AXT (NASDAQ:AXTI) Director Jesse Chen Sells 11,007 Shares

AXT Inc (NASDAQ:AXTI) Director Jesse Chen sold 11,007 shares of the business’s stock in a transaction on Tuesday, March 3rd. The stock was sold at an average price of $40.49, for a total transaction of $445,673.43. Following the sale, the director owned 187,011 shares in the company, valued at $7,572,075.39. The trade was a 5.56% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this hyperlink.

Jesse Chen also recently made the following trade(s):

• On Monday, March 2nd, Jesse Chen sold 11,320 shares of AXT stock. The stock was sold at an average price of $45.59, for a total value of $516,078.80.

AXT Stock Performance

AXT stock opened at $41.76 on Wednesday. AXT Inc has a fifty-two week low of $1.13 and a fifty-two week high of $47.03. The stock’s fifty day moving average is $23.16 and its two-hundred day moving average is $12.83. The firm has a market capitalization of $2.31 billion, a price-to-earnings ratio of -87.00 and a beta of 1.75.

AXT (NASDAQ:AXTI) last released its quarterly earnings results on Thursday, February 19th. The semiconductor company reported ($0.05) earnings per share for the quarter, missing the consensus estimate of ($0.04) by ($0.01). The company had revenue of $23.04 million for the quarter, compared to analysts’ expectations of $24.24 million. AXT had a negative return on equity of 10.59% and a negative net margin of 24.07%. As a group, sell-side analysts forecast that AXT Inc will post -0.12 EPS for the current fiscal year.

Wall Street Analyst Weigh In

Several research analysts recently weighed in on AXTI shares. UBS Group set a $35.00 target price on AXT in a research report on Tuesday, February 17th. Craig Hallum restated a “buy” rating on shares of AXT in a report on Friday, January 9th. Wedbush boosted their target price on AXT from $8.50 to $28.00 and gave the stock an “outperform” rating in a report on Friday, February 20th. B. Riley Financial raised their price target on shares of AXT to $21.00 and gave the company a “neutral” rating in a report on Friday, February 20th. Finally, Northland Securities set a $20.00 price objective on shares of AXT in a research note on Monday, December 22nd. Two analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Hold” and an average target price of $22.80.

Trending Headlines about AXT

Here are the key news stories impacting AXT this week:

• Positive Sentiment: Large institutional buyers accumulated big stakes in Q4 2025 (Davidson Kempner, Hood River, Point72 and others), which provides underlying demand and long‑term support for the stock. Quiver Quantitative
• Neutral Sentiment: Technical momentum has been very strong (AXT has surged ~2,386% over the past year and reached recent all‑time highs), but Barchart and other commentary note decelerating price appreciation—a mixed signal for short‑term direction. Barchart Article
• Neutral Sentiment: Reported short‑interest figures in the recent feeds are inconsistent/zero (displaying NaN/0), so short‑interest signals are unclear from the available data; this reduces confidence in short‑squeeze narratives today.
• Negative Sentiment: Director Jesse Chen sold 11,320 shares on Mar 2 at an average ~$45.59 (~$516k) and sold 11,007 shares on Mar 3 at an average ~$40.49 (~$446k). These block insider sales (a ~5.4–5.6% reduction in his holdings each time) are pressuring sentiment and likely driving some of the intraday selling. SEC filing: SEC Filing
• Negative Sentiment: Aggregate insider activity shows heavy net selling (Quiver reports 16 insider sales and 0 purchases in the last 6 months), which is a negative governance/sentiment signal for some traders. Quiver Quantitative

Institutional Trading of AXT

Several institutional investors have recently added to or reduced their stakes in the stock. State of Wyoming acquired a new stake in shares of AXT in the 4th quarter valued at about $69,000. Kestra Advisory Services LLC bought a new stake in AXT in the fourth quarter valued at about $98,000. Oasis Management Co Ltd. acquired a new stake in AXT during the fourth quarter valued at approximately $164,000. Osaic Holdings Inc. raised its stake in AXT by 1,071.5% during the fourth quarter. Osaic Holdings Inc. now owns 11,012 shares of the semiconductor company’s stock valued at $180,000 after buying an additional 10,072 shares in the last quarter. Finally, Jefferies Financial Group Inc. bought a new position in AXT during the 3rd quarter worth approximately $52,000. 49.52% of the stock is 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.