AXT, Inc. designs, develops, manufactures and distributes single element and composite semiconductor substrates. The company is headquartered in Fremont, California.
| Revenue (TTM) | $95.89M |
| Gross Profit (TTM) | $20.46M |
| EBITDA | $-3.97M |
| Operating Margin | -5.89% |
| Return on Equity | -5.03% |
| Return on Assets | -2.13% |
| Revenue/Share (TTM) | $2.07 |
| Book Value | $5.03 |
| Price-to-Book | 11.56 |
| Price-to-Sales (TTM) | 29.17 |
| EV/Revenue | 32.37 |
| EV/EBITDA | 75.63 |
| Quarterly Earnings Growth (YoY) | -57.10% |
| Quarterly Revenue Growth (YoY) | 39.10% |
| Shares Outstanding | $65.42M |
| Float | $61.22M |
| % Insiders | 7.15% |
| % Institutions | 60.22% |
Volatility is currently contracting
With AI capex dominating market sentiment, tech leaders are tempting the bulls. Speaking at the RAISE Summit, Lumentum CEO Michael Hurlston warned that the next AI infrastructure bottleneck is indium phosphide (InP), a niche semiconductor material.
AXT heads into Q2 earnings with a record InP backlog and AI-driven demand, but export risks, rich valuation and trade tensions warrant caution.
AXT (AXTI) now trades well below its recent equity offering price, presenting a compelling value and a strong buy opportunity ahead of Q2 2026 earnings. I anticipate Q2 2026 will confirm accelerating revenue, margin recovery, a robust $100M+ backlog, and a potential inflection to profitability. Management guides for $34M revenue and $0.06–$0.08 non-GAAP EPS, with Indium Phosphide revenue expected to exceed $17M, breaking company records.
AXT (AXTI) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
FREMONT, Calif.--(BUSINESS WIRE)---- $AXTI--AXT, Inc. (NasdaqGS: AXTI), a leading manufacturer of compound semiconductor wafer substrates, today announced that Jia-Bin Duh has been appointed to the AXT Board of Directors, effective July 16, 2026. The AXT Board expanded to six directors from the previous number of five. Duh brings more than 30 years of senior executive leadership and investor experience across the technology and consumer sectors, with deep expertise in international business operations, s.
AXTI is expanding InP capacity and advancing 6-inch wafers to target co-packaged optics opportunities expected to emerge from late 2027.
Digital Turbine's stronger growth, AI expansion and cheaper valuation give it an edge over AXT despite both stocks' connectivity upside.
AXT's drop below its 50-day SMA reflects export delays and cash-flow risks, but record InP backlog and AI demand support retaining the stock.
AXT is accelerating InP capacity expansion through 2028 as AI optical demand, a $100M-plus backlog and Tier-1 adoption point to multi-year growth.
FREMONT, Calif.--(BUSINESS WIRE)---- $AXTI--AXT, Inc. (NasdaqGS: AXTI), a leading manufacturer of compound semiconductor substrates, will announce its financial results for the second quarter 2026 in a press release immediately following the close of market on July 30, 2026. The company will also host a conference call to discuss these results on July 30, 2026 at 1:30 p.m. PT. The conference call can be accessed at (833) 461-5787 (passcode 630205921). The call will also be simulcast at www.axt.com. The w.
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