AXT Rallies On Future Outlook And High Demand From AI Computing

AXT, Inc.'s Q4-2025 revenue fell QoQ and YoY due to delays in export permits. AXT expects higher revenue for Q1-2026, assuming that permits are awarded.

Seeking Alpha • Feb 23, 2026

AXT, Inc. (AXTI) Q4 2025 Earnings Call Transcript

AXT, Inc. (AXTI) Q4 2025 Earnings Call Transcript

Seeking Alpha • Feb 20, 2026

AXT, Inc. Announces Fourth Quarter and Fiscal Year 2025 Financial Results

FREMONT, Calif.--(BUSINESS WIRE)--AXT, Inc. (NasdaqGS: AXTI), a leading manufacturer of compound semiconductor wafer substrates, today reported financial results for the fourth quarter and fiscal year ended December 31, 2025. Management Qualitative Comments “While we are disappointed that we didn't receive as many export permits in Q4 as we had hoped, we are pleased to report that we have received some permits to date in 2026 and believe we are in a strong position to achieve sequential revenue.

Business Wire • Feb 19, 2026

AXT (AXTI) Reports Q4 Loss, Misses Revenue Estimates

AXT (AXTI) came out with a quarterly loss of $0.05 per share versus the Zacks Consensus Estimate of a loss of $0.04. This compares to a loss of $0.1 per share a year ago.

Zacks Investment Research • Feb 19, 2026

Pacific Ridge Sells 1.7 Million Shares of AXT Stock

Pacific Ridge Capital Partners completely exited its stake in AXT, Inc. Pacific Ridge's stake in AXT was valued at $8 million in the firm's third-quarter 13F filing. AXT shares represented 1.8% of Pacific Ridge Capital Partners, LLC's reportable 13F assets under management (AUM) in the third quarter.

The Motley Fool • Feb 18, 2026

Investment Firm Maytree Bought Over $11 Million in AXTI. Is the Stock a Buy?

Maytree's new position: 682,299 shares acquired; estimated trade size $11.16 million (based on quarterly average price). Quarter-end position value increased by $11.16 million, reflecting both purchase and price movement.

The Motley Fool • Feb 3, 2026

3 Hidden AI Stocks That Can Become This Year's Superstars

AI chipmakers are still getting most of the attention, but there are a bunch of small AI stocks that are producing substantial gains while most people focus on big names like Nvidia (NASDAQ:NVDA) and Broadcom (NASDAQ:AVGO).

24/7 Wall Street • Jan 11, 2026

1 Small-Cap Stock I'd Buy Before GLBE in 2026

Global-E Online will have to battle against e-commerce giants to gain market share. AXT is smaller, but it has a significant market share in one of the critical semiconductor materials for AI infrastructure.

The Motley Fool • Jan 8, 2026

AXT Updates Revenue Expectations for Fourth Quarter 2025 and Announces Earnings Date for Feb. 19, 2026

FREMONT, Calif.--(BUSINESS WIRE)--AXT, Inc. (NasdaqGS: AXTI), a leading manufacturer of compound semiconductor wafer substrates, today updated revenue expectations for the fourth quarter 2025. The company expects revenue to be in the range of $22.5 to $23.5 million, primarily due to fewer export control permits for indium phosphide being issued by China's Ministry of Commerce than previously expected. “While we are disappointed that we were not able to ship indium phosphide substrates to fulfil.

Business Wire • Jan 8, 2026

AXT Announces Closing of Public Offering of Common Stock and Full Exercise of Underwriters' Option to Purchase Additional Shares

FREMONT, Calif.--(BUSINESS WIRE)--AXT, Inc. (NasdaqGS: AXTI) (“AXT” or the “Company”), a leading manufacturer of compound semiconductor wafer substrates, announced today the closing of its underwritten public offering of 8,163,265 shares of common stock at a price to the public of $12.25 per share, including the full exercise of the underwriters' option to purchase an additional 1,064,773 shares of the Company's common stock. The Company received total gross proceeds of approximately $100 milli.

Business Wire • Dec 30, 2025