POET TECHNOLOGIES INC.
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See all $POET insider activity →Photonics stocks Coherent (COHR), POET Technologies (POET), Lumentum (LITE), and Applied Optoelectronics (AAOI) rose 1% to 1.7% after Alphabet reported a 100% YoY increase in Q2 2026 CapEx to $44.92B and raised its full-year forecast to $195B-$205B, signaling strong AI infrastructure demand. These companies supply optical components for data centers, benefiting from Alphabet's spending plans.
POET Technologies (POET) is highlighted for its potential in silicon photonics, with a $18.11 price target implying 111.8% upside. The company reported Q2 2026 revenue of $569,925, up 112.29% YoY, but missed estimates. POET has $796M in cash and a $500M potential deal with Lumilens. Risks include competition, dilution, and production delays. Comparisons are made to Coherent (COHR) and Credo (CRDO).
POET Technologies (POET) reported Q2 revenue of $569,925, up 112% YoY, with net loss narrowing to $11.3M. The company signed a $50M supply agreement with Lumilens and holds $796.3M in cash. However, cash burn accelerated with operating expenses rising to $12.2M. The stock fell 6.54% post-earnings.
Recent POET coverage spans market movers, financial news and earnings.
Short‑term rally from renewed AI‑related demand expectations.
Potential upside may attract speculative buying, but high dilution and execution risk limit conviction.
Earnings beat revenue growth but cash burn accelerated, leading to short‑term downside pressure.
Significant intraday rally driven by positive executive commentary and potential order flow.
Small but positive reaction to sector momentum.
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.
Photonics stocks Coherent (COHR), POET Technologies (POET), Lumentum (LITE), and Applied Optoelectronics (AAOI) rose 1% to 1.7% after Alphabet reported a 100% YoY increase in Q2 2026 CapEx to $44.92B and raised its full-year forecast to $195B-$205B, signaling strong AI infrastructure demand. These companies supply optical components for data centers, benefiting from Alphabet's spending plans.
2 min readPOET Technologies (POET) is highlighted for its potential in silicon photonics, with a $18.11 price target implying 111.8% upside. The company reported Q2 2026 revenue of $569,925, up 112.29% YoY, but missed estimates. POET has $796M in cash and a $500M potential deal with Lumilens. Risks include competition, dilution, and production delays. Comparisons are made to Coherent (COHR) and Credo (CRDO).
2 min readPOET Technologies (POET) reported Q2 revenue of $569,925, up 112% YoY, with net loss narrowing to $11.3M. The company signed a $50M supply agreement with Lumilens and holds $796.3M in cash. However, cash burn accelerated with operating expenses rising to $12.2M. The stock fell 6.54% post-earnings.
2 min readPoet Technologies (POET), Marvell Technology (MRVL), and Bloom Energy (BE) reached 52-week highs on Tuesday. POET surged 20% to $11.09, MRVL rose 2% to $154.95, and BE hit $234.35. POET's CFO dismissed PFIC allegations and confirmed orders from MRVL. MRVL's price target was raised to $170 by RBC. BE's target was raised to $251 by UBS and $229 by Citi.
2 min readLumentum 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.
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