AXT (AXTI) Projected to Post Quarterly Earnings on Thursday

AXT (NASDAQ:AXTI) is anticipated to release its Q4 2025 results after the market closes on Thursday, February 19th. Analysts expect AXT to post earnings of ($0.04) per share and revenue of $24.2440 million for the quarter. Investors may visit the the company’s upcoming Q4 2025 earning results page for the latest details on the call scheduled for Thursday, February 19, 2026 at 4:30 PM ET.

AXT Price Performance

NASDAQ:AXTI opened at $26.80 on Thursday. AXT has a one year low of $1.13 and a one year high of $28.49. The company’s 50-day simple moving average is $18.27 and its 200 day simple moving average is $9.88. The firm has a market capitalization of $1.48 billion, a P/E ratio of -51.54 and a beta of 1.96.

Wall Street Analyst Weigh In

AXTI has been the topic of a number of analyst reports. Wedbush set a $7.00 price target on AXT and gave the stock an “outperform” rating in a research report on Wednesday, October 29th. Wall Street Zen downgraded AXT from a “hold” rating to a “sell” rating in a report on Saturday, January 17th. Needham & Company LLC cut AXT from a “buy” rating to a “hold” rating in a research note on Tuesday, January 20th. B. Riley Financial lowered AXT from a “buy” rating to a “neutral” rating and lifted their price target for the stock from $9.00 to $18.00 in a research report on Friday, January 9th. Finally, Craig Hallum reiterated a “buy” rating on shares of AXT in a research note on Friday, January 9th. Two investment analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, AXT presently has an average rating of “Hold” and an average price target of $13.75.

Insider Transactions at AXT

In other AXT news, CEO Morris S. Young sold 35,000 shares of the company’s stock in a transaction dated Thursday, December 4th. The shares were sold at an average price of $12.05, for a total transaction of $421,750.00. Following the transaction, the chief executive officer owned 2,495,564 shares in the company, valued at approximately $30,071,546.20. This represents a 1.38% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director David C. Chang sold 25,000 shares of the firm’s stock in a transaction dated Tuesday, December 9th. The shares were sold at an average price of $14.84, for a total transaction of $371,000.00. Following the sale, the director directly owned 132,744 shares in the company, valued at approximately $1,969,920.96. The trade was a 15.85% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders sold 143,130 shares of company stock valued at $1,713,221. 8.80% of the stock is owned by insiders.

Institutional Investors Weigh In On AXT

A number of large investors have recently added to or reduced their stakes in the stock. Citadel Advisors LLC raised its stake in AXT by 339.6% during the 3rd quarter. Citadel Advisors LLC now owns 405,978 shares of the semiconductor company’s stock valued at $1,823,000 after buying an additional 313,618 shares during the last quarter. Goldman Sachs Group Inc. grew its holdings in shares of AXT by 216.6% in the fourth quarter. Goldman Sachs Group Inc. now owns 269,411 shares of the semiconductor company’s stock worth $4,405,000 after acquiring an additional 184,309 shares during the period. Qube Research & Technologies Ltd increased its position in AXT by 39.7% during the third quarter. Qube Research & Technologies Ltd now owns 205,822 shares of the semiconductor company’s stock valued at $924,000 after acquiring an additional 58,542 shares during the last quarter. Bank of America Corp DE lifted its holdings in AXT by 12,816.7% in the third quarter. Bank of America Corp DE now owns 52,571 shares of the semiconductor company’s stock valued at $236,000 after acquiring an additional 52,164 shares during the period. Finally, Geode Capital Management LLC lifted its holdings in AXT by 10.0% in the fourth quarter. Geode Capital Management LLC now owns 492,330 shares of the semiconductor company’s stock valued at $8,054,000 after acquiring an additional 44,632 shares during the period. Institutional investors own 49.52% of the company’s stock.

AXT Company Profile

AXT, Inc (NASDAQ: AXTI) is a global supplier of compound and single-element semiconductor substrates, offering a range of materials critical for high-performance electronic and optoelectronic devices. Founded in 1986 and headquartered in Fremont, California, AXT specializes in the development, manufacture and distribution of wafers composed of gallium arsenide (GaAs), indium phosphide (InP), gallium nitride (GaN) and other compound semiconductor materials. These substrates serve as the foundational platforms for devices used in data communications, wireless infrastructure, advanced computing, consumer electronics and photovoltaic applications.

AXT’s product portfolio encompasses a variety of wafer sizes, dopant concentrations and crystal orientations, tailored to meet the precise specifications of its customers.