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DEFA14A ·Filed May 18, 2026

AXTI

AXT INC
NEUTRAL
Impact 2/10
Horizondays Processed5mo ago SEC0001213900-26-058419
Proxy solicitation materials
Actionable Insight • Neutral

This is a routine follow-up solicitation with no standalone trading signal. Monitor the June 4 meeting outcome for any director election or proposal results that could indicate shareholder sentiment shifts.

DirectionNeutral
Confidencehigh
Horizondays
Final — all horizons settled through T+60d
AXTI ▼ -31.39% at T+60d
NEUTRAL call -31.39% · α vs SPY -37.68% · entry $112.88 → $77.45
Entry = T+0 close
May 18, 2026
via day close
T+1d
-7.33%
call -7.33% · α -8.37%
$104.61
settled 5mo ago
T+5d
+8.97%
call +8.97% · α +6.73%
$123.01
settled 5mo ago
T+20d
-18.40%
call -18.40% · α -19.39%
$92.11
settled 4mo ago
T+60d
-31.39%
call -31.39% · α -37.68%
$77.45
settled 3mo ago

Price Chart

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Executive Summary

AXT Inc. filed DEFA14A definitive additional materials urging stockholders who have not yet voted to cast their ballots ahead of the adjourned 2026 Annual Meeting, now scheduled for June 4, 2026. The filing is a routine solicitation reminder with no material financial or strategic content.

Key Financial Metrics

Meeting
2026-06-04

Key Facts

  • Annual Meeting originally held May 14, 2026 was adjourned to June 4, 2026 to allow more time for voting
  • Company sent letter and proxy card to record-date stockholders (March 20, 2026) who had not yet voted
  • Filing supplements prior Definitive Proxy Statement (March 31, 2026) and earlier DEFA14A (May 15, 2026)
  • No dissident or activist solicitation materials included; filing is by the registrant (management)

Financial Impact

No financial figures disclosed; routine proxy solicitation update

Risk Factors

  • Low risk — no material financial or strategic content in this filing

Market Snapshot

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

Investment Themes

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
DEFA14A Filing (Primary)0001213900-26-058419
Document: 0001213900-26-058419-index-headers.html0001213900-26-058419
Document: 0001213900-26-058419-index.html0001213900-26-058419
Document: 0001213900-26-058419.txt0001213900-26-058419
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%$57.63 (−33.50%)
Aug 21, 2026
9w ago
Institutional Cluster
BULLISH ★ 5/10
$70.74 $58.63▼ −17.12%▼ −17.59%$57.63 (−18.53%)
Aug 19, 2026
9w ago
Insider Cluster
NEUTRAL ★ 2/10
$73.15 $66.92▼ −8.52%▼ −9.63%$57.63 (−21.22%)
Jul 22, 2026
13w ago
8-K
NEUTRAL ★ 2/10
$52.93 $46.94▼ −11.32%▼ −11.79%$57.63 (+8.88%)
Jul 8, 2026
15w ago
8-K
MIXED ★ 6/10
$60.12 $57.57▼ −4.24%▼ −5.10%$57.63 (−4.14%)
Jul 2, 2026
16w ago
8-K
BULLISH ★ 6/10
$56.62 $62.55▲ +10.47%▲ +9.54%$57.63 (+1.78%)
Jun 22, 2026
18w ago
8-K
NEUTRAL ★ 2/10
$77.91 $71.46▼ −8.28%▼ −9.29%$57.63 (−26.03%)
Jun 17, 2026
18w ago
Insider Cluster
NEUTRAL ★ 2/10
$92.11 $70.14▼ −23.85%▼ −22.81%$57.63 (−37.43%)
Jun 10, 2026
19w ago
Insider Cluster
BEARISH ★ 6/10
$88.34 $92.11▼ −4.27%▼ −3.83%$57.63 (+34.76%)
Jun 9, 2026
19w ago
8-K
NEUTRAL ★ 3/10
$85.29 $93.04▲ +9.09%▲ +5.65%$57.63 (−32.43%)
Showing 10 of 25

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Report published May 18, 2026