AXTI AXT INC Insider Trading

Director Jesse Chen sold 22,000 AXTI shares for $2,041,992.30 over two days; stock up 160.1% in 90 days but down 19.4% from peak.

Jesse Chen executed 2 separate sales totaling 22,000 shares for $2,041,992.30 on June 11–12, 2026, reducing his stake by 28.0% from 78,447 to 56,447 shares. The sales occurred at a blended average price of $92.82, which is 19.4% below the 52-week high of $143.16 and 6.8% lower than prices 30 days prior. The broader context shows AXTI stock has surged 160.1% over 90 days, yet the company reported a net loss of $1.6M in its latest quarter and negative annual revenue growth of -11.1%, suggesting the recent rally may have disconnected from fundamentals. Chen's prior trades at AXTI (5 sells since June 3) have not yet matured for 90-day assessment, making the timing signal unclear, though his cross-ticker sales history shows a 0.00% well-timed rate, indicating historically poor predictive value.

Director Jesse Chen sold 16,500 shares (3 transactions) for $1,484,537.10 at AXT INC; stock down -32.2% (30d), -40.4% from 52-week high.

Jesse Chen, a Director at AXT INC, executed 3 separate sales totaling 16,500 shares for $1,484,537.10 over three consecutive trading days (June 8–10, 2026) at blended average price $89.97, reducing his holdings by 17.4% from 94,947 to 78,447 shares. The stock has since fallen -32.2% over 30 days and trades -40.4% below its 52-week high of $143.16, now at $85.29. Contextually, the company reported revenue of $26,924,000.00 (latest quarter) with net income of $-1,620,000.00 and annual revenue decline of -11.1%, reflecting operational headwinds; his prior two sales at this ticker (March 10–11, 2026) both preceded price rallies, with 90-day returns of +129.7% and +124.9% respectively, suggesting a pattern of selling before recoveries rather than avoiding declines.

Jesse Chen (Director) sold 10,133 shares of AXTI in 2 transactions for $1,109,513.88 at prices $111.36 and $108.28

Jesse Chen executed 2 separate sales totaling 10,133 shares for $1,109,513.88 on 2026-06-03 and 2026-06-04, reducing his holdings by 9.6% from 105,080 shares to 94,947 shares. The sales occurred at prices well above the current price of $89.04 and near the 52-week high of $143.16, when the stock was down 15.1% over the prior 30 days. At AXTI specifically, Chen's 2 prior sales on 2026-03-11 and 2026-03-10 achieved 90-day returns of +124.9% and +129.7%, respectively—meaning the stock rose substantially after each prior sale. The company remains unprofitable with net income of $-1,620,000.00 and is in revenue decline (down 11.1% annually), creating a backdrop where a director's discretionary sale warrant investor attention to whether circumstances have shifted materially since those prior gains materialized.

CEO Morris S Young sold 197,498 shares for $22,312,925.65 across 2 trades (2026-06-01/02) at $112.39–$113.33; retains 2,149,533 shares plus 945,898 derivative holdings.

Morris S Young, CEO of AXT INC (AXTI), executed 2 separate sales totaling 197,498 shares for $22,312,925.65 on June 1–2, 2026, at prices of $112.39 and $113.33—significantly above the current price of $106.70 and well above the 52-week low of $1.45. His non-derivative holdings decreased from 2,347,031 shares to 2,149,533 shares, a reduction of 8.4%. The transaction occurred while the company faces fundamental headwinds: it reported negative net income of $-1,620,000.00 in its latest quarter, annual revenue declined 11.1% year-over-year, and it was unprofitable over its most recent full fiscal year. His prior 5 sales at AXTI (March 2026) each showed positive 90-day returns, with a 0.00% well-timed rate at the 90-day mark. The CEO retains 945,898 derivative shares (stock option holdings), indicating continued equity exposure beyond his non-derivative position.

CFO Fischer sells 89,032 shares (89.0K) for $4,505,145.30 ($4.5M) across 2 transactions; company unprofitable, stock up 272.2% in 90 days

Gary L. Fischer, AXT's CFO, executed 2 separate sales totaling 89,032 shares for $4,505,145.30, reducing holdings by 31.8% from 280,310 to 191,278 shares. The timing follows exceptional recent price momentum: AXT gained 272.2% over 90 days and 99.6% over 30 days, with the blended sale price of $50.60 at or near the 52-week high of $48.86. However, Fischer's prior sales at this ticker show a pattern: his last 3 measurable sales (Nov 2025) each generated positive 90-day returns of +46.1%, +25.8%, and +49.6% respectively, meaning the stock rallied after each sale, indicating sub-optimal timing on those prior exits. His cross-ticker timing shows a 0.00% well-timed rate, suggesting his sells have not historically preceded declines. Against this backdrop, the company remains unprofitable (annual net income negative, latest quarter: $-1.9M), yet revenue grew 31.1% annually, creating a mixed fundamental picture that contextualizes the liquidation of a significant position by the CFO.

AXTI CEO Morris S sells 37,905 shares at $51.13; stock now $48.39 after 30-day +99.6% rally.

CEO Young Morris S executed a sale of 37,905 shares at $51.13 on 2026-03-13, reducing holdings to 2,275,328 shares (-1.6%). The sale occurred near the 52-week high of $48.86 and follows an extraordinary 30-day rally of +99.6% and 90-day surge of +272.2%. This is the CEO's fourth sale in four trading days (prior sales on 2026-03-10, 2026-03-09, 2026-03-06, and 2026-03-02), suggesting systematic liquidation during an extended price appreciation. Company fundamentals show revenue of $27,955,000.00 and net income of $-1,906,000.00—unprofitable on a full-year basis despite 31.1% annual revenue growth. Across the insider's prior trades at this ticker, one measurable outcome (2025-11-03 sale) showed a 90-day return of +114.4%, meaning the stock rose substantially after that prior sale, so the insider did not time that sale favorably.

CEO Morris S sold 30,832 shares of AXTI at $45.60; stock up +91.9% in 30 days, +215.5% in 90 days; company unprofitable

YOUNG MORRIS S, as CEO, sold 30,832 shares at $45.60 on 2026-03-10, reducing his holdings from 2,344,065 to 2,313,233 shares (a 1.3% reduction). The stock has appreciated sharply, rising +91.9% over the prior 30 days and +215.5% over 90 days, currently trading at $46.73, only 1.3% below its 52-week high of $47.36. However, the company remains unprofitable with net income of $-1,906,000.00 on recent quarterly revenue of $27,955,000.00, despite strong annual revenue growth of +31.1%. Across his 5 prior trades at AXTI, Morris has executed 3 other sales in the past week (2026-03-09, 2026-03-06, and 2026-03-02), establishing a pattern of regular dispositions during this period of steep price appreciation. His cross-ticker track record shows prior sells were poorly timed, with an average 90-day return of +114.4% and a 0.00% well-timed rate, indicating historical sales have preceded further gains rather than declines. This sale occurs in a context of significant momentum and negative underlying profitability, warranting examination of whether repeated recent dispositions reflect interim portfolio management or shifts in conviction.

AXT Inc director Jesse Chen sold 29,000 shares for $1,353,046.60 across two transactions, reducing stake by 19.0% amid 91.9% 30-day surge.

Jesse Chen, a director at AXT Inc, executed two separate sales totaling 29,000 shares on 2026-03-10 and 2026-03-11 at blended average price of $46.66, raising $1,353,046.60. The sales reduced his holdings from 152,612 shares to 123,612 shares, a 19.0% reduction. This substantial liquidation occurs against a backdrop of extraordinary recent momentum: the stock has surged 91.9% over 30 days and 215.5% over 90 days, trading at $46.73 (just 1.3% below its 52-week high of $47.36). While the company demonstrates strong revenue growth of 31.1% year-over-year, it remains unprofitable with net income of $-1,906,000.00 on quarterly revenue of $27,955,000.00. The timing of this director-level liquidation during a period of extreme positive price momentum, combined with ongoing operational losses, represents a material shift in insider positioning and merits investor attention to whether insider confidence in the valuation or near-term trajectory has changed.

CEO Morris Young sold 134,193 shares ($4.9M) in 2 transactions over 4 days as AXTI stock surges +84.1% in 30 days

Morris Young, the CEO, executed two separate sales totaling 134,193 shares for $4,925,719.03 on 2026-03-06 and 2026-03-09, reducing his holdings by 5.4% at an average price of $36.71. The stock has appreciated sharply since these transactions—currently trading at $44.30, up 84.1% over 30 days and +185.6% over 90 days from $1.16–$46.32 range. Young's cross-ticker track record shows 3 prior sells with an average 90-day return of +114.4% but a 0.00% well-timed rate, indicating these prior sales occurred before the stock continued rising (poorly timed sells). His same-ticker history at AXTI shows 1 of 2 prior measurable sales was well-timed (2025-11-03 sale had +114.4% subsequent 90-day return). Against a backdrop of strong revenue growth (+31.1% annual) but current unprofitability ($-1.9M net income in latest quarter), the CEO's concentrated multi-day liquidation during a steep rally—against his prior pattern of sells that missed subsequent gains—warrants investor scrutiny of whether timing reflects external insight into near-term pressure or market-driven execution.

Director CHANG DAVID C sells 40,000 shares (40.0K shares) for $1,539,114.00 in two transactions at AXT.

Director CHANG DAVID C executed 2 separate sales totaling 40,000 shares for $1,539,114.00 across March 4–5, 2026, reducing his holdings by 30.1% to 92,744 shares. The sales occurred at prices ($38.53 and $38.42) very close to the current market price of $38.80, indicating execution near current market levels rather than during a windfall. The timing coincides with exceptional price momentum: the stock has gained 96.6% over the past 30 days and 235.1% over 90 days, and now trades 16.2% below its 52-week high of $46.32. Contextually, AXT posted strong annual revenue growth of 31.1% but remains unprofitable (negative full-year net income), raising questions about whether the sharp recovery in valuation is sustainable given the company's current profitability profile.