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AXT (AXTI): analyst forecast and price target

$51.47 −11.12% close 16.10.26 · market cap $3.8B · Technology · Semiconductors IWM 0.13%
Price targets and ratings of

Analyst consensus

Strong Buy

3 Buy1 Hold0 Sell

Ratings of 4 analysts in the last 3 months · top analysts only

12-month forecast

$90.75+76.3% upside

Based on 4 price targets given in the last 3 months, the average target is $90.75, the highest $125, the lowest $55.00. The average is +76.3% from the last price of $51.47.

$0.00$50.00$100Jan 26AprJulOctJan 27AprJulOctHigh$125Average$90.75Low$55.00
Highest target $125 Average target $90.75 Lowest target $55.00
AnalystFirmPrice target RatingUpsideAction Date Move vs SPY
Matt Bryson★★★★★★★★★★#16 · hits 79% · avg +92.9% Wedbush $93.00 Buy +80.7% Reiterated 31.07.26on TipRanks 11:18 +28.0%next day +12.2% · 5 days +43.1%
Charles Shi★★★★★★★★★★#282 · hits 52% · avg +29.0% Needham $79.00 → $90.00+13.9% Buy +74.9% Upgrade 31.07.26on TipRanks 07:35 +28.0%next day +12.2% · 5 days +43.1%
Dave Kang★★★★★★★★★★#85 · hits 65% · avg +28.3% B. Riley Securities $52.00 → $55.00+5.8% Hold +6.9% Reiterated 31.07.26on TipRanks Jul 28 09:10 −10.9%next day −12.0% · 5 days +48.5%
Tim Savageaux★★★★★★★★★★#59 · hits 58% · avg +39.8% Northland Securities $125 Buy +142.9% Reiterated 30.07.26on TipRanks 09:10 +25.3%next day +28.0% · 5 days +56.5%
Richard Shannon★★★★★★★★★★#5 · hits 65% · avg +87.6% Craig-Hallum — Buy — Reiterated 06.07.26on TipRanks 16:35 −8.0%next day +3.7% · 5 days −1.5%

Every rating the collector has kept for the last 12 months, including the earlier ones of the same analyst. Latest of each analyst

Best analysts covering AXT

TipRanks picks them by their record on this stock; the figures under the name are their record across all their ratings.

Most accurate

3 months Richard Shannon★★★★★★★★★★Craig-Hallum · #5
Hits 65%320 of 489 Average return +87.6%
1 year Richard Shannon★★★★★★★★★★Craig-Hallum · #5
Hits 65%320 of 489 Average return +87.6%
2 years Richard Shannon★★★★★★★★★★Craig-Hallum · #5
Hits 65%320 of 489 Average return +87.6%

Most profitable

3 months Richard Shannon★★★★★★★★★★Craig-Hallum · #5
Hits 65%320 of 489 Average return +87.6%
1 year Richard Shannon★★★★★★★★★★Craig-Hallum · #5
Hits 65%320 of 489 Average return +87.6%
2 years Richard Shannon★★★★★★★★★★Craig-Hallum · #5
Hits 65%320 of 489 Average return +87.6%

How the average price target moved

The average target of all analysts (their ratings of the 3 months before) on each day, the top analysts’ dashed, against the price; the site keeps this record since 1 October 2026. On 01.10.26: target $90.75 at a price of $77.41 (+17.2%); now: $90.75 at $51.47 (+76.3%).

$60.00$80.00Sep 15Oct 1Oct 15Top analysts$90.75Average target$90.75Price$51.47

PriceAverage targetTop analysts’ target

Recommendation trend · top analysts

051056Oct 256Nov8Dec52Jan 2674Feb64Mar62Apr62May162Jun563Jul531Aug421SepOct

Strong BuyBuyHoldSell

Rating05.2606.2607.2608.2609.2610.26
Strong Buy015540
Buy666320
Hold223110
Sell000000

Earnings and sales forecast

Next report: 29.10.26 (Q3 2026, date not confirmed)

Earnings per share

Next quarter’s EPS estimate — $0.31 (from $0.30 to $0.31). Last quarter: $0.19.

Sales

Next quarter’s sales estimate — $66M (from $66M to $66M). Last quarter: $48M.

Best top-analyst consensus in the sector · Technology

TSMTSMC
ANETArista Networks
UCTTUltra Clean Holdings
ONTOOnto Innovation
CLSnot in our ETFs
About AXT
  • CEO: Morris S. Young
  • Employees: 1,541
  • 4281 Technology Drive, Fremont, CA, 94538, US
  • investors.axt.com

AXT, Inc. is a company dedicated to the design, development, production, and worldwide distribution of both compound and single-element semiconductor substrates. Leveraging its proprietary vertical gradient freeze technology, the firm manufactures these essential components. Its diverse product range includes indium phosphide substrates, vital for applications like data center connectivity (utilizing light and lasers), 5G communications, fiber optic lasers and detectors, passive optical networks, silicon photonics, photonic integrated circuits, terrestrial solar cells, RF amplification and switching, infrared LEDs for motion control, LiDAR in robotics and autonomous vehicles, and infrared thermal imaging. AXT also provides semi-insulating gallium arsenide (GaAs) substrates, which are critical for Wi-Fi and IoT devices, transistors, direct broadcast television, power amplifiers, satellite communications, and solar cells. Furthermore, its semi-conducting GaAs substrates find use in LEDs, screen displays, printer head lasers and LEDs, 3D sensing via VCSELs, data center communication using VCSELs, sensors for industrial robotics and near-infrared applications, optical couplers, solar cells, night vision goggles, LiDAR for robotics and autonomous vehicles, and various other laser technologies such as machining, cutting, and drilling. Germanium substrates are another key offering, employed in multi-junction solar cells for satellites, optical sensors and detectors, terrestrial concentrated photovoltaic cells, infrared detectors, and as carrier wafers for LEDs. Beyond these substrates, AXT supplies high-purity materials including 6N+ and 7N+ purified gallium, boron trioxide, gallium-magnesium alloy, along with pyrolytic boron nitride (pBN) crucibles and pBN insulating parts. The company distributes its products via a direct salesforce in the United States, China, and Europe, alongside independent sales representatives and distributors across Japan, Taiwan, Korea, and other

Data from the stock’s TipRanks forecast page, read 94 min ago. It is read again as soon as a new rating appears and at least every 8 hours. TipRanks ↗