Stock Library / AXTI

AXTI Unclassified Latest YouTube: Q2 2026 Published 2026-07-31

AXTI

Live stock metrics, chart context, a quarter-by-quarter episode archive, and a deeper competitor comparison so this page behaves more like an investor workspace than a flat episode link page.

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Latest earnings video

AXT (AXTI): Record Quarter, 45% Margin — and a Price That Already Knows

Published 2026-07-31

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Library coverage

Episodes tracked

1

Episodes linked

1

Latest video

Q2 2026

2026-07-31

Podcast available

Yes

Current price

$60.43

+2.12 (+3.64%)

Trailing / Forward P/E

—

Forward: 28.37x

Market cap / Volume

—

Volume: —

Revenue / Earnings Growth

164.8%

Earnings: —

Margins

21.9% op

Gross: 32.2% · Net: 3.2%

Balance sheet

4.76x current

Debt / Equity: 9.0

52-week range / Beta

$1.85 - $143.16

Beta: —

Analyst target

$91.25

Upside: 51.0%

Cash / shareholder return

—

Dividend yield: —

Company context

Industry: Semiconductor Equipment & Materials

Country: United States

Employees: —

Price to book: 4.19x

Return on equity: 1.0%

AXT, Inc. designs, develops, manufactures, and distributes compound and single element semiconductor substrates. The company provides indium phosphide for use in data center connectivity using light/lasers, high-speed data transfer in data centers, 5G communications, fiber optic lasers and detectors, consumer devices, passive optical networks, silicon photonics, photonic integrated circuits, thermo-photovoltaics, RF amplifier and switching, infrared light-emitting diode (LEDS) motion control, lidar for robotics and autonomous vehicles, and infrared thermal imaging. It also offers semi-insulating gallium arsenide (GaAs) substrates for use in Wi-Fi and IoT devices, transistors, direct broadcast television, power amplifiers, satellite communications, and solar cells; and semi-conducting GaAs substrates that are used in LEDs, screen displays using micro-LEDs, printer head lasers and LEDs, 3-D sensing using VCSELs, data center communication using VCSELs, sensors for industrial robotics/near-infrared sensors, laser machining, cutting and drilling, optical couplers, solar cells, night vision goggles, lidar for robotics and autonomous vehicles, and other lasers. In addition, the company provides germanium substrates for use in multi-junction solar cells for satellites, optical sensors and detectors, terrestrial concentrated photo voltaic cells, infrared detectors, and carrier wafer for LED. Further, it offers 6N+ and 7N+ purified gallium, boron trioxide, gallium-magnesium alloy, pyrolytic boron nitride (pBN) crucibles, and pBN insulating parts. It sells its products through direct salesforce in the United States, China, and Europe, as well as through independent sales representatives and distributors in Japan, Taiwan, Korea, and internationally. The company was formerly known as American Xtal Technology, Inc. and changed its name to AXT, Inc. in July 2000. AXT, Inc. was incorporated in 1986 and is headquartered in Fremont, California.

Price chart

Market context for AXTI

Competitive view

AXTI vs. two close competitors

This section compares the current company against two nearby peers on valuation, growth, margins, balance-sheet strength, and investment setup. Green generally marks the strongest relative figure for that row, while red marks the weakest.

AXTI latest YouTube video thumbnail

AXTI

AXTI

YouTube Podbean

Latest video

Q2 2026

Growth profile looks strong right now, with above-average top-line and/or earnings momentum.

Profitability is serviceable, but it does not obviously dominate peers on margin or cash conversion alone.

Consensus analyst targets still imply meaningful upside, suggesting the Street thinks the current price leaves room for appreciation.

Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.

SS&C Technologies Holdings Inc. latest YouTube video thumbnail

SS&C Technologies Holdings Inc.

SSNC

YouTube Podbean

Latest video

Q2 2026

Growth profile looks strong right now, with above-average top-line and/or earnings momentum.

Cash generation stands out versus market value, which helps the stock absorb valuation pressure better than weaker cash converters.

Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.

Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.

Danaher Corporation latest YouTube video thumbnail

Danaher Corporation

DHR

YouTube Podbean

Latest video

Q2 2026

Growth profile looks strong right now, with above-average top-line and/or earnings momentum.

Cash generation stands out versus market value, which helps the stock absorb valuation pressure better than weaker cash converters.

Valuation sits in a middle zone where future upside likely depends more on quarterly execution than on multiple re-rating alone.

Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.

Market Cap

More scale can mean deeper resources and resilience, although bigger does not automatically mean better upside.

AXTI

$3.95B

AXTI

SSNC

$18.56B

SS&C Technologies Holdings Inc.

DHR

$137.07B

Danaher Corporation

Trailing P/E

Lower trailing P/E can indicate a cheaper valuation relative to trailing earnings, but it may also reflect slower growth or higher perceived risk.

AXTI

—

AXTI

SSNC

22.1x

SS&C Technologies Holdings Inc.

DHR

34.8x

Danaher Corporation

Forward P/E

Forward P/E is often a better read on what investors are paying for the next year of earnings power.

AXTI

28.4x

AXTI

SSNC

10.0x

SS&C Technologies Holdings Inc.

DHR

21.0x

Danaher Corporation

Revenue Growth

Higher revenue growth usually signals stronger demand, market share gains, or a business still in expansion mode.

AXTI

164.8%

AXTI

SSNC

10.3%

SS&C Technologies Holdings Inc.

DHR

5.5%

Danaher Corporation

Earnings Growth

Faster earnings growth matters because it shows management is converting sales momentum into shareholder value.

AXTI

—

AXTI

SSNC

34.7%

SS&C Technologies Holdings Inc.

DHR

59.7%

Danaher Corporation

Operating Margin

Higher operating margin suggests better operating discipline, pricing power, or a structurally stronger business model.

AXTI

21.9%

AXTI

SSNC

24.6%

SS&C Technologies Holdings Inc.

DHR

19.8%

Danaher Corporation

Gross Margin

Gross margin helps show how much product-level pricing power and unit economics a company has before overhead.

AXTI

32.2%

AXTI

SSNC

48.1%

SS&C Technologies Holdings Inc.

DHR

58.8%

Danaher Corporation

Net Margin

Higher net margin means more of each dollar of revenue reaches the bottom line after all costs.

AXTI

3.2%

AXTI

SSNC

13.2%

SS&C Technologies Holdings Inc.

DHR

15.9%

Danaher Corporation

Return on Equity

ROE shows how efficiently management turns shareholder capital into profits, though leverage can inflate it.

AXTI

1.0%

AXTI

SSNC

12.6%

SS&C Technologies Holdings Inc.

DHR

7.6%

Danaher Corporation

Free Cash Flow Yield

Higher free cash flow yield can indicate a stronger cash return relative to the stock's market value.

AXTI

—

AXTI

SSNC

7.0%

SS&C Technologies Holdings Inc.

DHR

3.2%

Danaher Corporation

Debt to Equity

Lower leverage usually means less balance-sheet risk, though capital-intensive sectors naturally run higher debt loads.

AXTI

8.97x

AXTI

SSNC

115.90x

SS&C Technologies Holdings Inc.

DHR

52.97x

Danaher Corporation

Current Ratio

A stronger current ratio usually signals better short-term liquidity and more room to absorb shocks.

AXTI

4.76x

AXTI

SSNC

1.06x

SS&C Technologies Holdings Inc.

DHR

1.65x

Danaher Corporation

Beta

Lower beta often means lower volatility versus the market, while higher beta usually brings a rougher ride.

AXTI

—

AXTI

SSNC

1.11

SS&C Technologies Holdings Inc.

DHR

0.82

Danaher Corporation

Dividend Yield

Dividend yield matters for income-focused investors, but a high yield can also reflect a stressed stock price.

AXTI

—

AXTI

SSNC

0.7%

SS&C Technologies Holdings Inc.

DHR

0.7%

Danaher Corporation

Analyst Upside

Higher analyst upside suggests the Street still sees room between current price and consensus fair value.

AXTI

51.0%

AXTI

SSNC

19.8%

SS&C Technologies Holdings Inc.

DHR

16.9%

Danaher Corporation

Related research

Non-quarter videos featuring AXTI

Special-topic videos, explainers, and shorts connected to this ticker.

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Shorts and Clips 2026-07-30

AXTI: Record Quarter, 45% Margin — Still a HOLD #shorts

A fast Charged Alpha clip pointing viewers into the latest earnings coverage.

YouTube

Episode timeline

Episode archive for AXTI

Each row is one earnings episode with every verified platform link available.

Q2 2026

Episode live

2026-07-31

Published youtube podcast complete

AXT (AXTI): Record Quarter, 45% Margin — and a Price That Already Knows

Quarterly earnings-analysis entry for AXTI. Use the links on the right to open the video or podcast episode.

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