Put AI Concerns Aside: Memory Stocks Continue to Rise. Consider AXT and 3 Additional Stocks.
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 16 hours ago
0mins
Should l Buy AXTI?
Source: Barron's
AI Concerns: There are ongoing concerns regarding the impact of artificial intelligence on various sectors.
Chips Resilience: Despite these concerns, the semiconductor industry, particularly chips, is not experiencing significant challenges.
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Analyst Views on AXTI
Wall Street analysts forecast AXTI stock price to fall
4 Analyst Rating
2 Buy
2 Hold
0 Sell
Moderate Buy
Current: 64.440
Low
18.00
Averages
21.33
High
26.00
Current: 64.440
Low
18.00
Averages
21.33
High
26.00
About AXTI
AXT, Inc. is a material science company that develops and manufactures high-performance compound and single element semiconductor wafer substrates comprising indium phosphide (InP), gallium arsenide (GaAs) and germanium (Ge). Its wafer substrates are used when a typical silicon wafer substrate cannot meet the performance requirements of a semiconductor or optoelectronic device. It has two product lines: specialty material substrates and raw materials integral to these substrates. Its InP is a semiconductor wafer substrate used in broadband and fiber optic applications, 5G infrastructure and data center connectivity. Its semi-conducting GaAs substrates are used to create opto-electronic products, including high brightness light emitting diodes that are often used to backlight wireless handsets and LCD televisions and for automotive, signage, and lighting applications. Its Ge substrates are used in applications, such as solar cells for space and terrestrial photovoltaic applications.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Analysis of AXT Director's Stock Sale Impact
- Transaction Overview: AXT Director Jesse Chen sold 14,086 shares of common stock in multiple open-market transactions, totaling approximately $700,000, which reduced his direct holdings to 109,526 shares valued at around $5.35 million, indicating an 11.40% decrease in his ownership stake.
- Historical Comparison: The 14,086 shares sold are slightly below Chen's recent median sale size of 17,199.5 shares, falling within the range of 14,086 to 29,000 shares across his last five sales, suggesting that this transaction aligns with his historical trading patterns.
- Market Context: As of March 13, 2026, AXT shares closed at $48.86, with a remarkable one-year total return of 2,820%, indicating that this sale occurred during a significant price appreciation period, reflecting the director's liquidity management strategy.
- Investor Confidence Signal: Although Chen sold about 11% of his shares, retaining 89% may signal his continued confidence in AXT's prospects, particularly in light of the growing demand for AI infrastructure and the reopening of the Chinese market.
See More
Jesse Chen Sells 14,086 Shares of AXT
- Share Sale Details: Jesse Chen sold 14,086 shares of AXT between March 12 and 13, 2026, for approximately $700,000 at an average price of $49.70 per share, reducing his direct holdings to 109,526 shares, indicating his continued confidence in the company’s prospects.
- Historical Trading Pattern: The transaction was executed entirely through direct ownership, aligning with Chen's historical pattern of open-market sales and closely matching his recent median sale size, reflecting stability and consistency in his market behavior.
- Market Performance Analysis: As of March 13, 2026, AXT's stock had surged 2,820% over the past year; although revenue growth declined in 2025, the AI infrastructure boom is expected to drive demand for its semiconductor substrates, significantly boosting revenues in the long term.
- Investor Confidence: Despite selling about 11% of his shares, Chen retained 89%, suggesting a positive outlook on AXT's future, even as predictions for its short-term performance have become more complex.
See More
Lumentum and Coherent Top the S&P 500: Reasons for Growth Potential Among New Index Members.
- Top Performers: Lumentum Holdings and Coherent were among the best-performing stocks in the S&P 500 on Tuesday.
- Quarterly Rebalancing: Their strong performance followed their recent addition to the S&P 500 index during its quarterly rebalancing.
See More
4 Memory Stocks to Watch as Demand Continues to Rise
AI Concerns: There are ongoing concerns regarding artificial intelligence and its implications.
Chips Resilience: Despite these concerns, the semiconductor industry, particularly chips, is not experiencing significant challenges.
See More
Put AI Concerns Aside: Memory Stocks Continue to Rise. Consider AXT and 3 Additional Stocks.
AI Concerns: There are ongoing concerns regarding the impact of artificial intelligence on various sectors.
Chips Resilience: Despite these concerns, the semiconductor industry, particularly chips, is not experiencing significant challenges.
See More
Semiconductor Stocks Surge with Silvaco Leading Gains
- Sector Performance: Semiconductor stocks rose approximately 1.3% on Friday, indicating a rebound in market confidence towards the sector, likely driven by renewed investor interest in technology stocks.
- Silvaco Group Leads Gains: Silvaco Group's shares surged by about 35.6%, becoming a market highlight, reflecting positive signals in terms of technological innovation or market demand, which may attract more investor attention.
- AXTI Shows Strong Performance: AXTI's stock increased by approximately 8.4%, indicating robust performance in the semiconductor space, potentially linked to growing product demand or market share expansion.
- Optimistic Industry Outlook: The strong rebound in semiconductor stocks enhances market expectations for future technological developments, potentially creating more investment opportunities and growth potential for related companies.
See More
Analysis of AXT Director's Stock Sale Impact
- Transaction Overview: AXT Director Jesse Chen sold 14,086 shares of common stock in multiple open-market transactions, totaling approximately $700,000, which reduced his direct holdings to 109,526 shares valued at around $5.35 million, indicating an 11.40% decrease in his ownership stake.
- Historical Comparison: The 14,086 shares sold are slightly below Chen's recent median sale size of 17,199.5 shares, falling within the range of 14,086 to 29,000 shares across his last five sales, suggesting that this transaction aligns with his historical trading patterns.
- Market Context: As of March 13, 2026, AXT shares closed at $48.86, with a remarkable one-year total return of 2,820%, indicating that this sale occurred during a significant price appreciation period, reflecting the director's liquidity management strategy.
- Investor Confidence Signal: Although Chen sold about 11% of his shares, retaining 89% may signal his continued confidence in AXT's prospects, particularly in light of the growing demand for AI infrastructure and the reopening of the Chinese market.
See More
Jesse Chen Sells 14,086 Shares of AXT
- Share Sale Details: Jesse Chen sold 14,086 shares of AXT between March 12 and 13, 2026, for approximately $700,000 at an average price of $49.70 per share, reducing his direct holdings to 109,526 shares, indicating his continued confidence in the company’s prospects.
- Historical Trading Pattern: The transaction was executed entirely through direct ownership, aligning with Chen's historical pattern of open-market sales and closely matching his recent median sale size, reflecting stability and consistency in his market behavior.
- Market Performance Analysis: As of March 13, 2026, AXT's stock had surged 2,820% over the past year; although revenue growth declined in 2025, the AI infrastructure boom is expected to drive demand for its semiconductor substrates, significantly boosting revenues in the long term.
- Investor Confidence: Despite selling about 11% of his shares, Chen retained 89%, suggesting a positive outlook on AXT's future, even as predictions for its short-term performance have become more complex.
See More
Lumentum and Coherent Top the S&P 500: Reasons for Growth Potential Among New Index Members.
- Top Performers: Lumentum Holdings and Coherent were among the best-performing stocks in the S&P 500 on Tuesday.
- Quarterly Rebalancing: Their strong performance followed their recent addition to the S&P 500 index during its quarterly rebalancing.
See More
4 Memory Stocks to Watch as Demand Continues to Rise
AI Concerns: There are ongoing concerns regarding artificial intelligence and its implications.
Chips Resilience: Despite these concerns, the semiconductor industry, particularly chips, is not experiencing significant challenges.
See More
Put AI Concerns Aside: Memory Stocks Continue to Rise. Consider AXT and 3 Additional Stocks.
AI Concerns: There are ongoing concerns regarding the impact of artificial intelligence on various sectors.
Chips Resilience: Despite these concerns, the semiconductor industry, particularly chips, is not experiencing significant challenges.
See More
Semiconductor Stocks Surge with Silvaco Leading Gains
- Sector Performance: Semiconductor stocks rose approximately 1.3% on Friday, indicating a rebound in market confidence towards the sector, likely driven by renewed investor interest in technology stocks.
- Silvaco Group Leads Gains: Silvaco Group's shares surged by about 35.6%, becoming a market highlight, reflecting positive signals in terms of technological innovation or market demand, which may attract more investor attention.
- AXTI Shows Strong Performance: AXTI's stock increased by approximately 8.4%, indicating robust performance in the semiconductor space, potentially linked to growing product demand or market share expansion.
- Optimistic Industry Outlook: The strong rebound in semiconductor stocks enhances market expectations for future technological developments, potentially creating more investment opportunities and growth potential for related companies.
See More
