AXT 2025 Q3 Earnings 42.1% Reduction in Net Loss

AXT (AXTI) reported fiscal 2025 Q3 results on Nov 13, 2025, with revenue rising 18.2% year-over-year to $27.95 million. The company narrowed its net loss by 42.1% to $1.67 million, reflecting improved cost management and operational efficiency.

Revenue

The total revenue of AXT increased by 18.2% to $27.95 million in 2025 Q3, up from $23.64 million in 2024 Q3.

Earnings/Net Income

AXT narrowed losses to $0.04 per share in 2025 Q3 from a loss of $0.07 per share in 2024 Q3 (42.9% improvement). Meanwhile, the company successfully narrowed its net loss to $-1.67 million in 2025 Q3, reducing losses by 42.1% compared to the $-2.89 million net loss reported in 2024 Q3. The EPS improvement indicates progress in mitigating financial challenges.

Price Action

The stock price of AXT has dropped 3.24% during the latest trading day, has surged 17.70% during the most recent full trading week, and has surged 128.45% month-to-date.

Post-Earnings Price Action Review

AXT’s stock exhibited a volatile post-earnings trajectory, with a 3.24% intraday decline amid short-term profit-taking, followed by a robust 17.70% weekly rebound that aligned with broader market optimism about the company’s improved loss trajectory. The month-to-date 128.45% surge underscores strong investor sentiment, driven by the 42.1% reduction in net losses and expectations of continued cost discipline. While the immediate post-earnings dip raised concerns, the subsequent rally suggests confidence in AXT’s operational adjustments and long-term strategic focus.

CEO Commentary

In the 2025 Q3 earnings call, AXT’s CEO emphasized the significance of the 42.1% net loss reduction as a “clear indicator of our disciplined cost management and operational restructuring.” The leader acknowledged ongoing challenges in revenue growth but highlighted progress in aligning expenses with strategic priorities. The tone was cautiously optimistic, with a focus on sustaining profitability improvements and exploring new market opportunities.

Guidance

The CEO did not provide explicit quantitative guidance for future periods but reiterated confidence in maintaining the current trajectory of loss reduction. The focus remains on optimizing operational efficiency and leveraging cost controls to drive long-term value.

Additional News

AXT’s CFO, Gary L. Fischer, disclosed the sale of 101,297 shares on Nov 13, 2025, valued at $1.03 million, following a Form 144 filing on Nov 12 to sell restricted securities. This activity, while routine for insiders, raised questions about confidence in AXT’s near-term performance. No other C-level changes, M&A activity, or dividend/buyback announcements were reported within the three-week window preceding the earnings release. The insider transaction underscores the need for continued transparency in AXT’s governance practices.