AXT Crecimiento futuro
Future controles de criterios 5/6
Se prevé un crecimiento anual de los beneficios y los ingresos de AXT de 87.9% y 44.3% respectivamente, mientras que el BPA crecerá en un 141.4% al año.
Información clave
87.9%
Tasa de crecimiento de los beneficios
141.40%
Tasa de crecimiento del BPA
| Crecimiento de los beneficios de Semiconductor | 25.9% |
| Tasa de crecimiento de los ingresos | 44.3% |
| Rentabilidad financiera futura | n/a |
| Cobertura de analistas | Low |
| Última actualización | 01 May 2026 |
Actualizaciones recientes sobre el crecimiento futuro
Recent updates
Seeking Alpha • May 04
AXT Inc. Hits New All-Time Highs On Strong Earnings And Forward Outlook
Summary AXT, Inc. delivered strong Q1-2026 results driven by high demand for Indium Phosphide. AXT plans to expand its Indium Phosphide capacity over the next two years. The AXT stock price has gained 7,000% over the last year and is now extremely overvalued. I continue my rating of a hold for AXT stock. Read the full article on Seeking Alpha
Actualización del análisis • Apr 29
AXTI: Future InP Substrate Demand Will Outweigh Near Term Export Constraints
Narrative Update on AXT The analyst price target for AXT has moved from $45 to $90, with analysts pointing to higher assumed profit margins, an increased future P/E multiple, and stronger long term InP substrate demand expectations supported by recent capacity and capex plans at major optical and cloud players. Analyst Commentary Recent Street research on AXT highlights a mix of optimism on long term InP substrate demand and some short term caution around export related constraints.
Actualización del análisis • Apr 14
AXTI: Export Permit Limits Will Continue To Restrain InP AI Upside
Analysts have raised AXT's fair value estimate from $28.25 to $30.75, reflecting updated views on higher potential P/E multiples, supported by expected InP growth and recent price target increases from several research firms. Analyst Commentary Recent research gives you a mixed but useful read on how the Street is thinking about AXT, with some focusing on long term InP growth potential and others highlighting nearer term execution risks and regulatory overhangs.Actualización del análisis • Mar 31
AXTI: Export Permit Constraints Will Limit Upside Despite InP Demand Story
AXT's analyst fair value estimate has been raised from $26.00 to $45.00 as analysts factor in expectations for higher revenue, stronger profit margins, and a richer forward P/E multiple supported by rising Street price targets related to InP demand and export permit clarity. Analyst Commentary Recent research on AXT points to a split view, with some caution around near term export permit issues, but also a series of more optimistic calls that connect the story to longer term compound semiconductor demand and valuation support tied to InP exposure.
Actualización del análisis • Mar 17
AXTI: Export Permit Constraints Will Limit Benefit Of InP Demand Optimism
The analyst price target for AXT has increased from $8.50 to $21, with analysts citing stronger InP growth expectations, higher projected profit margins, and a higher assumed future P/E multiple as key supports for the updated valuation framework. Analyst Commentary Recent Street research on AXT reflects a wide spread in price targets, with some analysts using relatively high P/E multiples based on long term InP growth expectations and others taking a more cautious stance as they weigh near term execution risks and policy related constraints.Actualización del análisis • Mar 03
AXTI: InP Export Permit Constraints Will Undermine AI Demand Upside Potential
Narrative Update on AXT The analyst price targets for AXT have moved sharply higher, with recent updates ranging from $21 to $35. Analysts are factoring in higher fair value estimates and stronger InP growth expectations, despite ongoing export permit uncertainty.Actualización del análisis • Feb 17
AXTI: Neutral Stance Will Reflect Export Permit Risks And Equity Raise
Narrative Update on AXT Price Target Analysts have raised their AXT price target from $9 to $18, citing updated assumptions for higher revenue growth and profit margins, as well as a lower discount rate. At the same time, they have shifted to a Neutral stance following export permit related headwinds in InP substrate shipments.Actualización del análisis • Feb 03
AXTI: Export Permit Constraints And Equity Offering Will Pressure Future Returns
Analysts have raised their price target on AXT to US$18 from US$9, citing valuation after the company adjusted its Q4 revenue outlook due to fewer export permits for InP substrates from the Chinese government. Analyst Commentary Bearish analysts are framing the new US$18 price target as less about improving fundamentals and more about the stock having already run ahead of what they see as reasonable expectations.Actualización del análisis • Jan 20
AXTI: Export Permit Uncertainty Will Constrain Near Term Revenue Outlook
Analysts have lifted their price targets for AXT, with moves such as from US$4.10 to US$7 and from US$9 to US$18, citing changing views on export permit progress, revenue assumptions, and valuation. Analyst Commentary Recent Street research on AXT reflects a mixed backdrop, with some bearish analysts turning more cautious even as price targets move higher.Actualización del análisis • Jan 05
AXTI: Export Permits Will Drive Fragile Near Term Revenue Expectations
Analysts lifted their price target on AXT to $7.00 from $4.10, pointing to updated Q3 revenue assumptions after the company received export permits from China's Ministry of Commerce to resume shipping indium phosphide substrates to additional customers. Analyst Commentary Analysts point to the new export permits as a key reason for revisiting their models, with Q3 revenue assumptions adjusted to reflect the potential contribution from indium phosphide substrate shipments to additional customers.Artículo de análisis • Dec 19
AXT, Inc.'s (NASDAQ:AXTI) 39% Share Price Surge Not Quite Adding Up
AXT, Inc. ( NASDAQ:AXTI ) shares have continued their recent momentum with a 39% gain in the last month alone. The last...Actualización del análisis • Dec 14
AXTI: New Export Permits Will Intensify Regulatory And Execution Downside Risks
Analysts have raised their price target on AXT by approximately $2.90 per share to around $7.00, citing improved revenue expectations after the company received new export permits that enable it to resume shipping indium phosphide substrates to additional customers. Analyst Commentary Analysts are updating their models ahead of upcoming quarterly results, reflecting the impact of newly granted export permits on AXT's near term revenue and margin profile.Actualización del análisis • Nov 30
AXTI: Export Permit Reliance Will Heighten Downside Risks Amid Ongoing Uncertainty
Analysts have increased their price target for AXT to $7 from $4.10, citing higher anticipated revenues because the company recently obtained export permits that allow it to ship indium phosphide substrates to additional customers. Analyst Commentary Recent updates from the analyst community reflect a reassessment of AXT's growth prospects and financial outlook following the news about new export permits for indium phosphide substrates.Actualización del análisis • Nov 16
AXTI: Renewed Export Permits Will Influence Recovery Amid Regulatory Risks
Analysts have raised AXT's fair value estimate significantly from $5.70 to $9.50 per share, citing improved revenue assumptions following renewed export permits and a higher price target in recent research updates. Analyst Commentary Analyst reactions to AXT's recent developments have brought both optimism and caution regarding the company's future prospects and valuation.Actualización del análisis • Nov 02
AXTI: Export Permit Uncertainty Will Challenge Margin Strength Moving Forward
The analyst price target for AXT has increased significantly from $3.82 to $5.70 per share, as analysts cite improved revenue growth expectations and recent export permit approvals as key drivers behind their revised outlook. Analyst Commentary Analyst sentiment regarding AXT has evolved in response to recent company developments, with notable optimism about future growth prospects.Artículo de análisis • Oct 14
AXT, Inc. (NASDAQ:AXTI) Shares Fly 26% But Investors Aren't Buying For Growth
AXT, Inc. ( NASDAQ:AXTI ) shares have continued their recent momentum with a 26% gain in the last month alone. Looking...Artículo de análisis • Oct 08
Here's Why AXT (NASDAQ:AXTI) Can Afford Some Debt
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Artículo de análisis • Jul 20
AXT, Inc. (NASDAQ:AXTI) Stock Catapults 33% Though Its Price And Business Still Lag The Industry
Despite an already strong run, AXT, Inc. ( NASDAQ:AXTI ) shares have been powering on, with a gain of 33% in the last...
Nuevo análisis • May 02
Chinese Data Center Demand And Laser Tech Will Open New Markets
Strategic positioning in the Chinese data center market and local sourcing aims to reduce foreign dependency and boost revenue growth.Seeking Alpha • Feb 24
AXT, Inc. Reported Improved Q4 Financial Performance But Q1 Outlook Disappoints
Summary AXT, Inc. reported increased revenues QoQ and YoY due to higher demand for its indium phosphide wafers. The company expects lower Q1 2025 revenues due to new regulations in China over exports of indium phosphide. The company’s stock price hit its 52-week low last Friday due to the weak Q1 outlook. The company still foresees strong performance during 2025 and 2026 regardless of the setback. I rate AXTI stock as a Hold for now and recommend that investors watch the company for developments. Read the full article on Seeking AlphaSeeking Alpha • Oct 26
AXT, Inc.: Not Getting The Recognition It Deserves
Summary AXT, Inc. came close to multi-year lows last September after a selloff following guidance, but history suggests that might have been a good entry point. Guidance suggests AXTI will grow slower, at least in the short term, but there is nonetheless much more to remain upbeat about. There have been setbacks, including in terms of AI, but AXTI is still growing and on pace to get back to earning a profit as soon as next year. It may take some time and patience, but long AXTI still looks like it has what it takes to become a winning play. Read the full article on Seeking AlphaSeeking Alpha • Aug 05
AXT, Inc.: Downgrading On Limited Visibility And Early Cracks In The AI Story
Summary Semiconductor substrate provider AXT, Inc. reported better-than-expected Q2/2024 results, with both revenues and profitability coming in ahead of consensus estimates. Strong sequential growth in gallium arsenide and germanium substrate sales were partially offset by a decrease in indium phosphide revenues. However, Q3 guidance came in below consensus expectations due to an anticipated sequential decline in substrate revenues. While the company looks cheap following Friday's selloff, limited visibility and a rather lumpy AI revenue ramp are likely to keep the stock in the penalty box for at least the next couple of months. Given these issues, I am downgrading the company's stock from "Buy" to "Hold". Read the full article on Seeking AlphaSeeking Alpha • Jul 21
AXT Inc.: Playing An Expected Rebound
Summary The stock has sold off in the last three days due to AXTI’s ties to China, but this could be an opportunity to take advantage of. AXTI is valued at much less than book value, which could become untenable if AXTI gets out of the red in 2025. AXTI is scheduled to release the Q2 report on August 1 and the conditions are there for a repeat of what happened twice before in 2024. The China factor will not go away anytime soon, but long AXTI has enough in its favor to make it worth backing. Read the full article on Seeking AlphaSeeking Alpha • May 07
AXT: Strong Outlook As Business Recovery Is Picking Up Steam - Buy
Summary Semiconductor substrate provider AXT, Inc. reported Q1/2024 results in line with its April 8 preannouncement and provided Q2 guidance well ahead of expectations. The company's substrate business continues to recover across all major product lines, with some AI-related demand contributing to a 50% sequential increase in indium phosphide sales. Management expects the company to reach breakeven levels by the end of this year or early next year. The company is considering monetizing some of its holdings in a number of Chinese raw materials providers. Risk/reward is looking increasingly favorable for speculative investors, with the business recovering across the board and a number of potential near- and medium-term catalysts. Reiterating "Buy" rating with a near-term price target of $5.30. Read the full article on Seeking AlphaSeeking Alpha • Apr 05
AXT: Selloff Provides Buying Opportunity
Summary A plethora of allegations raised in a new shortseller report caused AXT, Inc.'s shares to crater by 35%. The core short thesis is centering around the risks resulting from a potential failure to list Chinese subsidiary Tongmei on the Shanghai Star Market. However, these risks have been adequately disclosed by the company in recent years and should be well-known among market participants following AXT more closely. In addition, the company's business is showing early signs of life after a couple of abysmal quarters with analysts projecting a full-blown recovery for next year. In my opinion, Thursday's selloff provides speculative investors an opportunity to initiate positions in a recovering business driven by exposure to the red hot data center and AI market. Should AXT execute at least in line with current analyst expectations, the stock might approach $6 next year. Read the full article on Seeking AlphaPrevisiones de crecimiento de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Flujo de caja libre | Flujo de caja operativo | Núm. de analistas medio |
|---|---|---|---|---|---|
| 12/31/2028 | 382 | 150 | 223 | N/A | 2 |
| 12/31/2027 | 219 | 50 | -58 | N/A | 5 |
| 12/31/2026 | 143 | 15 | -42 | N/A | 5 |
| 3/31/2026 | 96 | -14 | N/A | N/A | N/A |
| 12/31/2025 | 88 | -21 | -19 | -13 | N/A |
| 9/30/2025 | 90 | -23 | -19 | -16 | N/A |
| 6/30/2025 | 86 | -24 | -14 | -12 | N/A |
| 3/31/2025 | 96 | -19 | -9 | -7 | N/A |
| 12/31/2024 | 99 | -12 | -18 | -12 | N/A |
| 9/30/2024 | 95 | -10 | -17 | -12 | N/A |
| 6/30/2024 | 88 | -13 | -16 | -7 | N/A |
| 3/31/2024 | 79 | -17 | -15 | -4 | N/A |
| 12/31/2023 | 76 | -18 | -7 | 3 | N/A |
| 9/30/2023 | 82 | -13 | -8 | 3 | N/A |
| 6/30/2023 | 100 | -2 | -26 | -12 | N/A |
| 3/31/2023 | 121 | 9 | -27 | -1 | N/A |
| 12/31/2022 | 141 | 16 | -37 | -9 | N/A |
| 9/30/2022 | 152 | 17 | -41 | -2 | N/A |
| 6/30/2022 | 151 | 15 | -25 | 13 | N/A |
| 3/31/2022 | 146 | 14 | -34 | -4 | N/A |
| 12/31/2021 | 137 | 14 | -33 | -3 | N/A |
| 9/30/2021 | 127 | 13 | -38 | -11 | N/A |
| 6/30/2021 | 118 | 11 | -33 | -7 | N/A |
| 3/31/2021 | 106 | 7 | -20 | 4 | N/A |
| 12/31/2020 | 95 | 3 | -14 | 6 | N/A |
| 9/30/2020 | 87 | -1 | -8 | 12 | N/A |
| 6/30/2020 | 81 | -3 | -11 | 9 | N/A |
| 3/31/2020 | 84 | -2 | -12 | 9 | N/A |
| 12/31/2019 | 83 | -3 | N/A | 13 | N/A |
| 9/30/2019 | 87 | -2 | N/A | 11 | N/A |
| 6/30/2019 | 96 | 3 | N/A | 10 | N/A |
| 3/31/2019 | 98 | 5 | N/A | -1 | N/A |
| 12/31/2018 | 102 | 9 | N/A | 3 | N/A |
| 9/30/2018 | 106 | 14 | N/A | 0 | N/A |
| 6/30/2018 | 106 | 14 | N/A | 5 | N/A |
| 3/31/2018 | 102 | 12 | N/A | 9 | N/A |
| 12/31/2017 | 99 | 10 | N/A | 9 | N/A |
| 9/30/2017 | 93 | 9 | N/A | 15 | N/A |
| 6/30/2017 | 86 | 7 | N/A | 13 | N/A |
| 3/31/2017 | 83 | 6 | N/A | 14 | N/A |
| 12/31/2016 | 81 | 5 | N/A | 13 | N/A |
| 9/30/2016 | 79 | 2 | N/A | 5 | N/A |
| 6/30/2016 | 76 | 0 | N/A | 5 | N/A |
| 3/31/2016 | 76 | -1 | N/A | 2 | N/A |
| 12/31/2015 | 78 | -2 | N/A | 2 | N/A |
| 9/30/2015 | 79 | -1 | N/A | 4 | N/A |
| 6/30/2015 | 84 | -1 | N/A | 1 | N/A |
Previsiones de crecimiento futuro de los analistas
Ingresos vs. Tasa de ahorro: Se prevé que AXTI sea rentable en los próximos 3 años, lo que se considera un crecimiento más rápido que la tasa de ahorro (3.5%).
Beneficios vs. Mercado: Se prevé que AXTI sea rentable en los próximos 3 años, lo que se considera un crecimiento del mercado superior a la media.
Beneficios de alto crecimiento: Se espera que AXTI sea rentable en los próximos 3 años.
Ingresos vs. Mercado: Se prevé que los ingresos (44.3% al año) de AXTI crezcan más rápidamente que los del mercado US (11.6% al año).
Ingresos de alto crecimiento: Se prevé que los ingresos (44.3% al año) de AXTI crezcan más rápidamente que un 20% al año.
Previsiones de crecimiento de los beneficios por acción
Rentabilidad financiera futura
ROE futura: Datos insuficientes para determinar si la rentabilidad financiera de AXTI se prevé que sea elevada dentro de 3 años.
Descubre empresas en crecimiento
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/11 19:50 |
| Precio de las acciones al final del día | 2026/05/11 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
AXT, Inc. está cubierta por 7 analistas. 5 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Ku Kang | B. Riley Securities, Inc. |
| Hamed Khorsand | BWS Financial Inc. |
| Richard Shannon | Craig-Hallum Capital Group LLC |