AXT Inc vs Firy Inc. — how do they compare? AXT Inc trades at $77.35 (market cap $4.83B), while Firy Inc. trades at $10.31 (market cap $159.51M). The key difference: AXT Inc is far larger — about 30.3× Firy Inc.'s market cap, and Firy Inc. is trading nearer its 52-week high, AXT Inc nearer its low. Which is the better fit depends on your goals.
| AXTI | FIRY | |
|---|---|---|
Market Cap | $4.83B | $159.51M |
Sector | Technology | Consumer Cyclical |
52-Week High | $140.83 | $12.45 |
52-Week Low | $2.05 | $2.28 |
Enterprise Value | $4.50B | $103.18M |
Signals from Pluang's Aura AI — not financial advice
AXTI trades at $78.47, up 6.31% on the day, with a bullish technical signal from moving averages and strong earnings beats in Q1 and Q2 2026. Revenue surged to $126 million in 2026 with a return to profitability, driven by record indium phosphide demand for AI data centers. The company secured a long-term supply agreement with Lumentum, accelerating capacity expansion.
Outlook is positive given AI-driven demand and analyst consensus, but high valuation ratios and operational cash flow deficits pose risks. The stock trades above the consensus price target of $72.50, suggesting near-term consolidation may occur before further gains.
FIRY (formerly Skillz Inc.) trades at $9.98, down 4.77% today, with a bullish technical signal from moving averages. The company shows persistent losses with a -67.38% net margin in 2025 despite an 87.75% gross margin, while revenue declined from $270M in 2022 to $104M in 2025. Recent developments include a legal victory securing $719M and a corporate rebranding to FIRY.
The outlook remains challenging due to sustained negative cash flows and profitability issues, though the legal win provides a potential catalyst. Analyst sentiment is mixed with 60% hold ratings. Key risks include execution on profitability and competitive pressures in mobile gaming.
Trailing returns across standard periods
Latest headlines on both assets
AXT develops and manufactures high-performance compound semiconductor wafer substrates. Its products, like indium phosphide and gallium arsenide, are essential for data centers, 5G, and consumer electronics.
Read more on AXTI →Firy Inc. operates a mobile gaming platform in the United States, Israel, China, Malta, Hong Kong, Cyprus, and other international markets. The company operates through two segments: Skillz and RZR. Its Skillz platform enables game developers to monetize their content by integrating real-money tournaments, virtual prizes, and social competition features directly into multiplayer games.
Read more on FIRY →