AXT, Inc. designs, develops, manufactures and distributes single element and composite semiconductor substrates. The company is headquartered in Fremont, California.
| Revenue (TTM) | $170.96M |
| Gross Profit (TTM) | $75.27M |
| EBITDA | $43.27M |
| Operating Margin | 38.70% |
| Return on Equity | 6.12% |
| Return on Assets | 2.69% |
| Revenue/Share (TTM) | $3.07 |
| Book Value | $14.25 |
| Price-to-Book | 2.65 |
| Price-to-Sales (TTM) | 14.91 |
| EV/Revenue | 11.54 |
| EV/EBITDA | 57.47 |
| Quarterly Earnings Growth (YoY) | -57.10% |
| Quarterly Revenue Growth (YoY) | 162.60% |
| Shares Outstanding | $65.57M |
| Float | $61.22M |
| % Insiders | 4.03% |
| % Institutions | 74.85% |
Volatility is currently expanding
The tech selloff is presenting compelling buying opportunities in these four Strong Buy stocks that are benefiting from booming demand for AI infrastructure and semiconductors.
AXT's 162% Q3 revenue jump and $500 million-plus backlog point to booming InP demand. Yet its 191% rally and valuation premium raise the stakes for investors.
AXT reported record revenue and improved net income for Q3 2026. AXTI is seeing high demand for its indium phosphide used in AI datacenter applications. The company has multiple supply agreements in place and is increasing production capacity.
AXT's Q3 earnings beat, $500M-plus backlog and surging AI-driven indium phosphide demand fuel aggressive capacity expansion and stronger Q4 expectations.
AXT beats Q3 earnings estimates as AI-driven InP sales hit a record, revenues surge 162% and non-GAAP gross margin reaches 56.1%.
AXT faces a key Q3 earnings test as AI-driven InP demand boosts growth prospects, while export permit risks and a lofty valuation cloud the case for buying.
AXT (NASDAQ:AXTI) reports third-quarter results on Oct. 29. Its indium phosphide (InP) wafers now feed AI data center optics.
AXTI's inventory rises 18% to $96.3 million, raising working-capital concerns despite strong InP demand, a $100 million-plus backlog and robust liquidity.
AXT's AI-driven InP growth, $100M-plus backlog and capacity expansion boost its outlook, but valuation and China exposure keep investors cautious.
AXTI's record InP sales, $100M-plus backlog, capacity expansion and multi-year deals position it to benefit from AI-driven optical demand.
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