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AXT Inc 2026: Revenue $47.59M, EPS $0.17— 10-Q Summary

AXT Inc reported strong financial results for the quarter ended 2026, with revenue surging 164.8% year-over-year to $47.59 million and diluted EPS reaching $0.17. This growth was driven by increased demand for InP substrates, expanded materials sales, and new long-term supply agreements. The company …

AXT Inc. (AXTI) Price Prediction: AI Demand Vs. Huge Dilution News Fête Des Mères (sKTb1mcmo7)

AXT (NASDAQ:AXTI) Raised to Strong-Buy at Zacks Research

Zacks Research has upgraded AXT (NASDAQ:AXTI) from a "hold" to a "strong-buy" rating, while the broader analyst consensus remains a "Moderate Buy" with an average price target of $77. This upgrade follows AXT's strong quarterly performance, where it exceeded EPS and revenue expectations. Despite …

AXT Inc $AXTI Shares Bought by Bank of America Corp DE

Bank of America Corp DE significantly increased its stake in AXT Inc ($AXTI) during the first quarter, purchasing 410,181 additional shares to own a total of 776,300 shares valued at $44.2 million. This comes as institutional investors collectively hold nearly 50% of the semiconductor …

Lumentum and AXT Ripped Higher. Investors Looking for Broad Optics Exposure Should Consider This Brand-New ETF

Quick Read LITE surged 13% and AXTI jumped 6% after Lumentum's Q4 revenue hit $1 billion with blowout guidance arriving well ahead of schedule. LYTE's 0.65% fee buys pure-play optics exposure with CIEN and COHR as core holdings, while SOXX delivers chip-broad coverage at …

Jane Street Group (AXTI) discloses 4.38M AXT shares held across its subsidiaries

Jane Street Group, LLC and its affiliates have reported beneficial ownership of 4,382,115 shares of AXT Inc. common stock, which represents 6.7% of the class. This disclosure was made via a Schedule 13G/A filing, indicating a passive investment intent. The shares are held across …

Earnings Estimates Moving Higher for AXT (AXTI): Time to Buy?

AXT (AXTI) Is Up 29.0% After Securing Long-Term Lumentum Deal And Amending Bylaws – Has The Bull Case Changed?

AXT (AXTI) stock increased by 29% following the announcement of a long-term supply agreement with Lumentum Operations, LLC, involving significant deposits for indium phosphide wafer substrates through 2031. This deal is expected to enhance AXT's factory utilization and planning, potentially reshaping its investment narrative …

AXTI Sheds 15%+ Intraday After Rising Nearly 150% in Seven Weeks

AXT Inc. (AXTI) experienced a significant intraday drop of over 15% after previously surging nearly 150% in less than seven weeks. The pullback occurred without any official news from the company, following a strong gain driven by better-than-expected Q2 earnings and revenue, largely attributed …

Janus Henderson Group PLC Takes $1.40 Million Position in AXT Inc $AXTI

Janus Henderson Group PLC has acquired a new position in AXT Inc (NASDAQ:AXTI), purchasing 24,500 shares valued at approximately $1.40 million during the first quarter. Institutional investors now own 49.52% of the semiconductor company, which recently exceeded quarterly earnings and revenue expectations. Despite positive …

64,406 Shares in AXT Inc $AXTI Acquired by California State Teachers Retirement System

The California State Teachers Retirement System has acquired 64,406 shares of AXT Inc (NASDAQ:AXTI), valued at approximately $3.67 million, giving it a 0.10% stake in the semiconductor company. This acquisition comes as AXT reported strong quarterly earnings, beating analyst estimates for both EPS and …

$AXT Inc (AXTI.US)$ hold on tight. all indicator bullish looking for new higher high

An investor in the moomoo community, Proud Rebel, shared a bullish outlook on AXT Inc (AXTI.US). The investor believes that all indicators are bullish and anticipates the stock reaching new higher highs. This post is part of a discussion forum on the moomoo platform.

AXT Inc. (NASDAQ: AXTI) trust plans 2,000-share sale in Form 144 filing

Leblanc Living Trust, an affiliate of AXT Inc. (NASDAQ: AXTI), plans to sell 2,000 Class A shares of AXT on NASDAQ around August 7, 2026, with an aggregate market value of $175,020.00. The trust previously sold 500 shares on June 10, 2026, for $44,705.07, …

$AXT Inc (AXTI.US)$ Bought 1,000 shares

A user on the moomoo community, "eggjy", shared that they bought 1,000 shares of AXT Inc (AXTI.US). The post was made on August 7th at 16:23 (presumably local time), attracting community engagement with 3 likes and 7,882 views. This type of post reflects individual …

AXTI jumps as investors continue to reprice AXT after its late-July earnings breakout

AXT (AXTI) Reports Record AI Demand Growth, Is The Premium Already Priced In?

A Look at AXT Inc (AXTI) After 5.2% Gain -- GF Value $2.52 vs Price $68.59

AXT Inc. (AXTI) shares rose 5.2% to $68.59, yet GuruFocus indicates a significant overvaluation, with a GF Value of $2.52. The company's GF Score is 58/100, reflecting average overall performance but weak valuation. Insiders have sold $29.2 million in shares with no buying activity, …

AXT (AXTI) Stock Looks Overvalued On Sales But Strong On Returns

Here's How Much $1000 Invested In AXT 15 Years Ago Would Be Worth Today

An investment of $1000 in AXT (NASDAQ: AXTI) 15 years ago would now be worth $8,109.47, demonstrating the significant impact of compounded returns. AXT has outperformed the market over this period, achieving an average annual return of 15.1%. The article highlights how consistent growth …

AXT (AXTI) Q2 2026 Earnings Call Transcript

AXT (AXTI) reported record Q2 2026 results, driven by surging demand for indium phosphide in AI data centers, achieving profitability with $11.9 million non-GAAP net profit. The company plans to significantly expand indium phosphide capacity and has shifted its subsidiary Tongmei's IPO to the …

AXT continues rally with another 13% advance (AXTI:NASDAQ)

AXT, Inc. (AXTI) shares surged over 13% on Monday, extending a strong rally that began after its impressive second-quarter earnings report. The stock closed at $68.48, driven by increased demand for AI data center optical connectivity. Analysts note accelerating multi-year demand and new supply …

AXTI Stock Rockets As AI Demand Turns Earnings Into Breakout

AXT Inc. (AXTI) stock surged over 13% after its Q2 results significantly surpassed expectations, driven by strong AI and data center demand for indium phosphide. The company reported EPS of $0.19 and revenue of $47.6M, with Q3 guidance also exceeding Street estimates. Analysts like …

Shariaportfolio Inc. Invests $984,000 in AXT Inc $AXTI

Shariaportfolio Inc. recently acquired a new stake in AXT Inc., purchasing 17,277 shares valued at $984,000 during the first quarter, making it their 27th largest holding. This investment comes as AXT significantly surpassed quarterly expectations with strong EPS and revenue, alongside optimistic third-quarter guidance, …

AXT (AXTI) Is Up 27.9% After Swing to Q2 Profit and Lumentum Supply Deal - What's Changed

AXT (AXTI) reported a significant swing to profit in Q2 2026 with sales of US$47.59 million and net income of US$11.13 million. This positive change is further bolstered by a long-term indium phosphide supply agreement with Lumentum Operations, LLC, including US$87 million in deposits. …

AXT Inc $AXTI Stock Position Decreased by E20 Capital Ltd

E20 Capital Ltd significantly reduced its stake in AXT Inc (NASDAQ:AXTI) by 32% in the first quarter of 2026, selling 973,731 shares, though AXT remains its second-largest holding. Despite this reduction, AXT reported better-than-expected second-quarter results and strong third-quarter guidance, driven by demand for …

AXT Sees Highest Quarterly Indium Phosphide Revenue Ever

AXT Inc. (NASDAQ: AXTI) reported strong second-quarter results, with adjusted EPS of 19 cents and revenue up 164.80% year-over-year to $47.59 million, significantly beating analyst estimates. The company achieved its highest quarterly indium phosphide (InP) revenue ever at $30.7 million, driven by demand from …

Friday Sector Leaders: Semiconductors, Construction Stocks

In trading on Friday, semiconductors shares were relative leaders, up on the day by about 2.2%. Leading the group were shares of AXTI, up about 25.3% and shares of Monolithic Power Systems up about 10.8% on the day. Also showing relative strength are construction …

AXTI Q2 Earnings Beat on Record InP Demand, Revenues Rise Y/Y

AXT, Inc. (AXTI) reported strong second-quarter 2026 results, with non-GAAP earnings significantly beating estimates and revenues surging 164.8% year-over-year to $47.6 million, driven by record indium phosphide sales and AI data-center demand. The company saw expanded gross margins and is on track to more …

AXT (AXTI) Is Down 11.3% After Major Indium Phosphide AI Deal And Q2 Earnings Beat

AXT (AXTI) recently reported strong Q2 2026 results with significantly increased sales and net income, alongside a major long-term indium phosphide supply agreement with Lumentum Operations, LLC, valued up to $87.5 million in deposits. This deal reinforces AXT's focus on AI data center demand, …

AXTI Stock Surges As AI Demand Fuels Huge Earnings Beat

AXT Inc. (AXTI) shares surged significantly after reporting a huge Q2 earnings beat, driven by strong demand for its indium phosphide in AI data centers. The company reported EPS of $0.19 against a $0.07 consensus and revenue of $47.6M against $34.1M, with record indium …

AXT jumps on strong Q2 results, as Wedbush sees continued optical strength (AXTI:NASDAQ)

AXT (AXTI) saw its shares jump significantly after reporting stronger-than-expected Q2 results and guidance, leading Wedbush Securities to project robust optical strength for the company. The semiconductor materials science company is positioned to benefit from increased demand for optical components driven by AI, with …

Trending Industry Today: AXT Inc Leads Gains Pre-Market In Optical Communication Stocks

AXT Inc (NASDAQ:AXTI) is leading gains pre-market among optical communication stocks. This surge is notable within the broader semiconductor and electronics industry. The article is likely providing a snapshot of market performance for the sector.

Biggest stock movers Friday: AAPL, AMZN, and more

[Digital candlestick stock chart with glowing financial data and futuristic technology background, ideal for fintech and investment themes. Business and Financial Investment Background, 3D Rendering] KanawatTH Stock futures edged higher Friday morning, positioning major benchmarks for a positive weekly close as investors digested a …