AXTITechnology · Semiconductor Equipment & MaterialsThe 5 Wall Street analysts covering AXT, Inc. hold a median 12-month price target of $93 — +13.9% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 32 of 100 as at 13 Aug 2026 — in the lower half. The Street sees upside; the factor read is a caution. That gap is the story on this page.
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.
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): Analysts have, on balance, been raising their forecasts.
Volatility (1): The share price moves around a lot.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on AXTI, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
The green dot is the last close — the median target sits +13.9% from it.
Of the 20 most recent actions, 3 moved their price target up and 1 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 31 July 2026 | B. Riley Securities | Maintains | Neutral | $52 → $55 |
| 31 July 2026 | Needham | Upgrade | Buy | $90 |
| 28 July 2026 | B. Riley Securities | Maintains | Neutral | $73 → $52 |
| 1 May 2026 | Wedbush | Maintains | Outperform | — |
| 1 May 2026 | Wedbush | Maintains | Outperform | $80 → $93 |
| 29 Apr 2026 | Wedbush | Maintains | Outperform | — |
| 29 Apr 2026 | Wedbush | Maintains | Outperform | $28 → $80 |
| 20 Feb 2026 | B. Riley Securities | Maintains | Neutral | — |
| 20 Feb 2026 | Wedbush | Maintains | Outperform | — |
| 20 Jan 2026 | Needham | Downgrade | Hold | — |
| 9 Jan 2026 | B. Riley Securities | Downgrade | Neutral | — |
| 31 Oct 2025 | B. Riley Securities | Maintains | Buy | — |
| 31 Oct 2025 | Needham | Maintains | Buy | — |
| 1 Aug 2025 | Wedbush | Maintains | Outperform | — |
| 10 July 2025 | B. Riley Securities | Maintains | Buy | — |
| 2 May 2025 | B. Riley Securities | Maintains | Buy | — |
| 2 May 2025 | Wedbush | Maintains | Outperform | — |
| 21 Feb 2025 | B. Riley Securities | Reiterates | Buy | — |
| 21 Feb 2025 | Needham | Reiterates | Buy | — |
| 1 Nov 2024 | Needham | Reiterates | Buy | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
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.
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 1% of US stocks
Cheaper than 6% of US stocks
Cheaper than 20% of US stocks
Cheaper than 1% of US stocks
Higher than 95% of US stocks
Higher than 71% of US stocks
Higher than 34% of US stocks
Higher than 81% of US stocks
Higher than 55% of US stocks
Higher than 45% of US stocks
Higher than 45% of US stocks
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The nearest names by industry and size, scored by the same model — like for like.
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 →
Zacks Investment Research reports that AXT shares have begun gaining, with solid earnings estimate revisions suggesting the stock may continue to move higher in the near term.
Why it matters — AXT watchers would care because upward earnings estimate revisions signal potentially improving fundamentals that could support continued share-price momentum.
Last week, some single-stock leveraged ETFs posted strong gains, driven by solid earnings, a rebound in the tech sector and easing concerns about further rate hikes. The report highlights which ETFs performed best during this period.
Why it matters — An AXT watcher would note the broader tech-sector rebound and improved market sentiment that helped lift single-stock ETFs, context relevant to a semiconductor-sector company.
Market Watch reports that optical stocks face a China-related risk that most investors overlook, noting that Beijing controls a chokepoint which Washington's own crackdown cannot address.
Why it matters — As an optical-equipment maker, AXTI could be exposed to supply-chain or market dynamics tied to the China chokepoint described in the report.
The article notes the Nasdaq was up 1.85% at midday Monday, driven by a broad-based rally led by the AI infrastructure trade.
Why it matters — AXTI watchers would care because the company's fortunes are tied to the AI infrastructure trade that is powering the market's surge.
Zacks Investment Research highlighted top-performing stocks from last week, driven by AI optimism and strong Big Tech earnings, along with their leveraged ETFs.
Why it matters — AXTI watchers may care because AI-driven market momentum and sector trends noted in the report could influence sentiment around semiconductor and tech-related stocks like AXT, Inc.
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.
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 13 Aug 2026. None of this is personal advice — it does not consider your circumstances.
As at 13 Aug 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).
No one can know that. What the data says: the median 12-month target from 5 analysts implies +13.9% from the last close, and Ticker Nerd's factor model ranks AXT, Inc. 32 out of 100 as at 13 Aug 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
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.
AXT, Inc. returned +3679.6% over the 12 months to 14 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.
AXT, Inc. is a material science company that develops and manufactures high-performance compound and single element semiconductor wafer substrates for the global electronics and photonics industries.
The most recent item we track (Zacks Investment Research, 12 Aug 2026): "Earnings Estimates Moving Higher for AXT (AXTI): Time to Buy?". Zacks Investment Research reports that AXT shares have begun gaining, with solid earnings estimate revisions suggesting the stock may continue to move higher in the near term.
AXT, Inc. is a material science company that develops and manufactures high-performance compound and single element semiconductor wafer substrates for the global electronics and photonics industries. Its core products include indium phosphide, gallium arsenide, and germanium wafers, which are used when conventional silicon substrates cannot meet demanding performance requirements in applications such as data center connectivity, 5G communications, fiber-optic networks, silicon photonics, lidar, infrared imaging, and other advanced optoelectronic and RF devices. In addition to substrates, the company also sells specialty material substrates and raw materials used in wafer production. AXT, Inc. serves a diversified customer base across regions including China, Europe, Japan, Taiwan, North America, and the broader Asia-Pacific market, reflecting its role in critical segments of the semiconductor supply chain. Headquartered in Fremont, California, with significant manufacturing operations in China through its Tongmei subsidiary, AXT, Inc. occupies a specialized position supplying enabling materials for next-generation communication, sensing, and high-speed data technologies.
CEO Dr. Morris S. Young Ph.D. · 1,541 employees · United States · https://www.axt.com