Professional
Added to YB: 2026-05-19
Pitch date: 2026-05-15
POET [bearish]
POET Technologies Inc.
+23.21%
current return
Author Info
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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, the rest of North and South America, Europe, Malaysia, Singapore, China, and the rest of Asia.
Market Cap
$2.4B
Pitch Price
$17.02
Price Target
5.00 (-62%)
Dividend
N/A
EV/EBITDA
-43.02
P/E
-21.79
EV/Sales
1.4K
Sector
Semiconductors and Semiconductor Equipment
Category
value
POET: Marvell Isn’t The Only Dead Partnership. Foxconn, LITEON and More Are Too. Lumilens Next? Appears a Recycled and Hollow Incestuous Promotion
POET (short): Decade-old vaporware pitch recycled during optical bubble. Marvell/Celestial partnership dead ~3yrs per exec, not just cancelled. Foxconn stopped using 2yrs ago. Luxshare execs unaware. $50M Lumilens deal hollow—counterparty owns no tech, just acquired failed Rain Tree ($800K/3yr rev). LITEON denies business. $5M order likely obscure GoldiLink. Sanan JV collapsed, paid back $6.5M. Trade 3700x rev at $4B. Worth <$5/share cash discount given broken promises & dilution.
Read full article (31 min)