AXT Inc

AXTI

Market cap $4.59B

Despite oil prices still hovering near $100/bbl, the market appears to be shaking off the Iran conflict and refocusing on the AI rally.

AXT (AXTI) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.

FREMONT, Calif.--(BUSINESS WIRE)--AXT, Inc. (NasdaqGS: AXTI), a leading manufacturer of compound semiconductor substrates, will announce its financial results for the first quarter 2026 in a press release immediately following the close of market on April 30, 2026. The company will also host a conference call to discuss these results on April 30, 2026 at 1:30 p.m. PT. The conference call can be accessed at (833) 461-5787 (passcode 619252830). The call will also be simulcast at www.axt.com. The.

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CEO Morris Young sold 30,832 shares on March 10, 2026 for a transaction value of approximately $1.41 million, based on a weighted average sale price of $45.60 per share. This disposition represents 1.32% of Young's pre-transaction holdings, leaving 2,313,233 shares held indirectly via the Young Family Trust DTD.

30,832 shares were sold indirectly for a transaction value of ~$1.41 million on March 10, 2026. This transaction impacted 1.35% of Young's total holdings, with direct ownership remaining at zero post-transaction.

Chen sold 14,086 shares across March 12 and March 13, 2026, for a total transaction value of ~$700,000 at an average price of around $49.70 per share. This sale represented 11.40% of Chen's direct holdings, reducing his direct stake from 123,612 to 109,526 shares.

Memory makers, for the most part, have soared above the fray.

AXT, Inc.'s Q4-2025 revenue fell QoQ and YoY due to delays in export permits. AXT expects higher revenue for Q1-2026, assuming that permits are awarded.

AXT, Inc. (AXTI) Q4 2025 Earnings Call Transcript