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AX

Mkt Cap

$3.38B

Volume

9.81M

Next Earnings

October 29th

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AX

AXTIAXT Inc

AXTI

Pay with—

Available Balance0.00

AX

Mkt Cap

$3.38B

Volume

9.81M

Next Earnings

October 29th

Chart Financials Earnings News About Insider Filings

AXT's Inventory Rises Sharply: Will Working Capital Pressure Grow?AXT Inc. (AXTI) is experiencing significant working capital pressures as inventory surged 18% to $96.3M by June 2026, absorbing $12.2M in cash. While the company benefits from strong demand, a $100M+ backlog, and substantial liquidity of $748.8M, export permit uncertainties and rising obsolete inventory reserves pose risks. The stock has surged 279% YTD but trades at a premium valuation of 10.1X forward P/S versus industry average of 4.9X, earning a Zacks Rank #3 (Hold).Zacks Investment Research · Oct 13, 2026

AXTI Stock Rises 21% in a Month: Should You Buy, Sell or Hold?AXT Inc. (AXTI) has surged 20.8% in the past month driven by strong demand for indium phosphide (InP) substrates used in AI data center optical components. The company plans to double InP capacity in 2026 and 2027, with record Q2 2026 InP revenues of $30.7 million and a backlog exceeding $100 million. However, analysts recommend a Hold rating due to the stock's premium 42.51X P/S valuation, heavy China dependence, and competitive pressures.Zacks Investment Research · Oct 7, 2026

Can Surging InP Demand Strengthen AXT's Long-Term Growth Potential?AXT, Inc. reported record Q2 2026 InP revenues of $30.7M and total revenues of $47.6M, driven by accelerating demand for indium phosphide substrates in AI data centers and optical connectivity. The company has an InP backlog exceeding $100M, is doubling 2026 capacity, and has secured multi-year customer agreements. However, China export permit requirements pose a potential risk to shipments and revenue recognition.Zacks Investment Research · Oct 5, 2026

Strength Seen in Allegro MicroSystems (ALGM): Can Its 8.7% Jump Turn into More Strength?Allegro MicroSystems (ALGM) rallied 8.7% to $39.53, driven by strong growth in its data center business fueled by AI server demand and multiple design wins in data center and robotics. The company expects Q1 FY2027 EPS of $0.25 (+92.3% YoY) and revenues of $271.21M (+26.6% YoY). However, with unchanged earnings estimate revisions over the past 30 days, analysts caution that sustained momentum may require further positive estimate revisions. ALGM carries a Zacks Rank #3 (Hold).Zacks Investment Research · Oct 5, 2026

AXT (AXTI) Is Up 12.72% in One Week: What You Should KnowAXT, a semiconductor materials supplier, has earned a Momentum Style Score of A and a Zacks Rank #1 (Strong Buy) rating. The stock has significantly outperformed its industry and the broader market, gaining 12.72% over the past week and 1406.54% over the past year. Recent earnings estimate revisions have been positive, with consensus estimates increasing from $0.46 to $0.86 in the past 60 days, supporting the bullish outlook.Zacks Investment Research · Sep 29, 2026

Bull of the Day: AXT (AXTI)AXT, a semiconductor substrate manufacturer, is positioned as a critical supplier for AI data-center optical interconnects, particularly in indium phosphide (InP) substrates. The company reported record Q2 2026 revenue of $47.6M (up 165% YoY) with 44.9% gross margins and a 170% EPS beat. With a >$100M backlog, planned capacity expansions to $35M quarterly by end-2026 and $65-70M by 2027/early 2028, and progression toward 6-inch wafers, AXT is transitioning from a cyclical substrate maker into a critical AI infrastructure supplier. However, risks include potential slowdown in AI optical spending, China export controls, and margin sustainability.Zacks Investment Research · Sep 18, 2026

AXT's Geographic Reach Expands: Can It Drive More Revenue Growth?AXT, Inc. is diversifying its revenue streams beyond China, with Europe revenues surging 302.3% and other Asian markets showing strong growth in the first half of 2026. However, the company faces intensifying competition from Coherent and Lumentum in the indium phosphide (InP) substrate market as both rivals expand their optical connectivity capabilities. Despite premium valuation, AXT holds a Zacks Rank #1 (Strong Buy) with 2026 earnings expected at 86 cents per share.Zacks Investment Research · Sep 16, 2026

AXT Stock Falls 22% in Three Months: 3 Reasons the Dip Looks AttractiveAXT Inc. shares have declined 22% over three months but remain up 322.4% year-to-date. Despite the pullback, strong demand for indium phosphide (InP) substrates for AI data-center optical applications, aggressive capacity expansion plans, and long-term customer supply agreements support a bullish outlook. The stock is rated Zacks Rank #1 (Strong Buy), though it trades at a premium valuation of 34.85X P/S ratio.Zacks Investment Research · Sep 10, 2026

AXT's Liquidity Supports InP Capacity Expansion: Can Growth Continue?AXT, Inc. has strengthened its financial position with $748.8 million in liquidity following an April secondary offering, enabling aggressive indium phosphide (InP) capacity expansion to meet AI data-center demand. The company plans to double InP capacity in 2026 and expand again in 2027, supported by a $100M+ backlog and long-term customer agreements. However, competitors Coherent and Lumentum are rapidly expanding their own InP production, intensifying competitive pressure and potentially reducing their reliance on AXT as a supplier.Zacks Investment Research · Sep 9, 2026

Lumentum's CEO Parted With 6,185 Shares in August. Here's What Long-Term Investors Should KnowLumentum CEO Michael Hurlston sold 6,185 shares worth $5.1 million on August 19 to cover tax withholding obligations from restricted stock unit vesting. This was a non-discretionary transaction and does not reflect his view on the stock. Hurlston retains 112,794 shares valued at $93.35 million. The stock has delivered a 602% one-year return, and the company is guiding for $1.25 billion in September quarter revenue with 39.5-40.5% margins, hitting its target model early amid strong demand for optical and photonic products.The Motley Fool · Aug 24, 2026

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