AXT (AXTI) Expected to Announce Earnings on Thursday

AXT (NASDAQ:AXTI) is projected to post its Q2 2026 results after the market closes on Thursday, July 30th. Analysts expect AXT to post earnings of $0.07 per share and revenue of $34.0820 million for the quarter. AXT has set its Q2 2026 guidance at 0.060-0.080 EPS. Investors can check the company’s upcoming Q2 2026 earning overview page for the latest details on the call scheduled for Thursday, July 30, 2026 at 4:30 PM ET.

AXT (NASDAQ:AXTI) last posted its earnings results on Thursday, April 30th. The semiconductor company reported ($0.01) earnings per share for the quarter, topping analysts’ consensus estimates of ($0.04) by $0.03. The firm had revenue of $26.92 million for the quarter, compared to analyst estimates of $26.22 million. AXT had a negative net margin of 14.69% and a negative return on equity of 5.71%. On average, analysts expect AXT to post $0 EPS for the current fiscal year and $1 EPS for the next fiscal year.

AXT Stock Down 6.2%

NASDAQ AXTI opened at $52.98 on Thursday. The company has a market capitalization of $3.47 billion, a price-to-earnings ratio of -170.90 and a beta of 1.86. The stock has a fifty day simple moving average of $85.60 and a 200 day simple moving average of $60.70. AXT has a twelve month low of $1.85 and a twelve month high of $143.16.

Wall Street Analyst Weigh In

A number of analysts have weighed in on the stock. Weiss Ratings raised shares of AXT from a “sell (e+)” rating to a “sell (d-)” rating in a research report on Wednesday, May 27th. Northland Securities set a $125.00 price objective on shares of AXT in a research report on Wednesday, June 3rd. 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 company’s stock. According to MarketBeat.com, the stock has an average rating of “Hold” and an average target price of $43.80.

Insider Buying and Selling

In related news, CEO Morris S. Young sold 123,601 shares of AXT stock in a transaction on Tuesday, June 2nd. The shares were sold at an average price of $113.33, for a total value of $14,007,701.33. Following the completion of the sale, the chief executive officer owned 2,149,533 shares of the company’s stock, valued at approximately $243,606,574.89. This trade represents a 5.44% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, Director David C. Chang sold 8,333 shares of the business’s stock in a transaction on Monday, June 15th. The shares were sold at an average price of $111.17, for a total transaction of $926,379.61. Following the sale, the director owned 65,165 shares of the company’s stock, valued at $7,244,393.05. This trade represents a 11.34% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 251,636 shares of company stock worth $27,789,677 in the last ninety days. Corporate insiders own 5.97% of the company’s stock.

Institutional Investors Weigh In On AXT

Several hedge funds and other institutional investors have recently made changes to their positions in the business. State of Wyoming acquired a new stake in shares of AXT in the 4th quarter worth about $69,000. Kestra Advisory Services LLC bought a new position in AXT in the 4th quarter valued at about $98,000. Osaic Holdings Inc. boosted its stake in AXT by 1,071.5% during the 4th quarter. Osaic Holdings Inc. now owns 11,012 shares of the semiconductor company’s stock valued at $180,000 after purchasing an additional 10,072 shares during the last quarter. Jefferies Financial Group Inc. acquired a new position in AXT during the 3rd quarter valued at about $52,000. Finally, SummitTX Capital L.P. bought a new stake in AXT during the 4th quarter worth approximately $228,000. 49.52% of the stock is owned by institutional investors.

About AXT

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.