---
title: "AXT surges 10% during regular trading as Q2 revenue jumps 165% on AI demand"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/295000486.md"
description: "AXTI gains on 165% Q2 revenue beat, $87M Lumentum advance, Needham upgrade to Buy"
datetime: "2026-08-05T18:31:04.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/295000486.md)
  - [en](https://longbridge.com/en/news/295000486.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/295000486.md)
generator: "portal-rs"
---

# AXT surges 10% during regular trading as Q2 revenue jumps 165% on AI demand

AXT 公司 (AXTI.US) 盘中涨超 9%，现报 71.67 美元。

公司二季度营收达 4760 万美元，同比激增 165%，大幅超越市场预期的 3408 万美元；调整后每股收益 0.19 美元，远超预估的 0.07 美元。受益于 AI 数据中心对磷化铟材料的强劲需求，公司实现扭亏为盈，净利润达 1190 万美元，毛利率提升至 45%。

AXT 与 Lumentum 签订了长期磷化铟供应协议，获得 8700 万美元预付款，该款项将作为截至 2031 年的出货信用抵扣。公司订单积压已超过 1 亿美元，延伸至 2027 年。Needham 将 AXT 评级从"持有"上调至"买入"，目标价 90 美元。

光通信板块整体走强，COHR 涨近 3%，LITE 小幅上涨，MRVL 跌超 1%。

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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**