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AXTIAXTITechnology · Semiconductor Equipment & Materials

AXTI Stock Forecast: AXT, Inc. Price Predictions for 2026-2027

Last close, 3 Sept 2026
$56
−1.32% on the day

The 5 Wall Street analysts covering AXT, Inc. hold a median 12-month price target of $93 — +65.5% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 32 of 100 as at 2 Sept 2026 — in the lower half. The Street sees upside; the factor read is a caution. That gap is the story on this page.

Market cap
$3.7B
Ticker Nerd rank
32 / 100
Median analyst target
$93
Analysts covering
5
Revenue$26.9M+39.1% y/y
Operating income−$1.6M
Net income−$1.5M
Free cash flow−$13.1M
Quarterly, 7 quarters to 31 Mar 2026 · latest quarter's figure shown
Total return, dividends reinvested
1W
−16.0%
1M
−18.2%
YTD
+243.7%
1Y
+1724.7%
From 52W high
−60.1%
From 52W low
+1798.6%
$3
$141
52-week range, adjusted closes · the dot is the last close
Ticker Nerd rank

AXTI stock analysis: one number for the whole business

Consensus tells you what everyone already believes. The model scores AXT, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.

Where the model ranks itAs at 2 Sept 2026
32 / 100

Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested

Revisions
100
Growth
89
Momentum
87
Size
28
Quality
16
Accruals
16
Issuance
14
Value
2
Volatility
0

Revisions (100): Analysts have, on balance, been raising their forecasts.

Volatility (0): The share price moves around a lot.

Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.

Wall Street

AXTI stock forecast 2026-2027: analyst price targets & predictions

The bullish and bearish analyst opinions on AXTI, reported as data — targets and ratings, the market's view beside the model's.

Share price and the analyst range, 12 monthsAdjusted close, US dollars
$0$50$100Oct 25Jan 26Apr 26Jul 26AXTIHigh $125Median $93Low $55

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Data provided by Twelve Data

What Wall Street says5 analysts
4 Buy1 Hold0 Sell
Low $55Median $93High $125

The green dot is the last close — the median target sits +65.5% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 3 moved their price target up and 1 moved it down.

DateFirmActionRatingTarget
31 July 2026B. Riley SecuritiesMaintainsNeutral$52 → $55
31 July 2026NeedhamUpgradeBuy$90
28 July 2026B. Riley SecuritiesMaintainsNeutral$73 → $52
1 May 2026WedbushMaintainsOutperform—
1 May 2026WedbushMaintainsOutperform$80 → $93
29 Apr 2026WedbushMaintainsOutperform—
29 Apr 2026WedbushMaintainsOutperform$28 → $80
20 Feb 2026B. Riley SecuritiesMaintainsNeutral—
20 Feb 2026WedbushMaintainsOutperform—
20 Jan 2026NeedhamDowngradeHold—
9 Jan 2026B. Riley SecuritiesDowngradeNeutral—
31 Oct 2025B. Riley SecuritiesMaintainsBuy—
31 Oct 2025NeedhamMaintainsBuy—
1 Aug 2025WedbushMaintainsOutperform—
10 July 2025B. Riley SecuritiesMaintainsBuy—
2 May 2025B. Riley SecuritiesMaintainsBuy—
2 May 2025WedbushMaintainsOutperform—
21 Feb 2025B. Riley SecuritiesReiteratesBuy—
21 Feb 2025NeedhamReiteratesBuy—
1 Nov 2024NeedhamReiteratesBuy—

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Market Radar

This page is one stock. Monday covers all of them.

Computed off the Friday close and sent before the US open.

Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. AXTI appears on the weeks it earns a place.

Free, every Monday. Unsubscribe any time.

Performance

AXTI vs the S&P 500

Both lines are total return — dividends reinvested — so the comparison is honest on both sides.

Over the twelve months to 3 Sept 2026, AXT, Inc. returned +1724.7% against +21.4% for the S&P 500, dividends included.

AXTI vs S&P 500, last 12 monthsTotal return, rebased to 100
01,0002,0003,0004,000Oct 25Jan 26Apr 26Jul 26AXTIS&P 500

Download this chart as an image — free to reuse; link this page as the source.

Data provided by Twelve Data

Estimates

AXTI analyst estimate revisions

Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.

Which way the estimates are movingNext fiscal year
EPS revision, 90 days
+185.5%
Analysts raising
4
Analysts cutting
0
Fundamentals

AXT, Inc. (AXTI) financial data

A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.

Valuation
Trailing P/E
1898.3×

Cheaper than 1% of US stocks

Price / sales
29.8×

Cheaper than 7% of US stocks

Price / book
4.1×

Cheaper than 26% of US stocks

EV / EBITDA
249.4×

Cheaper than 1% of US stocks

Growth & margins
Revenue growth (YoY)
164.8%

Higher than 95% of US stocks

Earnings growth (YoY)
39.1%

Higher than 71% of US stocks

Gross margin
29.6%

Higher than 34% of US stocks

Operating margin
21.9%

Higher than 81% of US stocks

Net margin
3.2%

Higher than 56% of US stocks

Returns & dividend
Return on equity
1.0%

Higher than 46% of US stocks

Return on assets
0.3%

Higher than 45% of US stocks

Dividend yield
—

Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.

Key statistics

AXT, Inc. (AXTI) statistics: revenue, profit & scale

The headline figures, each with its date. Every row carries its own link — cite it straight from here.

  • AXT, Inc. has a market value of $3.7B and an enterprise value of $3.4B.

  • Revenue in the twelve months to 31 Mar 2026: $95.9M. The latest quarter grew 164.8% year on year.

  • Net income over the same four quarters: −$14.7M, a −15.3% net margin.

  • Diluted earnings per share, trailing twelve months: $−0.31.

  • Free cash flow in the twelve months to 31 Mar 2026: −$28.0M, after $6.9M of capital spending.

  • Shares outstanding: 65.6M.

  • Trailing P/E: 1898.3×; forward P/E: 25.6× — the forward figure prices analyst consensus estimates, not reported earnings.

  • AXT, Inc. employs 1,541 people — $62K of revenue per employee.

Statement figures: company filings via Twelve Data, four quarters to 31 Mar 2026 · market figures as at 3 Sept 2026

Data provided by Twelve Data

Peers

AXTI vs competitors

The nearest names by industry and size, scored by the same model — like for like.

Its peer group, ranked by the same modelSemiconductor Equipment & Materials
CompanyMarket capTKN rank
AXTIAXT, Inc.$3.7B
32
ACLSAxcelis Technologies, Inc.$3.4B
72
KLICKulicke & Soffa Industries, Inc.$4.1B
93
IPGPIPG Photonics Corp.$3.2B
53
UCTTUltra Clean Holdings, Inc.$3.0B
39
AMBAAmbarella, Inc.$2.9B
53
ACMRACM Research, Inc.$4.8B
21

Look up any of the roughly 4,600 stocks we score.

The rank is the raw material. Whether the rules would actually own AXT, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →

News

Latest AXTI news & analysis

15 Stocks to Watch With Short Squeeze Potential

Schaeffers Research · 2 Sept 2026neutral

Schaeffers Research published a list of 15 stocks with short squeeze potential, noting that bond-yield volatility has left most investors focused elsewhere, which could make short-squeeze candidates attractive to contrarian traders. AXTI was included among these stocks to watch.

Why it matters — AXTI watchers would care because the stock was highlighted as one that could see a short squeeze, a factor that may be relevant to their trading outlook.

AXT: Correction Has Provided An Opportunity For Speculative Investors - Buy (Rating Upgrade)

Seeking Alpha · 31 Aug 2026positive

AXT reported better-than-expected second-quarter results four weeks ago and provided strong third-quarter guidance. Its main Chinese subsidiary, Tongmei, abandoned plans to list on the Shanghai STAR market and is now pursuing a Hong Kong listing, while a recent sharp correction in AI infrastructure stocks followed increasing hyperscaler capex scrutiny. The article upgrades AXT to a Buy rating, citing the correction as an opportunity for speculative investors.

Why it matters — AXTI watchers would care because AXT's strong earnings and guidance, Tongmei's shift toward a Hong Kong listing, and the broader correction in AI infrastructure stocks all bear directly on the company's outlook.

AXT: AI Driven InP Demand Makes The Valuation Worth The Risk

Seeking Alpha · 28 Aug 2026positive

AXT reported rapid growth driven by surging indium phosphide (InP) demand for AI and optical data transmission, with Q2 2026 revenue up 77% sequentially to $47.6 million. The company achieved record InP sales and gross margin expansion to 44.9%, with non-GAAP net income of $11.9 million compared to a loss per share of $0.15 a year earlier.

Why it matters — AXT watchers would note the strong revenue growth, record InP sales, margin expansion, and swing to profitability as indicators of strengthening demand for the company's materials in AI-driven applications.

AXT's Supply Agreements Expand: Can They Strengthen Revenue Growth?

Zacks Investment Research · 27 Aug 2026positive

AXT's expanding indium phosphide (InP) supply agreements are backed by customer deposits and commitments running through 2031, improving shipment visibility and potentially supporting revenue growth, according to Zacks Investment Research.

Why it matters — AXTI watchers would care because the expanded supply agreements with long-term customer commitments provide greater shipment visibility and a possible basis for revenue growth.

Here's Why AXT (AXTI) Is a Great 'Buy the Bottom' Stock Now

Zacks Investment Research · 25 Aug 2026positive

Zacks reports that AXT appears to have found support after recent losses, citing the formation of a hammer chart pattern and strong agreement among Wall Street analysts in revising earnings estimates higher, which the article says enhances the stock's potential for a near-term turnaround.

Why it matters — AXT watchers would care because the article highlights technical support and upward analyst estimate revisions as signals that the stock may be stabilizing after recent declines.

FAQ

Frequently asked questions about AXTI stock

What is the AXTI stock price forecast for 2026-2027?

The 5 Wall Street analysts covering AXT, Inc. have a median 12-month price target of $93, with estimates ranging from $55 to $125. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.

Is AXTI stock a buy right now?

Of the 5 analysts covering AXT, Inc., 4 rate it a Buy, 1 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks AXT, Inc. 32 out of 100 across roughly 4,600 US stocks as at 2 Sept 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank AXTI?

As at 2 Sept 2026, AXT, Inc. ranks 32 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Revisions (100 of 100).

Will AXTI stock go up?

No one can know that. What the data says: the median 12-month target from 5 analysts implies +65.5% from the last close, and Ticker Nerd's factor model ranks AXT, Inc. 32 out of 100 as at 2 Sept 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.

What is the AXTI stock forecast for 2030?

No analyst covering AXT, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for AXTI are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $55 to $125 over the next 12 months.

How has AXTI stock performed over the past year?

AXT, Inc. returned +1724.7% over the 12 months to 3 Sept 2026, with dividends reinvested. Past performance does not indicate future returns.

What does AXT, Inc. do?

AXT Inc. is a material science company that develops, manufactures, and distributes high-performance semiconductor wafer substrates.

What is the latest news on AXTI?

The most recent item we track (Schaeffers Research, 2 Sept 2026): "15 Stocks to Watch With Short Squeeze Potential". Schaeffers Research published a list of 15 stocks with short squeeze potential, noting that bond-yield volatility has left most investors focused elsewhere, which could make short-squeeze candidates attractive to contrarian traders. AXTI was included among these stocks to watch.

Company

About AXT, Inc.

AXT Inc. is a material science company that develops, manufactures, and distributes high-performance semiconductor wafer substrates. The company’s core products include compound and single element substrates made from indium phosphide, gallium arsenide, and germanium, which serve as critical building blocks for advanced electronic and optoelectronic devices. These materials are used in applications such as data communications, fiber optic systems, wireless infrastructure, consumer electronics, photonics, and other high-speed connectivity solutions. AXT Inc. also supplies specialty material substrates and raw materials used in the production of wafers and related components. With operations centered in Fremont, California, the company plays a specialized role in the semiconductor materials market by providing foundational substrates that support performance-intensive technologies across communications, computing, and sensing industries.

CEO Dr. Morris S. Young Ph.D. · 1,541 employees · United States · https://www.axt.com