AXT to Announce Q4 Earnings with Mixed Estimates
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 18 2026
0mins
Should l Buy AXTI?
Source: seekingalpha
- Earnings Announcement: AXT is set to release its Q4 2024 earnings on February 19 after market close, with consensus EPS estimates at -$0.06, reflecting a 40% year-over-year decline, and revenue estimates at $24.24 million, down 3.4% year-over-year.
- Historical Performance: Over the past two years, AXT has exceeded EPS estimates 75% of the time and revenue estimates 88% of the time, indicating a degree of stability in the company's financial performance despite current challenges.
- Estimate Revisions: In the last three months, there have been no upward revisions to EPS estimates, with three downward adjustments, while revenue estimates also saw no upward revisions and three downward adjustments, suggesting market caution regarding the company's future performance.
- Market Reaction: AXT's recent announcement of an approximately $87 million public offering has led to a roughly 20% decline in its stock price, reflecting investor concerns about the company's short-term outlook, even as the 2026 outlook remains strong.
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Analyst Views on AXTI
Wall Street analysts forecast AXTI stock price to fall
4 Analyst Rating
2 Buy
2 Hold
0 Sell
Moderate Buy
Current: 37.900
Low
18.00
Averages
21.33
High
26.00
Current: 37.900
Low
18.00
Averages
21.33
High
26.00
About AXTI
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.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Market Prediction Uncertainty: Analysts such as Matthew Prisco, William Stein, Matt Bryson, Christopher Dendrinos, and Peter Arment offer insights, but their inconsistent predictive accuracy adds complexity to investors' decision-making processes.
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