POET TECHNOLOGIES INC.
POET Technologies designs and develops photonic integrated packaging solutions using its POET Optical Interposer platform, which integrates electronic and photonic devices on a single chip. Its products serve makers of optical transceiver modules for data centers and include optical engines for data transmission, as well as external light source products. Listed products include 100G, 200G, 400G/800G and 1.6T optical engines, and LightBar C-Band and O-Band external light sources. The company also develops assembly and testing methods and works with customers to incorporate optical engine designs into modules. POET Technologies makes money from sales of its photonic products and may license its technology. It uses contract manufacturers in Malaysia for optical engine assembly and testing. The company is headquartered in Toronto, Ontario, Canada.
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See all $POET insider activity →POET Technologies Inc. (POET) appointed Giovanni Pacelli as CFO, effective November 2, replacing Thomas Mika. Pacelli, from Silicon Laboratories Inc., received 384,615 restricted share units. POET shares rose 4.23% to $5.42 in premarket trading. Q3 2026 results are due November 16.
POET Technologies (POET) develops silicon optical interposers, with management predicting growth in 2026. The stock is up 3.63% YTD but down 18% over the past month. Analysts expect revenue to rise from $4.67M in 2026 to $138.4M in 2027, with a consensus price target of $14.75. Key drivers include Lumilens orders, volume production, and AI optics demand. POET trades at 8x 2027 revenue estimates, with a cash pile supporting valuation.
Jim Cramer stated he won't recommend POET Technologies (POET) due to its money-losing status. POET reported Q2 revenue of $569,925, up 112% YoY, but a net loss of $11.3M. The company has $796.3M in cash and a potential $500M supplier deal. POET's valuation is high with a P/S ratio above 800x.
Over the past 7 days, AlphAI's AI scored 2 news stories mentioning POET (POET TECHNOLOGIES INC.). Coverage has been balanced: 0 bullish, 2 neutral, and 0 bearish.
Recent POET coverage spans financial news, earnings and market movers.
The CFO appointment may be viewed as a positive leadership change, supporting modest price upside.
The article frames a potential revenue inflection for POET tied to Lumilens ramp and 800G/1.6T production, which could re-rate the stock if orders scale.
Strong revenue growth but continued losses and high valuation suggest mixed outlook.
Short‑term rally from renewed AI‑related demand expectations.
Potential upside may attract speculative buying, but high dilution and execution risk limit conviction.
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.
POET Technologies Inc. (POET) appointed Giovanni Pacelli as CFO, effective November 2, replacing Thomas Mika. Pacelli, from Silicon Laboratories Inc., received 384,615 restricted share units. POET shares rose 4.23% to $5.42 in premarket trading. Q3 2026 results are due November 16.
2 min readPOET Technologies (POET) develops silicon optical interposers, with management predicting growth in 2026. The stock is up 3.63% YTD but down 18% over the past month. Analysts expect revenue to rise from $4.67M in 2026 to $138.4M in 2027, with a consensus price target of $14.75. Key drivers include Lumilens orders, volume production, and AI optics demand. POET trades at 8x 2027 revenue estimates, with a cash pile supporting valuation.
7 min readJim Cramer stated he won't recommend POET Technologies (POET) due to its money-losing status. POET reported Q2 revenue of $569,925, up 112% YoY, but a net loss of $11.3M. The company has $796.3M in cash and a potential $500M supplier deal. POET's valuation is high with a P/S ratio above 800x.
2 min readPhotonics 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.
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