POET TECHNOLOGIES INC.
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No SEC Form 4 filings for $POET in the last 30 days.
See all $POET insider activity →Lumentum Holdings' stock rose 8% premarket after reporting strong Q4 results, with revenue doubling to $1.01B and EPS at $3.23. Coherent, Applied Optoelectronics, and POET also saw gains. Lumentum's guidance exceeded expectations. Coherent's earnings are due next. All four companies are key photonics suppliers for AI infrastructure.
POET Technologies (POET) shares rose 7% after its CFO disclosed a strong order roadmap for photonics components, including a new order from Marvell. The company expects orders to exceed $5 million this year, up from a previous $5 million order. Retail trader sentiment on Stocktwits turned 'extremely bullish,' with shares up 40% in two days and 62% year-to-date.
POET, a small AI company, is preparing for the data center boom. Analysts project a bull scenario of $20.32, but note risks including a $321M deficit and past earnings misses. Comparisons are made to Lumentum (LITE) and Applied Optoelectronics (AAOI). POET has a $1.3B market cap and $796M in liquidity, with a price target of $17.74.
Over the past 7 days, alphai's AI scored 3 news stories mentioning POET (POET TECHNOLOGIES INC.). Coverage has skewed bullish: 2 bullish, 1 neutral, and 0 bearish.
Recent POET coverage spans earnings, financial news and market movers.
Small but positive reaction to sector momentum.
Positive catalyst likely to sustain the recent 7% rally and could attract further buying pressure.
POET may trade toward the $17.74 target if revenue trends hold, but downside risk from further earnings misses and warrant dilution.
Order validates POET's optical interposer tech and may attract further contracts.
The large capital raise dilutes existing shareholders and the CFO departure adds execution risk, likely pressuring the stock lower in the short term.
alphai scores every news story that mentions POET with an AI model for sentiment and relevance, and aggregates insider trades from POET TECHNOLOGIES INC.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Lumentum Holdings' stock rose 8% premarket after reporting strong Q4 results, with revenue doubling to $1.01B and EPS at $3.23. Coherent, Applied Optoelectronics, and POET also saw gains. Lumentum's guidance exceeded expectations. Coherent's earnings are due next. All four companies are key photonics suppliers for AI infrastructure.
2 min readPOET Technologies (POET) shares rose 7% after its CFO disclosed a strong order roadmap for photonics components, including a new order from Marvell. The company expects orders to exceed $5 million this year, up from a previous $5 million order. Retail trader sentiment on Stocktwits turned 'extremely bullish,' with shares up 40% in two days and 62% year-to-date.
2 min readPOET, a small AI company, is preparing for the data center boom. Analysts project a bull scenario of $20.32, but note risks including a $321M deficit and past earnings misses. Comparisons are made to Lumentum (LITE) and Applied Optoelectronics (AAOI). POET has a $1.3B market cap and $796M in liquidity, with a price target of $17.74.
2 min readIntel (INTC), AMD (AMD), and POET Technologies (POET) reached 52-week highs, driven by AI infrastructure demand. Intel reported Q1 revenue of $13.6B, up 7% YoY, and raised Q2 outlook. AMD gained on strong data center demand and a price target increase to $375. POET surged after confirming a commercial order with Marvell.
3 min readPOET Technologies (POET) announced a $400M capital raise via a securities offering at $21 per share, with warrants exercisable at $26.15. The funds will support expansion, R&D, and acquisitions. CFO Thomas Mika plans to retire this year. Shares fell over 15% after the news. Q1 revenue beat estimates at $503K, but loss per share was wider than expected at $0.08.
2 min readU.S. stock futures rose early Wednesday ahead of Nvidia's earnings report and Fed minutes release. Nvidia (NVDA) announced a Google Cloud partnership. Tesla (TSLA) saw retail speculation over a potential SpaceX merger. ImmunityBio (IBRX) and Sellas Lifesciences (SLS) rose on positive news. Nio (NIO) and Boeing (BA) faced mixed sentiment. Investors also await earnings from Target (TGT) and others.
3 min readPOET Technologies (NASDAQ: POET) faces financial challenges, including a $321M deficit and high valuation, but bulls highlight shrinking revenue misses and expansion plans. Comparisons with Credo (NASDAQ: CRDO) and Applied Optoelectronics (NASDAQ: AAOI) frame POET's ambitious growth targets. The stock has a $21.14 price target, contingent on execution in optical computing and AI spending.
1 min readPOET Technologies said it raised $830 million in equity this year and has $661 million in potential warrant exercises pending. The company faces overhangs including PFIC-status litigation, Celestial AI cancellation, and a 2024 audit material weakness in internal controls. A $21.14 target is tied to a 2027 revenue ramp and Lumilens/800G volume execution versus peers Lumentum and Coherent.
6 min readPOET Technologies (NASDAQ:POET) rose as it reported a Q2 loss of 7 cents per share, narrower than the 8-cent estimate, and revenue of about $0.57M versus a $0.50M estimate. Revenue grew for a sixth straight quarter. POET ended with $796.3M cash after a $400M financing and a registered direct offering at $21 per unit.
4 min readPOET TECHNOLOGIES INC. (POET) furnished an SEC Form 6-K — earnings release. EXHIBIT 99.1 POET Technologies Reports Second Quarter 2026 Results: Revenue Up 112% Year-Over-Year in Sixth Consecutive Quarter of Sequential Growth Net loss narrows to ($0.07) per share; quarter-end cash and short-term investments of $796.3 million TORONTO, Aug. 13, 2026 (GLOBE
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