Held by
0
portfolios on TandT
Bookmarked by
0
users
Avg position size
—
of holders' portfolios
13F filers
1
institution
Market cap
$1.6B
173M shares
52-week range
$3.87 – $20.81
35% from low
Exchange
NASDAQ
CS
Click rows below (any statement) to add/remove series. Selection stays as you switch tabs.
| 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $3.9M | $3.9M | $3.9M | $209.1K | $552.7K | $465.8K | $41.4K | $1.1M |
| Cost of revenue | $1.5M | $1.5M | $1.5M | $0 | $0 | $0 | $0 | $0 |
| Gross profit | $2.4M | $2.4M | $2.4M | $209.1K | $552.7K | $465.8K | $41.4K | $1.1M |
| Gross margin | 62.0% | 62.0% | 62.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% |
| R&D | $8.7M | $2.1M | $6.6M | $8.2M | $10.7M | $10.1M | $11.3M | $18.1M |
| Operating income | −$16.6M | −$9.1M | −$18.2M | −$15.7M | −$19.7M | −$20.4M | −$30.1M | −$33.9M |
| EBITDA | −$7.8M | −$10.5M | −$14.7M | −$14.2M | −$19.7M | −$18.3M | −$54.6M | −$59.5M |
| Net income | −$16.3M | −$11.4M | −$19.1M | −$15.7M | −$21.0M | −$20.3M | −$56.7M | −$63.0M |
| Net margin | -419.8% | -294.1% | -492.5% | -7493.6% | -3805.8% | -4351.3% | -136857.2% | -5857.8% |
| EPS (diluted) | -0.58 | -0.40 | -0.66 | -0.51 | -0.57 | -0.51 | -0.94 | -0.68 |
Annual figures · source: Financial Modeling Prep
| Year | Est. revenue | Est. EPS | EPS range | # Analysts |
|---|---|---|---|---|
| 2026 | $9M | $-0.26 | $-0.30–$-0.19 | 2 |
| 2027 | $64M | $-0.15 | $-0.18–$-0.11 | 1 |
| 2028 | $65M | $0.02 | $0.02–$0.02 | 1 |
Forward consensus · source: Financial Modeling Prep
POET Technologies Inc is a design and development company offering high-speed optical engines, light source products, and custom optical modules to the artificial intelligence systems market and hyperscale data centers. Its integration solutions are based on the POET Optical Interposer, a novel, patented platform that allows the seamless integration of electronic and photonic devices into a single chip using wafer-level semiconductor manufacturing techniques. POET's Optical Interposer platform also solves device integration challenges across a broad range of communication, computing, and sensing applications. The company operates geographically in the United States, Canada, Singapore and China.
www.poet-technologies.comNo one on the platform currently holds POET.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2024-12-31 | 311,816 | $1.9M |
| Execution date | Ratio |
|---|---|
| 2022-02-28 | 1-for-10reverse |
No one on the platform has traded POET yet.
| $898M |
| — |
| CANCanaan Inc. | $0.30 | -0.73% | $140M | — |
| CEVACEVA, Inc. | $43.03 | +1.68% | $1.2B | — |
Source: Financial Modeling Prep · peers by sector/industry
$POET the ole fake out pump. Gonna be electric tomorrow.
View on StockTwits ↗$POET https://finance.yahoo.com/technology/ai/articles/why-everyones-talking-poet-technologies-140500059.html Don’t Sleep 💤
View on StockTwits ↗$POET @Adnansao @Foxhound1984 Suresh made it clear at the AGM that the market is coming to Blazer, not the other way around. Blazar was designed ahead of current demand and fits the OCI Multi-Source Agreement, the industry standard backed by AMD, Broadcom, Meta, Microsoft, Nvidia, and OpenAI. Taking on more NRE work for Blazer in 2026 will lock in real customer commitments and force the market to completely reprice the stock well before meaningful revenue even hits. In this space, early design wins and NRE activity routinely drive major moves long before the actual dollars show up in the financials. The stock doesn’t need revenue already in the bank to explode. It needs clear evidence that demand is building and additional Blazer NREs would be exactly that‼️ 💎👊🏼💎
View on StockTwits ↗$POET The biggest hurdle for retail investors here is understanding and underestimating the timelines required to go from prototype to volume shipments. It’s been a journey but I believe the time of getting in relatively cheap will be over by EOY. Unless they fudge something up..
View on StockTwits ↗$POET (post 2 of 2) Total Component Cost: $550.00 – $750.00 per optical engine baseline, driven entirely by high manufacturing cleanroom labor, extensive active power-up alignment testing, low factory output yields, and separate component housing overhead. * POET's Monolithic Victory: POET completely dismantles discrete packaging. By using a low-temperature process to lithographically weld active lasers and electronic circuits passively straight onto a unibody glass-on-silicon substrate at the raw wafer level, POET treats hardware assembly like a high-speed software printing press. Hundreds of perfect optical engines are fabricated and tested simultaneously on a single wafer run, slashing traditional capital packaging expenses by up to 70%.
View on StockTwits ↗$POET (post 1 of 2)Coherent & Lumentum (The Legacy Discrete Incumbents) Core Technology: Multi-Component Discrete Optical Packaging. Technical Limitation: They rely on legacy manufacturing models where every single optical component—including Indium Phosphide (InP) lasers, silicon modulators, separate lenses, and photodetectors, is fabricated on entirely separate wafer runs, hand-cut into tiny individual dies, and then robotically assembled piece-by-piece inside a bulky pluggable transceiver housing. Infrastructure Requirement: At 1.6T speeds, matching multiple separate, discrete laser channels and aligning them perfectly requires sub-micron mechanical tolerance. Because these separate components are glued and micro-placed individually, normal server operating heat causes the different materials to expand unevenly. This mechanical expansion creates severe micro-shifts, causing signal misalignment, high packet drop rates, and notoriously low factory yields when scaling to high vol.
View on StockTwits ↗$POET I'm just happy the lawfirm spam should be over
View on StockTwits ↗$POET Poet is the ultimate AI Bottleneck stock. Solves the photonics bottleneck, cheaper, faster, easier and cooler than anyone else's tech or idea. Nobody has any idea what photonics technology Elon Musk just bought last week, but I know they don't have Poet's patents. Or they're copying them, and we will look forward to the checks. This is a venture capital investment - that you can buy on the open market. Just on known orders and a conservative revenue calculation, this should be a $20 plus stock right now. (which is why, you know, somebody put 400mm into the company at 20 bucks 6 weeks ago ...) They have 850 mm in the bank. Now 10x the production, by the end of 2027. That's the plan. Are you going to wait until then
View on StockTwits ↗$POET Nice presentation. I just finished watching it on YouTube. I think that presentation turned the freefall around.
View on StockTwits ↗$POET https://www.airesearchcenterhub.com/volume2
View on StockTwits ↗$POET Classic. sorry to the weak holders who sold or got stopped out or the ones who were waiting for even lower prices. Scared momey will never make money. Congrats to those who BTMFD.
View on StockTwits ↗$POET Hopefully this holds, where it's mostly driven by larger market sentiment + rotation
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
Trading at 2784.6× sales vs its 378.4× historical median P/S.
Fair value ≈ $1.34 · price $9.85 today
Fair-value line = the stock's median historical P/S × sales per share. Price below the orange line = cheap vs its own history; above = expensive. Not investment advice.
No recent Form 4 filings on EDGAR — either no insider transactions reported recently or this isn't a SEC-registered issuer.