AXT Inc

AXTI

Market cap $2.31B

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

AXT (AXTI) came out with a quarterly loss of $0.05 per share versus the Zacks Consensus Estimate of a loss of $0.04. This compares to a loss of $0.1 per share a year ago.

FREMONT, Calif.--(BUSINESS WIRE)--AXT, Inc. (NasdaqGS: AXTI), a leading manufacturer of compound semiconductor wafer substrates, today reported financial results for the fourth quarter and fiscal year ended December 31, 2025. Management Qualitative Comments “While we are disappointed that we didn't receive as many export permits in Q4 as we had hoped, we are pleased to report that we have received some permits to date in 2026 and believe we are in a strong position to achieve sequential revenue.

Pacific Ridge Capital Partners completely exited its stake in AXT, Inc. Pacific Ridge's stake in AXT was valued at $8 million in the firm's third-quarter 13F filing. AXT shares represented 1.8% of Pacific Ridge Capital Partners, LLC's reportable 13F assets under management (AUM) in the third quarter.

Maytree's new position: 682,299 shares acquired; estimated trade size $11.16 million (based on quarterly average price). Quarter-end position value increased by $11.16 million, reflecting both purchase and price movement.

AI chipmakers are still getting most of the attention, but there are a bunch of small AI stocks that are producing substantial gains while most people focus on big names like Nvidia (NASDAQ:NVDA) and Broadcom (NASDAQ:AVGO).

FREMONT, Calif.--(BUSINESS WIRE)--AXT, Inc. (NasdaqGS: AXTI), a leading manufacturer of compound semiconductor wafer substrates, today updated revenue expectations for the fourth quarter 2025. The company expects revenue to be in the range of $22.5 to $23.5 million, primarily due to fewer export control permits for indium phosphide being issued by China's Ministry of Commerce than previously expected. “While we are disappointed that we were not able to ship indium phosphide substrates to fulfil.

Global-E Online will have to battle against e-commerce giants to gain market share. AXT is smaller, but it has a significant market share in one of the critical semiconductor materials for AI infrastructure.

Shares of AXT Inc. (AXTI) hit intraday highs not seen since 2001. The reason?