AXT Inc vs Huntington Ingalls Industries Inc — how do they compare? AXT Inc trades at $78.57 (market cap $4.83B), while Huntington Ingalls Industries Inc trades at $327.59 (market cap $12.92B). The key difference: Huntington Ingalls Industries Inc is far larger — about 2.7× AXT Inc's market cap, and Huntington Ingalls Industries Inc pays a 1.68% dividend while AXT Inc pays none. Which is the better fit depends on your goals.
| AXTI | HII | |
|---|---|---|
Market Cap | $4.83B | $12.92B |
Sector | Technology | Technology |
52-Week High | $140.83 | $453.73 |
52-Week Low | $2.05 | $265.40 |
Enterprise Value | $4.50B | $15.84B |
Dividend Yield | — | 1.68% |
Signals from Pluang's Aura AI — not financial advice
AXTI trades at $79.75, up 8.05% on the day, reflecting strong momentum following Q2 2026 earnings that beat estimates with EPS of $0.19 versus $0.07 expected. The stock is in a bullish technical trend, with support near $72 and resistance at $79. Revenue surged to $126 million in 2026, driving a net profit of $4 million and margin expansion to 3.23%, supported by record indium phosphide demand for AI data centers.
Outlook is positive given AI-driven demand and capacity expansion, but high valuation ratios (P/S 30.53) and negative operating cash flow pose risks. Analyst consensus is bullish with a $72.50 price target, though the current price exceeds it, suggesting near-term consolidation may occur.
HII trades at $328.43, down 0.72% today, with a bullish technical signal supported by moving averages. The company reported strong Q2 2026 results, beating EPS estimates with $5.27 versus $3.79 expected, and revenue growth of 10.9%. Recent news includes a $2.2 billion contract award for surveillance and intelligence capabilities, enhancing its defense portfolio. Valuation ratios show a P/E of 19.53 and P/S of 0.98, indicating reasonable pricing relative to earnings and sales.
Outlook is positive due to contract wins and operational improvements, but risks include political headwinds and execution challenges. Analyst consensus price target is $359.67, suggesting 9.5% upside. Investment opportunity lies in margin expansion from submarine contracts, while monitoring defense budget volatility is key.
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 →Huntington Ingalls is the largest military shipbuilder in the U.S. and a provider of professional services to government and industry partners, specializing in nuclear-powered submarines and aircraft carriers.
Read more on HII →