AXT (AXTI) to Release Earnings on Thursday

AXT (NASDAQ:AXTI) will likely be posting 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. Individuals can check the company’s upcoming Q4 2025 earning summary page for the latest details on the call scheduled for Thursday, February 19, 2026 at 4:30 PM ET.

AXT Trading Up 10.1%

Shares of NASDAQ AXTI opened at $26.80 on Thursday. The stock’s 50-day moving average is $18.27 and its 200 day moving average is $9.88. The stock has a market cap of $1.48 billion, a price-to-earnings ratio of -51.54 and a beta of 1.96. AXT has a 1-year low of $1.13 and a 1-year high of $28.49.

Wall Street Analysts Forecast Growth

A number of brokerages have recently weighed in on AXTI. B. Riley Financial lowered shares of AXT from a “buy” rating to a “neutral” rating and boosted their price objective for the stock from $9.00 to $18.00 in a report on Friday, January 9th. Wall Street Zen downgraded shares of AXT from a “hold” rating to a “sell” rating in a research note on Saturday, January 17th. Craig Hallum reaffirmed a “buy” rating on shares of AXT in a research note on Friday, January 9th. Northland Securities set a $20.00 target price on AXT in a research note on Monday, December 22nd. Finally, Wedbush set a $7.00 target price on AXT and gave the company an “outperform” rating in a report on Wednesday, October 29th. Two equities research analysts have rated the stock with a Buy rating, two have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Hold” and an average price target of $13.75.

Insider Buying and Selling

In other AXT news, Director David C. Chang sold 25,000 shares of the stock in a transaction that occurred on Tuesday, December 9th. The stock was sold at an average price of $14.84, for a total value of $371,000.00. Following the completion of the sale, the director owned 132,744 shares in the company, valued at approximately $1,969,920.96. This trade represents a 15.85% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, CEO Morris S. Young sold 35,000 shares of the business’s stock in a transaction that occurred on Thursday, December 4th. The shares were sold at an average price of $12.05, for a total value of $421,750.00. Following the transaction, the chief executive officer directly owned 2,495,564 shares in the company, valued at $30,071,546.20. This trade represents a 1.38% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 143,130 shares of company stock valued at $1,713,221 in the last ninety days. 8.80% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

Several institutional investors have recently added to or reduced their stakes in AXTI. Dimensional Fund Advisors LP bought a new stake in shares of AXT during the 3rd quarter valued at about $145,000. Bank of America Corp DE raised its stake 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 worth $236,000 after buying an additional 52,164 shares in the last quarter. Qube Research & Technologies Ltd lifted its holdings in AXT by 39.7% in the third quarter. Qube Research & Technologies Ltd now owns 205,822 shares of the semiconductor company’s stock worth $924,000 after buying an additional 58,542 shares during the period. Citadel Advisors LLC boosted its position 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 acquiring an additional 313,618 shares in the last quarter. Finally, Geode Capital Management LLC raised its position in shares of AXT by 10.0% in the 4th quarter. Geode Capital Management LLC now owns 492,330 shares of the semiconductor company’s stock worth $8,054,000 after acquiring an additional 44,632 shares in the last quarter. 49.52% of the stock is currently owned by institutional investors.

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.