No insider purchase over the last 90 days. The latest was filed 26 Feb 2025.
This page follows insider dealings at AXT Inc as filed with SEC (Form 4), a company from the Technology sector. Between 18 October 2025 and 18 October 2026, 8 insiders published 68 filings.
No insider bought on the market over the period, while 5 insiders filed 42 sales totalling €56.5M. The amount is not disclosed for 7 filings. The largest single trade was a sale of €14.3M by Fischer Gary l, published on 3 March 2026.
For context, the typical company on the same exchange (median of 5,816 companies) published 19 filings over the same period, against 68 filings here. Since 2021, the database holds 1 purchase and 50 sales by insiders of the company. On the fundamentals side, the SEC filing (10-K) for the period ending 31 December 2025 lists revenue at 88.3 m USD and net income at -21.3 m USD.
Filings reach the SEC (Form 4) feed a median of 2 days after the trade. Section 16 rules allow two business days to file each Form 4. Selling is not necessarily a view on the stock: liquidity needs and diversification are common motives.
For comparison within the same sector, see the insider buying recorded at Core Scientific, Inc./tx and Gitlab Inc. Every figure here comes from the filings published by SEC (Form 4) and describes the past, not future prices; it is not investment advice.
Entry is the close on the day after publication, the first price a reader could act on. Prices in the listing currency. Past moves are not a forecast.
This score ranks the purchase within its own market. A position size is suggested only on the venues of the backtested strategy universe; elsewhere, signals stay on watch. Not investment advice.
Transparent value + quality ranking, distinct from the insider signal.
FY ended December 2025 · cache
25 of 119 declarations
AXT Inc. (ticker: AXTI) is a United States-based company listed on the Nasdaq Stock Market, and it operates as a specialized materials science and semiconductor substrate supplier. The company develops and manufactures high-performance compound and single-element wafer substrates, primarily indium phosphide (InP), gallium arsenide (GaAs), and germanium (Ge). These substrates are used in applications where conventional silicon wafers cannot meet the required performance thresholds, placing AXT in a niche but strategically important position early in the semiconductor value chain.
AXT was built as a long-standing specialist in advanced semiconductor materials and has evolved around a vertically oriented supply model. Its worldwide headquarters are in Fremont, California, where it maintains sales, administration, and customer service functions. The company also has an Asia headquarters in Beijing, China, and manufacturing facilities in three separate locations in China. In addition, AXT has partial ownership in several Chinese raw-material suppliers as part of its supply-chain strategy. This structure gives the company manufacturing proximity and sourcing flexibility, while also exposing it to meaningful geopolitical and regulatory risk.
From a product perspective, AXT serves end markets that depend on high-performance connectivity and optoelectronics. Its substrates are used in 5G infrastructure, data center connectivity, silicon photonics, passive optical networks, LED lighting, lasers, sensors, power amplifiers for wireless devices, and satellite solar cells. Management has recently emphasized growth opportunities tied to cloud and data-center infrastructure, as well as emerging AI-related uses for indium phosphide substrates. The company’s competitive position is based on technical specialization, manufacturing know-how, and an integrated supply chain, but it competes in a cyclical market with pricing pressure, customer concentration risk, and exposure to China-related trade and policy developments.
Recent company updates show that AXT has been focused on commercial execution and capacity utilization. In 2025 and 2026, management highlighted continued demand momentum in data center upgrade cycles, telecom infrastructure, and selected handset opportunities. The company also referenced export-permit activity for indium phosphide substrates and ongoing operational initiatives to support future growth and a return to profitability. The stock trades on Nasdaq, and recent SEC filings, including Form 10-Q and Form 4-related disclosures, confirm that AXTI remains a smaller-cap listed technology name that investors typically evaluate through the lens of growth optionality, geopolitical sensitivity, and operational leverage. ([investors.axt.com](https://investors.axt.com/Investors/news/news-details/2026/AXT-Inc--Announces-Fourth-Quarter-and-Fiscal-Year-2025-Financial-Results/default.aspx?utm_source=openai))
Purchases our model currently ranks for the recommendations list.
All recommendations| Fiscal year end | Revenue | Net income | Diluted EPS | Filing |
|---|---|---|---|---|
| Dec 2025 | 88.3 m USD | -21.3 m USD | -0.49 USD | 10-K |
| Dec 2024 | 99.4 m USD | -11.6 m USD | -0.27 USD | 10-K |
| Dec 2023 | 75.8 m USD | -17.9 m USD | -0.42 USD | 10-K |
| Dec 2022 | 141.1 m USD | 15.8 m USD | 0.37 USD | 10-K |
| Dec 2021 | 137.4 m USD | 14.6 m USD | 0.34 USD | 10-K |
Amounts in USD, as filed (forms 10-K, 20-F or 40-F). Source: SEC EDGAR.