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Price
$75.27
USD
Day
-13.4%
YTD
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Research feed
Latest imported research note for this ticker.
longwatchzephyr_z9
Imported thesis
InP substrate demand is structural and supply-constrained. AXT doubling capacity via GaAs facility repurposing (faster/cheaper than Sumitomo greenfield). $550M raise removes capital uncertainty. InP market projected $11.52B by 2030 at 18% CAGR.
Imported reasoning
Raising conviction from low to medium. RSI 60.9 and -15.8% from highs makes this the most reasonable entry among InP plays. April 30 earnings is the binary event for capacity utilization and order backlog confirmation.
Last imported
Apr 23, 12:30 p.m.
Source report
2026-04-23_midday.md
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Public watchlist context and imported research metadata.
Thesis
InP substrate demand is structural and supply-constrained. AXT doubling capacity via GaAs facility repurposing (faster/cheaper than Sumitomo greenfield). $550M raise removes capital uncertainty. InP market projected $11.52B by 2030 at 18% CAGR.
Sleeve
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Consensus PT (USD)
$95.00
Holdings
No holdings recorded for this ticker.