AXTIAXT, Inc.

$65.21

Price

$65.21+3066%1Y
1M+22%1Y+3066%

Prices are end-of-day closes. This is a research view, the focus is on the fundamentals, quality and valuation below, not intraday price.

Smart Score

Above average
8/10
Value75
Quality28
Momentum70
Growth83
Strongest Growth, weakest Quality · ranked vs Technology peers. The five questions below judge the company on its own terms.
What they do

AXT is a worldwide materials science company that develops and produces high-performance compound and single element semiconductor substrates, also known as wafers. Two of our consolidated subsidiaries produce and sell certain raw materials some of which are used in our substrate manufacturing process and some of which are sold to other companies. Our substrate wafers are used when a typical silicon substrate wafer cannot meet the performance requirements of a semiconductor or optoelectronic device.

In the company’s own words · 10-K filed Mar 17, 2026 · SEC EDGAR

P/E (TTM)-
Market Cap$5.53B
1Y Return+3066%
5Y Return+549%

Business segments

Q1 2026 · $26.9M

The company’s own SEC segment disclosure.

  • CN$16.6M62%
  • Europe$5.7M21%
  • Asia Pacific Excluding China Taiwan And Japan$2.2M8%
  • JP$1.5M6%
  • TW$699.0K3%
  • North America$207.0K1%

AXT, Inc. (AXTI) reported revenue of $48M in Q2 2026 (quarter ended June 30, 2026), up 165% from the same quarter a year earlier. That came with a gross margin of 45% and net income of $11M (23% of revenue). For the full year FY2025, revenue was $88M (−11% year on year) and net income −$21M. Its largest region in 2026-Q1 was CN at $17M, 62% of the disclosed total, just ahead of Europe at 21%.

Raw charts

11 series · TTM

As reported to the SEC, without any scoring.