{"filings":[{"id":452278,"accession_number":"0001213900-26-057122","cik":1051627,"company_name":"AXT INC","ticker":"AXTI","form_type":"8-K","filed_at":"2026-05-15T11:05:32+00:00","items":["8.01","9.01"],"status":"ready","headline":"AXT adjourns 2026 annual meeting due to lack of quorum; reconvenes June 4, 2026","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Only 48% of outstanding shares were represented at the May 14 meeting, failing quorum.","Meeting adjourned to June 4, 2026 at 11:00 a.m. PT at Fremont headquarters.","Proxy solicitor Alliance Advisors engaged to help secure sufficient votes.","No changes to proposals; record date remains March 20, 2026.","Stockholders who already voted need not take any action."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":8032005068.705355,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":90925,"accession_number":"0001437749-26-014204","cik":1051627,"company_name":"AXT INC","ticker":"AXTI","form_type":"8-K","filed_at":"2026-04-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"AXT Q1 revenue $26.9M, gross margin 29.6%; completes $632.5M capital raise for indium phosphide expansion","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $26.9M, up 16.6% QoQ and 38.7% YoY; GAAP net loss narrows to $0.03/share.","Gross margin 29.6% GAAP (29.9% non-GAAP), vs 20.9% in Q4 2025 and (6.4)% a year ago.","Completed $632.5M capital raise to expand indium phosphide capacity for AI data center demand.","Non-GAAP net loss $0.6M ($0.01/share), improved from $2.3M loss in prior quarter.","STAR Market IPO for subsidiary Tongmei pending CSRC approval; expects close in coming months."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.03,"consensus_revenue_estimate":null,"consensus_revenue_actual":26924000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":8032005068.705355,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":90924,"accession_number":"0001213900-26-045867","cik":1051627,"company_name":"AXT INC","ticker":"AXTI","form_type":"8-K","filed_at":"2026-04-21T23:59:59+00:00","items":["1.01","8.01","9.01"],"status":"ready","headline":"AXT prices $550M public offering of 8.56M shares at $64.25; proceeds for InP capacity expansion","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Public offering of 8,560,311 shares at $64.25/share for ~$550M gross; underwriters have 30-day option for up to 1,284,046 additional shares.","Net proceeds primarily to support Beijing Tongmei Xtal Technology's indium phosphide substrate capacity expansion for export, plus R&D and working capital.","Closing expected April 22, 2026; lock-up agreements for executives and directors for 60 days after prospectus supplement.","Northland Securities sole bookrunner; Needham, B. Riley, Craig-Hallum, Wedbush as co-managers."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":8032005068.705355,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":90923,"accession_number":"0001213900-26-045652","cik":1051627,"company_name":"AXT INC","ticker":"AXTI","form_type":"8-K","filed_at":"2026-04-20T23:59:59+00:00","items":["2.02"],"status":"ready","headline":"AXT pre-announces Q1 2026 revenue $26-28M, net loss $1.6-2.6M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Preliminary Q1 2026 revenue range $26-28 million, net loss $1.6-2.6 million.","Net loss per share (basic & diluted) expected between $0.03 and $0.05.","Results based on management's initial review; subject to change upon close.","Preliminary figures indicate a net loss for the quarter, contrasting with prior periods."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.03,"consensus_revenue_estimate":null,"consensus_revenue_actual":26924000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":8032005068.705355,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":100781,"accession_number":"0001437749-26-004731","cik":1051627,"company_name":"AXT INC","ticker":"AXTI","form_type":"8-K","filed_at":"2026-02-19T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"AXT reports Q4 revenue down 18% QoQ; FY2025 net loss widens to $21.3M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $23.0M, down 18% QoQ from $28.0M; GAAP EPS loss $0.08 vs $0.04 loss Q3.","FY2025 revenue $88.3M, down 11% YoY from $99.4M; GAAP net loss $21.3M vs $11.6M in FY2024.","Non-GAAP net loss FY2025 $18.0M ($0.41/sh) vs net income $8.5M ($0.20/sh) FY2024.","CEO expects sequential Q1 revenue growth driven by indium phosphide for AI; doubling capacity in 2026.","Subsidiary Tongmei's STAR Market IPO remains under CSRC review; hopes to accomplish in coming months."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.49,"consensus_revenue_estimate":null,"consensus_revenue_actual":88326000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":8032005068.705355,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":100780,"accession_number":"0001213900-26-009482","cik":1051627,"company_name":"AXT INC","ticker":"AXTI","form_type":"8-K","filed_at":"2026-01-29T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"AXT board declares LeBlanc independent, appoints him Audit Committee chair","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Board re-evaluated Leonard J. LeBlanc's independence on Jan. 26, 2026, and found him independent under Nasdaq rules.","Jesse Chen stepped down as Audit Committee chair; LeBlanc appointed as Chair effective same date.","Audit Committee now consists of three independent members, satisfying Nasdaq Listing Rule 5605(c)(2)(A).","Board designated LeBlanc as audit committee financial expert; he will receive $20,000 annual retainer for chair role.","LeBlanc had been appointed as non-independent director on July 29, 2025, relying on Nasdaq exception."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":8032005068.705355,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":100779,"accession_number":"0001213900-26-002690","cik":1051627,"company_name":"AXT INC","ticker":"AXTI","form_type":"8-K","filed_at":"2026-01-09T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"AXT revises Q4 2025 revenue to $22.5-23.5M on China export permit delays","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Q4 2025 revenue expected $22.5-23.5M; fewer China export permits for indium phosphide than expected.","CEO Morris Young says strong demand persists; InP capacity to double in H2 2026; capital raise completed December.","Earnings results for Q4 2025 to be released Feb 19, 2026 after market close; conference call at 1:30 p.m. PT.","Company to present at 28th Annual Needham Growth Conference in NYC on Jan 14, 2026 at 3:00 p.m. ET."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":8032005068.705355,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":117082,"accession_number":"0001213900-25-126296","cik":1051627,"company_name":"AXT INC","ticker":"AXTI","form_type":"8-K","filed_at":"2025-12-30T23:59:59+00:00","items":["1.01","8.01","9.01"],"status":"ready","headline":"AXT prices $87M public offering of 7.1M shares at $12.25; over-allotment fully exercised for $13M additional","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Underwriting agreement for 7,098,492 common shares at $12.25/share; gross proceeds ~$87M from base offering.","Underwriters fully exercised over-allotment option for 1,064,773 additional shares, raising ~$13M more, total gross ~$100M.","Net proceeds to increase indium phosphide substrate capacity at Beijing Tongmei Xtal, R&D, and working capital.","Offering expected to close December 30, 2025; executives and directors subject to 60-day lock-up.","Northland Securities sole bookrunner; Wedbush and Craig-Hallum co-managers."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":8032005068.705355,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":117081,"accession_number":"0001437749-25-032429","cik":1051627,"company_name":"AXT INC","ticker":"AXTI","form_type":"8-K","filed_at":"2025-10-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"AXT reports Q3 revenue $28.0M, net loss $1.9M; indium phosphide up 250% QoQ","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $28.0M vs $18.0M Q2'25 and $23.6M Q3'24.","GAAP net loss $1.9M ($0.04/sh) improved from $7.0M ($0.16) Q2'25.","Indium phosphide revenue up >250% sequentially to a three-year high.","GAAP gross margin 22.3% vs 8.0% Q2'25 and 24.0% Q3'24.","Subsidiary Tongmei STAR Market IPO still pending CSRC approval; hopes to close in coming months."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.41,"consensus_revenue_estimate":null,"consensus_revenue_actual":65285000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":8032005068.705355,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":133535,"accession_number":"0001437749-25-027362","cik":1051627,"company_name":"AXT INC","ticker":"AXTI","form_type":"8-K","filed_at":"2025-08-19T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"AXT subsidiary receives China export permits for indium phosphide; expects millions in Q3 revenue","summary_kind":"llm","event_type":"regulatory","confidence":"high","bullets":["Beijing Tongmei Xtal Technology received export permits from China's Ministry of Commerce to resume shipping indium phosphide substrates.","AXT expects several million dollars in revenue from these shipments not included in its Q3 2025 forecast (July 31, 2025).","Export controls on indium were imposed by China on Feb 4, 2025, previously restricting shipments.","Tongmei is a wholly owned subsidiary of AXT, manufacturing InP, GaAs, and Ge substrates."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":8032005068.705355,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":133534,"accession_number":"0001437749-25-024601","cik":1051627,"company_name":"AXT INC","ticker":"AXTI","form_type":"8-K","filed_at":"2025-08-04T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"AXT appoints Leonard J. Leblanc to Board to fill vacancy; Jesse Chen named Audit Committee Chair","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Leonard J. Leblanc appointed as Class III director effective July 29, 2025, to fill vacancy from Christine Russell's passing.","Leblanc not initially independent due to prior consulting compensation; independence re-evaluated Jan 1, 2026.","Leblanc receives initial award of 29,112 restricted shares vesting May 15, 2026; serves on Audit, Compensation, Nominating committees.","Jesse Chen appointed Chair of Audit Committee, receives $20k annual retainer."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":8032005068.705355,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":133533,"accession_number":"0001437749-25-024204","cik":1051627,"company_name":"AXT INC","ticker":"AXTI","form_type":"8-K","filed_at":"2025-07-31T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"AXT Q2 2025 revenue $18M, net loss $7M; GaAs export delays and China sluggishness","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $18.0M, down 36% YoY from $27.9M; QoQ down from $19.4M.","GAAP net loss $7.0M ($0.16/sh) vs loss $1.5M YoY; non-GAAP loss $6.4M ($0.15/sh).","GAAP gross margin 8.0%, improved from (6.4%) Q1 but down from 27.4% YoY.","CEO: longer GaAs export permit processing & China demand sluggishness; AI-driven InP demand growing.","Tongmei STAR Market IPO still pending CSRC approval; expects completion in coming months."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.36,"consensus_revenue_estimate":null,"consensus_revenue_actual":37330000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":8032005068.705355,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":133529,"accession_number":"0001437749-25-023431","cik":1051627,"company_name":"AXT INC","ticker":"AXTI","form_type":"8-K/A","filed_at":"2025-07-24T23:59:59+00:00","items":["3.01","9.01"],"status":"ready","headline":"AXT corrects 8-K to show Nasdaq notice date for audit committee non-compliance","summary_kind":"llm","event_type":"regulatory","confidence":"high","bullets":["Nasdaq notified AXT on July 18, 2025 that audit committee has only two independent directors after Christine Russell's passing.","Cure period: until earlier of next annual meeting or July 11, 2026; if annual meeting before Jan 7, 2026, evidence due by Jan 7, 2026.","Board plans to add a new independent director to regain compliance before cure period expires.","Non-compliance stems from Nasdaq Listing Rule 5605(c)(2)(A) requiring three independent audit committee members."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":8032005068.705355,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":133532,"accession_number":"0001437749-25-023321","cik":1051627,"company_name":"AXT INC","ticker":"AXTI","form_type":"8-K","filed_at":"2025-07-23T23:59:59+00:00","items":["3.01","9.01"],"status":"ready","headline":"AXT non-compliant with Nasdaq audit committee rules after director death; cure period through mid-2026","summary_kind":"llm","event_type":"regulatory","confidence":"high","bullets":["Passing of director Christine Russell left Audit Committee with only two independent directors, violating Nasdaq Rule 5605(c)(2)(A).","Nasdaq granted cure period: compliance required by earlier of next annual meeting or July 11, 2026.","If 2025 annual meeting held before Jan 7, 2026, compliance deadline is Jan 7, 2026 instead.","Company intends to regain compliance by appointing a new independent director meeting Nasdaq requirements."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.45,"calibrated_materiality_score":0.45,"market_cap_usd":8032005068.705355,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":133531,"accession_number":"0001437749-25-023014","cik":1051627,"company_name":"AXT INC","ticker":"AXTI","form_type":"8-K","filed_at":"2025-07-18T23:59:59+00:00","items":["3.01","9.01"],"status":"ready","headline":"AXT reports board director death; Audit Committee now non-compliant with Nasdaq rule","summary_kind":"llm","event_type":"regulatory","confidence":"high","bullets":["Christine Russell, independent director and Audit Committee Chair, passed away on July 11, 2025.","Audit Committee reduced to two independent directors, violating Nasdaq Listing Rule 5605(c)(2)(A).","Company has cure period until earlier of next annual meeting or July 11, 2026 to regain compliance.","Board will begin search for a new independent director qualified for Audit Committee.","No other listing issues; common stock continues trading on Nasdaq under symbol AXTI."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":8032005068.705355,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":133530,"accession_number":"0001437749-25-022428","cik":1051627,"company_name":"AXT INC","ticker":"AXTI","form_type":"8-K","filed_at":"2025-07-09T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"AXT cuts Q2 revenue guidance to $17.5-18M on export permit delays and weak China demand","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Preliminary Q2 2025 revenue $17.5-18M, below prior guidance of $20-22M.","Revenue shortfall driven by slower export control permits for GaAs products and weaker China demand.","AI-related demand for indium phosphide increased in Q2; Tongmei received first export permits for InP late Q2.","Company expects Q2 2025 gross margins in high single digits despite revenue miss.","Full Q2 2025 earnings scheduled for July 31, 2025; conference call at 1:30 p.m. PT."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.36,"consensus_revenue_estimate":null,"consensus_revenue_actual":37330000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":8032005068.705355,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":150204,"accession_number":"0001437749-25-020087","cik":1051627,"company_name":"AXT INC","ticker":"AXTI","form_type":"8-K","filed_at":"2025-06-11T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"AXT subsidiary receives initial export permits for indium phosphide from China","summary_kind":"llm","event_type":"regulatory","confidence":"high","bullets":["Beijing Tongmei Xtal Technology, AXT subsidiary, received initial export permits from China's Ministry of Commerce.","Permits allow resumption of indium phosphide substrate shipments to certain customers.","Export controls on indium were announced Feb 4, 2025; this is first step in lifting restrictions.","Company cautions customer fulfillment subject to operational and regulatory uncertainties."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":8032005068.705355,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":150203,"accession_number":"0001558370-25-007952","cik":1051627,"company_name":"AXT INC","ticker":"AXTI","form_type":"8-K","filed_at":"2025-05-16T23:59:59+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"AXT stockholders approve 2025 Equity Incentive Plan, elect director at annual meeting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Christine Russell elected Class III director with 94.9% of votes cast (14,621,153 For, 779,476 Withheld).","Advisory vote on executive compensation approved: 13,609,497 For, 541,575 Against, 1,249,557 Abstain.","2025 Equity Incentive Plan approved; replaces 2015 Plan, reserves ~3.73M shares plus lapsed 2015 Plan awards.","BPM LLP ratified as independent auditor for FY2025: 30,939,751 For, 455,982 Against, 290,760 Abstain.","Annual meeting quorum: 31,686,493 shares (69%) of 45,597,995 outstanding shares represented."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":8032005068.705355,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":150202,"accession_number":"0001558370-25-006107","cik":1051627,"company_name":"AXT INC","ticker":"AXTI","form_type":"8-K","filed_at":"2025-05-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"AXT Q1 2025 revenue $19.4M; GAAP gross margin -6.4%; net loss $0.20/share","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $19.4M, down 23% sequentially from $25.1M and 15% YoY from $22.7M.","GAAP gross margin turned negative to (6.4)% from 17.6% in Q4 2024; non-GAAP (6.1)%.","GAAP net loss $8.8M ($0.20 per share) vs loss of $5.1M ($0.12) Q4 2024 and $2.1M ($0.05) Q1 2024.","Decline driven by 58% drop in indium phosphide sales from China trade restrictions, GaAs yield issues, and under-absorbed overhead.","Management expects gross margin improvement starting Q2 2025; Tongmei STAR Market IPO still pending CSRC approval."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.2,"consensus_revenue_estimate":null,"consensus_revenue_actual":19356000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":8032005068.705355,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":169211,"accession_number":"0001558370-25-001218","cik":1051627,"company_name":"AXT INC","ticker":"AXTI","form_type":"8-K","filed_at":"2025-02-20T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"AXT reports FY2024 revenue up 31% to $99.4M; 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net loss $0.07/share, YoY improvement","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $23.6M, -15% QoQ from $27.9M, +36% YoY from $17.4M.","GAAP net loss $2.9M ($0.07/sh) vs Q2 loss $1.5M ($0.04) and Q3 2023 loss $5.8M ($0.14).","GAAP gross margin 24.0%, down from 27.4% QoQ but up from 10.7% YoY.","Non-GAAP net loss $2.1M ($0.05/sh) vs Q2 loss $0.8M ($0.02) and Q3 2023 loss $4.9M ($0.12).","STAR Market IPO of subsidiary Tongmei still pending CSRC approval; expects completion in coming months."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.15,"consensus_revenue_estimate":null,"consensus_revenue_actual":74256000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":8032005068.705355,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":202876,"accession_number":"0001558370-24-010602","cik":1051627,"company_name":"AXT INC","ticker":"AXTI","form_type":"8-K","filed_at":"2024-08-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"AXT Q2 revenue $27.9M, up 50% YoY; net loss narrows to $0.04 per share","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $27.9M, +23% sequential and +50% YoY; GAAP net loss $1.5M ($0.04/sh) vs $5.1M loss a year ago.","GAAP gross margin 27.4% vs 9.2% in Q2 2023; operating loss improved to $1.9M from $6.8M.","CEO cites AI-driven demand for indium phosphide in optical transceivers as growth catalyst.","Tongmei STAR Market IPO still pending CSRC approval; expects to close in coming months."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.09,"consensus_revenue_estimate":null,"consensus_revenue_actual":50611000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":8032005068.705355,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":219072,"accession_number":"0001558370-24-008474","cik":1051627,"company_name":"AXT INC","ticker":"AXTI","form_type":"8-K","filed_at":"2024-05-20T23:59:59+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"AXTI shareholders approve 3.6M share increase to equity plan; re-elect Jesse Chen","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Stockholders approved amendment to 2015 Equity Incentive Plan to increase reserved shares by 3,600,000.","Director Jesse Chen re-elected with 88.23% of votes cast; 7,042,413 broker non-votes.","Advisory say-on-pay passed with 24,199,205 for (92.5% of votes cast).","Ratification of BPM LLP as independent auditor for FY2024 with 31,630,895 for (95.3% of votes cast)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":8032005068.705355,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":219071,"accession_number":"0001558370-24-006544","cik":1051627,"company_name":"AXT INC","ticker":"AXTI","form_type":"8-K","filed_at":"2024-05-02T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"AXT Q1 revenue $22.7M, up 11% QoQ; 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