News — Ticker News

Is POET Technologies (POET) Fairly Valued On Its Recent Pullback?

yahoo.com 1784887869000

POET Technologies (POET) Stock May Still Look Reasonable Following Its AI Supply Deal

yahoo.com 1784863041000

COHR, AAOI, LITE, POET: Photonic Stocks Join Google Capex-Fueled AI Rally

stocktwits.com 1784779685000

POET Technologies: The Bear Case Is Getting Riskier At These Levels (Rating Upgrade) | $POET

seekingalpha.com 1784752283000

Private Advisor Group LLC Lowers Holdings in POET Technologies Inc. $POET

marketbeat.com 1784622791000

POET Technologies: A Roller-Coaster Ride Doesn't Have To Be A Bad Thing | $POET

seekingalpha.com 1784458666000

Applied Optoelectronics: Hypergrowth Trapped Inside An Unrealistic Stock Price | $POET $PRYMF $PRYMY $AMZN $AAOI

seekingalpha.com 1784127247000

POET Technologies: The Market Is Still Wrong | $POET

seekingalpha.com 1783697421000

POET Technologies: The Valuation Is Still Extreme | $POET $MRVL $AVGO

seekingalpha.com 1783620011000

Jim Cramer says chip stocks have gone 'parabolic,' and he's making moves with his own portfolio before it's too late

yahoo.com 1783593900000

Is POET Technologies (POET) The Next SanDisk?

yahoo.com 1782996027000

Here’s Why POET Technologies (POET) Has Declined Recently, Wall Street Continues to See Huge Upside

yahoo.com 1782939908000

POET TECHNOLOGIES INC.: Form 6-K - Report of foreign issuer [Rules 13a-16 and 15d-16]

sec.gov 1782850071000

POET Technologies Targets Over 10X Production Growth by 2027—Key Takeaways from 2026 AGM marketchameleon.com 1782826956000

POET Technologies Recaps Highlights of CEO’s Update on Commercial Activities and Provides Results of 2026 AGM

norfolkdailynews.com 1782821040000

Traders Buy Large Volume of POET Technologies Call Options (NASDAQ:POET)

tickerreport.com 1782492145000

Price Prediction: Poet Technologies Has 117% Upside as AI Optical Interconnect Scales

247wallst.com 1782411071000

I'm kinda sweating - So... i was fortunate enough to catch mainly the RKLB, ASTS ...

reddit.com 1782259684000

POET TECHNOLOGIES INC.: Form SCHEDULE 13G - Statement of Beneficial Ownership by Certain Investors

sec.gov 1782162014000

POET Technologies Vs. Sivers Semiconductors: Why I'm Selling One Photonics Story And Holding The Other | $POET $SIVEF

seekingalpha.com 1782148152000

POET Technologies Faces Class Action Lawsuit Deadline Amid Allegations of Misleading Disclosures and Major Order Cancellation marketchameleon.com 1781539023000

POET Technologies (POET) Rides Market Leaders’ Semiconductor Optimism, Climbs 11%

insidermonkey.com 1781333938000

POET Technologies Inc. (NASDAQ:POET) is one of the 10 Stocks That Absolutely Exploded Higher. POET Technologies saw its share prices jump by 11.38 percent on Friday to close at $12.53 apiece, as investor sentiment was bolstered by the continued optimism for companies and sectors riding the AI boom, thanks to bullish comments from analysts and […] POET Technologies Inc. (NASDAQ:POET) is one of the 10 Stocks That Absolutely Exploded Higher. POET Technologies saw its share prices jump by 11.38 percent on Friday to close at $12.53 apiece, as investor sentiment was bolstered by the continued optimism for companies and sectors riding the AI boom, thanks to bullish comments from analysts and market leaders. Earlier in the week, semiconductor companies earned a boost from Bank of America (BofA), saying that the sector is set to largely benefit from the rapid adoption of agentic AI. Photo from POET Technologies website If agentic AI becomes a major trend, this could strengthen demand for moving enormous amounts of data, thus sparking rosy prospects for optics companies such as POET Technologies Inc. (NASDAQ:POET). Apart from BofA, the optics sector also earned the backing of Nvidia Corp. CEO Jensen Huang, who validated the importance of the optics industry in the future of artificial intelligence, saying that the right strategy “is to scale up with copper as long as you can. After that, you scale up further with optics.” “You scale out with optics, and you scale across with optics. So you use optics wherever you must, you use copper wherever you can,” he noted. Apart from Huang, investment firm Rosenblatt was also highly optimistic for the sector, saying that it expects key players to expand production capacities by approximately 12x through 2030 to support the growing demands from AI. [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] 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 10,000% upside potential, check out our report about the cheapest AI stock. READ NEXT: 33 Stocks That Should Double in 3 Years and Cathie Wood 2026 Portfolio: 10 Best Stocks to Buy. Disclosure: None. Follow Insider Monkey on Google News.

Open original →

POET's Next Move Could Surprise | $POET $MRVL

seekingalpha.com 1781272800000

Why a Premium-Priced Capital Raise Could Change the Story for POET

yahoo.com 1781224586000

POET Faces Securities Fraud Class Action Lawsuit (POET)

gurufocus.com 1781123445000

POET Technologies (NASDAQ:POET) Trading 8.2% Higher – Should You Buy?

tickerreport.com 1781110270000

POET Technologies Contract And Funding Shift Focus To Execution Risks

yahoo.com 1781093237000

FY2026 EPS Estimate for POET Technologies Lowered by Analyst

marketbeat.com 1780895147000

Could This Tiny AI Stock Make You Millionaire?

fool.com 1780839900000

Prediction: Poet’s 220% Surge Sets Up a Potential Correction

247wallst.com 1780689387000

POET Technologies (NASDAQ:POET) trades at $13.89 as of June 2, 2026. Our 24/7 Wall St. price target for POET is $10.41 over the next 12 months, implying 25% downside from current levels. Our recommendation is sell with moderate confidence of 50%, reflecting mixed signals between bullish analyst sentiment and a stretched price after a sharp ... Prediction: Poet’s 220% Surge Sets Up a Potential Correction The post Prediction: Poet’s 220% Surge Sets Up a Potential Correction appeared first on 24/7 Wall St.. POET Technologies (NASDAQ:POET) trades at $13.89 as of June 2, 2026. Our 24/7 Wall St. price target for POET is $10.41 over the next 12 months, implying 25% downside from current levels. Our recommendation is sell with moderate confidence of 50%, reflecting mixed signals between bullish analyst sentiment and a stretched price after a sharp May spike. 24/7 Wall St. 24/7 Wall St. Price Target Summary Metric Value Current Price $13.89 24/7 Wall St. Price Target $10.41 Upside/Downside -25.0% Recommendation SELL Confidence Level 50% Why We Could Be Wrong on POET Our $10.41 Price Target sits below current levels. POET is one of the most divisive names in AI photonics, and real value could come from $50 million Lumilens purchase order scaling toward its $500 million potential or on-time 800G ramp in Malaysia. Treat our target as one datapoint among many. From $4 to $14: A Year of Whiplash POET is up 220.42% over the past year and 119.43% year to date, including a 90.01% surge in the past month. Shares spiked to roughly $15.97 in mid-May 2026 before pulling back to 61% below its 52-week high of $20.81. The Q1 2026 report showed revenue of $503,389, beating consensus by 44.66%, while EPS came in at -$0.08 against a -$0.04 estimate. The Case for $22 and Beyond Our bull scenario lands at $22.89, a 64.8% return. The thesis rests on Malaysia executing on schedule: high-volume light source production in Q2 2026 and 800G optical engines in Q3 2026, with a target of 30,000+ optical engines shipped this year. CEO Suresh Venkatesan called Lumilens “an important commercial milestone… supporting frontier AI infrastructure.” POET sits on roughly $430 million in cash, addressing an 800G transceiver market projected at $9.8 billion by 2032. What Could Drag POET Back to $8 Our bear case lands at $8.33, a 40% drawdown. Revenue still measures in the hundreds of thousands per quarter, and POET carries a $291 million accumulated deficit with a material weakness in internal controls flagged in the 2024 audit. Bulls counter that recent EPS misses are distorted by non-cash derivative warrant charges, including a $30.69 million Q4 charge that planned U.S. redomiciliation should largely eliminate. Even so, the gap between current revenue and a $2.4 billion market cap remains wide. POET Price Prediction 2026-2030 Our 24/7 Wall St. price target is $10.41, recommendation is sell, and confidence is moderate at 50%. The key factor is the gap between POET’s current price and the lone analyst target of $8.20 after a 90% one-month run. The bull thesis would gain traction if Malaysia hits its Q3 2026 800G milestone and Lumilens converts toward the $500M tier, while the bear thesis strengthens if shipment guidance slips or warrant accounting volatility returns. Year 24/7 Wall St. Price Target 2026 $10.41 2027 $9.60 2028 $9.10 2029 $8.75 2030 $8.49 These projections assume POET continues executing on its current strategy. Significant upside could come from Lumilens scaling beyond $500 million, while downside risk hinges on Malaysia execution and continued equity dilution. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Poet Technologies didn’t make the cut. Grab the names FREE today. The post Prediction: Poet’s 220% Surge Sets Up a Potential Correction appeared first on 24/7 Wall St..

Open original →

Poet Technologies (POET) Sees Significant Decline in Stock Price

gurufocus.com 1780679800000

POET Technologies: Caught Between Hype And Reality | $POET

seekingalpha.com 1780634985000

How Lumilens Pact, Capacity Expansion and U.S. Move At POET Technologies (POET) Has Changed Its Investment Story

yahoo.com 1780416574000

POET Hits the Big Time With Funding and a $50 million Order from Lumilens

yahoo.com 1780333680000

Why POET Technologies Stock Keeps Falling

fool.com 1780091763000

POET Technologies: Replacing Marvell With A Pre-Revenue Startup Doesn't Fix The Valuation Problem

seekingalpha.com 1780074600000

A Look At Whether POET Technologies (NasdaqCM:POET) Still Appears Undervalued After Its Recent Share Price Surge

yahoo.com 1780063493000

Bulls Vs Bears: POET Stock Eyes Best Month In Over 2 Years – But Is The Rising Short Interest Flashing A Warning Sign?

stocktwits.com 1780054711000

Jim Cramer Won’t Touch POET. The Reddit Crowd Thinks He’s Wrong. Somebody’s About to Lose a Lot of Money

247wallst.com 1779992106000

POET Technologies: I Don't Know When, But This Party Won't End Well

seekingalpha.com 1779833477000

POET Technologies - The AI Optical Interposer Thesis

substack.com 1779720138000

POET + Lumilens: Real Orders and a Smart New Edge in AI Optical Engines SummaryAI Optical Engines, Simplified: POET’s Optical Interposer replaces slow, expensive manual alignment with wafer-scale, pick-and-place manufacturing — the key step that lets high-volume players like Foxconn build the optical engines powering 800G, 1.6T, and future AI clusters.Lumilens Changes Everything: The new May 2026 partnership gives POET a hybrid InP + SiPho platform on the same base, plus an initial $50M order (framework to $500M+). This creates real revenue, turns the SiPho shift into a tailwind, and opens doors to both pluggable transceivers and next-generation NPO/CPO — all outside Broadcom’s closed ecosystem.High-Conviction, High-Risk Bet: We added POET at the start of 2Q26; shares are already up ~190%. At a $2.5B market cap it remains a public-market venture play — substantial 5–10× upside if the Lumilens orders convert, but zero margin of safety if production or execution slips.Update – May 25, 2026Since publication on April 20, two material developments have occurred. First, POET announced a strategic supply and joint-development partnership with Lumilens on May 14, including an initial $50 million purchase order for Electrical-Optical Interposer (EOI) engines (with a framework that could scale to $500 million+ over five years). This expands POET’s platform into a hybrid InP/SiPho architecture on the same wafer-scale base — directly addressing the SiPho headwind discussed below. Second, on April 27 Marvell (which had acquired Celestial AI) cancelled all remaining purchase orders with POET, citing alleged breaches of confidentiality obligations related to order and shipping details. The loss removes one near-term revenue path but is more than offset in scale by the new Lumilens order.We added POET to the Convequity portfolio at the start of April 2026 (beginning of 2Q26). The shares have already risen approximately 190% since our entry.Technology and Market PositionTo understand why, it helps to zoom out. With Moore’s Law reaching its limits at the individual chip level — and to a lesser extent, even the package level — meaningful performance gains increasingly come from scale. As a result, the biggest AI companies are building enormous computing clusters, sometimes hundreds of thousands of chips working in concert. All those chips need to exchange massive amounts of data at extreme speed, and that data movement is now the limiting factor. Traditional copper wiring simply can’t handle the required speed and distance without consuming too much power and generating too much heat. The industry is rapidly shifting to optical (light-based) connections, creating a severe shortage of the specialised components needed to make them work. The bottleneck is so serious that even Nvidia has invested billions to secure supply.Many investors now know Lumentum (LITE) as a key player here (check out our first report on LITE and our second piece on the broader optical landscape). LITE is the dominant supplier of the high-performance laser chips that power optical connections, holding roughly 50–60% of global market share, and through its CloudLight acquisition also builds complete optical modules. It’s a broad, vertically integrated play on AI-driven optical demand. POET sits in a different, complementary part of the chain. Rather than competing with LITE on lasers or finished modules, POET has built a proprietary platform that solves the most expensive and hardest-to-scale step: assembling all the tiny components into a working optical engine.This is where POET’s real innovation lies. Historically, building an optical engine — the subcomponent at the heart of an optical transceiver that handles the conversion between electrical and optical signals — meant taking individual parts like lasers, detectors, waveguides, and electronics, each manufactured on separate substrates, and painstakingly aligning them by hand under power - far removed from the mature, automated processes of logic and memory fabrication. Technicians would literally turn on a laser and nudge parts into position until the light coupled properly. This “active alignment” was slow and expensive, but for earlier transceiver generations running at 10G, 25G, or 100G, it was workable. Human hands could meet both the precision and the volume requirements at those speeds.That changed with the move to 400G and 800G. The tolerances tightened to the point where manual assembly could no longer achieve the required precision, and the surging demand driven by AI meant human throughput couldn’t keep pace with volume requirements either. The industry was forced toward machine-automated active bonding — and with 1.6T now ramping and 3.2T on the horizon, fully automated bonding is not merely preferred but essential. This applies at every level of the assembly chain. At the transceiver level, companies like Innolight and Eoptolink have had to invest heavily in automated bonding and testing equipment from the likes of Keysight and ASMPT. The complexity is such that only a handful of transceiver makers can deliver each new generation at volume and acceptable yield in the first year or two — Innolight effectively held a near-monopoly in the early quarters of the 800G ramp and still commands over 60% market share, earning gross margins of 40–50% that rival those of high-value-add semiconductor companies. But at the optical engine level, where the components are smaller and the alignment tolerances tighter still, the manufacturing challenge is even more acute — and this is the level at which POET operates.POET’s patented Optical Interposer changes the game. It’s a silicon wafer with waveguides and mechanical guides etched directly into it. Lasers, detectors, and electronics — sourced from specialist suppliers — are placed onto this wafer using automated pick-and-place machines, much like conventional chip assembly. No manual alignment, no powering up during assembly. Everything snaps into place passively at the wafer level. Think of it as building with Lego rather than hand-carving each joint. The result is smaller, lower-power, significantly cheaper optical engines that can scale to the speeds AI demands: 800G, 1.6T, and eventually 3.2T.POET operates a fab-lite model. The Optical Interposer wafers are fabricated by SilTerra, an 8-inch silicon foundry in Malaysia, using standard CMOS processes, and the optical engine assembly, testing, and packaging then take place at contract manufacturers in Penang — primarily Globetronics and NationGate — where POET has installed its own wafer-level equipment. The completed engines are supplied to transceiver makers like Foxconn (via its subsidiary FIT), Luxshare, and LITEON, who integrate them with the DSP, driver electronics, housing, and fibre connections to produce finished transceiver modules. What makes this arrangement strategically significant is who those partners are. Companies like Foxconn are among the world’s largest electronics manufacturing services providers, with unmatched capabilities in high-volume assembly — but they have historically been locked out of the optical transceiver market because building transceivers required deep photonic expertise, particularly around the optical engine, which represents over 50% of the transceiver’s cost and contains all of the most technically demanding alignment work. POET’s interposer changes that equation. Because the optical engine arrives as a fully integrated, pre-aligned module on a standardised substrate with accessible electrical and optical interfaces, the remaining transceiver assembly looks much more like conventional electronics manufacturing — precisely the kind of work Foxconn already excels at. In effect, the interposer absorbs the optical complexity so that downstream assemblers don’t have to. The value-add and cost shift onto the interposer itself, but in doing so, POET opens the transceiver market to an entirely new tier of manufacturer and broadens the industry’s production capacity at exactly the moment the AI-driven bottleneck demands it.It is important to understand where POET fits — and where it does not. POET’s technology is designed for the pluggable transceiver market: discrete optical modules that slot into the front panel of a switch or server, each containing its own optical engine, lasers, and electronics. This remains the dominant form factor in data centres today and is the architecture behind the 800G and 1.6T ramp. But there is a parallel architectural track — co-packaged optics (CPO) — where the silicon photonics engine is integrated directly alongside the switch’s ASIC inside the package, eliminating the pluggable module entirely. Broadcom is the furthest ahead here, and its approach illustrates why POET is unlikely to play a role in that particular chain.Broadcom’s CPO platform, built around its Tomahawk 5 “Bailly” switch ASIC and already in mass production, uses what it calls a Remote Laser Module (RLM) architecture. Silicon cannot emit light — this is a fundamental physical constraint — so any silicon photonics engine is inherently “mute” and needs an external indium phosphide (InP) laser to supply it with a continuous-wave (CW) light source. In a traditional CPO design, that laser would be bonded directly to the photonic integrated circuit (PIC), and this is precisely what has made CPO so difficult to deploy at scale: the CW laser is the component most prone to failure in any optical subsystem, and if the laser dies in a bonded CPO configuration, the entire optical engine — and potentially the switch ASIC it is co-packaged with — becomes non-functional.Broadcom’s solution is to separate the laser deliberately. The InP laser sits in a hot-pluggable module on the front panel of the switch, connected via optical fibre to inject CW light into the silicon photonics

Open original →

Keel calls success - Thanks to the folks who posted about keel on here, I was coming ...

reddit.com 1779501146000

POET Technologies Lawsuits And Customer Losses Raise Valuation Risk Questions

yahoo.com 1779419602000

Prediction: POET Stock’s Outlook Just Turned Bleak

247wallst.com 1779382016000

POET TECHNOLOGIES INC.: Form SCHEDULE 13G/A [Amend] - Statement of Beneficial Ownership by Certain Investors

sec.gov 1779307335000

A huge 5 GWh thermal energy storage system is now delivering power to a South Dakota biofuels facility

renewableenergyworld.com 1779305694000

What's Going On With POET Stock On Wednesday?

benzinga.com 1779292720000

Lead Plaintiff Deadlines in Shareholder Class Action Lawsuits Against Regencell Bioscience Holdings Limited (RGC), SES AI Corporation (SES), and POET Technologies Inc. (POET) Announced by Holzer & Holzer, LLC

benzinga.com 1779278400000

POET Technologies: I Was Too Early, Lumilens Has Moved The Stock Into A Brutal Proof Phase | $POET

seekingalpha.com 1779275223000

Stock Market Today, May 19: Poet Technologies Falls After $400 Million Offering Sparks Dilution Concerns

fool.com 1779224596000