AXTI · Company research
AXT Inc (AXTI): Stock News & Events
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| title | summary | url | source | published at | sentiment | sentiment score | relevance score |
|---|---|---|---|---|---|---|---|
| AXT (NASDAQ:AXTI) Shares Gap Down - Should You Sell? - MarketBeat | AXT (NASDAQ:AXTI) Shares Gap Down - Should You Sell? MarketBeat | View source ↗ | MarketBeat | Oct 15, 2026 | neutral | 0 | 0.6 |
| Rapidly Growing and Cheap, AXT Is a Top-Notch Data Center Play - inkl | Rapidly Growing and Cheap, AXT Is a Top-Notch Data Center Play inkl | View source ↗ | inkl | Oct 15, 2026 | neutral | 0 | 0.6 |
| AXT Inc (AXTI) Stock Forecasts - Yahoo Finance | AXT Inc (AXTI) Stock Forecasts Yahoo Finance | View source ↗ | Yahoo Finance | Oct 15, 2026 | neutral | 0 | 0.6 |
| 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). | View source ↗ | Zacks Investment Research | Oct 13, 2026 | bullish | 0.667 | 1 |
| 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). | View source ↗ | Zacks Investment Research | Oct 13, 2026 | bullish | 0.667 | 1 |
| AXT Inc (AXTI) Stock Down 9.5% but Still Overvalued -- GF Score: 59/100 - GuruFocus | AXT Inc (AXTI) Stock Down 9.5% but Still Overvalued -- GF Score: 59/100 GuruFocus | View source ↗ | GuruFocus | Oct 12, 2026 | neutral | 0 | 0.6 |
| AXT (AXTI) Stock Could Look Pricey Given Its Rich Sales Valuation - Simply Wall Street | AXT (AXTI) Stock Could Look Pricey Given Its Rich Sales Valuation Simply Wall Street | View source ↗ | Simply Wall Street | Oct 10, 2026 | neutral | 0 | 0.6 |
| AXT Inc (AXTI) Shares Fall 4.5% -- GF Value Says Still Overvalued - GuruFocus | AXT Inc (AXTI) Shares Fall 4.5% -- GF Value Says Still Overvalued GuruFocus | View source ↗ | GuruFocus | Oct 9, 2026 | neutral | 0 | 0.6 |
| AXTI Stock Skyrockets As Investors Cheer Blowout Guidance, Record Quarterly Revenue — Needham Spots A 'Real' AI Networking Opportunity - Stocktwits | AXTI Stock Skyrockets As Investors Cheer Blowout Guidance, Record Quarterly Revenue — Needham Spots A 'Real' AI Networking Opportunity Stocktwits | View source ↗ | Stocktwits | Oct 9, 2026 | neutral | 0 | 0.6 |
| AXT slumps 10%, pushing losing streak to three sessions (AXTI:NASDAQ) - Seeking Alpha | AXT slumps 10%, pushing losing streak to three sessions (AXTI:NASDAQ) Seeking Alpha | View source ↗ | Seeking Alpha | Oct 8, 2026 | neutral | 0 | 0.6 |
| AXT (NASDAQ:AXTI) Stock Falls 5.9% - Here's Why - MarketBeat | AXT (NASDAQ:AXTI) Stock Falls 5.9% - Here's Why MarketBeat | View source ↗ | MarketBeat | Oct 8, 2026 | neutral | 0 | 0.6 |
| AXT Inc (AXTI) Stock Forecasts - Yahoo! Finance Canada | AXT Inc (AXTI) Stock Forecasts Yahoo! Finance Canada | View source ↗ | Yahoo! Finance Canada | Oct 8, 2026 | neutral | 0 | 0.6 |
| 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. | View source ↗ | Zacks Investment Research | Oct 7, 2026 | bullish | 0.75 | 1 |
| AXTI Stock Rises 21% in a Month: Should You Buy, Sell or Hold? - Yahoo Finance | AXTI Stock Rises 21% in a Month: Should You Buy, Sell or Hold? Yahoo Finance | View source ↗ | Yahoo Finance | Oct 7, 2026 | neutral | 0 | 0.6 |
| AXT Inc (AXTI) Stock Price | Live Quotes & Charts | NASDAQ - Timothy Sykes | AXT Inc (AXTI) Stock Price | Live Quotes & Charts | NASDAQ Timothy Sykes | View source ↗ | Timothy Sykes | Oct 7, 2026 | neutral | 0 | 0.6 |
| BlackRock reports a passive stake in AXT (AXTI); an iShares ETF has an interest above 5%. - Stock Titan | BlackRock reports a passive stake in AXT (AXTI); an iShares ETF has an interest above 5%. Stock Titan | View source ↗ | Stock Titan | Oct 5, 2026 | neutral | 0 | 0.6 |
| 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. | View source ↗ | Zacks Investment Research | Oct 5, 2026 | bullish | 0.667 | 1 |
| 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). | View source ↗ | Zacks Investment Research | Oct 5, 2026 | bullish | 1 | 1 |
| The Oct. 29 results call will be webcast, with online access through Oct. 29, 2027. - Stock Titan | The Oct. 29 results call will be webcast, with online access through Oct. 29, 2027. Stock Titan | View source ↗ | Stock Titan | Oct 1, 2026 | neutral | 0 | 0.6 |
| AXTI Stock Jumps As S&P SmallCap 600 Inclusion Fuels Momentum - StocksToTrade | AXTI Stock Jumps As S&P SmallCap 600 Inclusion Fuels Momentum StocksToTrade | View source ↗ | StocksToTrade | Sep 29, 2026 | neutral | 0 | 0.6 |
| AXT: Correction Has Provided An Opportunity For Speculative Investors - Buy (Rating Upgrade) - Seeking Alpha | AXT: Correction Has Provided An Opportunity For Speculative Investors - Buy (Rating Upgrade) Seeking Alpha | View source ↗ | Seeking Alpha | Aug 31, 2026 | neutral | 0 | 0.6 |
| Here’s Why AXT Stock Fell 12% Yesterday. - TIKR.com | Here’s Why AXT Stock Fell 12% Yesterday. TIKR.com | View source ↗ | TIKR.com | Aug 29, 2026 | neutral | 0 | 0.6 |
| Why AXT (AXTI) Stock Is Falling Today - Quiver Quantitative | Why AXT (AXTI) Stock Is Falling Today Quiver Quantitative | View source ↗ | Quiver Quantitative | Aug 24, 2026 | neutral | 0 | 0.6 |
| Here's Why AXTI Stock Is a Buy Despite Its Premium 48.12X Valuation - Zacks Investment Research | Here's Why AXTI Stock Is a Buy Despite Its Premium 48.12X Valuation Zacks Investment Research | View source ↗ | Zacks Investment Research | Aug 17, 2026 | neutral | 0 | 0.6 |
| AXTI Stock Skyrockets As Investors Cheer Blowout Guidance, Record Quarterly Revenue — Needham Spots A 'Real' AI Networking Opportunity - TradingView | AXTI Stock Skyrockets As Investors Cheer Blowout Guidance, Record Quarterly Revenue — Needham Spots A 'Real' AI Networking Opportunity TradingView | View source ↗ | TradingView | Jul 31, 2026 | neutral | 0 | 0.6 |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.