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Compare AXT Inc (AXTI) vs TeraWulf Inc (WULF) Price & Performance

TeraWulf IncTrade

Price performance (Past 24H)

Key statistics

AXT Inc vs TeraWulf Inc — how do they compare? AXT Inc trades at $77.34 (market cap $4.83B), while TeraWulf Inc trades at $17.2 (market cap $8.35B). The key difference: TeraWulf Inc is the larger of the two by market cap. Which is the better fit depends on your goals.

AXTIWULF
Market Cap
$4.83B$8.35B
Sector
TechnologyTechnology
52-Week High
$140.83$28.98
52-Week Low
$2.05$5.24
Enterprise Value
$4.50B$10.97B

Aura AI Summary

Signals from Pluang's Aura AI — not financial advice

AXT Inc

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.

TeraWulf Inc

WULF trades at $17.19, up 6.11% today amid a broader neocloud sector rally. The stock shows bearish technical signals with negative earnings trends, posting significant losses in recent quarters. Despite strong analyst consensus (14 buy ratings, 0 hold/sell), fundamental metrics reveal challenges with a P/S of 43.81, P/B of 56.71, and deeply negative profit margins. Recent news highlights the company's pivot to high-performance computing with a major Anthropic deal and 102 MW of operational capacity.

The outlook remains speculative with high execution risks and substantial capital requirements. While analyst price targets average $38.00 (121% upside potential), investors face volatility from ongoing losses, construction cost pressures, and regulatory exposure to New York's data-center moratorium. The stock's performance will depend on successful HPC expansion and profitability improvements.

Returns comparison

Trailing returns across standard periods

Top news

Latest headlines on both assets

About AXT Inc

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

About TeraWulf Inc

TeraWulf develops, owns, and operates fully integrated digital infrastructure powered by predominantly zero-carbon energy. It utilizes a hybrid business model that combines industrial-scale Bitcoin mining with high-performance computing (HPC) and AI hosting, leveraging sustainable power sources like nuclear and hydroelectric to deliver low-cost, energy-efficient data center solutions.

Read more on WULF