Semiconductors & Related Devices · SIC 3674

AXT INC

AXTI

Watch

Latest revenue

$26.9M

as of 2026-03-31

Latest net income

$-1.6M

as of 2026-03-31

Net margin

-6.0%

as of 2026-03-31

Price · 5Y

+69.4% / yr 55.7 pts / yr vs S&P 500 1283.4% total
Compare:

Live market

delayed ≤15 min
$140.83
16.37%
Market cap
$9.21B
Enterprise value
$9.21B
P/E (trailing)
Forward P/E
P/B
Dividend yield
0.0%
52-wk high
$141.37
52-wk low
$1.45
Beta
Shares out
65.4M

5-year trend

What this company does

AI

Item 1. Business AXT is a worldwide materials science company that develops and produces high-performance compound and single element semiconductor substrates, also known as wafers. Two of our consolidated subsidiaries produce and sell certain raw materials some of which are used in our substrate manufacturing process and some of which are sold to other companies. Our substrate wafers are used when a typical silicon substrate wafer cannot meet the performance requirements of a semiconductor or optoelectronic device. The dominant substrates used in producing semiconductor chips and other electronic circuits are made from silicon. However, certain chips may become too hot or perform their…

AI summary unavailable — showing raw filing excerpt

Generated from AXTI's filing dated 2026-03-17

Key risks

AI

Item 1A. Risk Factors For ease of reference, we have divided these risks and uncertainties into the following general categories: I. Summary Risk Factors; II. Risks Related to Our Business and Operations; III. Risks Related to International Aspects of Our Business; IV. Risks Related to Our Financial Results and Capital Structure; V. Risks Related to Our Intellectual Property; and VI. Risks Related to Compliance, Environmental Regulations and Other Legal Matters. I. Summary Risk Factors ● Global economic and political conditions, including trade tariffs, import-export restrictions, and other restrictions, may have a negative impact on our business and financial results. China's requirement…

AI summary unavailable — showing raw filing excerpt

Generated from AXTI's filing dated 2026-03-17

Profitability

Gross margin

12.7%

46.9%

Operating margin

-24.9%

67.0%

Net margin

-24.1%

105.7%

Return on equity

-7.8%

29.0%

Return on assets

-4.9%

43.1%

Leverage

Debt / equity

0.59×

22.8%

Debt / assets

37.0%

14.3%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-03-31

$26.9M+39.1%$-1.6M+81.6%-6.0%

Q4 2025

2025-12-31

$23.0M-8.2%$-3.5M+30.3%-15.4%

Q3 2025

2025-09-30

$28.0M+18.2%$-1.9M+35.1%-6.8%

Q2 2025

2025-06-30

$18.0M-35.6%$-7.0M-362.3%-39.0%

Q1 2025

2025-03-31

$19.4M-14.7%$-8.8M-322.4%-45.5%

Q4 2024

2024-12-31

$25.1M$-5.1M-20.3%

Q3 2024

2024-09-30

$23.6M+36.2%$-2.9M+49.6%-12.4%

Q2 2024

2024-06-30

$27.9M+50.2%$-1.5M+70.2%-5.4%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Semiconductors & Related Devices · SIC 3674

No data yet for industry average

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Insider activity

Insider buying

$0

Insider selling

$49.0M

Net activity

−$49.0M

Distinct insiders

5

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue
2026-03-13

Jesse Chen

Director

Sale8,083$50.25$406.2K
2026-03-13

Morris S Young

CEO

Sale37,905$51.13$1.9M
2026-03-13

Gary L Fischer

CFO

Sale80,776$50.64$4.1M
2026-03-12

Jesse Chen

Director

Sale6,003$48.95$293.9K
2026-03-12

Gary L Fischer

CFO

Sale8,256$50.20$414.4K
2026-03-11

Jesse Chen

Director

Sale15,000$47.13$706.9K
2026-03-10

Morris S Young

CEO

Sale30,832$45.60$1.4M
2026-03-10

David C Chang

Director

Sale20,000$46.00$919.9K
2026-03-10

Jesse Chen

Director

Sale14,000$46.15$646.1K
2026-03-09

Morris S Young

CEO

Sale125,893$36.51$4.6M
2026-03-09

Jesse Chen

Director

Sale12,452$37.69$469.3K
2026-03-06

Morris S Young

CEO

Sale8,300$39.65$329.1K
2026-03-06

Jesse Chen

Director

Sale2,000$36.63$73.3K
2026-03-05

David C Chang

Director

Sale20,000$38.42$768.5K
2026-03-05

Jesse Chen

Director

Sale11,147$38.26$426.5K
2026-03-04

David C Chang

Director

Sale20,000$38.53$770.6K
2026-03-04

Jesse Chen

Director

Sale8,800$38.83$341.7K
2026-03-03

Jesse Chen

Director

Sale11,007$40.49$445.7K
2026-03-02

Jesse Chen

Director

Sale11,320$45.59$516.1K
2026-03-02

Morris S Young

CEO

Sale159,536$43.32$6.9M
2026-03-02

Gary L Fischer

CFO

Sale405,233$41.45$16.8M
2025-12-09

David C Chang

Director

Sale25,000$14.84$371.0K
2025-12-08

Morris S Young

CEO

Sale37,160$12.46$462.9K
2025-12-04

Morris S Young

CEO

Sale35,000$12.05$421.8K
2025-12-02

David C Chang

Director

Sale25,000$12.33$308.3K
2025-11-28

David C Chang

Director

Sale25,000$10.72$268.0K

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns AXTI

No institutional holdings on file for AXTI yet.

Source: SEC Form 13F-HR. Updated quarterly (45-day filing lag).

Top questions investors are asking

Coming once AXTI's latest filing finishes processing.