AXT Inc vs STMicroelectronics NV — how do they compare? AXT Inc trades at $77.5 (market cap $4.83B), while STMicroelectronics NV trades at $55.43 (market cap $49.31B). The key difference: STMicroelectronics NV is far larger — about 10.2× AXT Inc's market cap, and STMicroelectronics NV pays a 0.66% dividend while AXT Inc pays none. Which is the better fit depends on your goals.
| AXTI | STM | |
|---|---|---|
Market Cap | $4.83B | $49.31B |
Sector | Technology | Financials |
52-Week High | $140.83 | $79.91 |
52-Week Low | $2.05 | $21.20 |
Enterprise Value | $4.50B | $47.30B |
Dividend Yield | — | 0.66% |
Signals from Pluang's Aura AI — not financial advice
AXTI trades at $88.58, up 17.84% in 24 hours, reflecting strong momentum after Q2 2026 earnings beat. The stock is technically bullish with support at $82 and resistance at $92. Fundamentally, revenue grew to $126 million in 2026 with a net profit margin of 3.23%, though valuation ratios like P/E of 2,460.33 appear elevated. Recent news highlights surging indium phosphide demand driven by AI data centers.
Outlook is positive with analyst consensus at Buy (72.73%) and a $72.50 price target, but risks include high valuation, cash flow volatility, and dependence on AI-driven demand. The stock offers growth exposure to semiconductor substrates, yet investors should weigh profitability sustainability against rich multiples.
STM trades at $56.10, up 5.29% with a bullish technical signal despite recent earnings misses. The stock shows mixed fundamentals with a high P/E of 110 but improving revenue outlook to $13.1B for 2026. Recent news highlights AI data center growth potential targeting $2B by 2027, though Q3 2026 revenue guidance missed estimates causing volatility.
Analyst consensus remains positive with $74.63 price target (51.72% buy ratings), but execution risks in AI expansion and margin pressure from Power & Discrete segments warrant caution. The stock offers growth exposure to semiconductor recovery with balanced risk-reward near current levels.
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 →A merger between Italian firm SGS Microelettronica and the nonmilitary business of Thomson Semiconductors in France formed STMicroelectronics in 1987. STMicro is a leader in a variety of semiconductor products, including analog chips, discrete power semiconductors, microcontrollers, and sensors. STMicro is an especially prominent chip supplier into the industrial and automotive industries.
Read more on STM →