Список проголосовавших за комментарий " <table class="BriefingDataTable" border="0" cellspacing="0" cellpadding="0"><tr> <td class="tickerColumn"> </td> <td class="articleColumn">AXT initiation details — Buy at Dougherty & Company; tgt $8 (6.65 +0.45)Dougherty & Company initiates AXTI with a Buy and price target of $8. AXT is a pure play specialty materials company benefiting from accelerating demand for its Indium Phosphide (InP) substrates. Firm believes InP is in the early stages of a multi-year growth cycle that has potential to drive significant upside to our estimates. Market adoption of silicon photonics for 100G data center connectivity, the continued global build out of fiber optical connections for gigabit passive optical networks (GPONs), and potentially 5G wireless and autonomous car applications all require InP. In addition, AXT's Gallium Arsenide (GaAs) substrates could see increased sales as 3D imaging applications are adopted on mobile devices. <strong>They believe AXT's rev and earnings are at an inflection point and believe growth can exceed 15% in the coming years. In addition, the company's focus on cost reduction and yield improvement should lead to margin expansion.</strong></td> </tr></table>"