POET Technologies Inc. POET

If you can look past the short-term issues, this could be an ideal photonics play as AI infrastructure continues to expand.

A small-cap silicon photonics company has quietly built a cash fortress and locked in a major anchor customer, positioning itself to compete in a $26 billion AI optics market where the giants are not paying attention yet.

POET Technologies (NasdaqCM:POET) is back in focus after confirming it will showcase its optical engines and light source products at the 2026 China International Optoelectronic Expo in Shenzhen. Recent trading has been choppy for POET Technologies, with the share price slipping 21.28% over the past 30 days and 39.09% over 90 days, even though the year-to-date share price return is 3.35% and the 1-year total shareholder return sits at 43.97%. This hints at longer term momentum despite near...

POET Technologies has delivered a powerful 3 year share price run, yet the recent pullback and ongoing cash use put a sharper spotlight on whether today’s valuation lines up with its book value. With revenue growing and a major long term supply agreement in place, the key issue for investors is how much of that story is already reflected in the stock. POET Technologies has returned 110.8% over the past 3 years, which places real weight on whether its current share price can be backed up by...

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...

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 […]

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

A tiny photonics company just landed a massive purchase order from a hyperscaler supplier, and its balance sheet suddenly gives it years to prove whether that deal is the beginning of something enormous or just another false start.

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

A tiny optical computing stock sits at the bleeding edge of AI infrastructure, trading at a fraction of its recent highs while holding a balance sheet that just eliminated its biggest existential risk. Whether its commercial bets pay off depends on one critical ramp now underway.

Management expects to begin shipping substantial production volumes for customer qualification during the remaining quarters of 2026, with further updates expected in September.

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

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.

Investor interest in photonics is rising as hyperscalers ramp AI spending, fueling expectations for a multi-year boom for optical connectivity tech providers.

Applied Optoelectronics beat Q2 expectations, triggering a rise in its shares and those of peers.

Forget the Nvidia Corp. (NVDA) headlines. By the time the crowd piles into trillion-dollar AI giants, the biggest gains are often gone. The next wave of wealth may be hiding one layer deeper – in names like POET Technologies Inc. (POET), suggests Nicholas Vardy, editor of Microcap Moonshots.

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

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...