Added to YB: 2026-07-09
Pitch date: 2026-07-06
POET [bullish]
POET Technologies Inc.
-0.23%
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
$1.4B
Pitch Price
$8.53
Price Target
83.00 (+875%)
Dividend
N/A
EV/EBITDA
-21.44
P/E
-11.21
EV/Sales
712.19
Sector
Semiconductors and Semiconductor Equipment
Category
growth
A Dollar of Cash for Sixty Cents - POET Technologies Inc.
POET: Proprietary wafer-scale Optical Interposer platform targeting AI optical interconnect bottleneck. $50M initial/$500M+ 5yr Lumilens EOI order, $400M premium raise. Q1'26 rev only $503k, $12.3M loss, $8.8M burn. ~$1.4B cap prices in traction; bull case $400-600M rev by 2030 at 40%+ GM = 5-10x. Execution/concentration risk.
Read full article (7 min)