POET Technologies
Designs Optical Interposer-based optical engines and light-source products for AI and data-center links.
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Profile
Designs optical engines and light-source products based on the Optical Interposer, a chip-scale photonic packaging platform for AI and data-center optical links. It operates as a single semiconductor-products-and-services segment, with activity across Asia, the United States, and Canada.
Designs optical engines and light-source products around its Optical Interposer, a wafer-level packaging platform that brings electronic and photonic devices together. The products are aimed at AI and data-center optical links, including makers of pluggable optical-transceiver modules.
Turns that platform into semiconductor products and services through a single operating segment. Its operating footprint spans Asia, the United States, and Canada; Super Photonics Xiamen became wholly owned after the company acquired the remaining interest.
Uses chip-scale photonic packaging for newer data-center architectures. Commercial activity includes product sales and non-recurring engineering services, while sales are oriented toward optical engines and light-source products.
Company facts
Key statistics
Year to date +4.9% · Average volume (30d) 11.4M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Target |
|---|---|---|---|
| Dec 3, 2025 | Northland Securities | Target | $8 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 13, 2026Q2 FY26 | −$0.07 | −$0.07 | 0.0% | $500.0K | $569.9K | +14.0% | +0.45% |
| May 14, 2026Q1 FY26 | −$0.04 | −$0.08 | −100.0% | $250.0K | $503.4K | +101.4% | −22.36% |
| Mar 31, 2026Q4 FY25 | −$0.06 | −$0.03 | +42.4% | $400.0K | $341.2K | −14.7% | −5.72% |
| Nov 13, 2025Q3 FY25 | −$0.09 | −$0.11 | −22.2% | $700.2K | $298.4K | −57.4% | −6.38% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $166.8K | $268.5K | $298.4K | $341.2K | $503.4K | $569.9K | |
| Gross profit | $166.8K | $268.5K | −$594.3K | $341.2K | −$454.3K | −$457.0K | |
| Operating income | −$9.5M | −$8.8M | −$9.6M | −$9.6M | −$17.9M | −$20.2M | |
| Net income | $6.3M | −$17.3M | −$9.4M | −$42.7M | −$12.3M | −$11.3M | |
| Diluted EPS | $0.08 | −$0.21 | −$0.10 | −$0.46 | −$0.08 | −$0.07 | |
| Gross margin | 100.0% | 100.0% | -199.1% | 100.0% | -90.3% | -80.2% | |
| Operating margin | -5,718.6% | -3,261.9% | -3,201.6% | -2,816.8% | -3,550.0% | -3,542.7% |
Fiscal years (4-quarter sums)FY20 $0 · FY21 $209.1K · FY22 $552.7K · FY23 $465.8K · FY25 $1.1M
Balance sheet, Jun 30, 2026Cash & short-term investments $796.3M · Total debt $7.8M · Total assets $881.8M · Shareholders' equity $847.5M
Dividends
No dividends on record.
Ownership
Shares outstanding 132.01M · Float 90.51M · 68.6% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| MMCAP International Inc. SPC | 19.05M | 11.00% | 13G | May 20, 2026 |
| Citadel Securities GP LLC | 10.09M | 5.80% | 13G | Jul 8, 2026 |
| G1 Execution Services, LLC | 9.81M | 5.70% | 13G | Aug 14, 2026 |
| Group One Trading LLC | 9.45M | 5.50% | 13G | Aug 13, 2026 |
| Marex Securities Products Inc. | 9.15M | 6.00% | 13G | May 19, 2026 |
Insider tradesForm 4
Nothing filed in the last 12 months.
View detailsPeers
- Coherent
1.6T data-center transceivers and CW lasers for AI optics
- Lumentum
CW lasers and 200G-per-lane EML components for AI data centers
- Broadcom
Optical DSPs, EMLs, and optical engines for AI data centers
- MACOM Technology Solutions
CW lasers and analog chipsets for 800G/1.6T optical modules
- Applied Optoelectronics
800G/1.6T AI data-center optics and external-laser products
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| POET Technologies | $7.55 | +0.53% | $990.1M | — | — | 578.0 | +112.3% |
| Coherent | $279.00 | −0.02% | $54.62B | 67.9 | 29.8 | 7.7 | +33.7% |
| Lumentum | $895.00 | +0.03% | $69.63B | — | 41.5 | 23.1 | +136.7% |
| Broadcom | $369.12 | +0.12% | $1.75T | 61.5 | 23.5 | 23.2 | +47.9% |
| MACOM Technology Solutions | $262.56 | −1.05% | $20.24B | 85.3 | 32.2 | 17.4 | +35.8% |
| Applied Optoelectronics | $106.95 | +0.69% | $8.52B | — | 43.1 | 14.3 | +86.4% |
| Median | 67.9 | 32.2 | 17.4 | +47.9% |