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AXT still a good buy after its insane year?

J
Feb 15, 2026 · 04:25

They beat earnings last quarter and will have to see if they beat again this Feb 19 but I’m wondering if it’s still a good buy. It’s had an insane year going from like $1.13 to now $24. I know they have a huge role in AI and the chips it needs but is the pump over? The pe ratio does not look great but markets aren’t always rational and It seems AI sentiment has turned a bit of recent. I know I know it’s a bubble but who’s to say it’s at bursting point. Curious on folks opinions.