Added to YB: 2025-12-26
Pitch date: 2025-12-22
POET [bullish]
POET Technologies Inc.
-4.62%
current return
Author Info
Gaetano shares institutional-quality research on the future of AI infrastructure and photonics. Deep dives, timely updates, and real education built for conviction investors. Sign up for the newsletter.
Company Info
POET Technologies Inc., together with its subsidiaries, designs, develops, manufactures, and sells semiconductor products and services for commercial applications in the United States, Canada, Singapore, and China.
Market Cap
$893.4M
Pitch Price
$7.36
Price Target
N/A
Dividend
N/A
EV/EBITDA
-22.19
P/E
-10.77
EV/Sales
1.1K
Sector
Semiconductors and Semiconductor Equipment
Category
growth
POET Technologies Turns A Corner
POET: Photonics co transitioning from R&D to production with $5M 800G order for 2H26 delivery. $150M raise brings cash to ~$300M. Marvell's $3.25B Celestial AI acquisition validates POET's light-source tech via disclosed partnership. 1.6T transmitter unveiled, partnerships w/ Sivers, QCI expand TAM to CPO/ELS markets. Risk reduced but execution unproven.
Read full article (10 min)