AXTI — AXT INC

Nasdaq · Information Technology · Semiconductors & Semiconductor Equipment · CIK 1051627 ·
Last close
$78.47
Market Cap
$5.13B
52W High
$143.16
52W Low
$36.73
ADV30
11,034,647
Next earnings
2026-10-29
AXT, Inc. designs, develops, manufactures, and distributes compound and single element semiconductor substrates. The company provides indium phosphide for use in data center connectivity using light/lasers, high-speed data transfer in data centers, 5G communications, fiber optic lasers and detectors, consumer devices, passive optical networks, silicon photonics, photonic integrated circuits, thermo-photovoltaics, RF amplifier and switching, infrared light-emitting diode (LEDS) motion control, lidar for robotics and autonomous vehicles, and infrared thermal imaging. It also offers semi-insulating gallium arsenide (GaAs) substrates for use in Wi-Fi and IoT devices, transistors, direct broadcast television, power amplifiers, satellite communications, and solar cells; and semi-conducting GaAs substrates that are used in LEDs, screen displays using micro-LEDs, printer head lasers and LEDs, 3-D sensing using VCSELs, data center communication using VCSELs, sensors for industrial robotics/near-infrared sensors, laser machining, cutting and drilling, optical couplers, solar cells, night vision goggles, lidar for robotics and autonomous vehicles, and other lasers. In addition, the company provides germanium substrates for use in multi-junction solar cells for satellites, optical sensors and detectors, terrestrial concentrated photo voltaic cells, infrared detectors, and carrier wafer for LED. Further, it offers 6N+ and 7N+ purified gallium, boron trioxide, gallium-magnesium alloy, pyrolytic boron nitride (pBN) crucibles, and pBN insulating parts. It sells its products through direct salesforce in the United States, China, and Europe, as well as through independent sales representatives and distributors in Japan, Taiwan, Korea, and internationally. The company was formerly known as American Xtal Technology, Inc. and changed its name to AXT, Inc. in July 2000. AXT, Inc. was incorporated in 1986 and is headquartered in Fremont, California.

Quarterly Fundamentals

Revenues vs Net Income (last 4 Q)

Assets vs Liabilities (last 4 Q)

PeriodRevenuesGrossProfit OpIncomeNetIncomeAssets CashLiabilities
Jun 2026
Mar 2026
Dec 2025 23,041,000 4,826,000 -2,472,000 -3,548,000 433,751,000 120,266,000 99,120,000
Sep 2025 27,955,000 6,224,000 -1,123,000 -1,906,000 334,034,000 23,110,000 93,578,000

Cashflow TTM (yfinance, fills SEC gap)

Operating CF
$-21,121,000
Investing CF
$-73,306,000
Financing CF
$108,207,000
CapEx
$-6,857,000
Dividends Paid
Buybacks
EPS Diluted TTM
$-0.31
As of
2026-06-07

Balance + Analyst (yfinance extras)

Retained Earnings
$-66,544,000
Inventory
$90,168,000
Receivables
$32,016,000
ST Investments
$65,375,000
EBIT TTM
$-12,199,000
Pretax Income TTM
$-12,657,000
Interest Exp TTM
$1,257,000
Analysts
4

Yahoo Snapshot (yfinance, live)

Total Revenue
$125,509,000
EBITDA
$13,377,000
Free Cash Flow
$-25,253,250
Enterprise Value
$4,540,787,712
Total Cash
$417,198,016
Total Debt
$85,397,000
Shares Out
65,423,184
Trailing EPS
$0.03
Book Value
$14.43
ROE
1.0%
ROA
0.3%
Div Yield

Annual Trend (SEC EDGAR, last 4y)

Revenues vs Net Income (last 4y)

FY endRevenuesOpIncome NetIncomeAssetsLiabilities EquityOCF
Dec 2025 88,326,000 -20,615,000 -21,260,000 433,751,000 99,120,000 -12,783,000
Dec 2024 99,361,000 -12,564,000 -11,624,000 339,314,000 84,406,000 -12,112,000
Dec 2023 75,795,000 -19,012,000 -17,881,000 358,701,000 89,555,000 3,403,000
Dec 2022 141,118,000 14,264,000 15,811,000 370,072,000 80,326,000 -8,765,000

TTM Snapshot

Revenues TTM
NetIncome TTM
OpCashFlow TTM
Assets (Latest)
Forward EPS
$2.23

Max Pain — expiry 2026-08-21

max pain strike: $65.00 · spot: $77.45 · call oi: 38,959 · put oi: 23,967
Expected Move to 2026-08-21: ±$11.10 (14.33%) — implied range $66.35$88.55 · ATM straddle on $77.00 strike

Peers — same industry

TickerNameMarket CapLastDaily %
KLIC KULICKE & SOFFA INDUSTRIES INC $4.98B $95.15
DIOD DIODES INC /DEL/ $4.93B $107.04
ENPH Enphase Energy, Inc. $5.37B $40.77
PI IMPINJ INC $5.49B $179.58
VSH VISHAY INTERTECHNOLOGY INC $4.74B $33.55

News headlines (Yahoo Finance, 1h cache)

Lumentum and AXT Ripped Higher. Investors Looking for Broad Optics Exposure Should Consider This Brand-New ETF
2026-08-13 01:36 · Yahoo
Earnings Estimates Moving Higher for AXT (AXTI): Time to Buy?
2026-08-12 16:20 · Yahoo
AXT Slides Before Lumentum and Coherent Report Earnings This Week.
2026-08-11 17:01 · Yahoo
AXT (AXTI) Q2 2026 Earnings Call Transcript
2026-08-04 00:16 · Yahoo
AXT (AXTI) Turns Profitable As AI Demand Story Keeps Undervalued View Alive
2026-07-31 21:10 · Yahoo
AXT (AXTI) Is Down 11.3% After Major Indium Phosphide AI Deal And Q2 Earnings Beat
2026-07-31 18:07 · Yahoo
AXTI Q2 Earnings Beat on Record InP Demand, Revenues Rise Y/Y
2026-07-31 15:13 · Yahoo
AXTI Stock Skyrockets As Investors Cheer Blowout Guidance, Record Quarterly Revenue — Needham Spots A 'Real' AI Networking Opportunity
2026-07-31 14:26 · Yahoo
AXT Inc (AXTI) (Q2 2026) Earnings Call Highlights: Record Revenue and Profitability Surge on ...
2026-07-31 05:04 · Yahoo
AXT, Inc. Q2 2026 Earnings Call Summary
2026-07-31 02:58 · Yahoo

Recent Insider Activity

No insider activity indexed for this ticker.