AXTI · AXT Inc

NASDAQ Semiconductors Mid Cap Clavix F
78.52+8.49  (+12.12%)

Price

Snapshot

50 fields · last close
Market Cap$4.59B
P/E1,132.73
Float60.74M
Beta1.98
Volatility49.4%
ExchangeNASDAQ
SectorSemiconductors
Cap tierMid cap
Macro sensitivityVery High
Clavix score13
Price78.52
Change+12.12%
Prev Close70.03
Open69.72
Day Low67.67
Day High71.31
Avg Vol10
Avg $ Vol$690.7M
52W High143.16
52W Low3.93
52W Pos53.6%
From High−45.15%
From Low+1897.96%
Max DD 1Y−73.75%
Spread0.10%
LiquidityDeep
SMA 20+23.59%
SMA 50+24.62%
SMA 200+37.52%
RSI (14)54.3
Vol 30D139.4%
Vol 90D156.6%
1Y Range4–143
Daily bars887
Perf Week+8.12%
Perf Month−4.63%
Perf Quarter−17.19%
Perf Half Y+20.55%
Perf Year+1677.41%
Perf YTD+368.50%
Prev Day+12.12%
ClavixF
Debt / Eq0.25
Curr Ratio2.72
Int Cover-14.6×
FCF Margin3.8%
Rev Growth+164.8%
ProfitUnprofitable
LeverageLow
Sector rank50 / 52

Clavix risk grade

regraded every trading day
F13/100

AXTI grades F, 13 of 100. Steadiest on News Sentiment (60), most exposed on Price Stability (0, weak). 0 of the 4 weighted dimensions sit above the Semiconductors median. Ranks 50 of 52 in Semiconductors by Clavix score.

PriceMacroSectorNewsFinancial

How rough the ride is

AXTISemiconductors median
Betavs the overall market · lower is steadier1.981.88
Volatilityannualized49.4%47.0%
Max drawdown, past yearworst peak-to-trough fall−73.7%
Typical daily movemedian absolute daily change6.39%
Days beyond ±3%of the last 252 sessions18573%

How its days are spread

Daily returns over the last 252 sessions in 1% bins. Moves beyond ±6% land in the end bins.

52-week range

AXTI
70.03

The bar runs from the lowest to the highest close of the last 252 sessions; the marker is the latest close.

Drawdown from the 1-year peak

AXTI

Percent below the running high over the last 12 months. Zero is a fresh high.

Market sensitivity

AXTISemiconductors median
Beta to the markethow much it swings with the S&P 500 · lower is safer1.981.88
Macro sensitivityrate, dollar and credit exposure bucketVery HighVery High60% of 52

Where it sits on the macro scale

Low 0Moderate 3High 18Very High 31

Low means rates, the dollar and credit spreads barely move it. Very High means they drive a large share of its swings. The counts are how many Semiconductors names sit in each bucket.

Where it ranks in its sector

Sector
Semiconductors52 companies ranked
AXTI
#50 of 52

Rank by Clavix score within the sector. Right is the top of the sector.

Price performance

AXTI
1 week+8.1%
1 month−4.6%
Year to date+368.5%
1 year+1677.4%

Context for the rank, not itself a risk measure.

Recent coverage, scored

AXTI
Articles scoredthe most recent scored coverage, up to 3030since 29 Jul
Average score0 most bearish, 100 most bullish70
Bullish · bearisharticles above 60 · below 4026 · 2
Directionarticles whose tone is improving vs worsening26 ↑ 2 ↓

Where the article scores land

Each bar is a 10-point band of article scores. Below 40 reads bearish, above 60 bullish.

Balance sheet, against the sector

Debt / equityTotal debt vs shareholder equity · lower is stronger
0.25sector median 0.26 · 52 names
Current ratioShort-term assets vs liabilities · higher is stronger
2.72sector median 2.78 · 52 names
FCF marginFree cash flow as a share of revenue · higher is stronger
3.8%sector median 19.2% · 48 names
Interest coverageOperating income vs interest expense · higher is stronger
-14.6×sector median 14.7× · 46 names

The shaded band is the middle half of the 52 Semiconductors names Clavix covers; the tick is the sector median.

Growth

AXTI
Revenue growthyear over year+164.8%

Financial Health is shown but does not count toward the grade. Why

0–100, higher is safer. The tick on each bar is the Semiconductors median. Click a dimension for the evidence behind it. Financial Health is shown but does not count toward the grade.

Recent news

most recent scored articles · the chip is the article’s score · click to open

AXT Inc. shares rose 11.49% to close at $64.30 on Wednesday after investment firm Needham & Company named the company as one of five semiconductor players positioned to benefit from co-packaged optics, following Needham's five-day visit to Semicon Taiwan 2026.

Source yahoo.com Significance moderate Impact sector Risk improving

Read the article →

AXT is seeing faster sales growth in Europe and Asia-Pacific, which is shifting its revenue mix away from China. The company is also benefiting from stronger demand for its Indium Phosphide (InP) products, a semiconductor material used in fiber optics and data communications, and from improving export approvals.

Source Zacks Investment Research Significance moderate Impact financial impact Risk improving

Read the article →

AXT, Inc. reports it holds $748.8 million in cash and easily-accessible funds, has more than $100 million in orders booked for its indium phosphide (InP) wafers, and plans to expand production capacity to meet demand from AI data centers.

Source Zacks Investment Research Significance moderate Impact financial impact Risk improving

Read the article →

AXT (AXTI) has $748.8 million in cash and other liquid assets, a backlog of more than $100 million for its Indium Phosphide (InP) semiconductor products, and plans to expand production capacity to serve growing demand from AI data centers. The article questions whether that growth can continue.

Source yahoo.com Significance moderate Impact financial impact Risk improving

Read the article →

AXT's main Chinese subsidiary Tongmei has dropped its plan to list on Shanghai's STAR market and is now pursuing a Hong Kong listing. An analyst upgraded the stock to Buy, arguing that a recent pullback in AI infrastructure stocks offers a buying opportunity for speculative investors.

Source Seeking Alpha Significance minor Impact financial impact Risk improving

Read the article →

Nearest peers by size

Semiconductors
TickerCompanyGradeMkt capP/EBeta
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RGTIRigetti Computing IncF$5.26B2.11Compare
ALGMAllegro Microsystems IncD-$6.36B447.602.04Compare
UCTTUltra Clean Holdings IncF$3.20B1.85Compare
AEHRAehr Test SystemsF$3.05B3.33Compare
NVTSNavitas Semiconductor CorpF$2.98B4.06Compare

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