AXT INC
No SEC Form 4 filings for $AXTI in the last 30 days.
See all $AXTI insider activity →Friday’s gains were driven by AI-related capex and policy. Applied Optoelectronics-linked AXT rose about 3% on optical-sector momentum and reported Q2 FY26 revenue of $47.59M (+164.8% YoY). T1 Energy jumped about 9.5% after Q2 FY26 revenue of $250.13M and new US solar tariff expectations. Babcock & Wilcox rose about 11% on a Siemens data-center turbine deal and Ameriprise’s 7.66M-share disclosure.
Tradr ETFs plans to launch four single-stock leveraged ETFs on Aug. 18 on Cboe, targeting daily exposure of 2X long or -200% inverse to underlying stocks. Funds include AXTQ (AXTI), COHQ (COHR), METQ (META) and LWLX (LWLG). Tradr ETFs says the products are for short-term trading and carry higher leverage risks.
Lumentum (LITE) reported fiscal Q4 net revenue of $1.006B, up 109% YoY, with non-GAAP EPS of $3.23, and issued Q1 FY27 revenue guidance of $1.225B to $1.275B plus a 40% to 41% operating margin. Shares rose 13% to $926. The article also highlights the new Roundhill Photonics & Optics ETF (LYTE) and AXT (AXTI) gains.
Over the past 7 days, alphai's AI scored 6 news stories mentioning AXTI (AXT INC). Coverage has skewed bullish: 3 bullish, 3 neutral, and 0 bearish.
Recent AXTI coverage spans financial news, market movers and earnings.
Near-term upside bias tied to optical connectivity demand, but the move is stretched versus prior periods.
New leveraged/inverse wrapper on AXTI may increase short-term trading activity and volatility around AXTI’s daily returns.
The text links AXT’s materials quarter to the same optical connectivity demand, supporting the theme trade and potential follow-through buying.
This is a passive beneficial-ownership disclosure that may slightly affect positioning and takeover-vote optics, but it does not indicate active control or a new operating catalyst.
Estimate revisions are trending sharply higher for AXT, which can support near-term momentum but is not a new fundamental disclosure like guidance or results.
alphai scores every news story that mentions AXTI with an AI model for sentiment and relevance, and aggregates insider trades from AXT INC's SEC EDGAR Form 4 filings. Figures refresh continuously.
Friday’s gains were driven by AI-related capex and policy. Applied Optoelectronics-linked AXT rose about 3% on optical-sector momentum and reported Q2 FY26 revenue of $47.59M (+164.8% YoY). T1 Energy jumped about 9.5% after Q2 FY26 revenue of $250.13M and new US solar tariff expectations. Babcock & Wilcox rose about 11% on a Siemens data-center turbine deal and Ameriprise’s 7.66M-share disclosure.
4 min readTradr ETFs plans to launch four single-stock leveraged ETFs on Aug. 18 on Cboe, targeting daily exposure of 2X long or -200% inverse to underlying stocks. Funds include AXTQ (AXTI), COHQ (COHR), METQ (META) and LWLX (LWLG). Tradr ETFs says the products are for short-term trading and carry higher leverage risks.
3 min readLumentum (LITE) reported fiscal Q4 net revenue of $1.006B, up 109% YoY, with non-GAAP EPS of $3.23, and issued Q1 FY27 revenue guidance of $1.225B to $1.275B plus a 40% to 41% operating margin. Shares rose 13% to $926. The article also highlights the new Roundhill Photonics & Optics ETF (LYTE) and AXT (AXTI) gains.
7 min readJane Street Group, LLC and affiliates filed a Schedule 13G/A (Amendment No. 2) for AXT Inc common stock. The group reported beneficial ownership of 4,382,115 shares, or 6.7% of the class, with shared voting and dispositive power. Jane Street Capital, LLC holds 3,836,581 shares (5.9%), Jane Street Global Trading, LLC 545,503 (0.8%), and Jane Street Singapore Pte. Ltd 31 shares.
2 min readZacks reports that AXT Inc (AXTI) has seen multiple upward earnings estimate revisions over the past 30 days, with no negative revisions. The current-quarter consensus EPS is $0.31, up 1,133.3% year over year, and full-year EPS is $0.86, up 309.8%. The stock has a Zacks Rank #1 (Strong Buy).
3 min readAXT shares (NASDAQ:AXTI) drift lower near $74 after a prior week’s volatility, with the stock up 351% YTD. The article links sentiment to upcoming earnings from Lumentum (NASDAQ:LITE) after the close, including guided fiscal Q4 revenue of $960M-$1.01B and non-GAAP EPS $2.85-$3.05, plus Coherent (NYSE:COHR) reporting tomorrow. It also cites Coherent plans to double internal InP wafer output by 2026.
5 min readAXT Inc (NASDAQ: AXTI) shares rose about 18.6% after the company announced semiconductor capacity expansion tied to AI demand. The article cites Q2 revenue of $47.6M (vs $18.0M a year earlier) and adjusted EPS of $0.19. It also reports Q3 guidance EPS $0.30–$0.32 and revenue about $66M, plus analyst target updates.
6 min readAXT (AXTI) shares rose nearly 10% after its July 30 earnings and have doubled to about $75.17. The article cites Q3 guidance of about $66M revenue and non-GAAP EPS $0.30 to $0.32, plus long-term supply prepayments totaling tens of millions. It highlights export-permit timing risk and a valuation near 47x forward earnings.
7 min readAXT Inc. (NASDAQ: AXTI) says an affiliate, Leblanc Living Trust, plans to sell up to 2,000 Class A shares on or about 08/07/2026 via broker Purshe Kaplan Sterling. The filing values the planned sale at about $175,020.00. A prior sale of 500 shares on 06/10/2026 generated $44,705.07.
2 min readAXT, Inc. (AXTI) shares rose 15.2% as investors continued to reprice the stock after its late-July earnings breakout, according to Quiver PriceTracker. The article cites Q2 2026 revenue of $47.6M, GAAP gross margin of 44.9%, and GAAP net income of $11.1M ($0.17/share), plus management commentary on AI data-center optical connectivity demand. It also notes $412.2M cash and a $550M common-stock offering.
4 min read
