Added to YB: 2026-06-05
Pitch date: 2026-04-07
AXTI [bearish]
AXT, Inc.
+10.06%
current return
Author Info
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Company Info
AXT, Inc. designs, develops, manufactures, and distributes compound and single element semiconductor substrates.
Market Cap
$4.5B
Pitch Price
$50.99
Price Target
15.00 (-67%)
Dividend
N/A
EV/EBITDA
-2.0K
P/E
-225.66
EV/Sales
47.06
Sector
Semiconductors and Semiconductor Equipment
Category
value
Show full summary:
AXT, Inc. - $AXTI (short)
AXTI (short): Up ~40x in 12mo on AI optical hype. China-based, export-permit-dependent #3 InP wafer supplier whose top customers (COHR, LITE) are self-supplying. Lost $21M FY25, 12.7% GM, never hit 35%. 27x TTM EV/Sales, 90x fwd EPS. CEO/CFO dumped $30M+. PT $15, 60-70% downside.
Read full article (6 min)