AXTI AXT, Inc. Loading... : Bullish and Bearish Analyst Opinions
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08:16
Jul 17
Jul 17
The author reduced high beta exposure by trimming top runners AXTI, IQE, and VPG, and now monitors tech names like MRVL and NVDA for recovery after a drawdown.
LOW
22:10
Jul 16
Jul 16
Author expresses interest in AXTI as a potential addition to semi portfolio; no committed position disclosed.
LOW
20:17
Jul 16
Jul 16
Dropped $100K into the market here into a fresh "I bought the dip" account.
Risk reward looks fantastic to just go long a big list of my favorite stocks, some down 30-50%. I see no reason to concentrate this capital when there's this many deals across themes.
Indexes are holding up well, the AI buildout is accelerating, earnings are coming up, and economic data is relatively strong. This looks like a generational retail shakeout, where leverage is just getting unwound, and sentiment is drivi
11:06
Jul 15
Jul 15
The author notes photonics stocks are attempting to find a bottom after downtrends, with LITE seen as the strongest, but no explicit position or forward call is made.
LOW
15:01
Jul 14
Jul 14
Co-mentioned as a loss-making InP peer trading at ~31x EV/Sales vs IQE's 5.2x, used as a valuation comparison in a bullish IQE thesis.
MED
07:40
Jul 14
Jul 14
Co-mentioned in a photonics narrative basket as comparable exposure vehicles across CPO, copper, NPO, and Scale Across themes.
MED
07:26
Jul 14
Jul 14
Co-mentioned as a loss-making InP peer trading at ~31x EV/Sales with negative EBITDA margins, used as a valuation foil against IQE.
MED
00:33
Jul 14
Jul 14
The author teases a single photonics company benefiting from multiple industry tailwinds but does not reveal the ticker or take a position, making this a research teaser rather than a trade call.
LOW
19:38
Jul 13
Jul 13
Positive substrate-layer supply read-through for AI/optical production; watch named suppliers, but the tweet does not state an explicit buy, current position, or actionable bullish call.
MED
17:37
Jul 13
Jul 13
Author acknowledges both stocks as eventual shorts but explicitly states they have not shorted them yet, making this a watchlist observation not a position.
LOW
17:31
Jul 13
Jul 13
Author expresses willingness to buy SIVE and AXTI only after revenue becomes visible, indicating no current position and a cautious wait-and-see approach.
17:29
Jul 13
Jul 13
The author criticizes past buyers of SIVE and AXTI for overpaying at nonsense valuations but does not state a current short position or forward bearish call.
LOW
17:28
Jul 13
Jul 13
Avoid AXTI despite the significant drawdown — author cannot underwrite the valuation given minimal current revenue contribution and insufficient visibility into future revenue to justify the premium.
MED
00:14
Jul 13
Jul 13
Author is excited for photonics earnings season and asks which names others are watching, but does not state a personal position or forward call on any ticker.
16:26
Jul 10
Jul 10
Rosenblatt's bullish note on AAOI ahead of earnings with a beat-and-raise thesis and a $200M+ revenue forecast for 2Q26 signals a strong near-term catalyst for the stock.
08:34
Jul 10
Jul 10
The author notes photonics stocks are trying to defend lows but remains cautious, calling it too early to call a bottom without further bullish follow-through.
LOW
08:23
Jul 10
Jul 10
Watch AXTI; author highlights 40% share of InP substrate supply as a durable structural position unaffected by the selloff. Research framing, no explicit position disclosed.
MED
22:40
Jul 09
Jul 09
GS forecasts InP substrate supply moving from "very tight" to "tight"; AXTI doubling capacity in 2026 and again in 2027, but faces more competition as China supply (Yunnan Germanium, Guangdong Xiandao) also ramps; pricing forecast to stay strong near-term.
MED
16:39
Jul 09
Jul 09
Goldman projects massive growth in AI optical component spend (15B→154B by 2028) and NVIDIA committed $2B each to Coherent/Lumentum, highlighting the entire optical supply chain as a potential beneficiary.
LOW
16:05
Jul 09
Jul 09
Buy AXTI as an InP substrate supplier; GS industry check specifically flags InP substrates as a constrained layer in the optical stack, directly benefiting upstream substrate suppliers amid the AI-driven photonics buildout.
MED
14:04
Jul 09
Jul 09
The author notes that Axt supplies 6-inch substrates to the company being discussed, providing factual supply-chain context without expressing a personal position.
00:26
Jul 09
Jul 09
Goldman Sachs forecasts InP substrate pricing staying strong despite new competition from China suppliers ramping; qualified capacity and international shipping remain open questions.
MED
21:42
Jul 08
Jul 08
Still holding AXTI with ongoing conviction; author confirms active position in direct reply to a question about whether they still own it.
MED
20:18
Jul 08
Jul 08
Long AXTI as a long-term holding; author owns it as a critical chokepoint controlling ~40% of the indium phosphide supply chain, a strategic position in next-gen photonics/optical infrastructure.
MED
16:33
Jul 08
Jul 08
AXT faces rising competition from expanding China InP substrate supply (Yunnan Germanium, Guangdong Xiandao), but GS forecasts pricing remaining firm near-term; qualification status of new capacity is uncertain.
MED
22:52
Jul 07
Jul 07
Buy AXTI as the sole named InP substrate and materials play in the CPO ramp; indium phosphide is the foundational material for EML lasers used in CPO, making AXTI a scarcity-constrained upstream beneficiary of the 40x volume ramp with limited substitutes.
MED
16:38
Jul 07
Jul 07
The author dismisses technical analysis as unreliable and argues that fundamentals like DRAM growth and hyperscaler demand drive these stocks, not chart patterns.
03:42
Jul 07
Jul 07
Speaker notes multiple compression in AXTI as part of comparative analysis, no directional commitment.
MED
20:42
Jul 06
Jul 06
AXT dominates global InP substrates (~80% share with Sumitomo). Chinese substrate expansions by Yunnan Germanium and Guangdong Xiandao face long qualification cycles and export restrictions, so AXT's
AXT dominates global InP substrates (~80% share with Sumitomo). Chinese substrate expansions by Yunnan Germanium and Guangdong Xiandao face long qualification cycles and export restrictions, so AXT's capacity roadmap is more 'qualified' than headline capacity numbers suggest. Record backlog >$100M and pricing power (250% price increase on 6-inch wafers) support sustained revenue and margin growth.
Risk: Export permit delays for shipments outside China remain the primary near-term gate; political changes could alter the advantage.
20:17
Jul 06
Jul 06
Partial exit of AXTI — trimmed from 8.58% to 5.00% as part of portfolio rebalance to fund new GLW position and boost higher-conviction names; no fundamental bearish thesis stated.
MED
About AXTI Analyst Coverage
Buzzberg tracks AXTI (AXT, Inc.) across 31 sources. 183 bullish vs 7 bearish calls from 29 analysts. Sentiment: predominantly bullish (45%). 392 total trade ideas tracked. Past 7 days: 14 watch. Latest voices: frenchie_, Labubu Trader, michaelsikand.