AXT (AXTI) Projected to Post Quarterly Earnings on Thursday

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

AXT Stock Performance

NASDAQ:AXTI opened at $23.21 on Wednesday. The firm’s fifty day moving average is $19.17 and its two-hundred day moving average is $10.55. The firm has a market cap of $1.28 billion, a price-to-earnings ratio of -44.63 and a beta of 1.96. AXT has a one year low of $1.13 and a one year high of $28.65.

Analyst Ratings Changes

A number of brokerages have recently commented on AXTI. Northland Securities set a $20.00 target price on AXT in a research note on Monday, December 22nd. Craig Hallum restated a “buy” rating on shares of AXT in a research report on Friday, January 9th. UBS Group set a $35.00 target price on shares of AXT in a report on Tuesday. B. Riley Financial cut shares of AXT from a “buy” rating to a “neutral” rating and boosted their target price for the company from $9.00 to $18.00 in a research note on Friday, January 9th. Finally, Needham & Company LLC lowered shares of AXT from a “buy” rating to a “hold” rating in a research report on Tuesday, January 20th. Two research analysts have rated the stock with a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus price target of $18.00.

Insiders Place Their Bets

In other AXT news, Director David C. Chang sold 25,000 shares of the company’s stock in a transaction on Tuesday, December 9th. The shares were sold at an average price of $14.84, for a total transaction of $371,000.00. Following the completion of the transaction, the director directly owned 132,744 shares in the company, valued at approximately $1,969,920.96. This represents a 15.85% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, CEO Morris S. Young sold 35,000 shares of the stock in a transaction on 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 directly owned 2,495,564 shares in the company, valued at approximately $30,071,546.20. The trade was a 1.38% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 110,000 shares of company stock worth $1,369,000 in the last three months. 8.80% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On AXT

Institutional investors have recently bought and sold shares of the company. Alyeska Investment Group L.P. acquired a new position in shares of AXT during the fourth quarter valued at approximately $20,187,000. Jane Street Group LLC increased its position in shares of AXT by 1,314.6% during the fourth quarter. Jane Street Group LLC now owns 904,599 shares of the semiconductor company’s stock worth $14,790,000 after purchasing an additional 840,650 shares in the last quarter. Geode Capital Management LLC raised its stake in AXT by 10.0% in the 4th quarter. Geode Capital Management LLC now owns 492,330 shares of the semiconductor company’s stock valued at $8,054,000 after purchasing an additional 44,632 shares during the last quarter. Citadel Advisors LLC lifted its holdings in AXT by 339.6% in the 3rd quarter. Citadel Advisors LLC now owns 405,978 shares of the semiconductor company’s stock valued at $1,823,000 after purchasing an additional 313,618 shares in the last quarter. Finally, Acadian Asset Management LLC boosted its stake in AXT by 2.8% during the 1st quarter. Acadian Asset Management LLC now owns 293,818 shares of the semiconductor company’s stock worth $412,000 after purchasing an additional 8,039 shares during the last quarter. 49.52% of the stock is currently owned by institutional investors and hedge funds.

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.