POET Technologies (POET) Stock Overview
Designs, develops, manufactures, and sells semiconductor products and services for commercial applications in the United States, Canada, the rest of North and South America, Europe, Malaysia, Singapore, China, and the rest of Asia. More details
| Snowflake Score | |
|---|---|
| Valuation | 2/6 |
| Future Growth | 2/6 |
| Past Performance | 0/6 |
| Financial Health | 6/6 |
| Dividends | 0/6 |
Rewards
Risk Analysis
+ 1 more risk
POET Community Fair Values
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Top Community Narratives
POET Technologies Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$12.29 |
| 52 Week High | US$20.81 |
| 52 Week Low | US$3.87 |
| Beta | 0.54 |
| 1 Month Change | 68.13% |
| 3 Month Change | 74.57% |
| 1 Year Change | 194.02% |
| 3 Year Change | 186.48% |
| 5 Year Change | 36.22% |
| Change since IPO | 165.10% |
Recent News & Updates
POET Technologies: I Don't Know When, But This Party Won't End Well
Summary POET Technologies Inc.’s valuation has run far ahead of fundamental reality, which has minimal revenues. POET stock is pricing in far more than even the most optimistic recognition of $500M revenue potential. The Lumilens startup behind the $500M potential contract has a history of missing fundraising targets and may have had a significant valuation haircut. Industry voices question whether POET’s optical interposer solves a real problem versus existing pluggable transceiver solutions, casting doubt on long-term product-market fit. Large equity raises have created a sizeable liquidity cushion and a decadal funding runway track. But this safety net has come at the cost of heavy shareholder dilution. Strong technical momentum and a sustained breakout above key resistance now create meaningful sentiment-driven upside risk for POET stock that conflicts with the weak fundamental picture. Read the full article on Seeking Alpha
POET: The Silicon Photonics Pivot, Optical Interposer Scalability, and the AI Optical Interconnect Inflection Point for 1.6T Networks
POET Technologies Inc. (POET), a design leader in high-speed photonic integration, is navigating a transformative 2026 defined by its evolution from a research-intensive laboratory into a mission-critical architect of AI data center fabrics.Recent updates
POET Technologies: I Don't Know When, But This Party Won't End Well
Summary POET Technologies Inc.’s valuation has run far ahead of fundamental reality, which has minimal revenues. POET stock is pricing in far more than even the most optimistic recognition of $500M revenue potential. The Lumilens startup behind the $500M potential contract has a history of missing fundraising targets and may have had a significant valuation haircut. Industry voices question whether POET’s optical interposer solves a real problem versus existing pluggable transceiver solutions, casting doubt on long-term product-market fit. Large equity raises have created a sizeable liquidity cushion and a decadal funding runway track. But this safety net has come at the cost of heavy shareholder dilution. Strong technical momentum and a sustained breakout above key resistance now create meaningful sentiment-driven upside risk for POET stock that conflicts with the weak fundamental picture. Read the full article on Seeking AlphaPOET: The Silicon Photonics Pivot, Optical Interposer Scalability, and the AI Optical Interconnect Inflection Point for 1.6T Networks
POET Technologies Inc. (POET), a design leader in high-speed photonic integration, is navigating a transformative 2026 defined by its evolution from a research-intensive laboratory into a mission-critical architect of AI data center fabrics.POET: Strengthened Capital Base And A Big Deal Win (Rating Upgrade)
Summary POET Technologies has experienced a positive change in perception, leading to increased interest and trading volume for the stock. It has raised significant cash through private placements, mitigating its initially increased financing risk. The company has achieved an important design win with Foxconn Interconnect Technology, validating its technology and gaining a strong partner for commercialization. I am upgrading my rating for POET amid better visibility, lower risk, and increasing commercial traction. The company is now a STRONG BUY. Read the full article on Seeking AlphaShareholder Returns
| POET | US Semiconductor | US Market | |
|---|---|---|---|
| 7D | -15.8% | 3.7% | 1.6% |
| 1Y | 194.0% | 110.8% | 28.2% |
Return vs Industry: POET exceeded the US Semiconductor industry which returned 110.8% over the past year.
Return vs Market: POET exceeded the US Market which returned 28.2% over the past year.
Price Volatility
| POET volatility | |
|---|---|
| POET Average Weekly Movement | 29.6% |
| Semiconductor Industry Average Movement | 11.1% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.0% |
Stable Share Price: POET's share price has been volatile over the past 3 months compared to the US market.
Volatility Over Time: POET's weekly volatility has increased from 19% to 29% over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| n/a | 80 | Suresh Venkatesan | www.poet-technologies.com |
POET Technologies Inc., together with its subsidiaries, designs, develops, manufactures, and sells semiconductor products and services for commercial applications in the United States, Canada, the rest of North and South America, Europe, Malaysia, Singapore, China, and the rest of Asia. The company offers photonic integrated packaging solutions based on the POET Optical Interposer, a platform that allows the integration of electronic and photonic devices onto a single chip using advanced wafer-level semiconductor manufacturing techniques. Its products include photonic integrated circuits, optical engines, optical transceiver modules, and light source products.
POET Technologies Inc. Fundamentals Summary
| POET fundamental statistics | |
|---|---|
| Market cap | US$2.12b |
| Earnings (TTM) | -US$81.65m |
| Revenue (TTM) | US$1.41m |
Is POET overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| POET income statement (TTM) | |
|---|---|
| Revenue | US$1.41m |
| Cost of Revenue | US$0 |
| Gross Profit | US$1.41m |
| Other Expenses | US$83.06m |
| Earnings | -US$81.65m |
Last Reported Earnings
Mar 31, 2026
Next Earnings Date
n/a
| Earnings per share (EPS) | -0.47 |
| Gross Margin | 100.00% |
| Net Profit Margin | -5,784.57% |
| Debt/Equity Ratio | 1.3% |
How did POET perform over the long term?
See historical performance and comparisonCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/06/01 20:32 |
| End of Day Share Price | 2026/05/29 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
| |
| Management | 10 years |
| |
| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
POET Technologies Inc. is covered by 6 analysts. 1 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Michael Willemse | CIBC Capital Markets |
| Carolina Vargas | Clarus Securities Inc. |
| Richard Shannon | Craig-Hallum Capital Group LLC |