AXT Rallies On Future Outlook And High Demand From AI Computing

Core Viewpoint - AXT (AXTI) reported Q4-2025 financial results that were in line with expectations, despite a revenue decrease attributed to delayed export permits. The company anticipates a stronger Q1-2026 as it resumes fulfilling its backlog for indium phosphide, leading to a rally in its stock price [1]. Financial Performance - Revenue for Q4-2025 decreased due to delays in export permits [1]. - The company expects Q1-2026 to show improvement as it addresses its backlog for indium phosphide [1]. - The stock price of AXT experienced a rally following the financial results announcement [1].