POET
POET Technologies Inc.
POET
8.17USD
-2.85%
Sep 23, 2026
Price
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Price Action
Price trend is broken
Longer-term context reads near trend floor, with a near-term setup of failed reclaim.
The tactical setup reads failed reclaim, but the weekly structure is broken.
EntryConstructive
Structure is constructive, but price remains well extended from the long-term weekly base and the earlier reset has already been partly recovered — a workable rather than ideal entry location.
Key Financials
- Market Cap
- $1.3B
- Avg Volume (60D)
- 10.3M
- Revenue Growth YoY
- +266.1%
- Gross Margin
- +100.0%
- Free Cash Flow Yield
- -2.7%
- Distance from 200DMA
- -1.6%
- Next Earnings
- 2026-11-12
- EV / Sales
- 328.8x
60 sessions
Trailing twelve months
Market metrics as of Sep 22, 2026
Fundamentals & Valuation
Both valuation perspectives agree this company is expensive.
POET Technologies Inc. has an Expensive valuation stance because the price embeds expectations that run ahead of the cash the business currently produces.
What changed
- POET TECHNOLOGIES INC. — 6-KReported on 6-K, dated 2026-09-04. POET closed +8.1% while the broad market was close to flat (-0.4%).2026-09-04 · source
- POET fell 8.9% in one sessionPOET closed -8.9% while the broad market was close to flat (-0.5%).2026-08-31
- POET fell 8.4% in one sessionPOET closed -8.4% while the broad market was close to flat (-0.2%).2026-08-28
Company Research
Thesis
POET develops photonic integrated circuits, optical engines, light-source products and optical modules using its Optical Interposer integration platform. Its commercial target is high-speed AI and cloud data-center connectivity, including 800G, 1.6T and prospective higher-speed optical-link architectures.
Opportunity
High opportunity
AI-cluster scale-out and scale-up architectures require rapidly expanding bandwidth, density and power efficiency in optical links, optical engines, transceivers and related photonic interconnect components.
Key risk
High operating losses and negative operating margin.
Narrative & Theme
AI Compute Infrastructure Buildout
Part of AI Fabric Networking and Optical Interconnect, with strong fit.
POET is a direct component-level exposure to the AI networking and optical-interconnect demand system: AI clusters require more bandwidth and increasingly optical rather than copper connectivity as link speeds, reach and density increase.
Narrative HeatHot9.5 / 10
Theme HeatHot9.1 / 10
Business & Markets
Technology · Semiconductors
What they do
POET Technologies designs, develops, manufactures, and sells semiconductor products that integrate electronic and photonic devices onto a single chip using advanced wafer-level manufacturing techniques.
How it earns
The company generates revenue through the sale of semiconductor products and related services.
Products & services
Photonic integrated circuits
Photonic integrated packaging solutions based on the POET Optical Interposer
Customers & end markets
Commercial semiconductor customers
Technology companies in North and South America, Europe, and Asia
Market position
Niche player developing specialized optical interposer technology within the semiconductor industry.
Demand drivers
Medium cyclicality
Semiconductor demand is influenced by broader technology cycles and capital spending trends.