AXT IncAXTI
About: AXT Inc is a developer and producer of compound and single element semiconductor substrates, also known as wafers. The dominant substrates used in producing semiconductor chips and other electronic circuits are made from silicon. It is engaged in the design, development, manufacture, and distribution of high-performance compound semiconductor substrates and the sale of materials. The company provides alternative or specialty materials in the form of substrates or wafers, including compound and single-element substrates. Its compound substrates combine indium with phosphorous or gallium with arsenic. Geographically firm has its business presence across the region of Europe, Japan, Taiwan, China, North America, and the Asia Pacific from which China derives its maximum revenue to the company.
Employees: 1,075
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
250% more call options, than puts
Call options by funds: $21K | Put options by funds: $6K
13.3% less ownership
Funds ownership: 38.41% [Q4 2024] → 25.11% (-13.3%) [Q1 2025]
14% less funds holding
Funds holding: 79 [Q4 2024] → 68 (-11) [Q1 2025]
26% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 23
52% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 21
57% less capital invested
Capital invested by funds: $37.3M [Q4 2024] → $16.1M (-$21.2M) [Q1 2025]
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
2 analyst ratings
B. Riley Securities Dave Kang | 108%upside $4.50 | Buy Maintained | 2 May 2025 |
Wedbush Matt Bryson | 97%upside $4.25 | Outperform Maintained | 2 May 2025 |
Financial journalist opinion
