AXTI AXT INC

NEUTRAL Impact: 2/10 8-K
Horizon days Filed May 15, 2026 Processed 1mo ago SEC 0001213900-26-057122
8-K context-dependent: Items 8.01
Latest settled — T+5d ⚠ clustered
AXTI ▲ +13.77% at T+5d
NEUTRAL call ✓ call won +13.77% · α vs SPY +12.81% · entry $123.78 → $140.83
Next anchor: T+20d in 3h
Last close $97.18 (close Jun 12) · -21.49% from $123.78 entry
Entry anchored
May 15, 2026
via day open
T+1d
-14.46%
call -14.46% · α -14.40%
$105.88
settled 28d ago
T+5d
+13.77%
call +13.77% · α +12.81%
$140.83
settled 24d ago
T+20d
call — · α —
in 3h
T+60d
call — · α —
in 8w

Price Chart

Loading chart...

Executive Summary

AXT's 2026 Annual Meeting of Stockholders was convened and immediately adjourned on May 14, 2026 due to lack of quorum, with only ~48% of shares represented by proxy. The meeting is rescheduled for June 4, 2026, and the company has engaged a proxy solicitor to secure sufficient votes. This is a routine procedural event with no material financial impact.

Actionable Insight

Monitor the June 4 reconvened meeting for quorum achievement and voting results. The low proxy turnout (~48%) suggests potential retail apathy or institutional disengagement — if quorum fails again, the company may need to further delay or seek court intervention, but this is a low-probability tail risk.

Key Facts

  • Annual Meeting held May 14, 2026 lacked quorum and was adjourned
  • Only ~48% of outstanding shares were represented by proxy at adjournment
  • Meeting reconvened June 4, 2026 at 11:00 a.m. Pacific Time
  • Company engaged Alliance Advisors as proxy solicitor to obtain quorum
  • No changes to proposals from the March 31, 2026 proxy statement
  • Record date remains March 20, 2026

Financial Impact

No financial impact — procedural adjournment only

Risk Factors

  • Failure to achieve quorum at June 4 meeting could require further adjournment or legal remedies
  • Low turnout may signal shareholder dissatisfaction or lack of engagement with proposals

Market Snapshot

Exchange
Nasdaq
Sector
Semiconductors & Related Devices
Analyst Consensus
82% bullish (11 analysts)

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001213900-26-057122
Document: ea029093701ex99-1.htm0001213900-26-057122
Document: 0001213900-26-057122-index-headers.html0001213900-26-057122
Document: 0001213900-26-057122-index.html0001213900-26-057122
Document: 0001213900-26-057122.txt0001213900-26-057122
17 reports for AXTI
Performance horizon
90% Hit rate 9 of 10 directional calls best @ T+5▲ +16.75%Mar 2, 2026
Filters
Rows
Reports for AXTI — sortable, filterable
Type Now
Jun 10, 2026
4d ago
Insider Cluster
BEARISH ★ 6/10
$85.35 awaiting T+1awaiting T+1$97.18 (−13.86%)
Jun 9, 2026
5d ago
8-K
NEUTRAL ★ 3/10
$79.70 awaiting T+1awaiting T+1$97.18 (+21.93%)
Jun 5, 2026
9d ago
Insider Cluster
BEARISH ★ 5/10
$84.50 awaiting T+1awaiting T+1$97.18 (−15.01%)
Jun 3, 2026
11d ago
Insider Cluster
BEARISH ★ 5/10
$105.99 $89.04▲ +15.99%▲ +13.42%$97.18 (+8.31%)
May 18, 2026
27d ago
DEFA14A
NEUTRAL ★ 2/10
$112.88 $104.61▼ −7.33%▼ −8.37%$97.18 (−13.91%)
May 15, 2026
4w ago
DEFA14A
NEUTRAL ★ 3/10
$123.78 $105.88▼ −14.46%▼ −14.40%$97.18 (−21.49%)
May 15, 2026
4w ago
8-K
NEUTRAL ★ 2/10
$123.78 $105.88▼ −14.46%▼ −14.40%$97.18 (−21.49%)
Apr 21, 2026
7w ago
424B5
BEARISH ★ 8/10
$86.94 $75.27▲ +13.42%▲ +13.03%$97.18 (−11.78%)
Apr 21, 2026
7w ago
8-K
BEARISH ★ 5/10
$74.97 $86.94▼ −15.97%▼ −14.95%$97.18 (−29.63%)
Apr 20, 2026
7w ago
8-K
BEARISH ★ 8/10
$74.97 $86.94▼ −15.97%▼ −14.95%$97.18 (−29.63%)
Showing 10 of 17

US Market Status

Market Closed — Opens in 4h 22m

Subscribe to SecBot

Get Real-Time SEC Filing Intelligence

Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.

Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access