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Insider Cluster (2 insiders) ·Filed Aug 19, 2026

AXTI

AXT INC
NEUTRAL
Impact 2/10
Horizondays Processed2mo ago
Insider cluster: 2 insiders, $825K total
Actionable Insight • Neutral

This cluster is too small to warrant a bearish read-through. Monitor for any C-suite selling or larger-volume director sales (>0.5% of market cap) before adjusting stance. The stock's strong institutional support (82% analyst bullish, top holders BlackRock/Vanguard) and recent 30-day insider activity (only $561K in sells) suggest no material negative signal here.

DirectionNeutral
Confidencemedium
Horizondays
Latest settled — T+20d
AXTI ▼ -4.27% at T+20d
NEUTRAL call -4.27% · α vs SPY -4.27% · entry $73.15 → $70.03
Next anchor: T+60d in 17d
Latest observation: T+45 +50.22% FF3 residual α
Entry = T+0 close
Aug 19, 2026
via day close
T+1d
-3.29%
call -3.29% · α -3.70%
$70.74
settled 2mo ago
T+5d
-8.52%
call -8.52% · α -9.63%
$66.92
settled 2mo ago
T+20d
-4.27%
call -4.27% · α -4.27%
$70.03
settled 6w ago
T+60d
Pending
in 17d

Price Chart

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Executive Summary

Two directors at AXT sold a combined $825K in shares on June 10, 2026, with Jesse Chen accounting for the bulk ($781K) and Leonard LeBlanc selling $45K. The cluster is small relative to AXT's $5.4B market cap (0.015%), and both sales are likely liquidity-driven or part of routine portfolio management, not a bearish signal.

Key Financial Metrics

Direction
selling
Total Value
$825.0K
Insiders
2

Key Facts

  • Two directors sold a total of $825K in AXTI shares on June 10, 2026.
  • Jesse Chen sold 9,000 shares at $86.73 ($781K); Leonard LeBlanc sold 500 shares at $89.59 ($45K).
  • Total sales represent ~0.015% of AXT's $5.4B market cap — trivial.
  • No C-suite executives participated; both sellers are directors.
  • No other insider trades in the 7-day window besides these two sales.

Financial Impact

Total insider sales of $825K, representing 0.015% of market cap — immaterial.

insider ownership

Market Snapshot

Exchange
Nasdaq
Sector
Semiconductors & Related Devices
Analyst Consensus
82% bullish (11 analysts)

Investment Themes

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-AXTI-1787176882071
25 reports for AXTI
Performance horizon
64% Hit rate @ T+5 9 of 14 directional calls Went positive at some point 13 of 14 best @ T+60▲ +47.25%Apr 21, 2026
Filters
Rows
Reports for AXTI — sortable, filterable
TypeNow
Oct 5, 2026
21d ago
SC 13G/A
NEUTRAL ★ 3/10
$86.66 $61.98▼ −28.48%▼ −28.90%$56.27 (−35.07%)
Aug 21, 2026
9w ago
Institutional Cluster
BULLISH ★ 5/10
$70.74 $58.63▼ −17.12%▼ −17.59%$56.27 (−20.46%)
Aug 19, 2026
9w ago
Insider Cluster
NEUTRAL ★ 2/10
$73.15 $66.92▼ −8.52%▼ −9.63%$56.27 (−23.08%)
Jul 22, 2026
13w ago
8-K
NEUTRAL ★ 2/10
$52.93 $46.94▼ −11.32%▼ −11.79%$56.27 (+6.31%)
Jul 8, 2026
15w ago
8-K
MIXED ★ 6/10
$60.12 $57.57▼ −4.24%▼ −5.10%$56.27 (−6.40%)
Jul 2, 2026
16w ago
8-K
BULLISH ★ 6/10
$56.62 $62.55▲ +10.47%▲ +9.54%$56.27 (−0.62%)
Jun 22, 2026
18w ago
8-K
NEUTRAL ★ 2/10
$77.91 $71.46▼ −8.28%▼ −9.29%$56.27 (−27.78%)
Jun 17, 2026
18w ago
Insider Cluster
NEUTRAL ★ 2/10
$92.11 $70.14▼ −23.85%▼ −22.81%$56.27 (−38.91%)
Jun 10, 2026
19w ago
Insider Cluster
BEARISH ★ 6/10
$88.34 $92.11▼ −4.27%▼ −3.83%$56.27 (+36.30%)
Jun 9, 2026
19w ago
8-K
NEUTRAL ★ 3/10
$85.29 $93.04▲ +9.09%▲ +5.65%$56.27 (−34.03%)
Showing 10 of 25

US Market Status

Market Closed — Opens Tue (17h 8m)

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Report published Aug 19, 2026