Notícias

AXT stock has logged an extremely large one year gain while the valuation checks currently lean expensive, which raises questions about how much of the recent optimism is already reflected in the price. Over the past year AXT has returned very roughly 38x, which sets a very high bar for any further upside based purely on fundamentals. The recent focus on indium phosphide pricing and AXT's supply agreements with key customers can support expectations for revenue. However, any reversal in...

AXT stock reacts to tighter indium phosphide market AXT (AXTI) moved sharply after investors focused on an expected 10% price hike for indium phosphide, a key material for AI lasers, along with fresh supply deals with major industry customers. See our latest analysis for AXT. For context, AXT’s share price has been volatile this year, with a sharp 79.48% 1 month share price return and a 391.11% year to date share price return. The 1 year total shareholder return is extremely high, reflecting...

Earlier this week, reports that prices of indium phosphide substrates used in AI lasers may rise further amid supply tightness put fresh attention on AXT, which recently expanded its InP capacity and secured new supply agreements with Lumentum Holdings and Coherent Corp. The news highlights how AXT’s position in a constrained indium phosphide market could become increasingly important as AI-related demand strains global substrate supply chains. Now we’ll explore how tightening indium...

A risk-off wave is hammering optics stocks at midday Tuesday, and the triggers go well beyond anything that changed in the optics sector itself. Two separate headlines about AI spending have investors scrambling to reprice names that already carry enormous year-to-date gains.

Tradr ETFs, a provider of ETFs designed for sophisticated investors and professional traders, today launched four first-to-market single-stock leveraged ETFs listed on Cboe. AXTQ complements the Tradr 2X Long AXTI Daily ETF (Cboe: AXTX), which seeks 200% of the daily performance of AXTI.

AXT Inc. (NASDAQ:AXTI) saw its share price jump by as much as 19.8 percent on Monday to $97.79 apiece—a two-month high— as investors snapped up shares following news that prices of indium phosphide (InP), which is used to make lasers for the artificial intelligence sector, could surge by 10 percent by the end of the […]

A Taipei supply report on indium phosphide just sent shockwaves through the optics sector, and the institutional money that quietly positioned ahead of Monday's session suggests this squeeze may have much further to run.

AXT's 399.3% YTD surge comes amid record InP revenues, AI data-center demand and long-term supply deals that could support its premium valuation.

Tradr ETFs, a provider of ETFs designed for sophisticated investors and professional traders, expects to launch four single-stock leveraged ETFs on Tuesday, August 18. AXTQ will complement Tradr's AXTX, which seeks 2X long exposure on AXTI, while COHQ will complement COHX, which seeks 2X long exposure to COHR.

AI's hunger for power and bandwidth is lifting stocks you would never expect, pulling a semiconductor substrate maker, a domestic solar upstart, and a restructured industrial into the same orbit as the chip giants.

Lumentum's blowout quarter sent shockwaves through the entire optical supply chain, and now a brand-new ETF is betting the AI connectivity trade is just getting started. The question is whether that concentrated wager can hold up when hyperscaler capex turns.

AXT (AXTI) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

AXT has surged over 350% this year riding the AI optical wave, but tonight Lumentum reports earnings and its commentary on next-generation datacenter connectivity could either validate that run or trigger another painful reversal for anyone exposed to the InP supply chain.

Record indium phosphide revenue surges 164% as AI data center demand accelerates.

Why AXT earnings matter for investors now AXT (AXTI) has just posted second quarter earnings that shifted from a loss to a profit, with higher sales and positive earnings per share from continuing operations compared with the same period last year. These results give you fresh numbers to assess the stock after a share price that has fallen over the past month and past 3 months despite a strong 1 year total return. See our latest analysis for AXT. Despite very strong 1 year total shareholder...

In the past few days, AXT, Inc. reported sharply higher second-quarter 2026 sales of US$47.59 million and net income of US$11.13 million, and disclosed a long-term indium phosphide supply and capacity-reservation agreement with Lumentum Operations, LLC backed by up to US$87,500,000 in deposits applied as shipment credits. Alongside these results, AXT moved to expand board expertise, lowered its shareholder meeting quorum threshold, and secured multi‑year indium phosphide commitments that tie...

AXT's Q2 earnings and revenues top estimates as record indium phosphide demand, AI data-center growth and stronger productivity lift results.

Needham upgraded AXT to ‘Buy’ from ‘Hold’ with a $90 price target, implying an upside of 61% from current levels.

AXT Inc (AXTI) posts historic Q2 2026 results with revenue up 164% year-over-year, driven by explosive indium phosphide growth for AI data centers.

Record indium phosphide revenue surges 164% as AI data center demand accelerates.

Moby summary of AXT, Inc.'s Q2 2026 earnings call

AXT (AXTI) delivered earnings and revenue surprises of +171.43% and +39.41%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

AXT (NASDAQ:AXTI) reported record second-quarter revenue and a return to profitability, driven by strong demand for indium phosphide substrates used in optical connectivity for AI data centers. Management said it is accelerating capacity expansion as customer demand continues to exceed supply. Seco

Lam Research (LRCX) delivered earnings and revenue surprises of +7.69% and +0.73%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Lumentum's CEO just named the obscure semiconductor material he believes will strangle AI infrastructure growth, and the supply gap is already wider than most investors realize.

AXT heads into Q2 earnings with a record InP backlog and AI-driven demand, but export risks, rich valuation and trade tensions warrant caution.

AXT (AXTI) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

AXTI is expanding InP capacity and advancing 6-inch wafers to target co-packaged optics opportunities expected to emerge from late 2027.

Digital Turbine's stronger growth, AI expansion and cheaper valuation give it an edge over AXT despite both stocks' connectivity upside.

AXT's drop below its 50-day SMA reflects export delays and cash-flow risks, but record InP backlog and AI demand support retaining the stock.