POET Technologies: Looking Beyond Valuation [Seeking Alpha]
POET Technologies Inc. (POET)
Company Research
Source: Seeking Alpha
POET's solutions address bandwidth, latency, and energy efficiency challenges in AI data centers, with copper scarcity and soaring prices accelerating photonic adoption. Despite sub-$1M TTM revenue and no major backlog, POET maintains a strong cash runway ($92.7M cash, $7M debt) and successful fundraising history. Valuation remains aggressive at ~$1B market cap and a projected 12x FY2027 P/S, with dilution and profitability timing as key risks; I rate POET a 'Buy.' Eoneren/E+ via Getty Images There are several structural factors speaking for accelerated adoption of photonic connectivity solutions: technological advantages over traditional copper, scarcity of copper, and recent large acquisition moves made by some prominent connectivity players. In such a setup, shares of POET Technologies This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position
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POET
News
- Undercovered Dozen: POET Technologies, Pan American Silver, MercadoLibre, AT&T And More [Seeking Alpha]Seeking Alpha
- Is POET Technologies (POET) Using Its Teralight Win And Capital Raise To Redefine AI Photonics? [Yahoo! Finance]Yahoo! Finance
- POET Technologies Announces Pricing of US$150 Million Registered Direct Offering of Common SharesGlobeNewswire
- POET Wins Product Innovation Award and Individual Technology Innovation Award at China’s Infostone AwardsGlobeNewswire
- POET Technologies: Poised For Excellent Optical Market Growth [Seeking Alpha]Seeking Alpha
POET
Earnings
- 11/13/25 - Miss
POET
Sec Filings
- 1/23/26 - Form 6-K
- 1/23/26 - Form 424B5
- 1/22/26 - Form 6-K
- POET's page on the SEC website