AXT Inc vs Fidelity National Information Servcs Inc — how do they compare? AXT Inc trades at $77.31 (market cap $4.83B), while Fidelity National Information Servcs Inc trades at $42.9 (market cap $22.05B). The key difference: Fidelity National Information Servcs Inc is far larger — about 4.6× AXT Inc's market cap, and Fidelity National Information Servcs Inc pays a 4.12% dividend while AXT Inc pays none. Which is the better fit depends on your goals.
| AXTI | FIS | |
|---|---|---|
Market Cap | $4.83B | $22.05B |
Sector | Technology | Technology |
52-Week High | $140.83 | $72.77 |
52-Week Low | $2.05 | $37.72 |
Enterprise Value | $4.50B | $42.56B |
Dividend Yield | — | 4.12% |
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.
FIS trades at $42.10, down 0.96% with bearish technical signals. The company shows improving fundamentals with Q2 2026 earnings beat and 5.3% revenue growth, though it lowered full-year guidance. Valuation appears attractive with P/E of 6.57 and P/S of 1.82. Recent expansion into APAC markets and treasury software recognition provide growth catalysts. Cash flow improved significantly from 2025's negative $1.35B to projected positive $188M for 2026.
FIS presents a mixed outlook with strong banking solutions growth offset by capital markets weakness. The 19% upside to consensus price target of $50.18 offers potential, but execution risks remain given the guidance reduction. Investors should weigh the attractive valuation against operational challenges in achieving sustained profitability improvement.
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 →Fidelity National Information Services' legacy operations provide core and payment processing services to banks, but its business has expanded over time. By acquiring Sungard in 2015, the company now provides record-keeping and other services to investment firms. With the acquisition of Worldpay in 2019, FIS now provides payment processing services for merchants and holds leading positions in the United States and United Kingdom. About a fourth of revenue is generated outside North America.
Read more on FIS →