NasdaqGS:AXTISemiconductor
Assessing AXT (AXTI) Valuation After Export Permit Shortfall And Capacity Expansion Plans
AXT (AXTI) recently revised its fourth quarter 2025 revenue outlook to a range of $22.5 million to $23.5 million after receiving fewer export permits for indium phosphide from China’s Ministry of Commerce.
See our latest analysis for AXT.
The permit shortfall triggered a sharp 11% one day share price decline to $22.99, but that comes after a 37% 7 day and 55% 30 day share price return, alongside a 1 year total shareholder return of roughly 10x. This suggests momentum has been strong despite...