Head to Head

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

On Alexandria's Compass, AXT, Inc. has the edge with a 90/100 score versus 89/100 for MPWR. Here is how they stack up, factor by factor.

AXT, Inc.

NASDAQ:AXTI

Edge
90/100 Compass
True NorthHold$4.7B

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

Full AXTI analysis

Monolithic Power Systems, Inc.

NASDAQ:MPWR

89/100 Compass
True NorthHold$67.3B

Best-in-class power IC franchise riding the AI wave, but the price already assumes flawless execution through 2028.

Full MPWR analysis

Factor by factor

FactorAXTIMPWR
Revenue Growth9892
Profitability3869
Valuation3619
Momentum5161
Theme Purity7174
Moat5056
Catalysts7879
Market Position5055

Get head-to-heads like this, free

Join the Alexandria e-letter for Compass verdicts, earnings intelligence, and the contrarian calls the crowd misses. Twice a week, no noise.

Free forever. Unsubscribe anytime. We never share your email.

Frequently asked questions

Is AXTI or MPWR the better buy in 2026?

By Compass Score, AXT, Inc. (NASDAQ:AXTI) edges it at 90/100 versus 89/100 for MPWR. Both scores update weekly and reflect a contrarian, forward-looking read, not a recommendation.

How does Alexandria compare AXTI and MPWR?

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.