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POET Technologies Inc. develops photonic integrated circuits and optical interconnect solutions that enhance data transfer speeds for AI and data center applications.
Snapshot
| Country |
CAN
|
| Exchange | Nasdaq |
| AI Layer |
chipsinfra
|
| Category |
2.40 Photonic Components, Transceivers & Integration
|
| Sentiment |
62.0% |
| USD Mkt Cap | 1.38B |
| USD Revenue | 1.71M |
| USD Net Income | -75.72M |
| fwd P/E | -46.76 |
| Price 3M | -36.6% |
| Price 6M | +17.5% |
| Price 1Y | +53.1% |
| Price 2Y | +161.4% |
| USD Share Price | 8.03 |
Price & Size
| Price |
7.95 USD |
| Market Cap |
1.38B USD |
| Shares Outstanding |
173.06M |
| Shares Float |
172.34M |
| 52w Low |
3.87 USD |
| 52w High |
20.81 USD |
| Avg Volume |
13.32M |
Valuation
| P/E (forward) |
-46.8x |
| P/B |
1.62x |
| Enterprise Value |
587.09M USD |
| Book Value / Share |
4.90 USD |
| P/S |
803.18x |
| EV / Revenue |
342.73x |
| EV / EBITDA |
-10.06x |
Income
| Revenue |
1.71M USD |
| Revenue / Share |
0.01 USD |
| EBITDA |
-58.38M USD |
| Net Income |
-75.72M USD |
| EPS (trailing) |
-0.69 USD |
| EPS (forward) |
-0.17 USD |
Margins & Profitability
| Gross Margin |
100.0% |
| Operating Margin |
-3542.6% |
| Profit Margin |
0.0% |
| EBITDA Margin |
0.0% |
| Return on Equity |
-16.9% |
| Return on Assets |
-8.0% |
Cash & Debt
| Total Cash |
796.34M USD |
| Total Debt |
7.80M USD |
| Free Cash Flow |
-36.49M USD |
| Operating Cash Flow |
-35.45M USD |
| Debt / Equity |
0.01x |
| Current Ratio |
24.45x |
| Quick Ratio |
24.41x |
Analyst Consensus
| Target (Mean) |
14.75 USD |
| Target (Median) |
14.75 USD |
| Target (High) |
14.75 USD |
| Target (Low) |
14.75 USD |
| Recommendation |
none |
| # Analysts |
1 |
Identifiers
| ISIN | CA73044T1003 |
| CUSIP | 73044T100 |
| FIGI | BBG000BVV7G8 |
| SEDOL | BDFV4G9 |
Sentiment 62.0%
as of Sep 12, 2026
Positive drivers
Strong demand for POET's optical interposer technology in AI data center applications drove positive analyst coverage and partnership announcements during the period. Recent integration wins with hyperscale providers highlighted the company's competitive edge in high-speed photonics. Growing industry focus on energy-efficient AI infrastructure further boosted investor optimism around POET's roadmap.
Neutral / mixed
Ongoing commercialization timelines for next-gen products introduced some uncertainty, with revenue recognition still largely dependent on customer adoption rates. Broader semiconductor market fluctuations and macroeconomic factors created mixed trading signals without clear directional momentum. Regulatory and supply chain developments in the photonics space remained stable but unremarkable.
Negative drivers
Continued operating losses and share dilution from recent financing rounds weighed on sentiment, raising concerns about near-term profitability. Competition from larger players in silicon photonics intensified, potentially pressuring POET's market positioning. Limited trading volume and historical volatility in the stock amplified downside risks during market pullbacks.
Bottom line
Overall sentiment leans mildly positive, anchored by AI-driven growth prospects despite persistent financial challenges. The 30-day window reflects cautious optimism tempered by execution risks.