Added to YB: 2026-07-31
Pitch date: 2026-07-28
POET [bullish]
POET Technologies Inc.
+8.49%
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
$1.1B
Pitch Price
$6.71
Price Target
N/A
Dividend
N/A
EV/EBITDA
-14.45
P/E
-8.63
EV/Sales
479.86
Sector
Semiconductors and Semiconductor Equipment
Category
growth
CPO & Photonics Thesis (I) – 5 Stocks with Realistic Mid-term 10x Potential - POET Technologies
POET: Optical engine pure-play using proprietary dielectric platform for CPO/AI data centers (400G-800G+). Transitioning dev to commercial w/ Infinity production orders + Sivers partnership, aligned w/ NVIDIA Spectrum-X. ~$7/sh, ~$1.1B cap; 10x thesis on volume ramp w/ hyperscalers + multiple expansion. Risks: execution, customer concentration, competition, profitability.
Read full article (1 min)