POET

POET Technologies has a single analyst, no profitability, and a stock sitting near multi-year lows, yet Wall Street is pointing to a price that would demand a complete transformation of the business by 2027.

POET Technologies has had a bumpy ride, with sharp gains over the longer term but a softer patch more recently, which puts fresh focus on whether today's US$6.01 share price lines up with what its balance sheet actually supports.

POET Technologies has already swung hundreds of percent in a single month, and Wall Street sees even bigger moves ahead as the company races to prove its silicon optical interposer can handle the pressure of real purchase orders and AI-scale demand.

During the lightning round of the September 30 episode of Mad Money, a caller sought Jim Cramer’s opinion of POET Technologies Inc. (NASDAQ:POET), and he commented: It’s a kind of a dead poet society over there.

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.

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.

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.

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.

SVP Dr. Mo Jinyu to address IFOC on September 8; POET at Booth 13A35, Hall 13, September 9–11, Shenzhen SVP Dr. Mo Jinyu to address IFOC on September 8; POET at Booth 13A35, Hall 13, September 9–11, Shenzhen

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.

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