Market news

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 (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

POET Technologies Inc. is rated a Hold, with unproven commercialization of its proprietary optical engine platform. Read more on POET stock here.

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.

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...

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...

POET Technologies has fallen about 60% from its highs despite raising approximately $830 million and reaffirming its H2 2026 production ramp. Learn more about POET stock here.

POET Technologies is a Strong Sell due to high valuation, unproven revenue, demand uncertainty, and ramp risks amid tough competition. Read more on POET stock.