AXTI

AXT Inc. (AXTI) | Rumor.io

AXT

AXTI

Attention (50-day avg)0.11%

Attention rank (50-day avg)#91

Bullish sentiment (50-day avg)82%

Price to earnings ratio2.6K

Market capitalization4.8B

Earnings per share0.03

Dividend yield (TTM)—

Revenue (annual)88.3M

Net income (annual)-23.2M

Social

What share of all stock conversation is about AXTI?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0.13% +0.05	0.15% +0.07	0.11% -0.03	0.08% +0.08

Sep 30

AXTI's demand is strong, and production capacity has been completed ahead of schedule, with monthly capacity increasing from 50,000 to 60,000 wafers by year-end.
AXTI's stock price gapped up and held, opening at a positive gamma floor and reaching around 82 before rejecting and grinding down throughout the day.
AXTI's stock price broke its prior downtrend, cleared its swing high, and is currently sitting on a range of 70-74, with some analysts expecting a pullback before a potential continuation of the upward trend.

Generated by AI

Sentiment

Of the messages about AXTI that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	95.03% +9.47	67.58% -22.26	78.76% -7.94	82.5% -2.87
Bearish	4.97% -9.47	32.42% +22.26	21.24% +7.94	17.5% +2.87

Bullish· Sep 29

$AXTI has a history of explosive moves following a quiet period, with the current lack of attention potentially being bullish.
AXTI's photonics technology is strategically vital, with 10x growth potential as AI shifts to photonics, and it manufactures critical materials for major AI data centers.
$AXTI has the potential for 50-75% growth when the QQQ index is up 2-4%, with the company's consolidation and explosive moves making it a promising investment opportunity.

Bearish· Sep 16

The company's heavy investment in the Chinese indium supply chain may become a liability due to export control concerns.
The stock's PE ratio is considered "ridiculous" compared to its numbers, suggesting a potential overvaluation.
The company's recent 10% gain on a Fed day may be short-lived, and the stock is expected to "bleed hard" in the near future.

Generated by AI

Topics

Of the messages about AXTI that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Earnings	23.5%	9.05%	10.84%	17.27%
Announcements	2.41%	12.43%	14.69%	20.83%
Technical Analysis	26.09%	47.16%	33.54%	13.22%
Macro	24.49%	21.93%	30.46%	35.23%
Analysts	23.5%	9.05%	10.31%	13.38%
Controversies	0%	0.38%	0.15%	0.07%

Earnings· Jul 31

AXTI reported Q2 2026 earnings that significantly exceeded Wall Street expectations, with revenue reaching $47.6 million, up 164% year-over-year and 77% quarter-over-quarter, and non-GAAP EPS of $0.19.
The company's gross margin expanded to 45.0% from 8.2% a year earlier, driven by record indium phosphide (InP) revenue and growing demand for optical connectivity solutions used in AI data centers.
AXTI signed a capacity reservation agreement with Lumentum extending through 2031, under which Lumentum will provide two deposits of $43.5 million each, totaling $87 million, to secure priority access to indium phosphide wafer substrates.

Announcements· Jul 31

AXTI (AXTI) delivered record Q2 revenue of $47.6 million, a 164% YoY increase, driven by growing demand for indium phosphide wafer substrates used in AI data centers.
The company signed a long-term supply agreement with Lumentum (LITE) through 2031, with Lumentum paying $87 million in deposits to secure priority access to indium phosphide wafer substrates.
AXTI's gross margin expanded to 45.0% from 8.2% a year earlier, while the backlog of orders exceeded $100 million, indicating strong demand for the company's products.

Macro· Aug 4

AXTI's manufacturing in China requires export permits for shipping substrates, which can be unpredictable and may impact Q3 revenue guidance.
China's potential ban on InP exports could impact $AXTI, but the company's dependence on Chinese approvals for exporting InP substrates makes it unlikely to have issues regardless of the outcome.
The market's concern about $AXTI's export permits and potential ban on InP exports has created a buying opportunity, as the company's focus is on InP substrate production, not transceivers.

Technical Analysis· Aug 18

$AXTI has shown a strong price action, with a 100% increase from $45 to $90, but also a 50% dump from $90 to $45.
The stock has reclaimed the nearby FVG and opened room for higher resistance levels, with a long entry at $83.20-$83.22 and stop loss at $81.13.
$AXTI's price action has been strong, but it's now overextended, and the market's dropping, making it a good time to head back down.

Generated by AI

Community

Of the messages about AXTI, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	56.29%	83.26%	83.85%	57.93%
Newcomers	43.71%	16.74%	16.15%	42.07%

Regulars· Sep 29

AXTI is up 5-6% in value, with the company's stock price increasing along with other positions.
Rare earths and AI hardware are not included in the new US-China tariff-cut lists, and Beijing's pause is significant for AXTI's future.
AXTI has the potential for 10x growth as AI shifts to photonics, driven by the company's critical material used in lasers in Nvidia GPUs and Google TPU pods.

Newcomers· Sep 30

AXTI's capacity expansion is ahead of schedule, with new lines completed by June 2026 instead of end-2026, and monthly capacity increasing to 60,000 wafers by year-end.
The stock gapped up on its first trading day, opening at a positive gamma floor and reaching a high of around 82 before rejecting lower and grinding down.
AXTI's chart is showing bullish signs, with high volume and a 9ema that is nearing a box breakout, making it an interesting stock to watch.

Generated by AI

News

AXT (AXTI) Is Up 12.72% in One Week: What You Should Know

Does AXT (AXTI) have what it takes to be a top stock pick for momentum investors? Let's find out.

20h agoYahoo Finance

Top chip stocks: AXT and NVIDIA lead on technical signals

4d agoInvesting.com

AXT Inc. (AXTI) Climbs 16% on S&P 600 Addition

AXT Inc. (NASDAQ:AXTI) extended its winning streak to a fifth straight day on Monday, surging by as much as 16.4 percent in intraday trading to $81.50, as investors resumed buying positions amid its official membership in the S&P 600 index. Effective on the same day, the listed firm officially joined the S&P 600 index alongside […]

8d agoYahoo Finance

Bull of the Day: AXT (AXTI)

Gateway for "secret semiconductor substrate" InP (indium phosphide) is blowing minds with triple-digit growth

12d agoYahoo Finance

AXT (AXTI) Jumped, So What Is Driving Attention Now?

AXT (AXTI) has drawn fresh attention after a sharp one day gain of 11.4%, even as the share price remains down over the past month and past 3 months. That sharp one-day share price gain sits against a tougher recent stretch for AXT, with the 7-day share price return down 6.7% and the 30-day share price return down 33%, even after a very large year-to-date share price return of 283.7% and a multi-year total shareholder return that is many times higher than the starting point. Scan how AXT’s...

12d agoYahoo Finance

AXT (AXTI) Stock Could Be Fully Priced Despite Its Huge 3 Year Run

AXT has delivered an extraordinary share price run in recent years, which naturally puts the focus on whether the current US$64.30 level can be squared with the revenue it generates. With that kind of move in the rear-view mirror, the central puzzle for you now is how the stock lines up against its sales base. Over the past 3 years, AXT has returned 2,671.6%, which puts a lot of pressure on its sales to support the reshaped valuation story. The business depends on converting its specialty...

13d agoYahoo Finance

Also Discussed

Investors talking about AXTI also mention

#	Name	Attention
1	Applied Optoelectronics IncAAOI	0.41%+0.07
2	Aehr Test Systems, Inc.AEHR	0.02%+0.01
3	Lumentum Holdings Inc.LITE	0%-0.06
4	Coherent Corp.COHR	0%-0.01
5	Tradr 2X Long AXTI Daily ETFAXTX	0.01%-0.01
6	MaxLinear, Inc.MXL	0%-0.03
7	Sandisk Corp.SNDK	0.7%+0.13
8	Tower Semiconductor Ltd.TSEM	0.03%+0.03
9	nLIGHT, Inc.LASR	0%0
10	Viavi Solutions Inc.VIAV	0.01%-0.02

AXT Inc.

Technology
Semiconductor Equipment & Materials

AXT Inc. is a material science company that develops, manufactures, and distributes high-performance semiconductor wafer substrates. The company’s core products include compound and single element substrates made from indium phosphide, gallium arsenide, and germanium, which serve as critical building blocks for advanced electronic and optoelectronic devices. These materials are used in applications such as data communications, fiber optic systems, wireless infrastructure, consumer electronics, photonics, and other high-speed connectivity solutions. AXT Inc. also supplies specialty material substrates and raw materials used in the production of wafers and related components. With operations centered in Fremont, California, the company plays a specialized role in the semiconductor materials market by providing foundational substrates that support performance-intensive technologies across communications, computing, and sensing industries.

Website

Location

4281 Technology Drive

Fremont, CA, 94538

United States

Social

What share of all stock conversation is about AXTI?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0.13% +0.05	0.15% +0.07	0.11% -0.03	0.08% +0.08

Sep 30

AXTI's demand is strong, and production capacity has been completed ahead of schedule, with monthly capacity increasing from 50,000 to 60,000 wafers by year-end.
AXTI's stock price gapped up and held, opening at a positive gamma floor and reaching around 82 before rejecting and grinding down throughout the day.
AXTI's stock price broke its prior downtrend, cleared its swing high, and is currently sitting on a range of 70-74, with some analysts expecting a pullback before a potential continuation of the upward trend.

Generated by AI

Sentiment

Of the messages about AXTI that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	95.03% +9.47	67.58% -22.26	78.76% -7.94	82.5% -2.87
Bearish	4.97% -9.47	32.42% +22.26	21.24% +7.94	17.5% +2.87

Bullish· Sep 29

$AXTI has a history of explosive moves following a quiet period, with the current lack of attention potentially being bullish.
AXTI's photonics technology is strategically vital, with 10x growth potential as AI shifts to photonics, and it manufactures critical materials for major AI data centers.
$AXTI has the potential for 50-75% growth when the QQQ index is up 2-4%, with the company's consolidation and explosive moves making it a promising investment opportunity.

Bearish· Sep 16

The company's heavy investment in the Chinese indium supply chain may become a liability due to export control concerns.
The stock's PE ratio is considered "ridiculous" compared to its numbers, suggesting a potential overvaluation.
The company's recent 10% gain on a Fed day may be short-lived, and the stock is expected to "bleed hard" in the near future.

Generated by AI

Topics

Of the messages about AXTI that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Earnings	23.5%	9.05%	10.84%	17.27%
Announcements	2.41%	12.43%	14.69%	20.83%
Technical Analysis	26.09%	47.16%	33.54%	13.22%
Macro	24.49%	21.93%	30.46%	35.23%
Analysts	23.5%	9.05%	10.31%	13.38%
Controversies	0%	0.38%	0.15%	0.07%

Earnings· Jul 31

AXTI reported Q2 2026 earnings that significantly exceeded Wall Street expectations, with revenue reaching $47.6 million, up 164% year-over-year and 77% quarter-over-quarter, and non-GAAP EPS of $0.19.
The company's gross margin expanded to 45.0% from 8.2% a year earlier, driven by record indium phosphide (InP) revenue and growing demand for optical connectivity solutions used in AI data centers.
AXTI signed a capacity reservation agreement with Lumentum extending through 2031, under which Lumentum will provide two deposits of $43.5 million each, totaling $87 million, to secure priority access to indium phosphide wafer substrates.

Announcements· Jul 31

AXTI (AXTI) delivered record Q2 revenue of $47.6 million, a 164% YoY increase, driven by growing demand for indium phosphide wafer substrates used in AI data centers.
The company signed a long-term supply agreement with Lumentum (LITE) through 2031, with Lumentum paying $87 million in deposits to secure priority access to indium phosphide wafer substrates.
AXTI's gross margin expanded to 45.0% from 8.2% a year earlier, while the backlog of orders exceeded $100 million, indicating strong demand for the company's products.

Macro· Aug 4

AXTI's manufacturing in China requires export permits for shipping substrates, which can be unpredictable and may impact Q3 revenue guidance.
China's potential ban on InP exports could impact $AXTI, but the company's dependence on Chinese approvals for exporting InP substrates makes it unlikely to have issues regardless of the outcome.
The market's concern about $AXTI's export permits and potential ban on InP exports has created a buying opportunity, as the company's focus is on InP substrate production, not transceivers.

Technical Analysis· Aug 18

$AXTI has shown a strong price action, with a 100% increase from $45 to $90, but also a 50% dump from $90 to $45.
The stock has reclaimed the nearby FVG and opened room for higher resistance levels, with a long entry at $83.20-$83.22 and stop loss at $81.13.
$AXTI's price action has been strong, but it's now overextended, and the market's dropping, making it a good time to head back down.

Generated by AI

Community

Of the messages about AXTI, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	56.29%	83.26%	83.85%	57.93%
Newcomers	43.71%	16.74%	16.15%	42.07%

Regulars· Sep 29

AXTI is up 5-6% in value, with the company's stock price increasing along with other positions.
Rare earths and AI hardware are not included in the new US-China tariff-cut lists, and Beijing's pause is significant for AXTI's future.
AXTI has the potential for 10x growth as AI shifts to photonics, driven by the company's critical material used in lasers in Nvidia GPUs and Google TPU pods.

Newcomers· Sep 30

AXTI's capacity expansion is ahead of schedule, with new lines completed by June 2026 instead of end-2026, and monthly capacity increasing to 60,000 wafers by year-end.
The stock gapped up on its first trading day, opening at a positive gamma floor and reaching a high of around 82 before rejecting lower and grinding down.
AXTI's chart is showing bullish signs, with high volume and a 9ema that is nearing a box breakout, making it an interesting stock to watch.

Generated by AI

AXT

Social

Sep 30

Bullish· Sep 29

Bearish· Sep 16

Earnings· Jul 31

Announcements· Jul 31

Macro· Aug 4

Technical Analysis· Aug 18

Regulars· Sep 29

Newcomers· Sep 30

AXT (AXTI) Is Up 12.72% in One Week: What You Should Know

Top chip stocks: AXT and NVIDIA lead on technical signals

AXT Inc. (AXTI) Climbs 16% on S&P 600 Addition

Bull of the Day: AXT (AXTI)

AXT (AXTI) Jumped, So What Is Driving Attention Now?

AXT (AXTI) Stock Could Be Fully Priced Despite Its Huge 3 Year Run

Also Discussed

AXT Inc.

Company Information

Location

AXT (AXTI) Is Up 12.72% in One Week: What You Should Know

Top chip stocks: AXT and NVIDIA lead on technical signals

AXT Inc. (AXTI) Climbs 16% on S&P 600 Addition

Bull of the Day: AXT (AXTI)

AXT (AXTI) Jumped, So What Is Driving Attention Now?

AXT (AXTI) Stock Could Be Fully Priced Despite Its Huge 3 Year Run

Also Discussed

Social

Sep 30

Bullish· Sep 29

Bearish· Sep 16

Earnings· Jul 31

Announcements· Jul 31

Macro· Aug 4

Technical Analysis· Aug 18

Regulars· Sep 29

Newcomers· Sep 30