AXTI Earnings
Thursday, Apr 30 2026
EPS Estimate
$-0.05
$-0.06 – $-0.04
Revenue Estimate
$26M
Current Price
$82.56
Our Position
bullish25-year high followed by profit-taking pullback
structured data
est. revisions stable
AXTI is threading a tight needle: declining revenue and mounting annual losses offset by narrowing quarterly losses and emerging AI tailwinds. The export permits unlock a meaningful revenue stream, but the stock's 25-year breakout followed by immediate profit-taking suggests conviction is fragile—traders are buying the narrative, not the fundamentals yet.
Watch: Q1 2026 earnings for proof of sequential growth and whether export permit wins translate into actual orders. If revenue re-accelerates and losses continue contracting, the stock has room to fill higher; if Q1 disappoints, the bounce was a false signal.
Data Signal Summary
1 bullish
3 bearish
Estimates up +8%
Insider selling cluster
Put/call 1.4 (bearish skew)
Price downtrend
Key Context
Insider Activity
selling
Price Trend
downtrend
From 52w High
0.0%
Est. Revisions (30d)
+8.0% 2up/1dn
Analyst Target (mean)
$31 $21–$45 -63%
Options P/C Ratio
1.38 1C/0P unusual
Est. Dispersion
44% 5 analysts
Insider Cluster
strong sell (officer)
Fund Convergence
strong Citadel, Renaissance, Two Sigma
Recent Activity
insider trades
53 transactions
Award
·
FISCHER GARY L (Officer)
·92,350 shares
Sell
·
CHEN JESSE (Director)
·14,086 shares
·$700,040
Sell
·
YOUNG MORRIS S (Chief Executive Officer)
·37,905 shares
·$1,938,018
Sell
·
CHEN JESSE (Director)
·29,000 shares
·$1,353,047
Sell
·
CHANG DAVID C (Director)
·20,000 shares
·$919,918
48 more
Sell
·
YOUNG MORRIS S
·30,832 shr
·$1,405,908
Sell
·
CHEN JESSE
·14,452 shr
·$542,595
Sell
·
YOUNG MORRIS S
·134,193 shr
·$4,865,327
Sell
·
CHANG DAVID C
·40,000 shr
·$1,539,114
Sell
·
CHEN JESSE
·19,947 shr
·$768,196
Sell
·
CHEN JESSE
·22,327 shr
·$961,810
Other
·
YOUNG MORRIS S
·3,780 shr
Sell
·
FISCHER GARY L
·405,233 shr
·$16,798,934
Other
·
YOUNG MORRIS S
·27,200 shr
Sell
·
YOUNG MORRIS S
·159,536 shr
·$6,911,466
Exercise
·
FISCHER GARY L
·247,828 shr
·$1,270,249
Award
·
FISCHER GARY L
·75,718 shr
Award
·
YOUNG MORRIS S
·218,170 shr
Sell
·
CHANG DAVID C
·25,000 shr
·$371,025
Other
·
YOUNG MORRIS S
·7,800 shr
Sell
·
YOUNG MORRIS S
·37,160 shr
·$462,902
Sell
·
YOUNG MORRIS S
·35,000 shr
·$421,750
Exercise
·
YOUNG MORRIS S
·69,204 shr
·$299,996
Sell
·
CHANG DAVID C
·50,000 shr
·$576,250
Other
·
YOUNG MORRIS S
·15,000 shr
Sell
·
YOUNG MORRIS S
·33,130 shr
·$344,386
Exercise
·
YOUNG MORRIS S
·70,000 shr
·$364,700
Sell
·
FISCHER GARY L
·101,297 shr
·$1,026,949
Sell
·
LEBLANC LEONARD J
·3,637 shr
·$30,587
Sell
·
FISCHER GARY L
·22,675 shr
·$201,177
Sell
·
CHANG DAVID C
·100,000 shr
·$894,040
Sell
·
FISCHER GARY L
·80,235 shr
·$707,783
Sell
·
YOUNG MORRIS S
·80,000 shr
·$691,848
Other
·
YOUNG MORRIS S
·30,000 shr
Award
·
FISCHER GARY L
·37,500 shr
Award
·
YOUNG MORRIS S
·100,000 shr
Exercise
·
FISCHER GARY L
·10,280 shr
·$22,410
Award
·
LEBLANC LEONARD J
·29,112 shr
Award
·
CHANG DAVID C
·55,172 shr
Award
·
CHEN JESSE
·55,172 shr
Award
·
CHRISTINE RUSSELL
·55,172 shr
Buy
·
YOUNG MORRIS S
·30,000 shr
·$40,929
Sell
·
FISCHER GARY L
·89,032 shr
·$4,505,145
Award
·
YOUNG MORRIS S
·256,854 shr
Award
·
FISCHER GARY L
·38,800 shr
Award
·
YOUNG MORRIS S
·111,795 shr
Award
·
FISCHER GARY L
·13,009 shr
Award
·
YOUNG MORRIS S
·22,003 shr
Award
·
FISCHER GARY L
·17,645 shr
Award
·
YOUNG MORRIS S
·39,792 shr
Award
·
CHANG DAVID C
·23,323 shr
Award
·
CHEN JESSE
·23,323 shr
Award
·
CHRISTINE RUSSELL
·23,323 shr
ae trade
4
4d ago
5d ago
8d ago
Explore more
