AXTI AXT, Inc.

AXTI AXT, Inc.

Technology · Semiconductor Equipment & Materials

Desk view

Watchingmedium conviction · entry reopen only if it bases above its 200-day (~$42.55) for a full quarter AND revenue inflects — a collapsed 25x parabolic with sub-$100M revenue and operating losses is a lottery aftermath, not a trend — not entered
Basis Open desk call ·Logged decision
Updated

Market read

Scan convergence 1 scan as of 2026-10-16 1 neutral converging

POC $65.39 · VWAP $60.10 · -13.3% vs 12m avg buyer

downtrend vol: normalchurn: quiet as of

Insiders quiet 0 buy / 0 sell · Form 4, 90d

Coverage

4 related campaigns

Watchlists @ai-bottlenecks@monster-discoveries@optical-supply-chain

AXTI Price Structure

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Peers

Every watchlist AXTI belongs to, members best 30-day change first — AXTI highlighted in place. Each pill: 30d change, 1d/7d, and a close spark over the last 30 calendar days (~21 sessions); hover for price, RSI, and the full chart.

@optical-supply-chain
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PLAB-7.3% +0.9%1d +2.3%7d CIEN-10.0% -0.7%1d -3.8%7d JBL-11.3% +2.5%1d -1.5%7d OPTX-11.7% +0.5%1d +2.6%7d MTSI-14.4% +2.8%1d -9.9%7d VIAV-16.4% +0.5%1d -8.8%7d LITE-19.3% +0.5%1d -8.3%7d GLW-19.9% -0.2%1d -6.3%7d HIMX-20.7% +2.0%1d -2.8%7d FN-21.4% -0.9%1d -13.4%7d SMTC-22.1% +5.5%1d -3.5%7d LWLG-23.9% -2.9%1d +1.0%7d LAZR-24.0% +0.6%1d -7.6%7d MXL-24.7% -2.8%1d -11.0%7d FORM-24.9% +3.7%1d -6.2%7d LPTH-25.7% +3.9%1d -4.8%7d TSEM-27.3% -0.1%1d -14.3%7d CLSE-28.1% -3.4%1d -14.4%7d AXTI-28.6% +1.0%1d +1.2%7d ALAB-28.7% -0.3%1d -10.0%7d ONTO-29.6% 0.0%1d -10.0%7d POET-30.0% +2.4%1d +0.6%7d COHR-30.4% +0.7%1d -10.1%7d KOPN-30.6% +0.9%1d +2.7%7d SNDK-31.9% -1.8%1d -4.7%7d AAOI-33.2% -0.8%1d -10.7%7d AEHR-43.2% -0.6%1d -8.7%7d ALMU-47.6% -3.6%1d -13.1%7d
@ai-bottlenecks
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@monster-discoveries
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-10.1%7d CRS-27.9% -2.6%1d -24.5%7d CHRN-28.0% -4.5%1d -2.1%7d AXTI-28.6% +1.0%1d +1.2%7d COHR-30.4% +0.7%1d -10.1%7d GHRS-30.4% -2.3%1d -0.4%7d LUNR-31.0% +0.7%1d -2.4%7d KALU-31.4% -6.7%1d -27.1%7d AAOI-33.2% -0.8%1d -10.7%7d IESC-33.2% -3.3%1d -15.3%7d ASTS-33.7% +2.6%1d -2.1%7d CECO-34.5% -4.7%1d -13.5%7d ALM-35.0% +1.3%1d -9.9%7d NKTR-35.5% -3.7%1d +4.0%7d LQDA-36.8% +7.5%1d +24.2%7d ACMR-37.3% +2.9%1d -4.8%7d BW-37.5% -1.7%1d -10.2%7d NESR-37.6% +4.3%1d +9.2%7d USAR-41.1% -3.1%1d -11.5%7d AEHR-43.2% -0.6%1d -8.7%7d

Next earnings AXTI reports in 6 days Oct 29

Last report Jul 30

Reported the quarter ending 2026-06-30: revenue $48M, diluted EPS $0.17, net income $11M (SEC filing). Across the print the stock moved +63.5% (close before → first close after).

full note →

Against street estimates

How AXTI's reported EPS compared with analyst consensus. Street estimates are single-source vendor consensus (yfinance). Actuals are vendor consensus-basis EPS (often non-GAAP); edgarEps is GAAP diluted from filings — disputed flags large disagreement only. A consensus out of line with the name's earlier estimates (opposite sign to all of them and over 3x their size) is not graded. EPS only.

8 most recent of 9 quarters · newest report Jul 30 · projection Oct 23

Result
Jul 30 0.070.19+163.9%Beat
Apr 30 -0.05-0.01+78.3%Beat
Feb 19 -0.06-0.05+13.8%Beat
Oct 30 '25 -0.12-0.03+74.6%Beat
Jul 31 '25 -0.13-0.15-11.9%Miss
May 1 '25 -0.14-0.19-37.7%Miss
Feb 20 '25 -0.04-0.10-138.1%Miss
Oct 31 '24 -0.06-0.05+16.7%Beat

Recent news

Headlines about AXTI from the desk's news pull — links go to the publisher. Not a desk read: the market read above is the desk's own.

pulled today · Oct 23

“On or before” marks an article that arrived without a publish date — the date shown is when the desk pulled it, so the article is at least that old.

AXTI research tape

128 dated scans, research, and events, newest first — the full record. Desk commentary and scheduled prints sit in their own panes.

scan Monster Scan — 2026-10-21 brief The AI Trade Was Sold Through Its Lenders; Monday Bought Back the Parts scan Monster Scan — 2026-10-19 scan Optical Supply Chain Scan — October 16, 2026 scan Monster Scan — 2026-10-15
Types
Oct 21 Scan Monster Scan
005930.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T3037.TWE +4 more
Oct 19 Market Brief The AI Trade Was Sold Through Its Lenders; Monday Bought Back the Parts
CLFAGIOAXTIALMARKXCDNSEGLDRSP +4 more
Oct 19 Scan Monster Scan
005930.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T3037.TWE +4 more
Oct 16 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGMTSI +4 more
Oct 15 Scan Monster Scan
005930.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T3037.TWE +4 more
Oct 14 Scan Monster Scan
005930.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T3037.TWE +4 more
Oct 13 Scan Monster Scan
005930.KS009150.KS1888.HK2802.T4186.T5803.T6103.T6146.T +4 more
Oct 12 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T +4 more
Oct 9 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGMTSI +4 more
Oct 9 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T +4 more
Oct 8 Market Brief OpenAI's Smaller Number Hits Every Layer of AI Hardware; SpaceX Hits the Carriers After the Bell
ABBNYABCLABSIAPLEATH.TOGCTPBFHAE +4 more
Oct 8 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T +4 more
Oct 7 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2049.TW2308.TW2383.TW2449.TW +4 more
Oct 6 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2049.TW2308.TW2383.TW2449.TW +4 more
Oct 6 Scan Monster Discover
AAMIABCLADPTALABALVOAMCAMDAMRX +4 more
Oct 5 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2049.TW2308.TW2383.TW2449.TW +4 more
Oct 2 Article Optics Is Pricing the Laser Shortage, Not the Module Cycle
LITECOHRCIENFNAAOIMXLAXTISMTC#optical-supercycle +4 more
Oct 2 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGMTSI +4 more
Oct 2 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T +4 more
Oct 1 tweet Serenity — Morgan Stanley hears 3.2T Chinese transceiver curbs are coming, with a 65% US-content escape hatch
LITECOHRAAOIAXTISMTCMXL#optical-supercycle
Oct 1 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T +4 more
Sep 30 Scan Monster Scan
AAAMIAAOIAAPLABCLABNBABSIACMR +4 more
Sep 29 Scan Monster Scan
AAAMIAAOIABCLABSIACMRADIADM +4 more
Sep 28 Scan Monster Scan
AAAMIAAOIAAPLABCLABSIACMRADI +4 more
Sep 25 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGMTSI +4 more
Sep 25 Scan Monster Scan
AAAMIAAOIAAPLABCLABSIACMRADI +4 more
Sep 25 Scan Monster Discover
AAAMIABCLADPTAEHRALABALVOAMC +4 more
Sep 24 Scan Monster Scan
AAAMIAAOIAAPLABCLABSIACMRADI +4 more
Sep 23 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGMTSI +4 more
Sep 23 Scan Monster Scan
AAAMIAAOIAAPLABCLABSIACMRADI +4 more
Sep 22 Scan Monster Scan
AAAMIAAOIAAPLABCLABSIACMRADI +4 more
Sep 22 Scan Monster Discover
AAMIABCLADPTAEHRALABALVOAMCAMD +4 more
Sep 21 Market Brief CPU Makers Lead the Agent Trade as Oil Falls
ADA-USDAMDARQQAVAX-USDBABALLGRALARM +4 more
Sep 21 Scan Monster Scan
AAMIAAOIAAPLABCLABNBABSIACMRADI +4 more
Sep 18 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGMTSI +4 more
Sep 18 Scan Monster Scan
AAMIAAOIAAPLABCLABNBABSIACMRADI +4 more
Sep 17 Scan Monster Scan
AAMIAAOIAAPLABCLABNBABSIACHCACMR +4 more
Sep 16 Market Brief The Fed's First Hike Since 2023, and the AI Build-Out Bounced Anyway
AAOIAEISAIALMAMZNAPHBRUNAXTI +4 more
Sep 16 Scan Monster Scan
AAMIAAOIAAPLABCLABNBABSIACMRADI +4 more
Sep 15 Scan Monster Scan
AAOIAAPLABCLABNBABSIACMRADIADM +4 more
Sep 14 Scan Monster Scan
AAMIAAOIAAPLABCLABNBABSIACMRADI +4 more
Sep 11 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGSIVEF +4 more
Sep 11 Scan Monster Scan
AAMIAAOIAAPLABCLABNBABSIACMRADI +4 more
Sep 10 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Sep 8 Market Brief Crude Toward $100 Meets the AI-Hardware Rebound
ARKXATENBUZZCLSKDHTEIXAVAX-USDBANB.SW +4 more
Sep 8 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Sep 4 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGSIVEF +4 more
Sep 4 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Sep 3 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Sep 2 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Sep 1 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 31 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 28 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGSIVEF +4 more
Aug 28 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 27 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 26 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 25 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 24 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 23 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 22 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGSIVEF +4 more
Aug 22 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 21 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 20 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 18 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 18 Scan Monster Discover
AAMIABCLABNBADPTAEHRAIRAMCAMLX +4 more
Aug 14 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGSIVEF +4 more
Aug 14 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 14 Scan Monster Discover
AAMIAAOIABCLABNBACHCADPTAEHRAGM +4 more
Aug 13 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 13 Scan Monster Discover
AAMIABCLABNBACHCADPTAEHRAGMAIR +4 more
Aug 12 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 12 Scan Monster Discover
AAMIAAOIABCLABNBACHCADPTAEHRAGM +4 more
Aug 11 Scan Monster Discover
AAMIABCLABNBACHCADPTAEHRAGMAIR +4 more
Aug 10 Scan Monster Discover
AAMIABCLABNBACHCADPTAEHRAGMAIR +4 more
Aug 8 tweet Gaetano (crux_capital_) — the market sold off the wrong optical name: his bull case for why AXTI's China selloff is negotiating leverage, not a real ban
AXTIAAOICOHRLITE#optical-supercycle Quotes @crux_capital_ ↗
Aug 8 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGSIVEF +4 more
Aug 8 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAALAAMIAAOIABBNY +4 more
Aug 8 Scan Monster Discover
AAMIABCLABNBACHCADPTAEHRAGMAIR +4 more
Jul 31 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGSIVEF +4 more
Jul 31 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABSI +4 more
Jul 30 Catalyst AXTI earnings
AXTI
Jul 28 pick AXT — Tongmei withdraws Shanghai STAR IPO bid, pivots to Hong Kong listing for InP business
AXTI#optical-supercycle
Jul 28 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGSIVEF +4 more
Jul 28 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABSI +4 more
Jul 25 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGSIVEF +4 more
Jul 25 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABSI +4 more
Jul 18 Market Brief One Tape, Two Markets
AAUCAFRMAMBAAPOAROCBOCTMETAARM +4 more
Jul 17 Market Brief Software Leads, Memory Bleeds
ARGXARKQAVTAVTRBOTZCSCOLASRMETA +4 more
Jul 17 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGSIVEF +4 more
Jul 17 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Jul 17 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Jul 16 Market Brief Chips Out, Banks In
ARGXARKQAVTAVTRBOTZCSCOLASRMETA +4 more
Jul 15 Market Brief The Index Held, the Chips Didn't
ARGXARKQAVTAVTRBOTZCSCOMETAABCL +4 more
Jul 13 Market Brief Biotech's Two Tiers, and Korea's Trap
ARGXARKQAVTAVTRBOTZCSCOCGNXLASR +4 more
Jul 11 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGSIVEF +4 more
Jul 11 Scan Monster Scan
005930.KS298040.KS5991.T6324.T6779.TAAMIAAOIABCL +4 more
Jul 8 Article The Unwind Is Washing Out Our Picks-and-Shovels Lanes While Their Fundamentals Inflect Up
TERCGNXLASRCRDOMXLKGSEQTAXTI#physical-ai-robotics#optical-supercycle#ai-power-bottleneck
Jul 7 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGSIVEF +4 more
Jul 1 Investigation Post-beat-decline pattern across optical-supercycle Wave 1
COHRLITEFNAXTICIENALABLWLG#optical-supercycle
Jun 26 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGSIVEF +4 more
Jun 25 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGSIVEF +4 more
Jun 20 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGSIVEF +4 more
Jun 16 Scan Optical Supply Chain Scan
6779.TAAOIAEHRALABALMUALRIB.PAAXTICIEN +4 more
May 29 Scan Optical Supply Chain Scan
6779.TAAOIAEHRALABALMUALRIB.PAAXTICIEN +4 more
May 29 Scan Monster Scan
005930.KS6779.TAAAAOIACLSACLXAEHRAGX +4 more
May 23 Source I don't post dollar amounts because they don't matter. What matters is return %.
AXTISIVEF
May 23 Source 5 months ago. I gave a PT of $150 with $AXTI. Over 10x that current values from
AXTISIVEF
May 23 Article Weird-ETF rotation read — MSTR-leverage breakdown, AI-stack narrowing, defensives flat
MSTRNVDATSLABTCMSTUMSTXMSTYNVDL#ai-power-bottleneck#optical-supercycle +4 more
May 5 Source aleabit SIVE victory lap thread — 2027 mass-production thesis with fundamentals divergence
SIVEFAAPLJBLMRVLAXTI#optical-supercycle
Apr 28 Scan Optical Supply Chain Scan
ALABAXTICIENCLSECOHRFNFORMGLW +4 more
Apr 28 Scan Monster Scan
AAOIADEAAEHRAEISAFRMAGXALMAMD +4 more
Apr 26 Scan Optical Supply Chain Scan
ALABAXTICIENCLSECOHRFNFORMGLW +4 more
Apr 26 Scan Monster Scan
AAAAOIAAUCACHCACLSACLXADEAAEHR +4 more
Apr 14 Source AI Supply Chain leadership leaderboard — top 12 +106-303% YTD + do-more-of-whats-working methodology
AAOIAXTIOPTXSNDKLWLGAEHRICHRBE#optical-supercycle#ai-power-bottleneck#ai-power-delivery +4 more
Apr 13 Source Photonics value chain TODAY vs FUTURE — TSEM/SOI/ALMU/LPKF
TSEMSOI.PAALMULPK.DEAXTI#optical-supercycle
Apr 13 Scan Optical Supply Chain
ALABAXTICIENCLSECOHRFNGLWLITE +4 more
Apr 13 Scan Monster Scan
AMATAMDAMKREATEYYAXTIBECIENCRS +4 more
Apr 12 Archive AI Optical Supercycle
ALABAXTICIENCOHRCRDOFNIQELITE#optical-supercycle +4 more
Apr 11 Source Follows Roundup
AAOIAEHRAMKREAMZNAXTICIENCLSECOHR +4 more
Apr 11 Source investment community — #🦀agentic-ai Channel
IQEAXTILITECOHRNGK
Apr 11 Source Photonics Scorecard — YTD Multi-Baggers — @aleabitoreddit
AXTIAAOISIVEFLITEIQEAEHRCRCLEWY +4 more
Apr 10 Source @ParadisLabs — 500%+ YTD Performance Post
LITECOHRAAOIAXTITSEMIQESOI.PAAEHR +1 more
Apr 10 Scan Monster Scan
AAOIAMATAMKREAXTIBEBWCIENDAWN +4 more
Apr 3 Scan Monster Scan
AAOIAGROAMATAXTICIENDARDAWNDNTH +4 more
Mar 31 Scan Monster Scan
AAAAOIACLXADEAAEISAEMAGIAGX +4 more
Mar 26 Scan Monster Scan
AAOIACLXADEAAEISAEMAGIAGXAHG +4 more
Mar 13 Scan Monster Scan
AAAAOIAAUCACLXAEMAGAGIANET +4 more
Mar 12 Scan Monster Scan
AAAAOIAAUCACLXADEAAEISAEMAG +4 more