AXTI's inventory rises 18% to $96.3 million, raising working-capital concerns despite strong InP demand, a $100 million-plus backlog and robust liquidity.
AXT's AI-driven InP growth, $100M-plus backlog and capacity expansion boost its outlook, but valuation and China exposure keep investors cautious.
AXTI's record InP sales, $100M-plus backlog, capacity expansion and multi-year deals position it to benefit from AI-driven optical demand.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Ellergodt Rothschild Investment LLC | 21 | $1,636.11 | $1,293.39 | -$342.72 | -20.95% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 31,019 | $2.42M | $1.91M | -$506,230.08 | -20.95% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 135 | $4,257.2 | $8,314.65 | $4,057.45 | 95.31% |
| BG Bart Gancher Intech Investment Management LLC | 15,277 | $1.19M | $884,691.07 | -$305,540 | -25.67% |
| MRF Malcolm R. Fobes III BERKSHIRE CAPITAL HOLDINGS Inc. | 10 | $779.1 | $579.1 | -$200 | -25.67% |
| Semiconductors & Semiconductor Equipment Industry | Information Technology Sector | Morris S. Young CEO | NASDAQ (NGS) Exchange | 00246W103 CUSIP |
| US Country | 1,541 Employees | - Last Dividend | - Last Split | 21 May 1998 IPO Date |
AXT, Inc., initially known as American Xtal Technology, Inc. before rebranding in July 2000, is a seasoned entity in the semiconductor substrate industry, having been founded in 1986. With its headquarters established in Fremont, California, AXT specializes in the design, development, manufacture, and distribution of both compound and single element semiconductor substrates. The company operates on a global scale, leveraging a direct sales force in strategic locations such as the United States, China, and Europe, and further extending its market reach through independent sales representatives and distributors in key tech hubs including Japan, Taiwan, Korea, and other international markets.