[{"data":1,"prerenderedAt":251},["ShallowReactive",2],{"triple-beat-AXTI":3,"og-beat-monitoring-AXTI":250},{"ticker":4,"name":5,"description":6,"epsLabel":7,"guidanceLabel":8,"stockLabel":9,"quarters":10,"tableNotes":177,"highlightQuarter":104,"highlightDescription":185,"sources":186,"latestStock":247},"AXTI","AXT Inc","InP（リン化インジウム）・GaAs（ガリウム砒素）・Ge（ゲルマニウム）化合物半導体substrate（基板ウェハ）専業メーカー。本社カリフォルニア州フリーモント、製造は中国子会社Tongmei（北京通美）が主体。2024年まで売上中心はGaAs（無線・LiDAR向け）だったが、2025年後半からAIデータセンター光トランシーバー向けInPが構造的に伸長、Q1 CY2026にはInPが売上の50%超($13.6M／$26.9M)に到達。株価は2025年Q3決算（10/30）の$7.32から約半年で$93台へ約13倍。中国MOFCOMの輸出許可ペースが四半期業績を左右する変動要因（Q4 CY2025は輸出遅延でガイダンス下方修正）。","EPS ($, 非GAAP 希薄化後)","次Q売上ガイド (midpoint, $M)","株価反応 ($)",[11,28,43,65,85,103,123,141,163],{"quarter":12,"reportDate":13,"event":14,"revenue":15,"eps":20,"guidance":23,"stock":24},"Q2 CY2024","2024/8/1","売上 +50.1% YoY・コンセンサス +5.4%、AIデータセンター向けInP光部品の言及で成長物語が芽吹くも、マクロ/通期見通し懸念で株価-18.5%と意外な反応",{"actual":16,"consensus":17,"beatPct":18,"yoyPct":19},"$27.92 M","$26.50 M",5.4,50.1,{"actual":21,"consensus":22,"beatPct":23},"-$0.02","-$0.05",null,{"reportClose":25,"nextClose":26,"changePct":27},"$3.29","$2.68",-18.5,{"quarter":29,"reportDate":30,"event":31,"revenue":32,"eps":37,"guidance":23,"stock":39},"Q3 CY2024","2024/10/31","売上 $23.65 M は事前予想を-9.0%下振れ、AI InP コメンタリーは強気も売上miss優先で株価-18.1%",{"actual":33,"consensus":34,"beatPct":35,"yoyPct":36},"$23.65 M","$25.98 M",-9,36.2,{"actual":22,"consensus":38,"beatPct":23},"-$0.06",{"reportClose":40,"nextClose":41,"changePct":42},"$2.575","$2.11",-18.1,{"quarter":44,"reportDate":45,"event":46,"revenue":47,"eps":52,"guidance":55,"stock":61},"Q4 CY2024","2025/2/20","通年売上+31%を達成も、Q4は中国新規制でInP売上陥落、グロスマージン17.6%まで急落。EPS大幅miss、株価-31.2%とサイクル中で最悪反応",{"actual":48,"consensus":49,"beatPct":50,"yoyPct":51},"$25.11 M","$23.94 M",4.9,23.1,{"actual":53,"consensus":54,"beatPct":23},"-$0.10","-$0.04",{"revenue":56,"eps":59},{"company":57,"consensus":58,"beatPct":23},"$19.00 M","n/a",{"company":60,"consensus":58,"beatPct":23},"-$0.14",{"reportClose":62,"nextClose":63,"changePct":64},"$2.30","$1.58",-31.2,{"quarter":66,"reportDate":67,"event":68,"revenue":69,"eps":74,"guidance":77,"stock":81},"Q1 CY2025","2025/5/1","中国InP輸出規制でInP売上 -58%、グロスマージン-6.4%まで悪化、四半期で過去最悪級。CEO \"highly disappointed\"。株価は織り込み済みでほぼ横ばい(+3%)",{"actual":70,"consensus":71,"beatPct":72,"yoyPct":73},"$19.36 M","$18.98 M",2,-14.7,{"actual":75,"consensus":76,"beatPct":23},"-$0.19","-$0.13",{"revenue":78,"eps":80},{"company":79,"consensus":58,"beatPct":23},"$21.00 M",{"company":60,"consensus":58,"beatPct":23},{"reportClose":82,"nextClose":83,"changePct":84},"$1.35","$1.39",3,{"quarter":86,"reportDate":87,"event":88,"revenue":89,"eps":94,"guidance":96,"stock":99},"Q2 CY2025","2025/7/31","中国GaAs輸出許可遅延で7/9プレ下方修正、本決算でも売上-35.6% YoY・グロスマージン8%まで悪化。InP海外初出荷など底打ち兆しも、株価-7.7%",{"actual":90,"consensus":91,"beatPct":92,"yoyPct":93},"$17.97 M","$20.17 M",-10.9,-35.6,{"actual":95,"consensus":76,"beatPct":23},"-$0.15",{"revenue":97,"eps":98},{"company":57,"consensus":58,"beatPct":23},{"company":60,"consensus":58,"beatPct":23},{"reportClose":100,"nextClose":101,"changePct":102},"$2.08","$1.92",-7.7,{"quarter":104,"reportDate":105,"event":106,"revenue":107,"eps":112,"guidance":115,"stock":119},"Q3 CY2025","2025/10/30","中国MOFCOM輸出許可解禁でInP売上 +250% QoQ、四半期売上 $27.96 M がコンセンサス $19.85 M を+40.9%上振れ。構造転換の入口を確認、株価+8.6%",{"actual":108,"consensus":109,"beatPct":110,"yoyPct":111},"$27.96 M","$19.85 M",40.9,18.5,{"actual":113,"consensus":114,"beatPct":23},"-$0.03","-$0.12",{"revenue":116,"eps":118},{"company":117,"consensus":58,"beatPct":23},"$28.50 M",{"company":21,"consensus":58,"beatPct":23},{"reportClose":120,"nextClose":121,"changePct":122},"$7.32","$7.95",8.6,{"quarter":124,"reportDate":125,"event":126,"revenue":127,"eps":132,"guidance":133,"stock":137},"Q4 CY2025","2026/2/19","1/9プレで売上$22.5-23.5Mに下方修正済み、本決算は$23.04Mで着地（前回比 -5.0% miss）。ただしQ1 2026ガイドはInP拡大で再加速、株価+24.7%とポジ反応",{"actual":128,"consensus":129,"beatPct":130,"yoyPct":131},"$23.04 M","$24.24 M",-5,-8.2,{"actual":22,"consensus":54,"beatPct":23},{"revenue":134,"eps":136},{"company":135,"consensus":58,"beatPct":23},"$27.00 M",{"company":54,"consensus":58,"beatPct":23},{"reportClose":138,"nextClose":139,"changePct":140},"$23.81","$29.68",24.7,{"quarter":142,"reportDate":143,"event":144,"revenue":145,"eps":150,"guidance":152,"stock":159},"Q1 CY2026","2026/4/30","InP需要爆発が業績反転を立証。売上 $26.92 M（+38.7% YoY、+17% QoQ）、InP単独で $13.6 M（売上の50%超）、Q2は約+30%増収・黒字転換ガイドで株価+21.2%",{"actual":146,"consensus":147,"beatPct":148,"yoyPct":149},"$26.92 M","$26.22 M",2.7,38.7,{"actual":151,"consensus":54,"beatPct":23},"-$0.01",{"revenue":153,"eps":157},{"company":154,"consensus":155,"beatPct":156},"$34.00 M","$30.30 M",12.2,{"company":158,"consensus":151,"beatPct":23},"$0.07",{"reportClose":160,"nextClose":161,"changePct":162},"$79.22","$96.00",21.2,{"quarter":164,"reportDate":165,"isForecast":166,"event":167,"revenue":168,"eps":170,"guidance":171,"stock":176},"Q2 CY2026","2026/7/30",true,"2026/7/30 AMC 発表予定。2026/6/22時点のアナリスト予想は当期売上 $0.03 B / 非GAAP EPS $0.07、次Q (3Q 2026) 売上 $0.04 B / EPS $0.11（Koyfin 集約コンセンサス）。",{"actual":58,"consensus":169,"beatPct":23,"yoyPct":23},"$0.03 B",{"actual":58,"consensus":158,"beatPct":23},{"revenue":172,"eps":174},{"company":58,"consensus":173,"beatPct":23},"$0.04 B",{"company":58,"consensus":175,"beatPct":23},"$0.11",{"reportClose":58,"nextClose":58,"changePct":23},[178,179,180,181,182,183,184],"Q2 CY2026（2026/7/30 発表予定）はアナリスト予想のみ先行入力。当期 売上$0.03 B / EPS$0.07、次Q (3Q 2026) 売上$0.04 B / EPS$0.11 はいずれも 2026/6/22 時点で参照可能な Koyfin 集約コンセンサス。会社ガイダンス・実績・反応は発表後に更新する。","AXT Inc は暦年 (CY = FY) 決算。Q1=1-3月、Q4=10-12月。発表時刻は AMC（市場引け後）。Q4 は翌年2月発表。株式分割なし。","実績売上は SEC 8-K Ex.99.1 / BusinessWire プレスリリース、コンセンサスは LSEG / Zacks / MarketBeat / StreetInsider / Chartmill 経由の事前コンセンサス代表値。古い四半期（Q2 CY2024・Q3 CY2024）の発表時 next-Q ガイダンス詳細は point-in-time での取得が困難なため guidance: null とした。","EPS コンセンサスは全期間で負値（赤字）のため、コンセンサスが負値の四半期は beatPct を計算定義上 null とする（参考実額差は event 欄に記載）。AXTI は通期で純損失を計上しており、構造転換は売上・InP セグメントが先行し EPS 黒字化は Q2 CY2026 ガイダンスで初めて宣言された。","Q2 CY2025・Q4 CY2025 は決算前に pre-announce（売上見通し下方修正）があり、コンセンサスが事実上リセット済み。Zacks 旧コンセンサスを採用したため、修正後のリアルタイムコンセンサスとは差がある可能性。","株価は NASDAQ 公式 historical API (api.nasdaq.com/api/quote/AXTI/historical) の正規取引終値で照合済み。changePct は (nextClose / reportClose − 1) × 100 で自己計算チェック済み。","Q4 CY2025 発表で会社が示した Q1 CY2026 ガイダンスは売上 $26-28M（midpoint $27M）、EPS GAAP -$0.03〜-$0.05・Non-GAAP -$0.02〜-$0.04（mid -$0.04）。中国MOFCOMのInP輸出許可ペースが業績変動の最大要因。","決定的だったのはQ3 CY2025（2025/10/30発表）。中国MOFCOM輸出許可解禁でInP売上+250% QoQ、四半期売上$27.96Mがコンセンサス$19.85Mを**+40.9%**上回り、構造転換の入口を確認。翌日株価$7.32→$7.95（+8.6%）。続くQ4 CY2025は輸出遅延でガイドミスに振れたが、Q1 CY2026（2026/4/30）でInPが売上の50%超に拡大、$13.6M・+39% YoY、Q2ガイドは**売上+12.2%上振れ・EPS黒字転換**の強気で確信化。最初の異変（Q3 CY2025 翌日$7.95）から約半年で約12倍、株価は2024年通年の$2-3レンジから約30倍超に化けた。中国輸出許可ペースが残る変動要因のため tier は『ビート継続・成長期待』に置き、構造転換の確証蓄積で昇格余地を残す。",[187,190,193,196,199,202,205,208,211,214,217,220,223,226,229,232,235,238,241,244],{"label":188,"url":189},"AXT Q1 CY2026 Results (BusinessWire, 2026/4/30)","https://www.businesswire.com/news/home/20260430987825/en/AXT-Inc.-Announces-First-Quarter-2026-Financial-Results",{"label":191,"url":192},"AXT Q1 CY2026 / Q2 guidance (MarketBeat)","https://www.marketbeat.com/instant-alerts/axt-nasdaqaxti-releases-q2-2026-earnings-guidance-2026-04-30/",{"label":194,"url":195},"Semiconductor Today: AXT Q1 CY2026 (InP +250% QoQ)","https://www.semiconductor-today.com/news_items/2026/may/axt-050526.shtml",{"label":197,"url":198},"AXT Q4 CY2025 Results (BusinessWire, 2026/2/19)","https://www.businesswire.com/news/home/20260219561660/en/AXT-Inc.-Announces-Fourth-Quarter-and-Fiscal-Year-2025-Financial-Results",{"label":200,"url":201},"AXT Q4 CY2025 pre-announce update (IR, 2026/1/9)","https://investors.axt.com/Investors/news/news-details/2026/AXT-Updates-Revenue-Expectations-for-Fourth-Quarter-2025-and-Announces-Earnings-Date-for-Feb--19-2026/default.aspx",{"label":203,"url":204},"AXT Q3 CY2025 Results (IR, 2025/10/30)","https://investors.axt.com/Investors/news/news-details/2025/AXT-Inc--Announces-Third-Quarter-2025-Financial-Results/default.aspx",{"label":206,"url":207},"Semiconductor Today: AXT Q3 CY2025 InP turnaround","https://www.semiconductor-today.com/news_items/2025/nov/axt-101125.shtml",{"label":209,"url":210},"Seeking Alpha: AXT Q3 CY2025 beats","https://seekingalpha.com/news/4511849-axt-non-gaap-eps-of-0_03-beats-by-0_09-revenue-of-28m-beats-by-7_7m",{"label":212,"url":213},"AXT Q2 CY2025 Results (Yahoo Finance)","https://finance.yahoo.com/news/axt-inc-announces-second-quarter-200500915.html",{"label":215,"url":216},"AXT Q2 CY2025 pre-announce (BusinessWire, 2025/7/9)","https://www.businesswire.com/news/home/20250709272681/en/AXT-Inc.-Announces-a-Preliminary-Revenue-Range-for-Second-Quarter-2025",{"label":218,"url":219},"AXT Q2 CY2025 Earnings Call Transcript (Investing.com)","https://www.investing.com/news/transcripts/earnings-call-transcript-axt-inc-q2-2025-reveals-revenue-miss-stock-dips-93CH-4164839",{"label":221,"url":222},"AXT Q1 CY2025 Results (Nasdaq PR)","https://www.nasdaq.com/press-release/axt-inc-announces-first-quarter-2025-financial-results-2025-05-01",{"label":224,"url":225},"AXT Q1 CY2025 8-K (SEC EDGAR)","https://www.sec.gov/Archives/edgar/data/0001051627/000155837025006107/axti-20250501x8k.htm",{"label":227,"url":228},"AXT Q4 CY2024 Results (StockTitan, 2025/2/20)","https://www.stocktitan.net/news/AXTI/axt-inc-announces-fourth-quarter-and-fiscal-year-2024-financial-c9jl9ntgj1ps.html",{"label":230,"url":231},"AXT Q4 CY2024 Earnings Call (Investing.com)","https://www.investing.com/news/transcripts/earnings-call-transcript-axt-inc-q4-2024-reports-revenue-miss-stock-drops-93CH-3882229",{"label":233,"url":234},"AXT Q3 CY2024 Results (StockTitan)","https://www.stocktitan.net/news/AXTI/axt-inc-announces-third-quarter-2024-financial-8b0wxo6dwmx3.html",{"label":236,"url":237},"AXT Q2 CY2024 Results (IR)","https://investors.axt.com/Investors/news/news-details/2024/AXT-Inc.-Announces-Second-Quarter-2024-Financial-Results/default.aspx",{"label":239,"url":240},"AXT SEC EDGAR 8-K filings (CIK 0001051627)","https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001051627&type=8-K",{"label":242,"url":243},"MarketBeat AXTI earnings history","https://www.marketbeat.com/stocks/NASDAQ/AXTI/earnings/",{"label":245,"url":246},"Chartmill AXTI earnings surprise history","https://www.chartmill.com/stock/quote/AXTI/earnings",{"date":248,"close":249},"2026-06-18","$84.57","https://log.eurekapu.com/og/pages/general/beat-monitoring-AXTI.png?title=AXTI%20AXT%20Inc%20-%20%E3%83%93%E3%83%BC%E3%83%88%E3%83%A2%E3%83%8B%E3%82%BF%E3%83%AA%E3%83%B3%E3%82%B0&sig=06a990a892c66a46",1782176346274]