8-K ·Filed Jul 22, 2026
Actionable Insight • Neutral
Routine board appointment with no material financial or operational implications. Monitor for any strategic shifts in China operations given Duh's background, but no immediate trading catalyst.
Final — all horizons settled through T+60d
AXTI ▲ +9.41% at T+60d
NEUTRAL call +9.41% · α vs SPY +4.86% · entry $52.93 → $57.91
T+1d
-10.77%
call -10.77% · α -10.87%
$47.23
settled 3mo ago
T+5d
-11.32%
call -11.32% · α -11.79%
$46.94
settled 3mo ago
T+20d
+38.20%
call +38.20% · α +34.89%
$73.15
settled 2mo ago
T+60d
+9.41%
call +9.41% · α +4.86%
$57.91
settled 13d ago
Price Chart
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Executive Summary
AXT expanded its board from 5 to 6 directors and appointed Jia-Bin Duh, a former Cisco China President and Microsoft China President, as an independent Class III director. The appointment adds deep Greater China operational expertise but is a routine governance change with no immediate financial impact.
Key Facts
- Board expanded from 5 to 6 directors on July 16, 2026
- Jia-Bin Duh appointed as Class III independent director, term expiring at 2028 annual meeting
- Duh will serve on audit, compensation, and nominating/corporate governance committees
- Compensation includes 2,500 initial RSUs and 667 prorated annual RSUs, both vesting May 14, 2027
- Duh brings 30+ years of senior leadership in Greater China, including President of Cisco China and Microsoft China
Financial Impact
Not specified
Market Snapshot
Exchange
Nasdaq
Sector
Semiconductors & Related Devices
Analyst Consensus
73% bullish (11 analysts)
Investment Themes
Documents Analyzed
This report is based on 10 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (AXTI) — Batch item 1 | 0001437749-26-024184 |
| Exhibit: ex_990254.htm | 0001437749-26-024184 |
| Document: 0001437749-26-024184-index-headers.html | 0001437749-26-024184 |
| Document: 0001437749-26-024184-index.html | 0001437749-26-024184 |
| Document: 0001437749-26-024184.txt | 0001437749-26-024184 |
| 8-K Filing (AXTI) — Batch item 6 | 0001437749-26-024184 |
| Exhibit: ex_990254.htm | 0001437749-26-024184 |
| Document: 0001437749-26-024184-index-headers.html | 0001437749-26-024184 |
| Document: 0001437749-26-024184-index.html | 0001437749-26-024184 |
| Document: 0001437749-26-024184.txt | 0001437749-26-024184 |
25 reports for AXTI
64% Hit rate @ T+5 Went positive at some point 13 of 14 best @ T+60▲ +47.25%
Filters
Rows
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 5, 2026 22d ago | SC 13G/A | $86.66 $61.98 | ▼ −28.48% | ▼ −28.90% | $58.23 (−32.81%) |
Aug 21, 2026 9w ago | Institutional Cluster | $70.74 $58.63 | ▼ −17.12% | ▼ −17.59% | $58.23 (−17.68%) |
Aug 19, 2026 9w ago | Insider Cluster | $73.15 $66.92 | ▼ −8.52% | ▼ −9.63% | $58.23 (−20.40%) |
Jul 22, 2026 13w ago | 8-K | $52.93 $46.94 | ▼ −11.32% | ▼ −11.79% | $58.23 (+10.01%) |
Jul 8, 2026 15w ago | 8-K | $60.12 $57.57 | ▼ −4.24% | ▼ −5.10% | $58.23 (−3.14%) |
Jul 2, 2026 16w ago | 8-K | $56.62 $62.55 | ▲ +10.47% | ▲ +9.54% | $58.23 (+2.84%) |
Jun 22, 2026 18w ago | 8-K | $77.91 $71.46 | ▼ −8.28% | ▼ −9.29% | $58.23 (−25.26%) |
Jun 17, 2026 18w ago | Insider Cluster | $92.11 $70.14 | ▼ −23.85% | ▼ −22.81% | $58.23 (−36.78%) |
Jun 10, 2026 19w ago | Insider Cluster | $88.34 $92.11 | ▼ −4.27% | ▼ −3.83% | $58.23 (+34.08%) |
Jun 9, 2026 20w ago | 8-K | $85.29 $93.04 | ▲ +9.09% | ▲ +5.65% | $58.23 (−31.73%) |
Showing 10 of 25
US Market Status
Market Closed — Opens Thu (11h 39m)
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