AXTI AXT Inc
InP and GaAs substrates
Fundamentals from public market data, refreshed daily (2026-10-30 21:21 UTC). Figures in reporting currency.
AXTI · price with what management and the data said
Timeline: management commentary, data & earnings
9 events-
9
2026-10-29EarningsBeat / raise
Reported EPS 0.41 vs 0.31 expected (+33.1% surprise).
-
8
2026-08-11Lumentum FQ4 callSupply tightening
Lumentum cited a new InP substrate supply agreement with AXT to relieve its laser shortfall. Source ↗
-
7
2026-07-30EarningsBeat / raise
Reported EPS 0.19 vs 0.07 expected (+163.9% surprise).
-
6
2026-04-30EarningsBeat / raise
Reported EPS -0.01 vs -0.05 expected (+78.3% surprise).
-
5
2026-02-19EarningsBeat / raise
Reported EPS -0.05 vs -0.06 expected (+13.8% surprise).
-
4
2025-10-30EarningsBeat / raise
Reported EPS -0.03 vs -0.12 expected (+74.6% surprise).
-
3
2025-07-31EarningsMiss / cut
Reported EPS -0.15 vs -0.13 expected (-11.9% surprise).
-
2
2025-05-01EarningsMiss / cut
Reported EPS -0.19 vs -0.14 expected (-37.7% surprise).
-
1
2025-02-20EarningsMiss / cut
Reported EPS -0.1 vs -0.04 expected (-138.1% surprise).
Latest headlines
Auto-updated daily- AXTI Q3 Earnings Call Highlights AI Demand and Capacity Expansion2026-10-30
- AXT (AXTI) Q3 2026 Earnings Call Transcript2026-10-30
- AXTI Q3 Earnings Beat on Record InP Sales and Margin Gains2026-10-30
- What AXT (AXTI) Said on Its Q3 Earnings Call2026-10-29
- AXT (AXTI) Beats Q3 Earnings and Revenue Estimates2026-10-29
Predictions involving AXTI
Earnings history
EPS vs expectations| Date | Expected EPS | Reported EPS | Surprise |
|---|---|---|---|
| 2026-10-29 | 0.31 | 0.41 | +33.1% |
| 2026-07-30 | 0.07 | 0.19 | +163.9% |
| 2026-04-30 | -0.05 | -0.01 | +78.3% |
| 2026-02-19 | -0.06 | -0.05 | +13.8% |
| 2025-10-30 | -0.12 | -0.03 | +74.6% |
| 2025-07-31 | -0.13 | -0.15 | −11.9% |
| 2025-05-01 | -0.14 | -0.19 | −37.7% |
| 2025-02-20 | -0.04 | -0.1 | −138.1% |
| 2024-10-31 | -0.06 | -0.05 | +16.7% |
| 2024-08-01 | -0.05 | -0.02 | +56.5% |
| 2024-05-02 | -0.08 | -0.03 | +61.5% |
| 2024-02-22 | -0.13 | -0.07 | +47.0% |
| 2023-11-02 | -0.11 | -0.12 | −5.3% |
| 2023-08-03 | -0.1 | -0.1 | −2.0% |
| 2023-04-27 | -0.1 | -0.06 | +41.2% |
| 2023-02-16 | 0.04 | 0.05 | +25.0% |
| 2022-10-27 | 0.12 | 0.16 | +36.2% |
| 2022-07-28 | 0.1 | 0.13 | +35.4% |
| 2022-04-28 | 0.09 | 0.07 | −17.6% |
| 2022-02-16 | 0.07 | 0.07 | −3.5% |
| 2021-10-27 | 0.11 | 0.09 | −18.2% |
| 2021-07-27 | 0.07 | 0.1 | +42.9% |
| 2021-04-28 | 0.06 | 0.08 | +33.3% |
| 2021-02-18 | 0.03 | 0.05 | +66.7% |
About AXT Inc
Website ↗AXT, Inc. designs, develops, manufactures, and distributes compound and single element semiconductor substrates. The company provides indium phosphide for use in data center connectivity using light/lasers, high-speed data transfer in data centers, 5G communications, fiber optic lasers and detectors, consumer devices, passive optical networks, silicon photonics, photonic integrated circuits, thermo-photovoltaics, RF amplifier and switching, infrared light-emitting diode (LEDS) motion control, lidar for robotics and autonomous vehicles, and infrared thermal imaging. It also offers semi-insulating gallium arsenide (GaAs) substrates for use in Wi-Fi and IoT devices, transistors, direct broadcast television, power amplifiers, satellite communications, and solar cells; and semi-conducting GaAs substrates that are used in LEDs, screen displays using micro-LEDs, printer head lasers and LEDs, 3-…
The scarce part of an 800G/1.6T link is often the laser — EML and CW lasers grown on indium-phosphide wafers that few fabs can make at volume.
What would prove us wrong. Weakens if laser ASPs fall sharply while transceiver volumes rise — the choke would have moved.
Small markets with outsized importance: gallium for GaN and InP, germanium for optics, antimony for defence. China has restricted exports.
What would prove us wrong. Weakens if Western by-product recovery scales fast enough to erase price premia.
Who else supplies this
| Stock | Role | Last | 1D | 1M | YTD | Trend |
|---|---|---|---|---|---|---|
| LITE Lumentum | EML and CW lasers for 800G/1.6T | $840.7 | −8.57% | −19.6% | +128.1% | |
| COHR Coherent | Lasers, InP capacity and optical transceivers | $210.3 | −11.34% | −34.1% | +13.9% | |
| IQE.L IQE | Compound-semiconductor epitaxial wafers | 34.45p | −11.67% | −30.1% | +589.0% | |
| UAMY United States Antimony | US antimony processing | $2.98 | −5.70% | −27.9% | −40.6% | |
| PPTA Perpetua Resources | Domestic antimony project | $16.65 | −7.81% | −20.4% | −31.2% | |
| 5713.T Sumitomo Metal Mining | Battery materials and refining | ¥8,131.0 | −4.61% | −18.0% | +31.6% | |
| UMI.BR Umicore | Germanium and specialty materials | €17.62 | −5.12% | −14.3% | +1.0% |
Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.