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AI's hunger for power and bandwidth is lifting stocks you would never expect, pulling a semiconductor substrate maker, a domestic solar upstart, and a restructured industrial into the same orbit as the chip giants.

Lumentum's blowout quarter sent shockwaves through the entire optical supply chain, and now a brand-new ETF is betting the AI connectivity trade is just getting started. The question is whether that concentrated wager can hold up when hyperscaler capex turns.

AXT (AXTI) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

AXT has surged over 350% this year riding the AI optical wave, but tonight Lumentum reports earnings and its commentary on next-generation datacenter connectivity could either validate that run or trigger another painful reversal for anyone exposed to the InP supply chain.

Record indium phosphide revenue surges 164% as AI data center demand accelerates.

Why AXT earnings matter for investors now AXT (AXTI) has just posted second quarter earnings that shifted from a loss to a profit, with higher sales and positive earnings per share from continuing operations compared with the same period last year. These results give you fresh numbers to assess the stock after a share price that has fallen over the past month and past 3 months despite a strong 1 year total return. See our latest analysis for AXT. Despite very strong 1 year total shareholder...

In the past few days, AXT, Inc. reported sharply higher second-quarter 2026 sales of US$47.59 million and net income of US$11.13 million, and disclosed a long-term indium phosphide supply and capacity-reservation agreement with Lumentum Operations, LLC backed by up to US$87,500,000 in deposits applied as shipment credits. Alongside these results, AXT moved to expand board expertise, lowered its shareholder meeting quorum threshold, and secured multi‑year indium phosphide commitments that tie...

AXT's Q2 earnings and revenues top estimates as record indium phosphide demand, AI data-center growth and stronger productivity lift results.

Needham upgraded AXT to ‘Buy’ from ‘Hold’ with a $90 price target, implying an upside of 61% from current levels.

AXT Inc (AXTI) posts historic Q2 2026 results with revenue up 164% year-over-year, driven by explosive indium phosphide growth for AI data centers.

Record indium phosphide revenue surges 164% as AI data center demand accelerates.

Moby summary of AXT, Inc.'s Q2 2026 earnings call

AXT (AXTI) delivered earnings and revenue surprises of +171.43% and +39.41%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

AXT (NASDAQ:AXTI) reported record second-quarter revenue and a return to profitability, driven by strong demand for indium phosphide substrates used in optical connectivity for AI data centers. Management said it is accelerating capacity expansion as customer demand continues to exceed supply. Seco

Lam Research (LRCX) delivered earnings and revenue surprises of +7.69% and +0.73%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Lumentum's CEO just named the obscure semiconductor material he believes will strangle AI infrastructure growth, and the supply gap is already wider than most investors realize.

AXT heads into Q2 earnings with a record InP backlog and AI-driven demand, but export risks, rich valuation and trade tensions warrant caution.

AXT (AXTI) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

AXTI is expanding InP capacity and advancing 6-inch wafers to target co-packaged optics opportunities expected to emerge from late 2027.

Digital Turbine's stronger growth, AI expansion and cheaper valuation give it an edge over AXT despite both stocks' connectivity upside.

AXT's drop below its 50-day SMA reflects export delays and cash-flow risks, but record InP backlog and AI demand support retaining the stock.

AXT Inc. (NASDAQ:AXTI) is one of the 10 Stocks Investors Are Running Away From. AXT Inc. fell for a second day on Tuesday, losing 11.80 percent to end at $50.46 apiece, as investor sentiment was dampened by a broader market pessimism triggered by the escalating tensions between the US and Iran. Additionally, investors were repositioning […]

AXT is accelerating InP capacity expansion through 2028 as AI optical demand, a $100M-plus backlog and Tier-1 adoption point to multi-year growth.

Beijing Tongmei Xtal Technology, the majority-owned subsidiary of NasdaqGS:AXTI, has withdrawn its planned IPO on Shanghai's STAR Market. The company is now pursuing a listing on the Hong Kong Stock Exchange instead. This shift activates significant redemption rights for private equity investors in Beijing Tongmei Xtal Technology. AXT, a producer of compound semiconductor substrates, operates at the intersection of demand for materials used in telecoms, data centers, power electronics and...

In late June 2026, AXT, Inc.’s majority-owned subsidiary Beijing Tongmei Xtal Technology secured a long-term 2027 supply agreement with Nanjing Casela Technologies for indium phosphide wafer substrates, while AXT’s shares were simultaneously reclassified across multiple Russell indexes toward broader small-cap and growth benchmarks. The combination of this capacity-reserving supply contract, governance enhancements via a new board member, and index re-alignments underscores AXT’s growing...

AXT’s index reshuffle and recent contracts put the stock back in focus AXT (AXTI) has just been shifted across Russell indices, moving into several small cap and growth benchmarks while exiting certain microcap and value indices. This is putting fresh attention on how the market categorises the stock. For you as an investor, the key question is how this new index mix interacts with AXT’s recent supply agreements and board changes, and whether the current price reflects those developments or...

AXT stock has logged a very large gain over the past year, yet its recent pullback and a low overall value score suggest the current price may already be baking in a lot of optimism about its future. Over the last 12 months, AXT has delivered a return of about 24x, which puts a spotlight on whether the recent share price now runs ahead of fundamentals. Long term wafer supply deals linked to AI data center demand can support expectations for future revenue, but the business still faces the...

AXT, Inc. (NASDAQ:AXTI) is one of the 10 Best Under-the-Radar Stocks to Invest In. On June 25, Northland reiterated its Outperform rating on AXT, Inc. (NASDAQ:AXTI). The firm maintained its recently increased $125 price target. In an investor note, Northland said investors should buy the recent pullback following the company’s “very positive” appearance at the […]

AXT, Inc. (NASDAQ:AXTI) is one of the 15 Best Data Center Stocks to Buy and Hold for the Next Decade. On June 23, 2026, AXT, Inc. (NASDAQ:AXTI) announced that Tracy Liu was appointed to its Board of Directors, effective June 17, 2026. The board expanded to five directors from four. Liu brings more than 30 […]

AXTI's China AI demand is surging as indium phosphide sales jump, but rising geopolitical tensions could shape its next growth phase.