Exchange: NASDAQ·Updated 04:32 PM EST
AXTI logo

AXTI AXT Inc

$41.07
$1.70
(3.90%)
Today
Closed $41.84
$0.77
(1.84%)
After Hours
Reported EarningsOct 29
Mkt Cap$2.86B
Vol10.4M

About AXTI

AXT, Inc. engages in the design, development, manufacture and distribution of compound and single element semiconductor substrates. It also sells specialty material substrates and raw materials used to make substrates and other related products. The company was founded by Morris S. Young and Davis Zhang in 1986 and is headquartered in Fremont, CA.
50

Neutral Sentiment

How do you feel about AXTI?

longsprosper
$AXTI I thought for sure this was going to go green today, so I loaded up on AXTX, unfortunately I rode it 2x down and lost about $12K on it. Was down about $24K when it dropped to $51. Hope/pray next week is much better.
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StocktwitsEarnings
$AXTI Q3 '26 Earnings Results & Recap • Reported GAAP EPS of $0.41 up 1466.67% YoY • Reported revenue of $73.41M up 162.65% YoY
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BullseyeGains
🚨 BULLSEYE STRONG BUY ALERT: $AXTI 🚨 $AXTI reports Q3 earnings after the close today sitting directly at the elemental foundation of the optical supply chain. High-speed optical infrastructure is on absolute fire, underscored by reports of $MRVL pursuing a late-stage acquisition of $LITE to secure proprietary laser and photonics engines. As hyperscalers race to expand AI clusters, AXTI dominates global supply for Indium Phosphide (InP) substrates—the essential raw material powering 800G and 1.6T lasers and transceivers for LITE, $COHR, and $AAOI. Wall Street maintains an aggressive bullish outlook on AXTI as InP order backlogs cross $100M+. Expect management to confirm explosive top-line growth and expanding gross margins as high-margin InP substrate shipments surge to meet doubled factory capacity. A monster print and guidance raise won't just trigger a fast valuation re-rate for AXTI—it proves the entire optical connectivity supply chain is running at absolute full capacity to feed unrelenting AI data center demand into 2027. Bullseye Private Alerts members were already notified on Tuesday at $55.50. Grab your 7-day free trial and 50% off for life special (only a few spots remaining)—all details in our profile. Good luck to all! 🎯
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Wernerwager
$AXTI 13 decline, tremendously positive earnings report. This is Confirmed proof of stock manipulation.
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longsprosper
$AXTI this will bounce back this week, earnings and forecast support a higher price and Friday was just a disaster for anything tech.
8
c1alexit0
$AXTI price rebounding with expected rating increases in the morning i see this easily hitting 20%+ by eod friday.
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SpudZone
SOOO many of these small cap AI names are ridiculously oversold... I would get bearish but how could I... some of these companies are growing 30-50% Q/Q and up over 100-300%+ in revenues Y/Y... I stepped in today on many names and will be patient. $AXTI $BE $AAOI $SPCX $VRT But share prices are down 70-80% off highs.....
7
powdredToastman
$AXTI CEO Morris Young noted during their Q3 2026 earnings call that they have more than quadrupled their 2026 indium phosphide (InP) revenue opportunity. 🔥 patience 🔥
7
fatfota
$AXTI The analysts asking questions during the call were in disbelief that all of this growth and gross margin without LTAs and the visibility till 2029 with superior technology than the Chinese competitors to the extent that all customers are on allocation … Once the call ended they manipulated the stock by buying and selling in few minutes to shake the weak hands to build a position cheaper … now they’ll run it to 140 before next earning
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nostic
$AXTI from $COHR ER... “Q1 marked a strong start to fiscal 2027, with pro forma revenue up 56% year over year and non-GAAP EPS up 80%,” said Jim Anderson, CEO. “Our established businesses delivered strong growth, while new growth areas are beginning to ramp. As AI datacenters transition from copper to optical connectivity, Coherent’s broad photonics platform and manufacturing scale position us to help customers meet rising needs for bandwidth and energy efficiency. We expect fiscal 2027 pro forma revenue growth to exceed 60%.” - Expect to achieve our first $3 billion revenue quarter by the end of fiscal 2027. - Expect fiscal 2027 pro forma revenue growth to exceed 60%, more than double our fiscal 2026 pro forma growth rate. - Expect first $4 billion revenue quarter in fiscal 2028. Super strong fundamentals in photonics, but market turning bearish on AI capex. Hasn't realized spending on optical interconnects will be prioritized and won't slow down.
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Masonic__Being
$AXTI Im good, I'll sleep well after that earnings no matter where it goes and add if it's delicious enough Stay strong holders 😎👍
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SpudZone
$AXTI 19% short float on blow out ER the other day. This is shaping up nicely.. will watch for a squeeze up. $BE Tried to warn you shorts.... too aggressive on the leading AI name in power... SMH! $AAOI $LITE still struggling a tad.
5
Wernerwager
$AXTI So this stock declined 10 percent on its own stellar earnings, lumemtum earnings and has a completely muted response to $AEHR phenomenal earnings results. It should be up more than 10 percent for each of these three making the total gain 30 percent. AEHR went up to 18 percent after market today on its great earnings which is fundamentally what stocks are supposed to do…go up on strong earnings.
5
joedoe007
$AXTI Back to $55 by premarket tomorrow and then a slow climb up for days and weeks in a new uptrend !???
5
basssque
$AXTI Today’s earning conference call confirmed that is is exactly the type of company I want in my portfolio right now! 💰Let’s f’n go
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c1alexit0
$AXTI Holding till tomorrow hopefully rating increases from extremely strong q3 and q4 outlooks will reverse it in the morning.
5
focafoca99
$AXTI signed a share subscription agreement to invest up to $545M in Tongmei, targeting ~73% ownership.
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Wernerwager
$AXTI $INTC Very very sneaky and insidious series of market moves this is. More than one fake outs per day and then an initially slow but accelerating trend to a massive 10 plus decline. Whoever is doing this should be exiled from society itself.
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PoFolks_Capital
$AXTI unreal. This pos wont even go up with the rest of the sector. Not surprised anymore bc i own it.
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ripster47
$AXTI Numbers are amazing If not for market would be trading much higher 162% Rev Increase EPS doubled from last quarter Earnings were 2Mil last year same quarter now 25Million
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