.63 ▼ DOWN 12.39% (−$8.29)
$60.00$62.00$64.009:30 AM10:35 AM11:40 AM12:45 PM1:49 PM2:54 PM3:59 PM58.63

About AXT, Inc.

https://investors.axt.com ↗

AXT, Inc. designs and manufactures advanced semiconductor substrates, including indium phosphide, gallium arsenide, and germanium, for applications in communications, photonics, solar cells, and sensors worldwide.

INDUSTRY

Semiconductors

A PRODUCT AXT, INC. IS KNOWN FOR

Indium Phosphide (InP) Substrates
Indium Phosphide (InP) Substrates

Indium Phosphide (InP) substrates are high-performance wafers vital for advanced optoelectronic devices, with rising demand from data centers and AI boosting AXT's InP revenue and growth prospects.

COMPETITORS

COMPETITOR
COHR COMPARE
LITE COMPARE
QRVO COMPARE
SWKS COMPARE
WOLF COMPARE

Revenue by Products

IconPRODUCTQ3-2025Q4-2025Q1-2026Q2-2026
Substrates$21.26M $15.27M ▼$19.28M ▲$37.56M ▲
Raw Materials and Other$6.7M $16.05M ▲$7.64M ▼$10.03M ▲

Revenue by Geography

MapREGIONQ3-2025Q4-2025Q1-2026Q2-2026
CHINA$13.14M $14.01M ▲$16.57M ▲$30.84M ▲
Europe$3.42M $4.03M ▲$5.72M ▲$9.15M ▲
Asia Pacific Excluding China Taiwan and Japan$347K $1.67M ▲$2.18M ▲$3.49M ▲
TAIWAN$9.04M $2.24M ▼$699K ▼$2.48M ▲
JAPAN$1.85M $1.63M ▼$1.55M ▼$1.46M ▼
North America$140K $235K ▲$207K ▼$161K ▼

ETFS HOLDING THIS STOCK

ETFS HOLDING
143
LISTED HERE
26
RANKED BY POSITION SIZE
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0.26% · 2.1K
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0.19% · 1.5K
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0.09% · 1.4K
TILT
0.00% · 1.4K

INSTITUTIONAL OWNERSHIP

SHARES OWNED
58.41%
HOLDERS
361
TOP 12 OF 361 · RANKED BY POSITION SIZE
Blackrock, Inc.
5.1M sh · $365.61M
Marex Group Plc
3.6M sh · $256.89M
Jane Street Group, LLC
3.5M sh · $254.23M
Davidson Kempner Capital Management LP
2.7M sh · $44.71M
D. E. Shaw & Co., Inc.
2.3M sh · $162.19M
Vanguard Group Inc
2.2M sh · $9.89M
Hood River Capital Management LLC
2.0M sh · $32.9M
Pacific Ridge Capital Partners, LLC
1.8M sh · $8.05M
Geode Capital Management, LLC
1.7M sh · $125.17M
First Beijing Investment Ltd
1.7M sh · $7.77M
Point72 Asset Management, L.P.
1.5M sh · $24.79M
Assenagon Asset Management S.A.
1.5M sh · $85.78M

RATINGS SNAPSHOT

Overall rating: C

DCFROEROAD/EP/EP/B
Discounted Cash Flow1
Return On Equity2
Return On Assets2
Debt To Equity3
Price To Earnings1
Price To Book2
Overall Score2

INSIDER TRADES

★
DIRECTOR
LEBLANC LEONARD J
Sale · 500 shares
2026-06-10
★
DIRECTOR
LEBLANC LEONARD J
Sale · 2.0K shares
2026-08-07
★
DIRECTOR
LEBLANC LEONARD J
Sale · 4.0K shares
2026-08-17
★
DIRECTOR
Duh Jia-bin
— · —
2026-07-16

MOST RECENT ANALYST GRADES

GRADE SUMMARY
NEUTRAL 1
BUY 1
OUTPERFORM 1
3 GRADES IN THE LAST 12 MONTHS
B. Riley Securities NEUTRAL Needham BUY Wedbush OUTPERFORM

SECTORS PEERS

PEERPRICE
LPTH$11.23COMPARE
NVEC$100.89COMPARE
BKKT$7.69COMPARE
RPAY$3.74COMPARE
LAW$4.34COMPARE
GSIT$5.70COMPARE
CMRC$2.50COMPARE
VLN$1.80COMPARE