Head to Head

AXTI vs ESTC: which is the better buy in 2026?

On Alexandria's Compass, AXT, Inc. has the edge with a 90/100 score versus 84/100 for ESTC. Here is how they stack up, factor by factor.

AXT, Inc.

NASDAQ:AXTI

Edge
90/100 Compass
True NorthHold$4.2B

The InP demand wave AXT waited a decade for is finally here, but $82 already prices in flawless execution through 2027.

Full AXTI analysis

Elastic N.V.

NYSE:ESTC

84/100 Compass
True NorthAccumulate$9.9B

The vector database war has a real winner hiding in plain sight, trading at 15x forward earnings while the AI adjacent trades at 60x.

Full ESTC analysis

Factor by factor

FactorAXTIESTC
Revenue Growth9853
Profitability3877
Valuation3762
Momentum4874
Theme Purity7171
Moat5050
Catalysts7878
Market Position5050

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Frequently asked questions

Is AXTI or ESTC the better buy in 2026?

By Compass Score, AXT, Inc. (NASDAQ:AXTI) edges it at 90/100 versus 84/100 for ESTC. Both scores update weekly and reflect a contrarian, forward-looking read, not a recommendation.

How does Alexandria compare AXTI and ESTC?

Each company is scored 1-100 on eight factors: revenue growth, profitability, valuation, momentum, theme purity, moat, catalysts, and market position. The Compass Score is the composite, and the comparison below shows where each name wins factor by factor.

Compass Scores are proprietary editorial research from publicly available data, not investment advice or a recommendation regarding any security. Rankings update weekly.