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POET Technologies (NASDAQ:POET) Stock Rating Cut to Sell at Wall Street Zen
marketbeat.com
Wall Street Zen lowered POET Technologies from a "hold" rating to a "sell" rating in a report on Saturday.
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POET Technologies (OTCMKTS:POETF) Trading 7.8% Higher – Here’s Why
tickerreport.com
POET Technologies Inc. (OTCMKTS:POETF – Get Free Report)’s share price was up 7.8% on Tuesday . The stock traded as high as $8.65 and last traded at $8.41. Approximately 12,887,498 shares changed hands during mid-day trading, an increase of 8,550% from the average daily volume of 148,995 shares. The stock had previously closed at $7.80. […]
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POET Technologies (NASDAQ:POET) Stock Price Down 3.7% - Time to Sell?
POET Technologies (NASDAQ:POET) Shares Down 3.7% - Here's Why
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POET Technologies (NASDAQ:POET) Shares Up 8.1% - Time to Buy?
POET Technologies (NASDAQ:POET) Trading 8.1% Higher - Still a Buy?
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Is POET Technologies (POET) Entering A New Growth Phase After Its $50 Million Order?
yahoo.com
POET Technologies (NasdaqCM:POET) received a US$50 million purchase order from Lumilens under a new supply agreement. The Lumilens order relates to POET Technologies' optical interposer products for high-speed connections in AI and data center applications. The business plans to present its optical interposer platform at the China International Optoelectronic Expo and the Infostone Optical Communication and Market Technology Conference. The Lumilens supply deal and China conference showcases...
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POET Technologies (POET) Doubles Revenue As Cash Burn Accelerates
insidermonkey.com
On August 13, POET Technologies (NASDAQ:POET) reported second-quarter revenue of $569,925, up 112% from a year earlier and its sixth straight quarter of sequential growth. Net loss narrowed to $11.3 million, or $0.07 a share, from $12.3 million in the first quarter. The company, which designs photonic integrated circuits for the AI and data center […] On August 13, POET Technologies (NASDAQ:POET) reported second-quarter revenue of $569,925, up 112% from a year earlier and its sixth straight quarter of sequential growth. Net loss narrowed to $11.3 million, or $0.07 a share, from $12.3 million in the first quarter. The company, which designs photonic integrated circuits for the AI and data center markets, now holds $796.3 million in cash, a war chest that dwarfs its current revenue base. That gap between balance sheet and business is the story here. Six Straight Quarters Of Momentum POET’s growth streak is getting harder to wave off as a fluke. Revenue climbed 13% from the first quarter and more than doubled from a year ago, the sixth straight quarter of sequential gains. That momentum came with real business behind it. During the quarter, POET signed a supply agreement with Lumilens that opened with a $50 million purchase order for Optical Interposer-based engines, and management said the wider relationship could eventually total more than $500 million in purchases stretched across five years. After the quarter closed, an existing customer placed a new $2.4 million order, and POET reached an agreement with a top-tier laser maker for a new external light source engine. It also locked in an exclusive supplier arrangement meant to boost the output power of its Blazar hybrid laser. None of that would matter much without money to build it, and POET has plenty. The company closed a $400 million financing in May that priced above where the stock was trading, and ended the quarter holding $796.3 million in cash and short-term investments. That cushion let the board bring in Dr. Sandeep Kumar as chief operating officer to run the manufacturing ramp management expects to hit full stride in the back half of 2026. Growth Still Comes At A Cost Zoom out and the absolute numbers look different. Even after doubling, quarterly revenue landed at $569,925, a rounding error next to the $796.3 million sitting in the bank. Turning an interposer design business into a real manufacturer is consuming a lot more cash than it brings in. Cash used in operations widened to $12.2 million in the quarter, from $8.8 million in the first quarter and $7.8 million a year earlier, and research and development spending climbed to $5.8 million from $3.1 million a year ago as the company shifts from developing the technology itself to developing actual products. Stock-based compensation was $3.8 million, up from $1.2 million a year earlier. The cash pile itself came with a price. The $400 million raise added 19,047,620 new units to the share count, each paired with a warrant exercisable at $26.25 through May 2029, more dilution the company will eventually have to absorb. Investors did not exactly cheer the results either, sending the shares down 6.54% the day they came out. And on the corporate structure front, the board decided against redomiciling to the US for now, leaving an open question some shareholders had hoped would resolve differently. Skeptics Still Outnumber The Believers Hedge fund ownership rose to 23 funds in the most recent quarter from 14 before, a real jump in institutional interest. Short sellers have not backed off, though, with 12.86% of the float sold short, a heavy position this early in a commercial ramp. That combination is a genuine split. Some investors are buying the growth story; others are betting the cash burn wins out. The Long Road Still Ahead POET’s story right now is a race between a fast-growing order book and an even faster-growing cash burn. The Lumilens relationship and the new customer commitments give bulls a real path to a business that eventually matches its balance sheet. But that path only works if the production ramp promised for the second half of the year actually ships on schedule and at the volumes management is hinting at. Bears would point out that the widening operating cash outflow shows the cost of getting there is rising too. Whether 2026 finally closes that gap is the question the next few quarters have to answer. [im-yf-promo] While we acknowledge the potential of POET as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. [/im-yf-promo] Should you invest in POET now? While we acknowledge the risk and potential of POET as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than POET and that has massive upside potential, check out our report about this cheapest AI stock. See Our Top Pick →Insider Monkey Premium Services READ NEXT: 10 Best Future Stocks to Buy Under $10 and 12 Best Performing Semiconductor Stocks to Invest In. Disclosure: None. Follow Insider Monkey on Google News. Subscribe to Insider Monkey's Free Daily Newsletter and Join 100K+ Readers or Subscribe with Google We may use your email to send marketing emails about our services. Click here to read our privacy policy.
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POET Technologies (NASDAQ:POET) Stock Price Up 10% – Still a Buy?
POET Technologies Inc. (NASDAQ:POET – Get Free Report) shares were up 10% during trading on Tuesday . The stock traded as high as $8.66 and last traded at $8.7150. 10,420,408 shares changed hands during trading, a decline of 53% from the average daily volume of 22,017,029 shares. The stock had previously closed at $7.92. Analyst […]
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Paragon Capital Management Ltd Sells 100,500 Shares of POET Technologies Inc. $POET
Paragon Capital Management Ltd decreased its position in POET Technologies Inc. (NASDAQ:POET – Free Report) by 21.3% in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 371,220 shares of the company’s stock after selling 100,500 shares during the period. POET Technologies accounts for 0.7% […]
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POET TECHNOLOGIES INC.: Form SCHEDULE 13G/A [Amend] - Statement of Beneficial Ownership by Certain Investors
sec.gov
No description provided for this story.
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POET Technologies (NASDAQ:POET) Trading Up 10% - What's Next?
POET Technologies (NASDAQ:POET) Shares Up 10% - Time to Buy?
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POET TECHNOLOGIES INC.: Form 6-K - Report of foreign issuer [Rules 13a-16 and 15d-16]
No description provided for this story.
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POET Technologies to Exhibit at CIOE 2026, Present High-Power Laser Light Sources for AI Interconnects at IFOC
SVP Dr. Mo Jinyu to address IFOC on September 8; POET at Booth 13A35, Hall 13, September 9–11, ShenzhenTORONTO, Sept. 04, 2026 (GLOBE NEWSWIRE) -- POET Technologies Inc. (“POET” or the “Company”) (NASDAQ: POET), the designer and developer of Photonic Integrated Circuits (PICs), light sources and optical modules for the AI and data center markets, today announced that it will exhibit at the 2026 China International Optoelectronic Expo (CIOE), taking place September 9-11, 2026, at the Shenzhen Wor
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What is Zacks Research's Estimate for POET FY2026 Earnings?
POET Technologies Inc. (NASDAQ:POET - Free Report) - Equities researchers at Zacks Research lowered their FY2026 earnings per share estimates for shares of POET Technologies in a research report issued on Wednesday, August 26th. Zacks Research analyst L. Thompson now anticipates that the company wil
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Research Analysts Set Expectations for POET FY2029 Earnings
POET Technologies Inc. (NASDAQ:POET - Free Report) - Research analysts at Zacks Research issued their FY2029 earnings estimates for shares of POET Technologies in a research note issued to investors on Wednesday, August 26th. Zacks Research analyst L. Thompson expects that the company will earn $0.4
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POET Technologies: The Balance Sheet Is Strong, But Commercial Execution Still Has To Catch Up | $POET
seekingalpha.com
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POET Technologies: The Pullback Clears The Way For The Next Leg Up (Rating Upgrade) | $POET
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Poet Technologies: Strong Balance Sheet, Weak Commercial Traction | $POET
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POET Technologies (NASDAQ:POET) Shares Down 8.2% - Should You Sell?
POET Technologies (NASDAQ:POET) Shares Down 8.2% - Here's What Happened
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POET Ramps Production as the Backlog Builds
zacks.com
By Lisa Thompson NASDAQ: POET READ THE FULL POET RESEARCH REPORT It was a busy Q2 at POET (NASDAQ: POET). With fundraising behind it and a war chest of almost $800 million, POET is buying equipment and tools and hiring people to get its orders out the door. Its customers are in the qualification stage, so order size is increasing as they get their products to their customers for evaluation. Once their customers accept the products, the big orders will begin. Most of POET’s customers are staying anonymous at least until the qualification stage ends, which may not even be this year. In the meantime, we expect the company to continue announcing orders without names attached. When POET announced earnings, it also mentioned a new $2.4 million order. This is for 1.6T optical engines, from a current customer for delivery next year. POET now has a $60 million backlog, but it is difficult to forecast revenues for the next two to three quarters, as it depends entirely on how much POET can get out the door and book. Q2 2026 Results In Q2 2026, POET had revenues of $570,000 versus $268,000 in Q2 2026, with over half from NREs and the rest from product. Despite shipping product, we do not expect to see cost of goods in the income statement until companies are out of the qualification stage and it is no longer classified as R&D. We expect that will not happen until the second half of next year. Total operating expenses were $20.8 million compared to $9.0 million last year. Sales, Marketing, and Administration increased by $8.5 million. Of that increase, $4.9 million was an increase in finance advisory fees due to the capital raises, which should decline significantly going forward. R&D rose $3.2 million. We expect total expenses to continue to remain steady for the next two quarters because of increased hiring despite the savings on advisory fees. Interest income increased to $4.3 million in Q2 2026 from $533,000 in Q2 2025 due to a huge increase in cash balances. In Q2, there was no non-cash fair value adjustment to derivative warrant liability, versus $7.6 million in the same period in 2025. This non-cash item relates to warrants issued in a foreign currency and is periodically remeasured. However, there was a derivative liability adjustment of $5.5 million this quarter and none last year. The net loss for the quarter was $11.3 million compared to $17.6 million in Q2 2025. This resulted in an IFRS loss per share of $0.07 versus a loss of $0.21 per share last year. On a non-IFRS basis, taking out stock-based compensation and non-cash accounting, the loss was $12.1 million versus $5.8 million. The non-IFRS per-share loss was $0.07 this year versus $0.07 last year due to an increase in shares. The average shares outstanding for the quarter were 162.4 million, up 100%. Using $796 million in cash, $5.8 million in debt, and 173 million shares outstanding, the stock trades at an enterprise value of approximately $609 million. According to Fortune Business Insights, the global optical transceiver market size was valued at $14.7 billion in 2025 and is projected to grow from $17.2 billion in 2026 to $46.1 billion by 2034, exhibiting a CAGR of 17.0% during the forecast period. POET’s product is a component of an optical transceiver, and that market is about a third of the transceiver market. If POET can secure even a small portion of that market with its unique offerings, its valuation should far exceed its current price. We believe the stock could be worth $17.50 per share based on 2029 revenues of $450 million at 15 times EV to Sales, discounted to present value. SUBSCRIBE TO ZACKS SMALL CAP RESEARCH to receive our articles and reports emailed directly to you. Please visit our website for additional information on Zacks SCR. DISCLOSURE: Zacks SCR has received compensation from the issuer directly, from an investment manager, or from an investor relations consulting firm, engaged by the issuer, for providing research coverage for a period of no less than one year. Research articles, as seen here, are part of the service Zacks SCR provides and Zacks SCR receives payments totaling a maximum fee of up to $50,000 annually for these services provided to or regarding the issuer. Full Disclaimer HERE.
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POET Ramps Production as the Backlog Builds
By Lisa Thompson NASDAQ: POET READ THE FULL POET RESEARCH REPORT It was a busy Q2 at POET (NASDAQ: POET). With fundraising behind it and a war chest of almost $800 million, POET is buying equipment and tools and hiring people to get its orders out the door. Its customers are in the qualification stage, so order size is increasing as they get their products to their customers for evaluation. Once
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POET Technologies: I'm Buying Before Revenue Arrives | $POET
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POET Technologies (NASDAQ:POET) Shares Gap Down - Should You Sell?
POET Technologies (NASDAQ:POET) Shares Gap Down - Time to Sell?
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POET Technologies (NASDAQ:POET) Upgraded at Wall Street Zen
Wall Street Zen upgraded shares of POET Technologies (NASDAQ:POET – Free Report) from a sell rating to a hold rating in a report published on Saturday. Separately, Weiss Ratings reiterated a “sell (d-)” rating on shares of POET Technologies in a research report on Friday, July 17th. One analyst has rated the stock with a […]
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POET TECHNOLOGIES INC.: Form SCHEDULE 13G/A [Amend] - Statement of Beneficial Ownership by Certain Investors
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POET TECHNOLOGIES INC.: Form SCHEDULE 13G - Statement of Beneficial Ownership by Certain Investors
No description provided for this story.
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POET TECHNOLOGIES INC.: Form SCHEDULE 13G - Statement of Beneficial Ownership by Certain Investors
No description provided for this story.
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POET TECHNOLOGIES INC.: Form SCHEDULE 13G/A [Amend] - Statement of Beneficial Ownership by Certain Investors
No description provided for this story.
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POET TECHNOLOGIES INC.: Form 6-K - Report of foreign issuer [Rules 13a-16 and 15d-16]
No description provided for this story.
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POET TECHNOLOGIES INC.: Form 6-K - Report of foreign issuer [Rules 13a-16 and 15d-16]
No description provided for this story.
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POET Stock Gains After Sixth Straight Quarter Of Revenue Growth – CEO Says 2026 Production Ramp ‘On Schedule’
stocktwits.com
Management expects to begin shipping substantial production volumes for customer qualification during the remaining quarters of 2026, with further updates expected in September.
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POET Technologies Reports Second Quarter 2026 Results: Revenue Up 112% Year-Over-Year in Sixth Consecutive Quarter of Sequential Growth
globenewswire.com
Net loss narrows to ($0.07) per share; quarter-end cash and short-term investments of $796.3 million Net loss narrows to ($0.07) per share; quarter-end cash and short-term investments of $796.3 million
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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 millionTORONTO, Aug. 13, 2026 (GLOBE NEWSWIRE) -- POET Technologies Inc. (“POET” or the “Company”) (NASDAQ: POET), the designer and developer of Photonic Integrated Circuits (PICs), light sources and optical modules for the AI and data center markets, today reported its unaudited condensed consolidated financial results for the second quarter ended June 30, 2026. Revenue was $569,925, up 13% from the fir
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Big Cash, Bigger Ambitions: POET Technologies Eyes 147% Upside
247wallst.com
POET Technologies carries a fortress balance sheet, a landmark customer contract, and a Malaysia production ramp finally moving toward real shipments, yet lawsuits, massive dilution, and a sky-high valuation make this one of the most polarizing AI photonics bets on the Nasdaq right now.
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Intel CEO takes indirect position in $POET
reddit.com
Recently Lumilens (a private company) raised $700M from various institutional investors as well as Intels CEO shown in the screenshot from LinkedIn. One of Lumilens few public deals is a scalable $50M PO to $POET. This will likely scale to $500M+ as announced in the initial press release months ago. Here’s where we can connect some dots. The initial PO includes warrants of 23 million shares of POET which are exercisable over a period of 9 years. This implies that now the CEO of Intel has an indirect position in POET. Lumilens has also recently announced that their initial customer is a top 2 hyperscaler. So why is the CEO of intel investing in Lumilens? I speculate that Lumilens and Intel are going to reach some sort of agreement at some point in the future which will indirectly be good for POET. This would raise Lumilens customers to Intel and a top 2 hyperscaler that is publicly available knowledge. Other notable increases in directownership: -Citadel (increased position by 184%) -Group one (added 1.1M shares) -WSB’s own prodigy (serenity) POET is not going to be bought out for anything under 26.25 making higher strike LEAPS less risky. Why? Another institutional investor (MMCAP) invested large amounts in POET at $21/share and received warrants for $26.25. It would not be beneficial for them to sell for anything lower. They hold a large portion of shares and would likely be able to block buyouts for anything lower than that price. Earnings are in a few days, can’t wait to see the update on the continued manufacturing scaling of POET Position: 130x Jan 2028 $17 Calls $POET submitted by /u/New_Kaleidoscope9242 [link] [comments] Recently Lumilens (a private company) raised $700M from various institutional investors as well as Intels CEO shown in the screenshot from LinkedIn. One of Lumilens few public deals is a scalable $50M PO to $POET. This will likely scale to $500M+ as announced in the initial press release months ago. Here’s where we can connect some dots. The initial PO includes warrants of 23 million shares of POET which are exercisable over a period of 9 years. This implies that now the CEO of Intel has an indirect position in POET. Lumilens has also recently announced that their initial customer is a top 2 hyperscaler. So why is the CEO of intel investing in Lumilens? I speculate that Lumilens and Intel are going to reach some sort of agreement at some point in the future which will indirectly be good for POET. This would raise Lumilens customers to Intel and a top 2 hyperscaler that is publicly available knowledge. Other notable increases in directownership: -Citadel (increased position by 184%) -Group one (added 1.1M shares) -WSB’s own prodigy (serenity) POET is not going to be bought out for anything under 26.25 making higher strike LEAPS less risky. Why? Another institutional investor (MMCAP) invested large amounts in POET at $21/share and received warrants for $26.25. It would not be beneficial for them to sell for anything lower. They hold a large portion of shares and would likely be able to block buyouts for anything lower than that price. Earnings are in a few days, can’t wait to see the update on the continued manufacturing scaling of POET Position: 130x Jan 2028 $17 Calls $POET submitted by /u/New_Kaleidoscope9242 [link] [comments]
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POET Technologies (NASDAQ:POET) Shares Gap Up – What’s Next?
Shares of POET Technologies Inc. (NASDAQ:POET – Get Free Report) gapped up prior to trading on Tuesday . The stock had previously closed at $7.36, but opened at $8.35. POET Technologies shares last traded at $8.3190, with a volume of 8,884,152 shares changing hands. Analyst Upgrades and Downgrades Separately, Weiss Ratings reiterated a “sell (d-)” […]
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POET Technologies (NASDAQ:POET) Shares Gap Up - Time to Buy?
POET Technologies (NASDAQ:POET) Shares Gap Up - Here's Why
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COHR, LITE, POET, AAOI, MRVL Stocks Gain On Trump’s Reported China Ban On Data Center Import Parts
According to a Reuters report, the move could benefit Coherent and Lumentum by shifting demand toward U.S.-made optical transceivers.
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POET TECHNOLOGIES INC.: Form 6-K - Report of foreign issuer [Rules 13a-16 and 15d-16]
No description provided for this story.
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POET Technologies appoints two directors to board
investing.com
No description provided for this story.
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POET Technologies Brings Deep Optical Expertise to Board with New Director Appointments
POET Technologies has appointed Dr. Bardia Pezeshki, a pioneer in optical interconnects, and Jean F. Rankin, a seasoned corporate governance expert, to its Board of Directors. The new directors' complementary skills aim to strengthen POET’s innovation and execution as it ramps up commercialization in the AI and data center space.
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POET Technologies Appoints Dr. Bardia Pezeshki and Jean F. Rankin to Board of Directors as Long-serving Director, Jean-Louis Malinge Resigns
TORONTO, Aug. 03, 2026 (GLOBE NEWSWIRE) -- POET Technologies Inc. (“POET” or the “Company”) (NASDAQ: POET), the designer and developer of Photonic Integrated Circuits (PICs), light sources and optical modules for the AI and data center markets, today announced the appointments of Dr. Bardia Pezeshki and Jean F. Rankin to its Board of Directors, effective August 1, 2026. The new directors will serve until the Company’s next annual meeting of shareholders or until their successors are duly elected or appointed. In addition, the Company accepted the resignation, for personal reasons, of Jean-Louis Malinge, who has served on the board of POET Technologies since 2017. Mr. Malinge’s resignation was effective August 1, 2026.
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Is POET Technologies (POET) Fairly Valued On Its Recent Pullback?
POET Technologies (NasdaqCM:POET) is drawing investor attention after recent share price volatility, with the stock down about 29% over the past month and roughly 50% over the past 3 months. See our latest analysis for POET Technologies. Set against the recent pullback, POET Technologies’ 1 year total shareholder return of 21.79% and 3 year total shareholder return of 86.73% indicate that momentum has eased in the short term after a stronger multi year run. If the recent volatility has you...
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POET Technologies (POET) Stock May Still Look Reasonable Following Its AI Supply Deal
POET Technologies stock has delivered a strong 86.7% return over the past three years, yet its low overall value score and recent short term share price weakness leave investors weighing how much of the AI infrastructure story is already reflected in the current price. Over the past three years POET Technologies has returned 86.7%. This puts the current valuation debate squarely on whether that gain is sustainable as the business scales. Expectations tied to POET Technologies’ role in AI...
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COHR, AAOI, LITE, POET: Photonic Stocks Join Google Capex-Fueled AI Rally
Investor interest in all four has surged as hyperscalers ramp AI infrastructure spending.
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POET Technologies: The Bear Case Is Getting Riskier At These Levels (Rating Upgrade) | $POET
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Private Advisor Group LLC Lowers Holdings in POET Technologies Inc. $POET
Private Advisor Group LLC reduced its position in POET Technologies Inc. (NASDAQ:POET - Free Report) by 96.4% during the 1st quarter, according to its most recent filing with the SEC. The firm owned 15,450 shares of the company's stock after selling 412,246 shares during the quarter. Private Adviso
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POET Technologies: A Roller-Coaster Ride Doesn't Have To Be A Bad Thing | $POET
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Applied Optoelectronics: Hypergrowth Trapped Inside An Unrealistic Stock Price | $POET $PRYMF $PRYMY $AMZN $AAOI
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POET Technologies: The Market Is Still Wrong | $POET
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POET Technologies: The Valuation Is Still Extreme | $POET $MRVL $AVGO
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