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AXTIAXTITechnology · Semiconductor Equipment & Materials

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

Last close, 24 Sept 2026
$76
+4.00% on the day

The 5 Wall Street analysts covering AXT, Inc. hold a median 12-month price target of $93 — +22.5% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 32 of 100 as at 23 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
$5.1B
Ticker Nerd rank
32 / 100
Median analyst target
$93
Analysts covering
5
Revenue$47.6M+164.8% y/y
Operating income$10.4M
Net income$13.0M
Free cash flow$3.6M
Quarterly, 8 quarters to 30 June 2026 · latest quarter's figure shown
Total return, dividends reinvested
1W
+12.0%
1M
+16.1%
YTD
+364.2%
1Y
+1471.4%
From 52W high
−46.1%
From 52W low
+1783.4%
$4
$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 23 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
Momentum
91
Growth
87
Size
24
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 +22.5% 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 24 Sept 2026, AXT, Inc. returned +1471.4% against +17.4% for the S&P 500, dividends included.

AXTI vs S&P 500, last 12 monthsTotal return, rebased to 100
05001,0001,5002,0002,500Oct 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
2593.0×

Cheaper than 1% of US stocks

Price / sales
40.6×

Cheaper than 6% of US stocks

Price / book
5.7×

Cheaper than 18% of US stocks

EV / EBITDA
352.9×

Cheaper than 1% of US stocks

Growth & margins
Revenue growth (YoY)
164.8%

Higher than 95% of US stocks

Earnings growth (YoY)
164.8%

Higher than 88% of US stocks

Gross margin
44.9%

Higher than 56% 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 45% 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 $5.1B and an enterprise value of $4.7B.

  • Revenue in the twelve months to 30 June 2026: $125.5M. The latest quarter grew 164.8% year on year.

  • Net income over the same four quarters: $6.0M, a 4.8% net margin.

  • Diluted earnings per share, trailing twelve months: $0.02.

  • Free cash flow in the twelve months to 30 June 2026: −$19.6M.

  • Shares outstanding: 65.6M.

  • Trailing P/E: 2593.0×; forward P/E: 34.6× — the forward figure prices analyst consensus estimates, not reported earnings.

  • AXT, Inc. employs 1,541 people — $81K of revenue per employee.

Statement figures: company filings via Twelve Data, four quarters to 30 June 2026 · market figures as at 24 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.$5.1B
32
KLICKulicke & Soffa Industries, Inc.$4.8B
93
ACMRACM Research, Inc.$5.6B
21
ACLSAxcelis Technologies, Inc.$3.6B
69
UCTTUltra Clean Holdings, Inc.$3.5B
39
CAMTCamtek Ltd.$6.9B
21
IPGPIPG Photonics Corp.$3.3B
50

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

Amkor vs. AXT: Which Semiconductor Stock Is the Better Buy Now?

Zacks Investment Research · 24 Sept 2026negative

A Zacks Investment Research piece compares Amkor Technology (AMKR) with AXT (AXTI) as semiconductor investment options. It concludes Amkor's record revenues, AI/HPC packaging growth and lower valuation place it ahead of AXT, while noting both companies benefit from AI infrastructure demand.

Why it matters — AXT watchers will see the company positioned unfavorably against Amkor in an analyst comparison, though both are said to gain from AI infrastructure demand.

Bull of the Day: AXT (AXTI)

Zacks Investment Research · 18 Sept 2026positive

Zacks Investment Research has featured AXT (AXTI) as its "Bull of the Day." The piece describes AXT as a $4.25 billion material science company that develops and manufactures compound and single-element semiconductor wafer substrates, including indium phosphide, gallium arsenide and germanium, as well as opto-electronic semiconductor devices such as high-brightness light emitting devices and vertical cavity surface emitting lasers.

Why it matters — The "Bull of the Day" designation highlights AXT's positioning in the semiconductor materials space, which AXTI watchers would follow to gauge the company's market standing and industry visibility.

Trading Opportunities in MRVL, MU & IREN: Charles Moon on AI Stock Picks

Schwab Network · 17 Sept 2026positive

Charles Moon of ProsperTradingAcademy discussed trading opportunities in AI memory, optics, and neoclouds amid tech-market volatility. He called Marvell a momentum play in AI chips and then turned to a similar trading opportunity in AXT Inc. (AXTI).

Why it matters — AXTI watchers would care because the item highlights AXT as a momentum opportunity in the AI space following Marvell.

AXT's Geographic Reach Expands: Can It Drive More Revenue Growth?

Zacks Investment Research · 16 Sept 2026positive

AXT is seeing surging sales in Europe and Asia-Pacific, broadening its revenue base beyond China as demand for indium phosphide and export approvals improve.

Why it matters — AXTI watchers would care because geographic diversification beyond China could strengthen the company's revenue foundation at a time when InP demand is rising.

AXTQ Is a Trading Tool, Not a Portfolio Holding. Know the Difference Before You Buy

24/7 Wall Street · 11 Sept 2026neutral

The article highlights that AXTQ, a single-stock leveraged inverse ETF tied to AXT, Inc., is a short-term trading tool rather than a long-term portfolio holding. It warns that this type of product is among the most misunderstood on U.S. markets, urging investors to understand the distinction before buying.

Why it matters — An AXTI watcher would care because the piece clarifies the nature and intended use of a leveraged inverse ETF linked to the stock, affecting how such instruments are viewed in relation to the company.

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 23 Sept 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank AXTI?

As at 23 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 +22.5% from the last close, and Ticker Nerd's factor model ranks AXT, Inc. 32 out of 100 as at 23 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 +1471.4% over the 12 months to 24 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 (Zacks Investment Research, 24 Sept 2026): "Amkor vs. AXT: Which Semiconductor Stock Is the Better Buy Now?". A Zacks Investment Research piece compares Amkor Technology (AMKR) with AXT (AXTI) as semiconductor investment options. It concludes Amkor's record revenues, AI/HPC packaging growth and lower valuation place it ahead of AXT, while noting both companies benefit from AI infrastructure demand.

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