Added to YB: 2026-05-29
Pitch date: 2026-05-25
POET [bullish]
POET Technologies Inc.
-12.01%
current return
Author Info
Equity research team focused on tech stocks (with special interest in cybersecurity and cloud). Sign up for their 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, the rest of North and South America, Europe, Malaysia, Singapore, China, and the rest of Asia.
Market Cap
$2.4B
Pitch Price
$15.07
Price Target
N/A
Dividend
N/A
EV/EBITDA
-43.02
P/E
-21.79
EV/Sales
1.4K
Sector
Semiconductors and Semiconductor Equipment
Category
growth
POET Technologies - The AI Optical Interposer Thesis
POET: Optical Interposer enables wafer-scale, pick-and-place assembly of 800G/1.6T/3.2T optical engines vs slow manual alignment. May '26 Lumilens deal: $50M initial order (framework to $500M+), hybrid InP+SiPho platform, opens pluggable & NPO/CPO markets outside Broadcom. Up ~190% since Apr '26 add. At $2.5B mcap trades 79x NTM sales; 5-10x upside if production scales, zero if execution slips.
Read full article (13 min)