AXTIAXT, Inc.
Price
+1478%1YEnd-of-day closes, not the intraday tick.
A mixed picture: the questions disagree
Quality mixed, a flag to check, price roughly fair, growth steady, the market undecided.
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
Charts
As reported to the SEC, without any scoring.
AXT, Inc. (AXTI) reported revenue of $48M in Q2 2026 (quarter ended Jun 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 Q2 2026 was China at $31M, 65% of the disclosed total, well ahead of Europe at 19%. The next results filing is expected around Oct 29, 2026, the same week as a year ago.
What the company said
The company's own words from its current reports to the SEC, newest first
- Jul 29, 2026On July 26, 2026, AXT Inc., a Delaware corporation, (the “Registrant”, and collectively with its affiliates, “AXT”) and Lumentum Operations LLC, a Delaware limited liability company (collectively with its affiliates, “Lumentum”) entered into a Capacity Reservation Agreement (the “Agreement”) for the supply and …Material agreement entered · Form 8-K
- Jul 29, 2026The information set forth under.Shareholder rights modified · Form 8-K
- Jul 22, 2026On July 16, 2026, the Board of Directors (the “Board”) of AXT, Inc. (the “Company”) increased the number of directors on the Board from five (5) to six (6)Director or officer change · Form 8-K
Quoted from SEC EDGAR filings. A current report is filed within four business days of the event it describes.
Business segments
Q2 2026 · $47.6MThe company’s own SEC segment disclosure.
- China$30.8M65%
- Europe$9.2M19%
- Asia Pacific Excluding China Taiwan And Japan$3.5M7%
- Taiwan$2.5M5%
- Japan$1.5M3%
- North America$161.0K0%
Why these answers
Each answer with the checks it was read from. Open one for the numbers.
Conflicts between checks are named, never averaged, and thin data says so.
Semiconductor Equipment & Materials
Ranks #16 of 18 by RyuScore