AXT (AXTI) Projected to Announce Quarterly Earnings on Thursday

AXT (NASDAQ:AXTI) will likely be posting its Q2 2026 results after the market closes on Thursday, July 30th. Analysts expect AXT to announce 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 results 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 quarterly 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 company had revenue of $26.92 million for the quarter, compared to the consensus estimate 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 10.7%

Shares of AXTI opened at $42.76 on Wednesday. AXT has a fifty-two week low of $1.85 and a fifty-two week high of $143.16. The company’s fifty day moving average is $80.27 and its two-hundred day moving average is $61.50. The firm has a market cap of $2.80 billion, a PE ratio of -137.93 and a beta of 1.86.

Analysts Set New Price Targets

A number of analysts recently issued reports on the stock. B. Riley Financial dropped their target price on shares of AXT from $73.00 to $52.00 and set a “neutral” rating for the company in a research report on Tuesday. Weiss Ratings upgraded AXT from a “sell (e+)” rating to a “sell (d-)” rating in a research note on Wednesday, May 27th. Finally, Northland Securities set a $125.00 price target on AXT in a research note on Wednesday, June 3rd. Two equities research analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the stock has an average rating of “Hold” and a consensus price target of $50.00.

Insider Transactions at AXT

In other AXT news, Director David C. Chang sold 8,333 shares of AXT stock in a transaction that occurred 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 transaction, the director directly owned 65,165 shares in the company, valued at approximately $7,244,393.05. The trade was a 11.34% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director Jesse Chen sold 13,000 shares of the company’s stock in a transaction dated Friday, June 12th. The shares were sold at an average price of $95.77, for a total value of $1,245,010.00. Following the completion of the transaction, the director owned 56,447 shares in the company, valued at $5,405,929.19. This represents a 18.72% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 251,636 shares of company stock valued at $27,789,677 over the last ninety days. Corporate insiders own 5.97% of the company’s stock.

Institutional Investors Weigh In On AXT

Several large investors have recently made changes to their positions in AXTI. Alyeska Investment Group L.P. acquired a new position in AXT in the fourth quarter worth approximately $20,187,000. Jane Street Group LLC boosted its holdings in AXT by 1,314.6% in the fourth quarter. Jane Street Group LLC now owns 904,599 shares of the semiconductor company’s stock worth $14,790,000 after purchasing an additional 840,650 shares in the last quarter. Geode Capital Management LLC increased its position in AXT by 10.0% during the fourth quarter. Geode Capital Management LLC now owns 492,330 shares of the semiconductor company’s stock worth $8,054,000 after buying an additional 44,632 shares during the last quarter. Citadel Advisors LLC raised its holdings in AXT by 339.6% during the third quarter. Citadel Advisors LLC now owns 405,978 shares of the semiconductor company’s stock valued at $1,823,000 after buying an additional 313,618 shares in the last quarter. Finally, Acadian Asset Management LLC lifted its position in shares of AXT by 2.8% in the first quarter. Acadian Asset Management LLC now owns 293,818 shares of the semiconductor company’s stock worth $412,000 after buying an additional 8,039 shares during the last quarter. Institutional investors own 49.52% of the company’s stock.

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.