AXT Inc vs Global Payments Inc — how do they compare? AXT Inc trades at $77.36 (market cap $4.83B), while Global Payments Inc trades at $88.53 (market cap $22.72B). The key difference: Global Payments Inc is far larger — about 4.7× AXT Inc's market cap, and Global Payments Inc pays a 1.16% dividend while AXT Inc pays none. Which is the better fit depends on your goals.
| AXTI | GPN | |
|---|---|---|
Market Cap | $4.83B | $22.72B |
Sector | Technology | Industrials |
52-Week High | $140.83 | $90.01 |
52-Week Low | $2.05 | $62.47 |
Enterprise Value | $4.50B | $40.87B |
Dividend Yield | — | 1.16% |
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.
Global Payments (GPN) trades at $88.65, up 2.93% today, with a bullish technical signal and consistent earnings beats. The stock shows strong profitability with a 63.91% gross margin but negative net income margin and ROE. Recent Q2 2026 EPS of $3.46 beat estimates, though revenue guidance was trimmed. Analyst consensus is a Buy with a $96.67 target.
GPN offers upside to analyst targets but faces risks from margin pressure and competitive fintech landscape. Debt-to-asset ratio rose to 41.57% in 2025, increasing financial leverage concerns. Investment appeal hinges on execution of the Genius platform strategy amid economic headwinds.
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 →Global Payments is a leading provider of payment processing and software solutions and focuses on serving small and midsize merchants. The company operates in 30 countries and generates about one fourth of its revenue from outside North America, primarily in Europe and Asia. In 2019, Global Payments merged with Total System Services in an all-stock deal that gave Total System Services shareholders 48% of the combined company's shares.
Read more on GPN →