POET

POET Technologies Inc. (POET) | Rumor.io

POET Technologies

POET

Attention (50-day avg)0.05%

Attention rank (50-day avg)#167

Bullish sentiment (50-day avg)90%

Price to earnings ratio-10.9

Market capitalization1.3B

Earnings per share-0.69

Dividend yield (TTM)—

Revenue (annual)1.1M

Net income (annual)-63M

Social

What share of all stock conversation is about POET?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0.04% +0.01	0.03% -0.01	0.04% -0.01	0.08% +0.06

Sep 29

The stock has a strong support and is expected to rise to new all-time highs, with a tightening price range on diminishing volume and a steady rise of the MACD.
There is anticipation for upcoming news or announcements, particularly related to capacity reservation deposits and funded milestone announcements, which could lead to a significant increase in the stock's price.
The company's recent success in Europe, as revealed at the ECOC conference, has reassured investors of long-term revenue visibility, despite near-term stock volatility.

Generated by AI

Sentiment

Of the messages about POET that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	82.84% +3.89	83.4% -5.13	87.52% -4.5	83.22% -3.9
Bearish	17.16% -3.89	16.6% +5.13	12.48% +4.5	16.78% +3.9

Bullish· Sep 29

The company has a strong product with good scalability, and is partnered with major players, which could lead to significant revenue growth.
The optical communications supply chain is sold out for the next 12-18 months, providing long-term revenue visibility and reassuring investors.
The stock has a high potential for growth, with some analysts predicting a 1000% increase, and the current price is seen as a buying opportunity.

Bearish· Sep 23

POET Technologies Inc. has been criticized for its poor investor relations, with some questioning the effectiveness of its management and IR team.
The company's recent investor presentation was met with disappointment, as it failed to provide any significant updates or achievements, leading to a downward trend in its stock price.
POET Technologies Inc. is facing challenges in delivering on existing purchase orders, with its forward-looking risks now including an inability to ship products quickly, which has raised concerns about the company's demand and sales prospects.

Generated by AI

Topics

Of the messages about POET that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Technical Analysis	52.94%	21.02%	19.79%	4.85%
Announcements	47.06%	36.93%	41.74%	31.87%
Macro	0%	40.91%	36.98%	47.93%
Earnings	0%	1.14%	1.11%	2.75%
Analysts	0%	0%	0.33%	11.2%
Controversies	0%	0%	0.06%	1.39%

Earnings· May 15

POET Technologies reported a net loss of $12.3 million, or ($0.08) per share, in Q1 2026, compared to a net income of $6.3 million, or $0.08 per share, in Q1 2025.
The company's revenue increased 202% year-over-year to $503,389 in Q1 2026, beating estimates.
POET reported a gain of $1.6 million from the derivative liability adjustment in Q1 2026, compared to a loss of $30.7 million in Q4 2025.

Announcements· Aug 8

Intel CEO takes an indirect position in POET Technologies Inc. through a $50M purchase order with warrants exercisable over 9 years, implying a potential significant stake in the company.
POET's manufacturing capacity in Malaysia is ramping up, with a target of 30,000+ Optical Engines shipped in 2026 and potential major scaling of 800G and 1.6T products in 2027.
Successful production ramp, execution of deliveries, and accelerating revenue could trigger a significant revaluation of POET, potentially transitioning the company from a technology story into a true growth company.

Controversies· Apr 27

Marvell cancelled all purchase orders with POET Technologies due to alleged confidentiality breaches, resulting in a 47% stock price drop.
POET's CFO allegedly violated a non-disclosure agreement (NDA) by discussing purchase orders with Marvell, leading to the cancellation of the orders.
POET shareholders may be eligible for a class action investigation and lawsuit due to the company's alleged breach of confidentiality agreements.

Technical Analysis· Jun 15

$POET is sitting at a level where a double from here is in play this month, with a potential setup for a bigger move.
A clean break above $POET's upper trendline next week could open the door to a bigger move, with key resistance at $14-14.50.
$POET's bullish harami and moving average crossover are indicative of a potential uptrend, with the stock showing strength and potentially more room to run.

Generated by AI

Community

Of the messages about POET, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	81.67%	62.41%	62.53%	40.22%
Newcomers	18.33%	37.59%	37.47%	59.78%

Regulars· Sep 29

The regulars are anticipating news that could lead to a significant price increase, with some speculating that the news could be released as soon as tomorrow.
The current price range is seen as a sign of a stock about to explode upwards, with a textbook chart indicating imminent bullish news and a steady rise of the MACD.
There is speculation about the potential for supply constraints, with a recent European Conference on Optical Communication (ECOC) revealing that the optical communications supply chain is sold out for the next 12-18 months.

Newcomers· Sep 29

Newcomers to $POET are eagerly waiting for news updates from the company's CEO, with some speculating about the potential impact on the stock price.
The CEO's silence is causing concern among some investors, who are worried that it may lead to a loss of shareholder confidence and a subsequent drop in the stock price.
Despite some promising sector news, the lack of a clear direction from the CEO is causing uncertainty among investors, with some calling for a sell-off and others advocating for patience.

Generated by AI

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.

7d agoYahoo Finance

Is POET Technologies (POET) Undervalued On Its Optical Expo Update And 1.5x P B?

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...

13d agoYahoo Finance

Is POET Technologies (POET) Entering A New Growth Phase After Its $50 Million Order?

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...

13d agoYahoo Finance

POET Technologies (POET) Doubles Revenue As Cash Burn Accelerates

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 […]

15d agoYahoo! Finance Canada

POET Technologies to Exhibit at CIOE 2026, Present High-Power Laser Light Sources for AI Interconnects at IFOC

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

26d agoYahoo Finance

POET Technologies: The Balance Sheet Is Strong, But Commercial Execution Still Has To Catch Up

28d agoSeeking Alpha

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1	Lightwave Logic, Inc.LWLG	0%-0.01
2	Lumentum Holdings Inc.LITE	0%-0.06
3	Coherent Corp.COHR	0%-0.01
4	Everspin Technologies, Inc.MRAM	0%0
5	Ondas Inc.ONDS	0.31%-0.01
6	Navitas Semiconductor CorporationNVTS	0.09%-0.04
7	ADTRAN Holdings, Inc.ADTN	0%0
8	AXT Inc.AXTI	0.13%+0.05
9	Redwire CorporationRDW	0.04%+0.01
10	Defiance Daily Target 2X Long POET ETFPOEL	0%new

POET Technologies Inc.

Technology
Semiconductors

POET Technologies Inc. is a photonics and semiconductor company that designs, develops, manufactures, and sells opto-electronic products for commercial use. Its core offering is the POET Optical Interposer platform, which integrates electronic and photonic devices into a single chip using wafer-level semiconductor manufacturing techniques. The company develops photonic integrated packaging solutions, optical engines, light source products, optical transceiver modules, and custom optical modules for data communications, telecommunications, sensing, and AI-related networking applications. POET Technologies serves markets including data centers, hyperscale computing, cloud connectivity, industrial sensing, automotive lidar, and medical imaging. Headquartered in Toronto, Canada, POET Technologies focuses on high-performance integration solutions that support compact, efficient optical systems used across modern digital infrastructure.

Website

Location

120 Eglinton Avenue East

Toronto, ON, M4P 1E2

Canada

Social

What share of all stock conversation is about POET?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0.04% +0.01	0.03% -0.01	0.04% -0.01	0.08% +0.06

Sep 29

The stock has a strong support and is expected to rise to new all-time highs, with a tightening price range on diminishing volume and a steady rise of the MACD.
There is anticipation for upcoming news or announcements, particularly related to capacity reservation deposits and funded milestone announcements, which could lead to a significant increase in the stock's price.
The company's recent success in Europe, as revealed at the ECOC conference, has reassured investors of long-term revenue visibility, despite near-term stock volatility.

Generated by AI

Sentiment

Of the messages about POET that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	82.84% +3.89	83.4% -5.13	87.52% -4.5	83.22% -3.9
Bearish	17.16% -3.89	16.6% +5.13	12.48% +4.5	16.78% +3.9

Bullish· Sep 29

The company has a strong product with good scalability, and is partnered with major players, which could lead to significant revenue growth.
The optical communications supply chain is sold out for the next 12-18 months, providing long-term revenue visibility and reassuring investors.
The stock has a high potential for growth, with some analysts predicting a 1000% increase, and the current price is seen as a buying opportunity.

Bearish· Sep 23

POET Technologies Inc. has been criticized for its poor investor relations, with some questioning the effectiveness of its management and IR team.
The company's recent investor presentation was met with disappointment, as it failed to provide any significant updates or achievements, leading to a downward trend in its stock price.
POET Technologies Inc. is facing challenges in delivering on existing purchase orders, with its forward-looking risks now including an inability to ship products quickly, which has raised concerns about the company's demand and sales prospects.

Generated by AI

Topics

Of the messages about POET that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Technical Analysis	52.94%	21.02%	19.79%	4.85%
Announcements	47.06%	36.93%	41.74%	31.87%
Macro	0%	40.91%	36.98%	47.93%
Earnings	0%	1.14%	1.11%	2.75%
Analysts	0%	0%	0.33%	11.2%
Controversies	0%	0%	0.06%	1.39%

Earnings· May 15

POET Technologies reported a net loss of $12.3 million, or ($0.08) per share, in Q1 2026, compared to a net income of $6.3 million, or $0.08 per share, in Q1 2025.
The company's revenue increased 202% year-over-year to $503,389 in Q1 2026, beating estimates.
POET reported a gain of $1.6 million from the derivative liability adjustment in Q1 2026, compared to a loss of $30.7 million in Q4 2025.

Announcements· Aug 8

Intel CEO takes an indirect position in POET Technologies Inc. through a $50M purchase order with warrants exercisable over 9 years, implying a potential significant stake in the company.
POET's manufacturing capacity in Malaysia is ramping up, with a target of 30,000+ Optical Engines shipped in 2026 and potential major scaling of 800G and 1.6T products in 2027.
Successful production ramp, execution of deliveries, and accelerating revenue could trigger a significant revaluation of POET, potentially transitioning the company from a technology story into a true growth company.

Controversies· Apr 27

Marvell cancelled all purchase orders with POET Technologies due to alleged confidentiality breaches, resulting in a 47% stock price drop.
POET's CFO allegedly violated a non-disclosure agreement (NDA) by discussing purchase orders with Marvell, leading to the cancellation of the orders.
POET shareholders may be eligible for a class action investigation and lawsuit due to the company's alleged breach of confidentiality agreements.

Technical Analysis· Jun 15

$POET is sitting at a level where a double from here is in play this month, with a potential setup for a bigger move.
A clean break above $POET's upper trendline next week could open the door to a bigger move, with key resistance at $14-14.50.
$POET's bullish harami and moving average crossover are indicative of a potential uptrend, with the stock showing strength and potentially more room to run.

Generated by AI

Community

Of the messages about POET, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	81.67%	62.41%	62.53%	40.22%
Newcomers	18.33%	37.59%	37.47%	59.78%

Regulars· Sep 29

The regulars are anticipating news that could lead to a significant price increase, with some speculating that the news could be released as soon as tomorrow.
The current price range is seen as a sign of a stock about to explode upwards, with a textbook chart indicating imminent bullish news and a steady rise of the MACD.
There is speculation about the potential for supply constraints, with a recent European Conference on Optical Communication (ECOC) revealing that the optical communications supply chain is sold out for the next 12-18 months.

Newcomers· Sep 29

Newcomers to $POET are eagerly waiting for news updates from the company's CEO, with some speculating about the potential impact on the stock price.
The CEO's silence is causing concern among some investors, who are worried that it may lead to a loss of shareholder confidence and a subsequent drop in the stock price.
Despite some promising sector news, the lack of a clear direction from the CEO is causing uncertainty among investors, with some calling for a sell-off and others advocating for patience.

Generated by AI

POET Technologies

Social

Sep 29

Bullish· Sep 29

Bearish· Sep 23

Earnings· May 15

Announcements· Aug 8

Controversies· Apr 27

Technical Analysis· Jun 15

Regulars· Sep 29

Newcomers· Sep 29

One Under-the-Radar Stock With 100% Upside Potential

Is POET Technologies (POET) Undervalued On Its Optical Expo Update And 1.5x P B?

Is POET Technologies (POET) Entering A New Growth Phase After Its $50 Million Order?

POET Technologies (POET) Doubles Revenue As Cash Burn Accelerates

POET Technologies to Exhibit at CIOE 2026, Present High-Power Laser Light Sources for AI Interconnects at IFOC

POET Technologies: The Balance Sheet Is Strong, But Commercial Execution Still Has To Catch Up

Also Discussed

POET Technologies Inc.

Company Information

Location

One Under-the-Radar Stock With 100% Upside Potential

Is POET Technologies (POET) Undervalued On Its Optical Expo Update And 1.5x P B?

Is POET Technologies (POET) Entering A New Growth Phase After Its $50 Million Order?

POET Technologies (POET) Doubles Revenue As Cash Burn Accelerates

POET Technologies to Exhibit at CIOE 2026, Present High-Power Laser Light Sources for AI Interconnects at IFOC

POET Technologies: The Balance Sheet Is Strong, But Commercial Execution Still Has To Catch Up

Also Discussed

Social

Sep 29

Bullish· Sep 29

Bearish· Sep 23

Earnings· May 15

Announcements· Aug 8

Controversies· Apr 27

Technical Analysis· Jun 15

Regulars· Sep 29

Newcomers· Sep 29