Axt (AXTI): filings, insider buys & geopolitical news
In the last 30 days, Geopolitics Alpha logged 1 item on Axt: 0 news stories, 1 SEC filing and 0 fund or insider trade reports. The latest filing was logged 28 Oct 2026: 8-K - AXT INC (0001051627) (Filer).
Government contracts
No federal prime contract obligations are matched to Axt in USAspending.gov for the last five years, and no Department of Defense contract announcements name it in the past year. See the largest government contractors.
AXTI share price, last 12 months
Close $51.48 on Oct 16, 2026, +749.4% since Oct 24, 2025 (range $6.06 to $140.83, daily closes).
Company facts
- Ticker
- AXTI (NasdaqGS)
- Sector
- Technology
- Industry (SEC SIC code)
- Semiconductors & Related Devices (3674)
Industry from the SEC Standard Industrial Classification code on the company's EDGAR filings.
What changed for Axt (AXTI)
In the last 30 days, Geopolitics Alpha logged 1 item on Axt: 0 news stories, 1 SEC filing and 0 fund or insider trade reports. The latest filing was logged 28 Oct 2026: 8-K - AXT INC (0001051627) (Filer).
- 0 news
- 1 SEC filings
- 0 fund / insider trades
Latest SEC filings
- 8-K - AXT INC (0001051627) (Filer) 28 Oct 2026
Latest fund & insider buys and sales
None on record yet.
Held by superinvestors
1 of the tracked billionaire portfolios reported AXTI in their latest 13F. 13F data is delayed up to 45 days after quarter end; not advice.
| Manager | % of portfolio | Value | Change | Quarter |
|---|---|---|---|---|
| Dan Davidowitz Polen Capital Management | 0.03% | $3.8M | Added 7% | Q2 2026 |
Latest geopolitical & market news
None on record yet.
Peers: Semiconductors & Related Devices
| Company | Ticker | Federal contracts, 12 months |
|---|---|---|
| Broadcom | AVGO | $79.0M |
| Micron Technology | MU | – |
| SK hynix | SKHY | – |
| Advanced Micro Devices | AMD | – |
| Intel | INTC | – |
| Applied Materials | AMAT | – |
| Texas Instruments | TXN | – |
| Arm Holdings | ARM | – |
| Marvell Technology | MRVL | – |
| Analog Devices | ADI | $0 |
Biggest government contractors in Technology: Leidos Holdings ($9.74B), CACI International ($4.22B), Science Applications International ($4.15B), GE Aerospace ($2.41B), Oracle ($2.15B), Palantir Technologies ($1.98B), International Business Machines ($1.13B), Parsons ($1.07B).
Congressional trades in AXTI
Trades in AXTI that members of Congress have publicly reported, newest filing first.
No congressional trades are stored for this view yet.
All congressional stock trades →
Geopolitical news for AXTI
Everything on AXTI, newest first
- SEC filing 8-K - AXT INC (0001051627) (Filer)
28 Oct 2026, 10:10 UTC
Frequently asked questions
Does Axt have government contracts?
No federal prime contract obligations are matched to Axt (AXTI) in USAspending.gov for the last five years. Subcontracts are not included.
Where does the contract data come from?
USAspending.gov (the official source of U.S. federal spending data) and the Department of Defense's daily contract announcements. Both are public domain and refreshed daily here.
What geopolitical news affects AXTI?
This page lists every Geopolitics Alpha note that names AXTI as exposed to an event, with the reason it is exposed.
Has Congress traded AXTI?
The table above lists trades in AXTI that members of Congress have publicly reported, with a link to each official filing.
Is this investment advice?
No. We show news, exposure and past price moves. Nothing here is a recommendation.