Head to Head

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

On Alexandria's Compass, AXT, Inc. has the edge with a 90/100 score versus 87/100 for VICR. 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

Vicor Corporation

NASDAQ:VICR

87/100 Compass
True NorthAccumulate$12.1B

The only company shipping 48V power delivery at AI datacenter scale, and Nvidia's roadmap just made them mandatory.

Full VICR analysis

Factor by factor

FactorAXTIVICR
Revenue Growth9894
Profitability3872
Valuation3624
Momentum5163
Theme Purity7177
Moat5053
Catalysts7884
Market Position5050

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 VICR the better buy in 2026?

By Compass Score, AXT, Inc. (NASDAQ:AXTI) edges it at 90/100 versus 87/100 for VICR. Both scores update weekly and reflect a contrarian, forward-looking read, not a recommendation.

How does Alexandria compare AXTI and VICR?

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.