View Future GrowthAXT 과거 순이익 실적과거 기준 점검 2/6AXT의 수입은 연평균 -53.6%의 비율로 감소해 온 반면, Semiconductor 산업은 수입이 연평균 0.9% 증가했습니다. 매출은 연평균 9.1%의 비율로 감소해 왔습니다. AXT의 자기자본이익률은 0.6%이고 순이익률은 3.1%입니다.핵심 정보-53.63%순이익 성장률-53.93%주당순이익(EPS) 성장률Semiconductor 산업 성장률27.66%매출 성장률-9.14%자기자본이익률0.63%순이익률3.09%최근 순이익 업데이트30 Jun 2026최근 과거 실적 업데이트Reported Earnings • Jul 31Second quarter 2026 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2026 results: EPS: US$0.18 (up from US$0.16 loss in 2Q 2025). Revenue: US$47.6m (up 165% from 2Q 2025). Net income: US$11.1m (up US$18.2m from 2Q 2025). Profit margin: 23% (up from net loss in 2Q 2025). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 40%. Earnings per share (EPS) also surpassed analyst estimates. Revenue is forecast to grow 60% p.a. on average during the next 3 years, compared to a 24% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 175% per year, which means it is well ahead of earnings.공고 • Jul 03AXT, Inc. to Report Q2, 2026 Results on Jul 30, 2026AXT, Inc. announced that they will report Q2, 2026 results After-Market on Jul 30, 2026Reported Earnings • May 05First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: US$0.03 loss per share (improved from US$0.20 loss in 1Q 2025). Revenue: US$26.9m (up 39% from 1Q 2025). Net loss: US$1.62m (loss narrowed 82% from 1Q 2025). Revenue exceeded analyst estimates by 2.7%. Earnings per share (EPS) also surpassed analyst estimates by 50%. Revenue is forecast to grow 44% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has increased by 232% per year, which means it is well ahead of earnings.공고 • Apr 08AXT, Inc. to Report Q1, 2026 Results on Apr 30, 2026AXT, Inc. announced that they will report Q1, 2026 results After-Market on Apr 30, 2026Reported Earnings • Feb 22Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: US$0.48 loss per share (further deteriorated from US$0.27 loss in FY 2024). Revenue: US$88.3m (down 11% from FY 2024). Net loss: US$21.3m (loss widened 80% from FY 2024). Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) also missed analyst estimates by 5.4%. Revenue is forecast to grow 34% p.a. on average during the next 2 years, compared to a 20% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 156 percentage points per year, which is a significant difference in performance.공고 • Jan 09AXT, Inc. to Report Q4, 2025 Results on Feb 19, 2026AXT, Inc. announced that they will report Q4, 2025 results After-Market on Feb 19, 2026모든 업데이트 보기Recent updates내러티브 업데이트 • Aug 12AXTI: AI Data Center Demand Will Mask Execution And Pricing RisksThe analyst price target for AXT has shifted from $52 to $55, with analysts citing updated Q2 earnings models, revised growth and profitability assumptions, and sector demand trends tied to AI and data center spending as key factors behind the new fair value estimate. Analyst Commentary on AXT Recent Street research on AXT shows a mix of optimism around AI and data center demand alongside more cautious views on valuation and execution risk.Reported Earnings • Jul 31Second quarter 2026 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2026 results: EPS: US$0.18 (up from US$0.16 loss in 2Q 2025). Revenue: US$47.6m (up 165% from 2Q 2025). Net income: US$11.1m (up US$18.2m from 2Q 2025). Profit margin: 23% (up from net loss in 2Q 2025). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 40%. Earnings per share (EPS) also surpassed analyst estimates. Revenue is forecast to grow 60% p.a. on average during the next 3 years, compared to a 24% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 175% per year, which means it is well ahead of earnings.실시간 뉴스 • Jul 30AXT Secures Multi-Year Indium Phosphide Supply Agreement With Lumentum Through 2031AXT announced a definitive long-term supplier agreement with Lumentum Operations for indium phosphide wafer substrates, with AXT reserving a minimum annual commitment and capacity through 31 December 2031 and Lumentum providing initial and subsequent deposit payments that apply as shipment credits. The agreement secures a multi-year customer relationship for AXT’s indium phosphide products, with minimum purchase and capacity reservations that give the company clearer visibility on demand and support planning for additional capacity if Lumentum’s needs increase. AXT shares trade at US$36.97, with the stock down 13.5% on the day and still up 120.6% year to date, highlighting sharp recent volatility around a price that remains well above levels earlier in the year. This type of long-dated supply deal can provide AXT with more predictable revenue from a single large customer, while investors still need to weigh the concentration risk and the execution demands of meeting Lumentum’s long-term requirements.내러티브 업데이트 • Jul 28AXTI: AI Data Center Demand And InP Expansion Will Drive Future UpsideAnalysts have lowered their fair value estimate for AXT to $52 from $73, citing a reduced future P/E assumption along with expectations for near-term results that are in line, supported by AI and data center demand as well as a record InP backlog. Analyst Commentary Recent Street research on AXT highlights a mix of optimism around AI and data center exposure and a more cautious tone on valuation and execution.Seeking Alpha • Jul 27AXT Benefits From Higher Demand For Indium PhosphideSummary AXT reports Q2-2026 revenue next Thursday with an increase in revenue expected. AXT continues to complete its $100 million Indium Phosphide back order while it also expands its wafer manufacturing capacity. The company recently made a three-year supply agreement with Coherent, which paid out $22.29 million in prepayments. The stock price is down from its 52-week high but has still gained 1,893% over the last twelve months. I continue my rating of a Hold and consider that it comes at a higher risk. Read the full article on Seeking Alpha공고 • Jul 23Axt, Inc. Announces Appointment of Jia-Bin Duh to Board of Directors, Effective July 16, 2026AXT, Inc. had, on July 16, 2026, increased the number of directors on the Board from five to six. Immediately thereafter, the Board elected Jia-Bin Duh to the Board as a Class III Director and independent director, effective July 16, 2026. Mr. Duh's term will expire at the Company's annual meeting of stockholders in 2028. Mr. Duh will also serve on the audit, compensation and nominating and corporate governance committees of the Board. Mr. Duh has more than 30 years of senior executive leadership and investor experience in the technology and consumer sectors in Greater China. He currently serves as Director of Primax Electronics Ltd. (TPE: 4915), a position he has held since 2021, where he also served as Chairman and Chief Executive Officer from 2023-2024. Mr. Duh has also served as Chairman of Mobinnova Corp. from 2006-2009. Throughout his career, Mr. Duh held top leadership positions at major multinational corporations including serving as President of Cisco Systems China from 1998 to 2005 and Corporate Vice President of Cisco Systems Inc., and as President of Microsoft China from 1993 to 1998. Mr. Duh has served as an independent director of Wangfujing International Group Ltd. (SHA 600859) from 2016-2019, IDT International Limited (HK: 0167) from 2015-2018 and Huizhou Tymphany Acoustics Technology Ltd. Mr. Duh received a Bachelor of Science degree in Control Engineering from National Chiao Tung University, a Masters of Business Administration from the Kellogg School of Management at Northwestern University and a Master of Business Administration from the Hong Kong University of Science and Technology.실시간 뉴스 • Jul 08AXT Wins $25.4 Million Indium Phosphide Wafer Contract and Expands BoardAXT’s subsidiary Beijing Tongmei Xtal Technology signed a long-term supply agreement with Nanjing Casela Technologies worth about US$25.4m for indium phosphide wafer substrates through 2027, structured with an 80% take-or-pay commitment and monthly deliveries backed by penalties for non-purchase. The company also appointed Tracy Liu, who has more than 30 years of experience in business advisory, tax strategy and accounting, to its Board of Directors effective 17 June 2026, increasing the board size to five members. AXT’s share price is US$58.15, with the stock up 247% year to date, although it has recently pulled back, including a 1-day decline of 8.5%. Locking in multi-year demand and adding financial and tax expertise at the board level indicates that AXT is prioritising contract visibility and governance. At the same time, the sharp year-to-date move and recent volatility underscore execution and contract-delivery risk if demand or production schedules change.공고 • Jul 03AXT, Inc. to Report Q2, 2026 Results on Jul 30, 2026AXT, Inc. announced that they will report Q2, 2026 results After-Market on Jul 30, 2026공고 • Jun 29+ 2 more updatesAXT, Inc.(NasdaqGS:AXTI) dropped from Russell Microcap Value Benchmark IndexAXT, Inc.(NasdaqGS:AXTI) dropped from Russell Microcap Value Benchmark Index내러티브 업데이트 • Jun 28AXTI: AI Optical Demand And Backlog Expansion Will Drive Future UpsideAnalysts have lifted their price target on AXT to $125 from $90, pointing to stronger assumed revenue growth, a higher future P/E multiple, and a slightly higher discount rate, partly supported by recent positive sector commentary on AI driven optical demand and feedback from investor conferences. Analyst Commentary on AXT Recent research updates on AXT highlight a clear tilt toward optimism, with bullish analysts pointing to conference feedback and sector commentary on AI driven optical demand as key supports for their valuation work.실시간 뉴스 • Jun 23AXT Subsidiary Signs Long-Term Indium Phosphide Deal With Nanjing Casela TechnologiesAXT’s subsidiary Beijing Tongmei Xtal Technology signed a long-term agreement to supply Indium Phosphide substrates to Nanjing Casela Technologies for advanced semiconductor applications, in a deal Wedbush Securities described as “significant.” Wedbush highlighted that the contract is intended to support product supply continuity and reduce export risk, which could be important for AXT’s ability to serve customers consistently in sensitive semiconductor markets. AXT’s stock last traded at $92.44; it is up strongly year to date but has fallen 34.4% over the past 30 days, reflecting sharp swings around news and valuation concerns. The supply deal points to a more anchored demand channel for AXT, but it sits alongside recent commentary about heavy insider selling and valuation risk, so position sizing and volatility tolerance remain central considerations.공고 • Jun 23AXT, Inc. Announces Appointment of Tracy Liu to Board of Directors and Member of Audit, Compensation and Nominating and Corporate Governance Committee, Effective June 17, 2026AXT, Inc. announced that Tracy Liu had been appointed to the AXT Board of Directors, effective June 17, 2026. The AXT board expanded to five directors from the previous number of four. Ms. Tracy Liu’s term will expire at the Company’s annual meeting of stockholders in 2028. Ms. Liu will also serve on the audit, compensation and nominating and corporate governance committees of the Board. Liu brings more than 30 years of business advisory experience, tax strategy and accounting to AXT, including 10 years with Big Four public accounting firms and more than 20 years advising public and private companies. Throughout her career, she has worked extensively with high-technology and semiconductor companies in Silicon Valley and the Asia-Pacific region, providing strategic guidance on international tax planning, cross-border business operations, and stock compensation. Her experience advising multinational companies on restructuring initiatives, joint ventures, and regulatory matters in both the United States and China provides valuable insight into AXT's global operations and will help strengthen the Board's understanding of the business environment in which Tongmei, AXT’s subsidiary in China, operates. Liu currently serves as an independent director and Chair of the Audit Committee of ACM Research, Inc., a semiconductor equipment company, and was, until the STAR Market requirement for a supervisory board ended, Chairperson of the Supervisory Board of ACM Shanghai, a semiconductor equipment company listed on the Shanghai STAR Market. Her extensive experience with semiconductor and technology companies, combined with her public company board and audit committee leadership, brings significant financial, operational, and governance expertise to AXT. Liu holds a master’s degree in accounting with a specialization in taxation and a bachelor’s degree in computer science. She is a Certified Public Accountant and a member of the American Institute of Certified Public Accountants.분석 기사 • Jun 18AXT (AXTI) Stock Could Be 4.5% Undervalued As AI Optics Demand Lifts InterestAXT (AXTI) is drawing fresh attention after stockholders reviewed a proposal to lift authorized common shares from 70,000,000 to 120,000,000, coinciding with rising interest in its role in AI infrastructure and optical networking. See our latest analysis for AXT. For context, AXT’s share price has pulled back about 13% over the past month after a sharp run, but the 90 day share price return of about 59% and a very large 1 year total shareholder return suggest momentum has been strong, helped...내러티브 업데이트 • Jun 14AXTI: AI Capacity Expansion And Export Limits Will Balance Future UpsideAnalysts have lifted their blended price target on AXT stock from $30.75 to $96.50, citing updated assumptions for higher revenue growth, wider profit margins, a richer future P/E multiple, and a slightly higher discount rate supported by recent Street research pointing to stronger AI related demand across communications and data center hardware. Analyst Commentary Street research on AXT has focused heavily on how AI related spending in communications and data center hardware could affect the stock's valuation.Recent Insider Transactions Derivative • Jun 12Independent Director notifies of intention to sell stockDavid Chang intends to sell 8k shares in the next 90 days after lodging an Intent To Sell Form on the 8th of June. If the sale is conducted around the recent share price of US$95.65, it would amount to US$797k. Since December 2025, David's direct individual holding has decreased from 132.74k shares to 73.50k. Company insiders have collectively sold US$71m more than they bought, via options and on-market transactions in the last 12 months.실시간 뉴스 • Jun 12AXT Draws AI Market Interest as Price Target Rises and Capital Expansion AdvancesAXT shares have moved higher in response to strong investor interest in AI-related semiconductor materials for data centers, optical, 5G and satellite markets. Northland Capital Markets raised its price target on AXTI stock from $90 to $125 and reiterated an Outperform rating, while AXT continues to engage investors through multiple institutional and growth conferences. Shareholders approved an increase in authorized capital stock from 70 million to 120 million shares, following an underwritten public offering expected to raise about $550 million before expenses, and the company is preparing to update investors on Q2 earnings at the Northland Securities Virtual Growth Conference 2026. Taken together, these developments reflect a company that is actively funding its expansion plans and working to keep AI-focused investors informed about its role in semiconductor substrate technologies. At the same time, the larger share authorization and recent capital raise mean existing shareholders need to factor in potential dilution alongside any perceived benefits from the additional growth capital.Recent Insider Transactions • Jun 04Co-Founder recently sold US$13m worth of stockOn the 2nd of June, Morris Young sold around 112k shares on-market at roughly US$113 per share. This transaction amounted to 4.9% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Morris has been a net seller over the last 12 months, reducing personal holdings by US$29m.실시간 뉴스 • Jun 04AXT Eyes Major Indium Phosphide Expansion to Meet Surging AI Networking DemandAXT plans to double its indium phosphide production capacity by the end of 2026 and then double it again in 2027, targeting growing optical networking demand linked to AI data traffic. The company intends to expand output by repurposing existing facilities instead of constructing new plants, which is expected to keep capital needs and execution complexity more contained. AXT highlights its vertically integrated supply chain and in-house crystal-growth furnace manufacturing as key advantages for meeting AI-related semiconductor material demand. This expansion plan positions AXT to be a more central supplier to compound semiconductor customers that are tied into the AI and high-speed networking buildout. Investors should watch how efficiently the company can ramp these repurposed facilities and whether customer orders ultimately match the larger capacity it is putting in place.Recent Insider Transactions Derivative • Jun 01Lead Independent Director notifies of intention to sell stockJesse Chen intends to sell 110k shares in the next 90 days after lodging an Intent To Sell Form on the 1st of June. If the sale is conducted around the recent share price of US$106, it would amount to US$12m. Since March 2026, Jesse has owned 109.53k shares directly. Company insiders have collectively sold US$46m more than they bought, via options and on-market transactions in the last 12 months.내러티브 업데이트 • May 31AXTI: Elevated Expectations And Equity Offering Will Intensify Execution RiskAnalysts have materially lifted their view on AXT, with the implied fair value estimate moving from $21.00 to $73.00 as they update assumptions around growth, profitability and future P/E expectations following recent price target increases across the Street. Analyst Commentary Recent Street research has centered on price target revisions for AXT, with multiple firms updating their models and reassessing how much they are willing to pay for the stock given current assumptions around growth, profitability and P/E multiples.Reported Earnings • May 05First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: US$0.03 loss per share (improved from US$0.20 loss in 1Q 2025). Revenue: US$26.9m (up 39% from 1Q 2025). Net loss: US$1.62m (loss narrowed 82% from 1Q 2025). Revenue exceeded analyst estimates by 2.7%. Earnings per share (EPS) also surpassed analyst estimates by 50%. Revenue is forecast to grow 44% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has increased by 232% per year, which means it is well ahead of earnings.Breakeven Date Change • May 03Forecast breakeven date moved forward to 2026The 5 analysts covering AXT previously expected the company to break even in 2027. New consensus forecast suggests the company will make a profit of US$14.6m in 2026. Earnings growth of 83% is required to achieve expected profit on schedule.내러티브 업데이트 • Apr 29AXTI: Future InP Substrate Demand Will Outweigh Near Term Export ConstraintsNarrative 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.공고 • Apr 22AXT, Inc. has filed a Follow-on Equity Offering.AXT, Inc. has filed a Follow-on Equity Offering. Security Name: Common Stock Security Type: Common StockNew Risk • Apr 22New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 42% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (26% average weekly change). Shareholders have been substantially diluted in the past year (42% increase in shares outstanding). Minor Risk Significant insider selling over the past 3 months (US$43m sold).공고 • Apr 22AXT, Inc. has completed a Follow-on Equity Offering in the amount of $549.999982 million.AXT, Inc. has completed a Follow-on Equity Offering in the amount of $549.999982 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 8,560,311 Price\Range: $64.25 Discount Per Security: $3.2125내러티브 업데이트 • Apr 14AXTI: Export Permit Limits Will Continue To Restrain InP AI UpsideAnalysts 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.공고 • Apr 08AXT, Inc. to Report Q1, 2026 Results on Apr 30, 2026AXT, Inc. announced that they will report Q1, 2026 results After-Market on Apr 30, 2026내러티브 업데이트 • Mar 31AXTI: Export Permit Constraints Will Limit Upside Despite InP Demand StoryAXT'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.공고 • Mar 24AXT, Inc., Annual General Meeting, May 14, 2026AXT, Inc., Annual General Meeting, May 14, 2026. Location: 4281 technology drive, fremont, california 94538, United States내러티브 업데이트 • Mar 17AXTI: Export Permit Constraints Will Limit Benefit Of InP Demand OptimismThe 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.Recent Insider Transactions • Mar 06CFO, VP & Corporate Secretary recently sold US$17m worth of stockOn the 2nd of March, Gary Fischer sold around 405k shares on-market at roughly US$41.46 per share. This transaction amounted to 59% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Gary has been a net seller over the last 12 months, reducing personal holdings by US$18m.Recent Insider Transactions Derivative • Mar 03Co-Founder notifies of intention to sell stockMorris Young intends to sell 160k shares in the next 90 days after lodging an Intent To Sell Form on the 2nd of March. If the sale is conducted around the recent share price of US$43.32, it would amount to US$6.9m. For the year to December 2019, Morris' total compensation was 52% salary and 48% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2025, Morris' direct individual holding has increased from 2.16m shares to 2.67m. Company insiders have collectively sold US$4.0m more than they bought, via options and on-market transactions in the last 12 months.내러티브 업데이트 • Mar 03AXTI: InP Export Permit Constraints Will Undermine AI Demand Upside PotentialNarrative 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.Reported Earnings • Feb 22Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: US$0.48 loss per share (further deteriorated from US$0.27 loss in FY 2024). Revenue: US$88.3m (down 11% from FY 2024). Net loss: US$21.3m (loss widened 80% from FY 2024). Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) also missed analyst estimates by 5.4%. Revenue is forecast to grow 34% p.a. on average during the next 2 years, compared to a 20% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 156 percentage points per year, which is a significant difference in performance.New Risk • Feb 20New major risk - Revenue and earnings growthEarnings have declined by 62% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (19% average weekly change). Earnings have declined by 62% per year over the past 5 years. Minor Risks Shareholders have been diluted in the past year (23% increase in shares outstanding). Significant insider selling over the past 3 months (US$1.4m sold).내러티브 업데이트 • Feb 17AXTI: Neutral Stance Will Reflect Export Permit Risks And Equity RaiseNarrative 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.내러티브 업데이트 • Feb 03AXTI: Export Permit Constraints And Equity Offering Will Pressure Future ReturnsAnalysts 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.공고 • Jan 30AXT, Inc. Announces Board And Committee Changes, Effective January 26, 2026As previously reported, on July 29, 2025, the board of directors (the “Board”) of AXT, Inc. (the “Company”) appointed Mr. Leonard J. LeBlanc as a non-independent member of its Board in reliance on the limited exception provided under the Nasdaq Listing Rules. On January 26, 2026, the Board re-evaluated Mr. LeBlanc’s independence under the Nasdaq Listing Rules, and determined that Mr. LeBlanc is now independent under the Nasdaq Listing Rules. Effective upon Mr. LeBlanc’s determination as an independent director by the Board, Mr. Jesse Chen stepped down as Chair of the Audit Committee and the Board appointed Mr. LeBlanc as Chair of the Audit Committee. Mr. Chen will remain a member of the Audit Committee.내러티브 업데이트 • Jan 20AXTI: Export Permit Uncertainty Will Constrain Near Term Revenue OutlookAnalysts 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.공고 • Jan 09AXT, Inc. to Report Q4, 2025 Results on Feb 19, 2026AXT, Inc. announced that they will report Q4, 2025 results After-Market on Feb 19, 2026New Risk • Jan 08New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of American stocks, typically moving 17% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (17% average weekly change). Minor Risks Shareholders have been diluted in the past year (23% increase in shares outstanding). Significant insider selling over the past 3 months (US$5.3m sold).내러티브 업데이트 • Jan 05AXTI: Export Permits Will Drive Fragile Near Term Revenue ExpectationsAnalysts 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.New Risk • Jan 02New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 23% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (16% average weekly change). Shareholders have been diluted in the past year (23% increase in shares outstanding). Significant insider selling over the past 3 months (US$5.3m sold).공고 • Dec 29+ 1 more updateAXT, Inc. has filed a Follow-on Equity Offering.AXT, Inc. has filed a Follow-on Equity Offering. Security Name: Common Stock Security Type: Common Stock분석 기사 • Dec 19AXT, Inc.'s (NASDAQ:AXTI) 39% Share Price Surge Not Quite Adding UpAXT, Inc. ( NASDAQ:AXTI ) shares have continued their recent momentum with a 39% gain in the last month alone. The last...내러티브 업데이트 • Dec 14AXTI: New Export Permits Will Intensify Regulatory And Execution Downside RisksAnalysts 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.Recent Insider Transactions Derivative • Dec 05Co-Founder notifies of intention to sell stockMorris Young intends to sell 35k shares in the next 90 days after lodging an Intent To Sell Form on the 4th of December. If the sale is conducted around the recent share price of US$12.05, it would amount to US$422k. For the year to December 2018, Morris' total compensation was 52% salary and 48% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2025, Morris' direct individual holding has increased from 2.16m shares to 2.46m. Company insiders have collectively sold US$3.0m more than they bought, via options and on-market transactions in the last 12 months.Recent Insider Transactions • Dec 03Independent Director recently sold US$576k worth of stockOn the 2nd of December, David Chang sold around 50k shares on-market at roughly US$11.53 per share. This transaction amounted to 24% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth US$894k. Insiders have been net sellers, collectively disposing of US$3.4m more than they bought in the last 12 months.내러티브 업데이트 • Nov 30AXTI: Export Permit Reliance Will Heighten Downside Risks Amid Ongoing UncertaintyAnalysts 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.Recent Insider Transactions Derivative • Nov 26Independent Director notifies of intention to sell stockDavid Chang intends to sell 100k shares in the next 90 days after lodging an Intent To Sell Form on the 25th of November. If the sale is conducted around the recent share price of US$9.34, it would amount to US$934k. Since March 2025, David's direct individual holding has decreased from 252.57k shares to 207.74k. Company insiders have collectively sold US$2.4m more than they bought, via options and on-market transactions in the last 12 months.Recent Insider Transactions • Nov 20Co-Founder recently sold US$344k worth of stockOn the 17th of November, Morris Young sold around 33k shares on-market at roughly US$10.40 per share. This transaction amounted to 1.3% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$894k. Morris has been a net seller over the last 12 months, reducing personal holdings by US$995k.Recent Insider Transactions Derivative • Nov 18Co-Founder exercised options to buy US$693k worth of stock.On the 14th of November, Morris Young exercised options to buy 70k shares at a strike price of around US$5.21, costing a total of US$365k. This transaction amounted to 2.9% of their direct individual holding at the time of the trade. Since March 2025, Morris' direct individual holding has increased from 2.16m shares to 2.44m. Company insiders have collectively sold US$2.1m more than they bought, via options and on-market transactions in the last 12 months.내러티브 업데이트 • Nov 16AXTI: Renewed Export Permits Will Influence Recovery Amid Regulatory RisksAnalysts 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.Recent Insider Transactions • Nov 06Co-Founder recently sold US$692k worth of stockOn the 3rd of November, Morris Young sold around 80k shares on-market at roughly US$8.65 per share. This transaction amounted to 3.2% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Morris has been a net seller over the last 12 months, reducing personal holdings by US$651k.Recent Insider Transactions Derivative • Nov 04Co-Founder notifies of intention to sell stockMorris Young intends to sell 80k shares in the next 90 days after lodging an Intent To Sell Form on the 3rd of November. If the sale is conducted around the recent share price of US$8.65, it would amount to US$692k. For the year to December 2018, Morris' total compensation was 52% salary and 48% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since December 2024, Morris' direct individual holding has increased from 2.16m shares to 2.55m. Company insiders have collectively bought US$63k more than they sold, via options and on-market transactions, in the last 12 months.내러티브 업데이트 • Nov 02AXTI: Export Permit Uncertainty Will Challenge Margin Strength Moving ForwardThe 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.Reported Earnings • Nov 02Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: US$0.043 loss per share (improved from US$0.069 loss in 3Q 2024). Revenue: US$28.0m (up 18% from 3Q 2024). Net loss: US$1.91m (loss narrowed 36% from 3Q 2024). Revenue exceeded analyst estimates by 38%. Earnings per share (EPS) also surpassed analyst estimates by 70%. Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 102 percentage points per year, which is a significant difference in performance.New Risk • Oct 31New major risk - Revenue and earnings growthEarnings have declined by 50% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 50% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (16% average weekly change).공고 • Oct 31AXT, Inc. Provides Earnings Guidance for the Fourth Quarter of 2025AXT, Inc. provided earnings guidance for the fourth quarter of 2025. The company has the capability to achieve revenue in the range of $27 million to $30 million, subject to the caveats I just mentioned. GAAP net loss will be in the range of $0.03 to $0.05.분석 기사 • Oct 14AXT, Inc. (NASDAQ:AXTI) Shares Fly 26% But Investors Aren't Buying For GrowthAXT, Inc. ( NASDAQ:AXTI ) shares have continued their recent momentum with a 26% gain in the last month alone. Looking...공고 • Oct 09AXT, Inc. to Report Q3, 2025 Results on Oct 30, 2025AXT, Inc. announced that they will report Q3, 2025 results After-Market on Oct 30, 2025분석 기사 • Oct 08Here's Why AXT (NASDAQ:AXTI) Can Afford Some DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Reported Earnings • Aug 03Second quarter 2025 earnings: EPS misses analyst expectationsSecond quarter 2025 results: US$0.16 loss per share (further deteriorated from US$0.036 loss in 2Q 2024). Revenue: US$18.0m (down 36% from 2Q 2024). Net loss: US$7.01m (loss widened 349% from 2Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 10%. Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 54 percentage points per year, which is a significant difference in performance.New Risk • Aug 01New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 6.6% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 6.6% per year for the foreseeable future. Minor Risks Share price has been volatile over the past 3 months (13% average weekly change). Market cap is less than US$100m (US$91.5m market cap).공고 • Jul 27AXT Announces Non-Compliance UpdateAs previously, on July 14, 2025, AXT, Inc. notified The Nasdaq Stock Market (“Nasdaq”) that as a result of the recent passing of Ms. Christine Russell, the Company is not compliant with Nasdaq Listing Rule 5605(c)(2)(A) as the Company’s Audit Committee currently consists of only two independent directors, rather than the minimum three independent directors as required by Nasdaq Listing Rule 5605(c)(2)(A). On July 18, 2025, Nasdaq notified the Company that due to the passing of Ms. Russell, the Company no longer complies with the audit committee requirement under Nasdaq Listing Rule 5605(c)(2)(A). Nasdaq further notified the Company that, consistent with Nasdaq Listing Rule 5605(c)(4), Nasdaq will provide the Company a cure period in order to regain compliance (i) until the earlier of the Company’s next annual meeting of shareholders or July 11, 2026; or, (ii) if the next annual meeting of shareholders is held before January 7, 2026, then the Company must provide evidence of compliance no later than January 7, 2026. The Company must submit to Nasdaq documentation, including biographies of any new directors, evidencing compliance with the rules no later than the foregoing period. The Company intends to regain compliance as soon as possible and the Board will add a new independent director who satisfies the applicable requirements of the Nasdaq Listing Rules prior to the expiration of the cure period described above.공고 • Jul 18AXT, Inc. Announces Demise of Christine Russell, Board and Committees MemberAXT, Inc. reported that Ms. Christine Russell, a member of the Company’s Board of Directors, passed away on July 11, 2025. Ms. Russell joined the Company’s Board in December 2019 as an independent director. She served as Chair of the Audit Committee and was a member of the Compensation Committee and the Nominating and Corporate Governance Committee.Major Estimate Revision • Jul 11Consensus revenue estimates decrease by 12%The consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from US$92.4m to US$81.3m. EPS estimate unchanged from -US$0.51 per share at last update. Semiconductor industry in the US expected to see average net income growth of 17% next year. Consensus price target up from US$3.85 to US$3.96. Share price rose 2.8% to US$2.20 over the past week.공고 • Jul 10+ 1 more updateAXT, Inc. Revises Revenue Guidance for the Second Quarter Ended June 30, 2025AXT, Inc. revised revenue guidance for the second quarter ended June 30, 2025. For the quarter company now expects preliminary revenue to be in the range of $17.5 to $18 million, below the company’s previously stated guidance of $20 million to $22 million provided on May 1, 2025. The preliminary revenue range for the second quarter of 2025 is primarily the result of slower than expected issuance of export control permits for the company’s gallium arsenide products in Second Quarter and a weaker demand environment in China.New Risk • May 12New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of American stocks, typically moving 17% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (17% average weekly change). Minor Risk Market cap is less than US$100m (US$55.1m market cap).Major Estimate Revision • May 08Consensus revenue estimates decrease by 12%The consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from US$104.7m to US$92.3m. EPS estimate unchanged from -US$0.51 per share at last update. Semiconductor industry in the US expected to see average net income growth of 22% next year. Consensus price target down from US$5.00 to US$3.85. Share price fell 3.0% to US$1.31 over the past week.Reported Earnings • May 02First quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2025 results: US$0.20 loss per share (further deteriorated from US$0.049 loss in 1Q 2024). Revenue: US$19.4m (down 15% from 1Q 2024). Net loss: US$8.80m (loss widened 314% from 1Q 2024). Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) missed analyst estimates by 33%. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 60 percentage points per year, which is a significant difference in performance.새로운 내러티브 • May 02Chinese 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. Price Target Changed • Apr 28Price target decreased by 7.7% to US$4.80Down from US$5.20, the current price target is an average from 5 analysts. New target price is 240% above last closing price of US$1.41. Stock is down 53% over the past year. The company is forecast to post a net loss per share of US$0.27 next year compared to a net loss per share of US$0.27 last year.공고 • Apr 07AXT, Inc., Annual General Meeting, May 15, 2025AXT, Inc., Annual General Meeting, May 15, 2025. Location: 4281 technology drive, california 94538, fremont, United States공고 • Apr 04AXT, Inc. to Report Q1, 2025 Results on May 01, 2025AXT, Inc. announced that they will report Q1, 2025 results After-Market on May 01, 2025Major Estimate Revision • Feb 27Consensus EPS estimates fall by 145%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from US$110.8m to US$104.7m. Losses expected to increase from US$0.11 per share to US$0.27. Semiconductor industry in the US expected to see average net income growth of 22% next year. Consensus price target down from US$5.20 to US$5.00. Share price fell 42% to US$1.32 over the past week.Seeking Alpha • Feb 24AXT, Inc. Reported Improved Q4 Financial Performance But Q1 Outlook DisappointsSummary 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 AlphaPrice Target Changed • Feb 21Price target decreased by 9.1% to US$5.00Down from US$5.50, the current price target is an average from 5 analysts. New target price is 216% above last closing price of US$1.58. Stock is down 59% over the past year. The company is forecast to post a net loss per share of US$0.27 next year compared to a net loss per share of US$0.27 last year.Reported Earnings • Feb 21Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: US$0.27 loss per share (improved from US$0.42 loss in FY 2023). Revenue: US$99.4m (up 31% from FY 2023). Net loss: US$11.6m (loss narrowed 36% from FY 2023). Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) missed analyst estimates by 23%. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 58 percentage points per year, which is a significant difference in performance.공고 • Jan 22AXT, Inc. to Report Q4, 2024 Results on Feb 20, 2025AXT, Inc. announced that they will report Q4, 2024 results After-Market on Feb 20, 2025New Risk • Nov 03New major risk - Revenue and earnings growthEarnings have declined by 25% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 25% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (12% average weekly change). Market cap is less than US$100m (US$91.5m market cap).Reported Earnings • Nov 01Third quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2024 results: US$0.068 loss per share (improved from US$0.14 loss in 3Q 2023). Revenue: US$23.6m (up 36% from 3Q 2023). Net loss: US$2.94m (loss narrowed 50% from 3Q 2023). Revenue missed analyst estimates by 9.0%. Earnings per share (EPS) exceeded analyst estimates by 18%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 58 percentage points per year, which is a significant difference in performance.Seeking Alpha • Oct 26AXT, Inc.: Not Getting The Recognition It DeservesSummary 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 Alpha공고 • Oct 03AXT, Inc. to Report Q3, 2024 Results on Oct 31, 2024AXT, Inc. announced that they will report Q3, 2024 results After-Market on Oct 31, 2024매출 및 비용 세부 내역AXT가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이NasdaqGS:AXTI 매출, 비용 및 순이익 (USD Millions)날짜매출순이익일반관리비연구개발비30 Jun 261264261031 Mar 2696-1425931 Dec 2588-2124930 Sep 2590-23241130 Jun 2586-24241331 Mar 2596-19241431 Dec 2499-12241530 Sep 2495-10231330 Jun 2488-13231331 Mar 2479-17231231 Dec 2376-18231230 Sep 2382-13231330 Jun 23100-2241431 Mar 231219251431 Dec 2214116261430 Sep 2215217261330 Jun 2215115261231 Mar 2214614251131 Dec 2113714241030 Sep 2112713231030 Jun 211181121931 Mar 21106720831 Dec 2095319730 Sep 2087-119730 Jun 2081-319631 Mar 2084-219631 Dec 1983-319630 Sep 1987-219630 Jun 1996319631 Mar 1998520631 Dec 18102919630 Sep 181061419630 Jun 181061418631 Mar 181021217531 Dec 17991017530 Sep 1793916530 Jun 1786715531 Mar 1783614631 Dec 1681514630 Sep 1679213630 Jun 1676014631 Mar 1676-114631 Dec 1578-216630 Sep 1579-1176양질의 수익: AXTI는 고품질 수익을 보유하고 있습니다.이익 마진 증가: AXTI는 과거에 흑자전환했습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: AXTI의 수익은 지난 5년 동안 연평균 53.6% 감소했습니다.성장 가속화: AXTI는 지난해 흑자전환하여 5년 평균과 수익 성장률을 비교하기 어렵습니다.수익 대 산업: AXTI는 지난해 흑자전환하여 지난 해 수익 성장률을 Semiconductor 업계(34.8%)와 비교하기 어렵습니다.자기자본이익률높은 ROE: AXTI의 자본 수익률(0.6%)은 낮음으로 평가됩니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YSemiconductors 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/08/13 12:51종가2026/08/13 00:00수익2026/06/30연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스AXT, Inc.는 7명의 분석가가 다루고 있습니다. 이 중 5명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Ku KangB. Riley Securities, Inc.Hamed KhorsandBWS Financial Inc.Richard ShannonCraig-Hallum Capital Group LLC4명의 분석가 더 보기
Reported Earnings • Jul 31Second quarter 2026 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2026 results: EPS: US$0.18 (up from US$0.16 loss in 2Q 2025). Revenue: US$47.6m (up 165% from 2Q 2025). Net income: US$11.1m (up US$18.2m from 2Q 2025). Profit margin: 23% (up from net loss in 2Q 2025). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 40%. Earnings per share (EPS) also surpassed analyst estimates. Revenue is forecast to grow 60% p.a. on average during the next 3 years, compared to a 24% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 175% per year, which means it is well ahead of earnings.
공고 • Jul 03AXT, Inc. to Report Q2, 2026 Results on Jul 30, 2026AXT, Inc. announced that they will report Q2, 2026 results After-Market on Jul 30, 2026
Reported Earnings • May 05First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: US$0.03 loss per share (improved from US$0.20 loss in 1Q 2025). Revenue: US$26.9m (up 39% from 1Q 2025). Net loss: US$1.62m (loss narrowed 82% from 1Q 2025). Revenue exceeded analyst estimates by 2.7%. Earnings per share (EPS) also surpassed analyst estimates by 50%. Revenue is forecast to grow 44% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has increased by 232% per year, which means it is well ahead of earnings.
공고 • Apr 08AXT, Inc. to Report Q1, 2026 Results on Apr 30, 2026AXT, Inc. announced that they will report Q1, 2026 results After-Market on Apr 30, 2026
Reported Earnings • Feb 22Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: US$0.48 loss per share (further deteriorated from US$0.27 loss in FY 2024). Revenue: US$88.3m (down 11% from FY 2024). Net loss: US$21.3m (loss widened 80% from FY 2024). Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) also missed analyst estimates by 5.4%. Revenue is forecast to grow 34% p.a. on average during the next 2 years, compared to a 20% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 156 percentage points per year, which is a significant difference in performance.
공고 • Jan 09AXT, Inc. to Report Q4, 2025 Results on Feb 19, 2026AXT, Inc. announced that they will report Q4, 2025 results After-Market on Feb 19, 2026
내러티브 업데이트 • Aug 12AXTI: AI Data Center Demand Will Mask Execution And Pricing RisksThe analyst price target for AXT has shifted from $52 to $55, with analysts citing updated Q2 earnings models, revised growth and profitability assumptions, and sector demand trends tied to AI and data center spending as key factors behind the new fair value estimate. Analyst Commentary on AXT Recent Street research on AXT shows a mix of optimism around AI and data center demand alongside more cautious views on valuation and execution risk.
Reported Earnings • Jul 31Second quarter 2026 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2026 results: EPS: US$0.18 (up from US$0.16 loss in 2Q 2025). Revenue: US$47.6m (up 165% from 2Q 2025). Net income: US$11.1m (up US$18.2m from 2Q 2025). Profit margin: 23% (up from net loss in 2Q 2025). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 40%. Earnings per share (EPS) also surpassed analyst estimates. Revenue is forecast to grow 60% p.a. on average during the next 3 years, compared to a 24% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 175% per year, which means it is well ahead of earnings.
실시간 뉴스 • Jul 30AXT Secures Multi-Year Indium Phosphide Supply Agreement With Lumentum Through 2031AXT announced a definitive long-term supplier agreement with Lumentum Operations for indium phosphide wafer substrates, with AXT reserving a minimum annual commitment and capacity through 31 December 2031 and Lumentum providing initial and subsequent deposit payments that apply as shipment credits. The agreement secures a multi-year customer relationship for AXT’s indium phosphide products, with minimum purchase and capacity reservations that give the company clearer visibility on demand and support planning for additional capacity if Lumentum’s needs increase. AXT shares trade at US$36.97, with the stock down 13.5% on the day and still up 120.6% year to date, highlighting sharp recent volatility around a price that remains well above levels earlier in the year. This type of long-dated supply deal can provide AXT with more predictable revenue from a single large customer, while investors still need to weigh the concentration risk and the execution demands of meeting Lumentum’s long-term requirements.
내러티브 업데이트 • Jul 28AXTI: AI Data Center Demand And InP Expansion Will Drive Future UpsideAnalysts have lowered their fair value estimate for AXT to $52 from $73, citing a reduced future P/E assumption along with expectations for near-term results that are in line, supported by AI and data center demand as well as a record InP backlog. Analyst Commentary Recent Street research on AXT highlights a mix of optimism around AI and data center exposure and a more cautious tone on valuation and execution.
Seeking Alpha • Jul 27AXT Benefits From Higher Demand For Indium PhosphideSummary AXT reports Q2-2026 revenue next Thursday with an increase in revenue expected. AXT continues to complete its $100 million Indium Phosphide back order while it also expands its wafer manufacturing capacity. The company recently made a three-year supply agreement with Coherent, which paid out $22.29 million in prepayments. The stock price is down from its 52-week high but has still gained 1,893% over the last twelve months. I continue my rating of a Hold and consider that it comes at a higher risk. Read the full article on Seeking Alpha
공고 • Jul 23Axt, Inc. Announces Appointment of Jia-Bin Duh to Board of Directors, Effective July 16, 2026AXT, Inc. had, on July 16, 2026, increased the number of directors on the Board from five to six. Immediately thereafter, the Board elected Jia-Bin Duh to the Board as a Class III Director and independent director, effective July 16, 2026. Mr. Duh's term will expire at the Company's annual meeting of stockholders in 2028. Mr. Duh will also serve on the audit, compensation and nominating and corporate governance committees of the Board. Mr. Duh has more than 30 years of senior executive leadership and investor experience in the technology and consumer sectors in Greater China. He currently serves as Director of Primax Electronics Ltd. (TPE: 4915), a position he has held since 2021, where he also served as Chairman and Chief Executive Officer from 2023-2024. Mr. Duh has also served as Chairman of Mobinnova Corp. from 2006-2009. Throughout his career, Mr. Duh held top leadership positions at major multinational corporations including serving as President of Cisco Systems China from 1998 to 2005 and Corporate Vice President of Cisco Systems Inc., and as President of Microsoft China from 1993 to 1998. Mr. Duh has served as an independent director of Wangfujing International Group Ltd. (SHA 600859) from 2016-2019, IDT International Limited (HK: 0167) from 2015-2018 and Huizhou Tymphany Acoustics Technology Ltd. Mr. Duh received a Bachelor of Science degree in Control Engineering from National Chiao Tung University, a Masters of Business Administration from the Kellogg School of Management at Northwestern University and a Master of Business Administration from the Hong Kong University of Science and Technology.
실시간 뉴스 • Jul 08AXT Wins $25.4 Million Indium Phosphide Wafer Contract and Expands BoardAXT’s subsidiary Beijing Tongmei Xtal Technology signed a long-term supply agreement with Nanjing Casela Technologies worth about US$25.4m for indium phosphide wafer substrates through 2027, structured with an 80% take-or-pay commitment and monthly deliveries backed by penalties for non-purchase. The company also appointed Tracy Liu, who has more than 30 years of experience in business advisory, tax strategy and accounting, to its Board of Directors effective 17 June 2026, increasing the board size to five members. AXT’s share price is US$58.15, with the stock up 247% year to date, although it has recently pulled back, including a 1-day decline of 8.5%. Locking in multi-year demand and adding financial and tax expertise at the board level indicates that AXT is prioritising contract visibility and governance. At the same time, the sharp year-to-date move and recent volatility underscore execution and contract-delivery risk if demand or production schedules change.
공고 • Jul 03AXT, Inc. to Report Q2, 2026 Results on Jul 30, 2026AXT, Inc. announced that they will report Q2, 2026 results After-Market on Jul 30, 2026
공고 • Jun 29+ 2 more updatesAXT, Inc.(NasdaqGS:AXTI) dropped from Russell Microcap Value Benchmark IndexAXT, Inc.(NasdaqGS:AXTI) dropped from Russell Microcap Value Benchmark Index
내러티브 업데이트 • Jun 28AXTI: AI Optical Demand And Backlog Expansion Will Drive Future UpsideAnalysts have lifted their price target on AXT to $125 from $90, pointing to stronger assumed revenue growth, a higher future P/E multiple, and a slightly higher discount rate, partly supported by recent positive sector commentary on AI driven optical demand and feedback from investor conferences. Analyst Commentary on AXT Recent research updates on AXT highlight a clear tilt toward optimism, with bullish analysts pointing to conference feedback and sector commentary on AI driven optical demand as key supports for their valuation work.
실시간 뉴스 • Jun 23AXT Subsidiary Signs Long-Term Indium Phosphide Deal With Nanjing Casela TechnologiesAXT’s subsidiary Beijing Tongmei Xtal Technology signed a long-term agreement to supply Indium Phosphide substrates to Nanjing Casela Technologies for advanced semiconductor applications, in a deal Wedbush Securities described as “significant.” Wedbush highlighted that the contract is intended to support product supply continuity and reduce export risk, which could be important for AXT’s ability to serve customers consistently in sensitive semiconductor markets. AXT’s stock last traded at $92.44; it is up strongly year to date but has fallen 34.4% over the past 30 days, reflecting sharp swings around news and valuation concerns. The supply deal points to a more anchored demand channel for AXT, but it sits alongside recent commentary about heavy insider selling and valuation risk, so position sizing and volatility tolerance remain central considerations.
공고 • Jun 23AXT, Inc. Announces Appointment of Tracy Liu to Board of Directors and Member of Audit, Compensation and Nominating and Corporate Governance Committee, Effective June 17, 2026AXT, Inc. announced that Tracy Liu had been appointed to the AXT Board of Directors, effective June 17, 2026. The AXT board expanded to five directors from the previous number of four. Ms. Tracy Liu’s term will expire at the Company’s annual meeting of stockholders in 2028. Ms. Liu will also serve on the audit, compensation and nominating and corporate governance committees of the Board. Liu brings more than 30 years of business advisory experience, tax strategy and accounting to AXT, including 10 years with Big Four public accounting firms and more than 20 years advising public and private companies. Throughout her career, she has worked extensively with high-technology and semiconductor companies in Silicon Valley and the Asia-Pacific region, providing strategic guidance on international tax planning, cross-border business operations, and stock compensation. Her experience advising multinational companies on restructuring initiatives, joint ventures, and regulatory matters in both the United States and China provides valuable insight into AXT's global operations and will help strengthen the Board's understanding of the business environment in which Tongmei, AXT’s subsidiary in China, operates. Liu currently serves as an independent director and Chair of the Audit Committee of ACM Research, Inc., a semiconductor equipment company, and was, until the STAR Market requirement for a supervisory board ended, Chairperson of the Supervisory Board of ACM Shanghai, a semiconductor equipment company listed on the Shanghai STAR Market. Her extensive experience with semiconductor and technology companies, combined with her public company board and audit committee leadership, brings significant financial, operational, and governance expertise to AXT. Liu holds a master’s degree in accounting with a specialization in taxation and a bachelor’s degree in computer science. She is a Certified Public Accountant and a member of the American Institute of Certified Public Accountants.
분석 기사 • Jun 18AXT (AXTI) Stock Could Be 4.5% Undervalued As AI Optics Demand Lifts InterestAXT (AXTI) is drawing fresh attention after stockholders reviewed a proposal to lift authorized common shares from 70,000,000 to 120,000,000, coinciding with rising interest in its role in AI infrastructure and optical networking. See our latest analysis for AXT. For context, AXT’s share price has pulled back about 13% over the past month after a sharp run, but the 90 day share price return of about 59% and a very large 1 year total shareholder return suggest momentum has been strong, helped...
내러티브 업데이트 • Jun 14AXTI: AI Capacity Expansion And Export Limits Will Balance Future UpsideAnalysts have lifted their blended price target on AXT stock from $30.75 to $96.50, citing updated assumptions for higher revenue growth, wider profit margins, a richer future P/E multiple, and a slightly higher discount rate supported by recent Street research pointing to stronger AI related demand across communications and data center hardware. Analyst Commentary Street research on AXT has focused heavily on how AI related spending in communications and data center hardware could affect the stock's valuation.
Recent Insider Transactions Derivative • Jun 12Independent Director notifies of intention to sell stockDavid Chang intends to sell 8k shares in the next 90 days after lodging an Intent To Sell Form on the 8th of June. If the sale is conducted around the recent share price of US$95.65, it would amount to US$797k. Since December 2025, David's direct individual holding has decreased from 132.74k shares to 73.50k. Company insiders have collectively sold US$71m more than they bought, via options and on-market transactions in the last 12 months.
실시간 뉴스 • Jun 12AXT Draws AI Market Interest as Price Target Rises and Capital Expansion AdvancesAXT shares have moved higher in response to strong investor interest in AI-related semiconductor materials for data centers, optical, 5G and satellite markets. Northland Capital Markets raised its price target on AXTI stock from $90 to $125 and reiterated an Outperform rating, while AXT continues to engage investors through multiple institutional and growth conferences. Shareholders approved an increase in authorized capital stock from 70 million to 120 million shares, following an underwritten public offering expected to raise about $550 million before expenses, and the company is preparing to update investors on Q2 earnings at the Northland Securities Virtual Growth Conference 2026. Taken together, these developments reflect a company that is actively funding its expansion plans and working to keep AI-focused investors informed about its role in semiconductor substrate technologies. At the same time, the larger share authorization and recent capital raise mean existing shareholders need to factor in potential dilution alongside any perceived benefits from the additional growth capital.
Recent Insider Transactions • Jun 04Co-Founder recently sold US$13m worth of stockOn the 2nd of June, Morris Young sold around 112k shares on-market at roughly US$113 per share. This transaction amounted to 4.9% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Morris has been a net seller over the last 12 months, reducing personal holdings by US$29m.
실시간 뉴스 • Jun 04AXT Eyes Major Indium Phosphide Expansion to Meet Surging AI Networking DemandAXT plans to double its indium phosphide production capacity by the end of 2026 and then double it again in 2027, targeting growing optical networking demand linked to AI data traffic. The company intends to expand output by repurposing existing facilities instead of constructing new plants, which is expected to keep capital needs and execution complexity more contained. AXT highlights its vertically integrated supply chain and in-house crystal-growth furnace manufacturing as key advantages for meeting AI-related semiconductor material demand. This expansion plan positions AXT to be a more central supplier to compound semiconductor customers that are tied into the AI and high-speed networking buildout. Investors should watch how efficiently the company can ramp these repurposed facilities and whether customer orders ultimately match the larger capacity it is putting in place.
Recent Insider Transactions Derivative • Jun 01Lead Independent Director notifies of intention to sell stockJesse Chen intends to sell 110k shares in the next 90 days after lodging an Intent To Sell Form on the 1st of June. If the sale is conducted around the recent share price of US$106, it would amount to US$12m. Since March 2026, Jesse has owned 109.53k shares directly. Company insiders have collectively sold US$46m more than they bought, via options and on-market transactions in the last 12 months.
내러티브 업데이트 • May 31AXTI: Elevated Expectations And Equity Offering Will Intensify Execution RiskAnalysts have materially lifted their view on AXT, with the implied fair value estimate moving from $21.00 to $73.00 as they update assumptions around growth, profitability and future P/E expectations following recent price target increases across the Street. Analyst Commentary Recent Street research has centered on price target revisions for AXT, with multiple firms updating their models and reassessing how much they are willing to pay for the stock given current assumptions around growth, profitability and P/E multiples.
Reported Earnings • May 05First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: US$0.03 loss per share (improved from US$0.20 loss in 1Q 2025). Revenue: US$26.9m (up 39% from 1Q 2025). Net loss: US$1.62m (loss narrowed 82% from 1Q 2025). Revenue exceeded analyst estimates by 2.7%. Earnings per share (EPS) also surpassed analyst estimates by 50%. Revenue is forecast to grow 44% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has increased by 232% per year, which means it is well ahead of earnings.
Breakeven Date Change • May 03Forecast breakeven date moved forward to 2026The 5 analysts covering AXT previously expected the company to break even in 2027. New consensus forecast suggests the company will make a profit of US$14.6m in 2026. Earnings growth of 83% is required to achieve expected profit on schedule.
내러티브 업데이트 • Apr 29AXTI: Future InP Substrate Demand Will Outweigh Near Term Export ConstraintsNarrative 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.
공고 • Apr 22AXT, Inc. has filed a Follow-on Equity Offering.AXT, Inc. has filed a Follow-on Equity Offering. Security Name: Common Stock Security Type: Common Stock
New Risk • Apr 22New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 42% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (26% average weekly change). Shareholders have been substantially diluted in the past year (42% increase in shares outstanding). Minor Risk Significant insider selling over the past 3 months (US$43m sold).
공고 • Apr 22AXT, Inc. has completed a Follow-on Equity Offering in the amount of $549.999982 million.AXT, Inc. has completed a Follow-on Equity Offering in the amount of $549.999982 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 8,560,311 Price\Range: $64.25 Discount Per Security: $3.2125
내러티브 업데이트 • Apr 14AXTI: Export Permit Limits Will Continue To Restrain InP AI UpsideAnalysts 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.
공고 • Apr 08AXT, Inc. to Report Q1, 2026 Results on Apr 30, 2026AXT, Inc. announced that they will report Q1, 2026 results After-Market on Apr 30, 2026
내러티브 업데이트 • Mar 31AXTI: Export Permit Constraints Will Limit Upside Despite InP Demand StoryAXT'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.
공고 • Mar 24AXT, Inc., Annual General Meeting, May 14, 2026AXT, Inc., Annual General Meeting, May 14, 2026. Location: 4281 technology drive, fremont, california 94538, United States
내러티브 업데이트 • Mar 17AXTI: Export Permit Constraints Will Limit Benefit Of InP Demand OptimismThe 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.
Recent Insider Transactions • Mar 06CFO, VP & Corporate Secretary recently sold US$17m worth of stockOn the 2nd of March, Gary Fischer sold around 405k shares on-market at roughly US$41.46 per share. This transaction amounted to 59% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Gary has been a net seller over the last 12 months, reducing personal holdings by US$18m.
Recent Insider Transactions Derivative • Mar 03Co-Founder notifies of intention to sell stockMorris Young intends to sell 160k shares in the next 90 days after lodging an Intent To Sell Form on the 2nd of March. If the sale is conducted around the recent share price of US$43.32, it would amount to US$6.9m. For the year to December 2019, Morris' total compensation was 52% salary and 48% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2025, Morris' direct individual holding has increased from 2.16m shares to 2.67m. Company insiders have collectively sold US$4.0m more than they bought, via options and on-market transactions in the last 12 months.
내러티브 업데이트 • Mar 03AXTI: InP Export Permit Constraints Will Undermine AI Demand Upside PotentialNarrative 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.
Reported Earnings • Feb 22Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: US$0.48 loss per share (further deteriorated from US$0.27 loss in FY 2024). Revenue: US$88.3m (down 11% from FY 2024). Net loss: US$21.3m (loss widened 80% from FY 2024). Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) also missed analyst estimates by 5.4%. Revenue is forecast to grow 34% p.a. on average during the next 2 years, compared to a 20% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 156 percentage points per year, which is a significant difference in performance.
New Risk • Feb 20New major risk - Revenue and earnings growthEarnings have declined by 62% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (19% average weekly change). Earnings have declined by 62% per year over the past 5 years. Minor Risks Shareholders have been diluted in the past year (23% increase in shares outstanding). Significant insider selling over the past 3 months (US$1.4m sold).
내러티브 업데이트 • Feb 17AXTI: Neutral Stance Will Reflect Export Permit Risks And Equity RaiseNarrative 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.
내러티브 업데이트 • Feb 03AXTI: Export Permit Constraints And Equity Offering Will Pressure Future ReturnsAnalysts 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.
공고 • Jan 30AXT, Inc. Announces Board And Committee Changes, Effective January 26, 2026As previously reported, on July 29, 2025, the board of directors (the “Board”) of AXT, Inc. (the “Company”) appointed Mr. Leonard J. LeBlanc as a non-independent member of its Board in reliance on the limited exception provided under the Nasdaq Listing Rules. On January 26, 2026, the Board re-evaluated Mr. LeBlanc’s independence under the Nasdaq Listing Rules, and determined that Mr. LeBlanc is now independent under the Nasdaq Listing Rules. Effective upon Mr. LeBlanc’s determination as an independent director by the Board, Mr. Jesse Chen stepped down as Chair of the Audit Committee and the Board appointed Mr. LeBlanc as Chair of the Audit Committee. Mr. Chen will remain a member of the Audit Committee.
내러티브 업데이트 • Jan 20AXTI: Export Permit Uncertainty Will Constrain Near Term Revenue OutlookAnalysts 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.
공고 • Jan 09AXT, Inc. to Report Q4, 2025 Results on Feb 19, 2026AXT, Inc. announced that they will report Q4, 2025 results After-Market on Feb 19, 2026
New Risk • Jan 08New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of American stocks, typically moving 17% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (17% average weekly change). Minor Risks Shareholders have been diluted in the past year (23% increase in shares outstanding). Significant insider selling over the past 3 months (US$5.3m sold).
내러티브 업데이트 • Jan 05AXTI: Export Permits Will Drive Fragile Near Term Revenue ExpectationsAnalysts 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.
New Risk • Jan 02New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 23% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (16% average weekly change). Shareholders have been diluted in the past year (23% increase in shares outstanding). Significant insider selling over the past 3 months (US$5.3m sold).
공고 • Dec 29+ 1 more updateAXT, Inc. has filed a Follow-on Equity Offering.AXT, Inc. has filed a Follow-on Equity Offering. Security Name: Common Stock Security Type: Common Stock
분석 기사 • Dec 19AXT, Inc.'s (NASDAQ:AXTI) 39% Share Price Surge Not Quite Adding UpAXT, Inc. ( NASDAQ:AXTI ) shares have continued their recent momentum with a 39% gain in the last month alone. The last...
내러티브 업데이트 • Dec 14AXTI: New Export Permits Will Intensify Regulatory And Execution Downside RisksAnalysts 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.
Recent Insider Transactions Derivative • Dec 05Co-Founder notifies of intention to sell stockMorris Young intends to sell 35k shares in the next 90 days after lodging an Intent To Sell Form on the 4th of December. If the sale is conducted around the recent share price of US$12.05, it would amount to US$422k. For the year to December 2018, Morris' total compensation was 52% salary and 48% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2025, Morris' direct individual holding has increased from 2.16m shares to 2.46m. Company insiders have collectively sold US$3.0m more than they bought, via options and on-market transactions in the last 12 months.
Recent Insider Transactions • Dec 03Independent Director recently sold US$576k worth of stockOn the 2nd of December, David Chang sold around 50k shares on-market at roughly US$11.53 per share. This transaction amounted to 24% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth US$894k. Insiders have been net sellers, collectively disposing of US$3.4m more than they bought in the last 12 months.
내러티브 업데이트 • Nov 30AXTI: Export Permit Reliance Will Heighten Downside Risks Amid Ongoing UncertaintyAnalysts 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.
Recent Insider Transactions Derivative • Nov 26Independent Director notifies of intention to sell stockDavid Chang intends to sell 100k shares in the next 90 days after lodging an Intent To Sell Form on the 25th of November. If the sale is conducted around the recent share price of US$9.34, it would amount to US$934k. Since March 2025, David's direct individual holding has decreased from 252.57k shares to 207.74k. Company insiders have collectively sold US$2.4m more than they bought, via options and on-market transactions in the last 12 months.
Recent Insider Transactions • Nov 20Co-Founder recently sold US$344k worth of stockOn the 17th of November, Morris Young sold around 33k shares on-market at roughly US$10.40 per share. This transaction amounted to 1.3% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$894k. Morris has been a net seller over the last 12 months, reducing personal holdings by US$995k.
Recent Insider Transactions Derivative • Nov 18Co-Founder exercised options to buy US$693k worth of stock.On the 14th of November, Morris Young exercised options to buy 70k shares at a strike price of around US$5.21, costing a total of US$365k. This transaction amounted to 2.9% of their direct individual holding at the time of the trade. Since March 2025, Morris' direct individual holding has increased from 2.16m shares to 2.44m. Company insiders have collectively sold US$2.1m more than they bought, via options and on-market transactions in the last 12 months.
내러티브 업데이트 • Nov 16AXTI: Renewed Export Permits Will Influence Recovery Amid Regulatory RisksAnalysts 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.
Recent Insider Transactions • Nov 06Co-Founder recently sold US$692k worth of stockOn the 3rd of November, Morris Young sold around 80k shares on-market at roughly US$8.65 per share. This transaction amounted to 3.2% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Morris has been a net seller over the last 12 months, reducing personal holdings by US$651k.
Recent Insider Transactions Derivative • Nov 04Co-Founder notifies of intention to sell stockMorris Young intends to sell 80k shares in the next 90 days after lodging an Intent To Sell Form on the 3rd of November. If the sale is conducted around the recent share price of US$8.65, it would amount to US$692k. For the year to December 2018, Morris' total compensation was 52% salary and 48% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since December 2024, Morris' direct individual holding has increased from 2.16m shares to 2.55m. Company insiders have collectively bought US$63k more than they sold, via options and on-market transactions, in the last 12 months.
내러티브 업데이트 • Nov 02AXTI: Export Permit Uncertainty Will Challenge Margin Strength Moving ForwardThe 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.
Reported Earnings • Nov 02Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: US$0.043 loss per share (improved from US$0.069 loss in 3Q 2024). Revenue: US$28.0m (up 18% from 3Q 2024). Net loss: US$1.91m (loss narrowed 36% from 3Q 2024). Revenue exceeded analyst estimates by 38%. Earnings per share (EPS) also surpassed analyst estimates by 70%. Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 102 percentage points per year, which is a significant difference in performance.
New Risk • Oct 31New major risk - Revenue and earnings growthEarnings have declined by 50% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 50% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (16% average weekly change).
공고 • Oct 31AXT, Inc. Provides Earnings Guidance for the Fourth Quarter of 2025AXT, Inc. provided earnings guidance for the fourth quarter of 2025. The company has the capability to achieve revenue in the range of $27 million to $30 million, subject to the caveats I just mentioned. GAAP net loss will be in the range of $0.03 to $0.05.
분석 기사 • Oct 14AXT, Inc. (NASDAQ:AXTI) Shares Fly 26% But Investors Aren't Buying For GrowthAXT, Inc. ( NASDAQ:AXTI ) shares have continued their recent momentum with a 26% gain in the last month alone. Looking...
공고 • Oct 09AXT, Inc. to Report Q3, 2025 Results on Oct 30, 2025AXT, Inc. announced that they will report Q3, 2025 results After-Market on Oct 30, 2025
분석 기사 • Oct 08Here's Why AXT (NASDAQ:AXTI) Can Afford Some DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Reported Earnings • Aug 03Second quarter 2025 earnings: EPS misses analyst expectationsSecond quarter 2025 results: US$0.16 loss per share (further deteriorated from US$0.036 loss in 2Q 2024). Revenue: US$18.0m (down 36% from 2Q 2024). Net loss: US$7.01m (loss widened 349% from 2Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 10%. Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 54 percentage points per year, which is a significant difference in performance.
New Risk • Aug 01New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 6.6% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 6.6% per year for the foreseeable future. Minor Risks Share price has been volatile over the past 3 months (13% average weekly change). Market cap is less than US$100m (US$91.5m market cap).
공고 • Jul 27AXT Announces Non-Compliance UpdateAs previously, on July 14, 2025, AXT, Inc. notified The Nasdaq Stock Market (“Nasdaq”) that as a result of the recent passing of Ms. Christine Russell, the Company is not compliant with Nasdaq Listing Rule 5605(c)(2)(A) as the Company’s Audit Committee currently consists of only two independent directors, rather than the minimum three independent directors as required by Nasdaq Listing Rule 5605(c)(2)(A). On July 18, 2025, Nasdaq notified the Company that due to the passing of Ms. Russell, the Company no longer complies with the audit committee requirement under Nasdaq Listing Rule 5605(c)(2)(A). Nasdaq further notified the Company that, consistent with Nasdaq Listing Rule 5605(c)(4), Nasdaq will provide the Company a cure period in order to regain compliance (i) until the earlier of the Company’s next annual meeting of shareholders or July 11, 2026; or, (ii) if the next annual meeting of shareholders is held before January 7, 2026, then the Company must provide evidence of compliance no later than January 7, 2026. The Company must submit to Nasdaq documentation, including biographies of any new directors, evidencing compliance with the rules no later than the foregoing period. The Company intends to regain compliance as soon as possible and the Board will add a new independent director who satisfies the applicable requirements of the Nasdaq Listing Rules prior to the expiration of the cure period described above.
공고 • Jul 18AXT, Inc. Announces Demise of Christine Russell, Board and Committees MemberAXT, Inc. reported that Ms. Christine Russell, a member of the Company’s Board of Directors, passed away on July 11, 2025. Ms. Russell joined the Company’s Board in December 2019 as an independent director. She served as Chair of the Audit Committee and was a member of the Compensation Committee and the Nominating and Corporate Governance Committee.
Major Estimate Revision • Jul 11Consensus revenue estimates decrease by 12%The consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from US$92.4m to US$81.3m. EPS estimate unchanged from -US$0.51 per share at last update. Semiconductor industry in the US expected to see average net income growth of 17% next year. Consensus price target up from US$3.85 to US$3.96. Share price rose 2.8% to US$2.20 over the past week.
공고 • Jul 10+ 1 more updateAXT, Inc. Revises Revenue Guidance for the Second Quarter Ended June 30, 2025AXT, Inc. revised revenue guidance for the second quarter ended June 30, 2025. For the quarter company now expects preliminary revenue to be in the range of $17.5 to $18 million, below the company’s previously stated guidance of $20 million to $22 million provided on May 1, 2025. The preliminary revenue range for the second quarter of 2025 is primarily the result of slower than expected issuance of export control permits for the company’s gallium arsenide products in Second Quarter and a weaker demand environment in China.
New Risk • May 12New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of American stocks, typically moving 17% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (17% average weekly change). Minor Risk Market cap is less than US$100m (US$55.1m market cap).
Major Estimate Revision • May 08Consensus revenue estimates decrease by 12%The consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from US$104.7m to US$92.3m. EPS estimate unchanged from -US$0.51 per share at last update. Semiconductor industry in the US expected to see average net income growth of 22% next year. Consensus price target down from US$5.00 to US$3.85. Share price fell 3.0% to US$1.31 over the past week.
Reported Earnings • May 02First quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2025 results: US$0.20 loss per share (further deteriorated from US$0.049 loss in 1Q 2024). Revenue: US$19.4m (down 15% from 1Q 2024). Net loss: US$8.80m (loss widened 314% from 1Q 2024). Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) missed analyst estimates by 33%. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 60 percentage points per year, which is a significant difference in performance.
새로운 내러티브 • May 02Chinese 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.
Price Target Changed • Apr 28Price target decreased by 7.7% to US$4.80Down from US$5.20, the current price target is an average from 5 analysts. New target price is 240% above last closing price of US$1.41. Stock is down 53% over the past year. The company is forecast to post a net loss per share of US$0.27 next year compared to a net loss per share of US$0.27 last year.
공고 • Apr 07AXT, Inc., Annual General Meeting, May 15, 2025AXT, Inc., Annual General Meeting, May 15, 2025. Location: 4281 technology drive, california 94538, fremont, United States
공고 • Apr 04AXT, Inc. to Report Q1, 2025 Results on May 01, 2025AXT, Inc. announced that they will report Q1, 2025 results After-Market on May 01, 2025
Major Estimate Revision • Feb 27Consensus EPS estimates fall by 145%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from US$110.8m to US$104.7m. Losses expected to increase from US$0.11 per share to US$0.27. Semiconductor industry in the US expected to see average net income growth of 22% next year. Consensus price target down from US$5.20 to US$5.00. Share price fell 42% to US$1.32 over the past week.
Seeking Alpha • Feb 24AXT, Inc. Reported Improved Q4 Financial Performance But Q1 Outlook DisappointsSummary 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 Alpha
Price Target Changed • Feb 21Price target decreased by 9.1% to US$5.00Down from US$5.50, the current price target is an average from 5 analysts. New target price is 216% above last closing price of US$1.58. Stock is down 59% over the past year. The company is forecast to post a net loss per share of US$0.27 next year compared to a net loss per share of US$0.27 last year.
Reported Earnings • Feb 21Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: US$0.27 loss per share (improved from US$0.42 loss in FY 2023). Revenue: US$99.4m (up 31% from FY 2023). Net loss: US$11.6m (loss narrowed 36% from FY 2023). Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) missed analyst estimates by 23%. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 58 percentage points per year, which is a significant difference in performance.
공고 • Jan 22AXT, Inc. to Report Q4, 2024 Results on Feb 20, 2025AXT, Inc. announced that they will report Q4, 2024 results After-Market on Feb 20, 2025
New Risk • Nov 03New major risk - Revenue and earnings growthEarnings have declined by 25% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 25% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (12% average weekly change). Market cap is less than US$100m (US$91.5m market cap).
Reported Earnings • Nov 01Third quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2024 results: US$0.068 loss per share (improved from US$0.14 loss in 3Q 2023). Revenue: US$23.6m (up 36% from 3Q 2023). Net loss: US$2.94m (loss narrowed 50% from 3Q 2023). Revenue missed analyst estimates by 9.0%. Earnings per share (EPS) exceeded analyst estimates by 18%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 58 percentage points per year, which is a significant difference in performance.
Seeking Alpha • Oct 26AXT, Inc.: Not Getting The Recognition It DeservesSummary 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 Alpha
공고 • Oct 03AXT, Inc. to Report Q3, 2024 Results on Oct 31, 2024AXT, Inc. announced that they will report Q3, 2024 results After-Market on Oct 31, 2024
