Bull
$1.94
Scenario price
$57.910
-3.457 (-5.97%)At close
AXT, Inc. is a material science company that develops and manufactures high-performance compound and single element semiconductor wafer substrates comprising indium phosphide (InP), gallium arsenide (GaAs) and germanium (Ge). Its wafer substrates are used when a typical silicon wafer substrate cannot meet the performance requirements of a semiconductor or optoelectronic device. It has two product lines: specialty material substrates and raw materials integral to these substrates. Its InP is a semiconductor wafer substrate used in broadband and fiber optic applications, 5G infrastructure and data center connectivity. Its semi-conducting GaAs substrates are used to create opto-electronic products, including high brightness light emitting diodes that are often used to backlight wireless handsets and LCD televisions and for automotive, signage, and lighting applications. Its Ge substrates are used in applications, such as solar cells for space and terrestrial photovoltaic applications.
AXT Inc is currently not a good buy due to its recent price drop and mixed analyst ratings. The current price is $68.46, which is significantly below Needham's target of $90, but B. Riley's lower target of $55 suggests potential downside risk. Additionally, the RSI is at 29.57, indicating the stock is oversold, but the negative sentiment in the semiconductor sector and increased insider selling (2666.75%) are concerning.
B. Riley
$55
2026-07-31
B. Riley
2026-07-31
Price Target
$55
Needham
$90
2026-07-31
Needham
2026-07-31
Price Target
$90
B. Riley
$52
2026-07-28
B. Riley
2026-07-28
Price Target
$52
Northland
$125
2026-06-25
Northland
2026-06-25
Price Target
$125
Northland
$125
2026-06-03
Northland
2026-06-03
Price Target
$125
Scenario prices are the last monthly forecast band of the current year. Probabilities are fixed model weights (25 / 50 / 25), not guarantees.

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AXT, Inc. is a material science company that develops and manufactures high-performance compound and single element semiconductor wafer substrates comprising indium phosphide (InP), gallium arsenide (GaAs) and germanium (Ge). Its wafer substrates are used when a typical silicon wafer substrate cannot meet the performance requirements of a semiconductor or optoelectronic device. It has two product lines: specialty material substrates and raw materials integral to these substrates. Its InP is a semiconductor wafer substrate used in broadband and fiber optic applications, 5G infrastructure and data center connectivity. Its semi-conducting GaAs substrates are used to create opto-electronic products, including high brightness light emitting diodes that are often used to backlight wireless handsets and LCD televisions and for automotive, signage, and lighting applications. Its Ge substrates are used in applications, such as solar cells for space and terrestrial photovoltaic applications. It operates in the Technology sector (SEMICONDUCTORS & RELATED DEVICES industry).
AXT Inc is currently not a good buy due to its recent price drop and mixed analyst ratings. The current price is $68.46, which is significantly below Needham's target of $90, but B. Riley's lower target of $55 suggests potential downside risk. Additionally, the RSI is at 29.57, indicating the stock is oversold, but the negative sentiment in the semiconductor sector and increased insider selling (2666.75%) are concerning.
6 analysts cover AXTI: 5 rate it Buy, 1 Hold and 0 Sell. The average price target is 21.33.

Trading $AXTI: MTF Magnet Long Setup | by DayTradesman Watch this video to learn how to find such Swing Trade Opportunities and Repeatable Swing Setups 🎯
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Trading $AXTI: MTF Magnet Long Setup | by DayTradesman Watch the video to learn how to trade this repeatable pattern 🎯
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$AXTI is up nearly 5% already since we posted it last night! @Stocktwits
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$AXTI may revisit $62, but the upside above $74 is quite attractive. $98 > $116.75 > $143.16 Don't rush or force it, but if it looks strong, loads up strong, and breaks out strong, it might just be a strong move.
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$SNDK SanDisk has been added to the S&P 100, effective September 21. The news pushed the stock up 3%, and Goldman Sachs noted passive funds will likely buy in; it's now at $1,748. Seeing this, I can't help but feel I should have bought SanDisk instead—it would have allowed for several grid arbitrage opportunities, rather than watching $AXTI slowly recover while sitting on an $85 unrealized loss. AI giant $NVDA Nvidia announced the acquisition of AI model platform Hugging Face for $12.9 billion. While this isn't directly related to SanDisk's business, the rapid growth of AI has significantly boosted demand for data center hardware, and SanDisk's NAND flash chips are a key component in these AI servers. Positive sentiment around Nvidia quickly spilled over to SanDisk. That said, SanDisk's rise is good for the broader storage sector. Its inclusion in a major index means institutional money is re-evaluating storage stocks, market sentiment is improving, and AXTI should eventually benefit from this trend. It's currently at $63.27, not far from the $66.84 restart level. I'll hold on a bit longer—once SanDisk officially joins the index on September 21, maybe my AXTI position will move up as well.
Show moreThis page is for research only and is not investment advice. Models can be wrong. Past performance does not guarantee future results.