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POETPOET Technologies Inc.
$8.95$1.2B
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POET logoPOET Technologies Inc.(POET)Earnings, Financials & Key Ratios

POET•NASDAQ
$8.95
Price updated Jul 6, 2026
SectorTechnologyIndustrySemiconductorsSub-IndustryOptical, Photonics and Display Components
AboutPOET Technologies Inc. designs, develops, manufactures, and sells discrete and integrated opto-electronic solutions in Canada, the United States, and Singapore. It offers integration solutions based on the POET Optical Interposer, a novel platform that allows the seamless integration of electronic and photonic devices into a single multi-chip module using advanced wafer-level semiconductor manufacturing techniques and packaging methods. It also develops photonic integrated components. The company serves the data center, telecommunications, Internet of things and industrial sensing, automotive LIDAR, optical coherence tomography for medical devices, virtual reality systems markets. The company was formerly known as Opel Technologies Inc. and changed its name to POET Technologies Inc. in June 2013. POET Technologies Inc. was incorporated in 1972 and is headquartered in Toronto, Canada.Show more
  • Revenue$1M+2494.6%
  • EBITDA-$31M-8.9%
  • Net Income-$63M-11.1%
  • EPS (Diluted)-0.68+27.7%
  • Gross Margin100%
  • EBITDA Margin-2842.01%+95.8%
  • Operating Margin-3150.5%+95.7%
  • Net Margin-5857.78%+95.7%
  • ROE-61.58%+86.1%

POET Price & Volume

POET Technologies Inc. (POET) stock price & volume — 10-year historical chart

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Persistent Cash Burn Challenges Optical Engine Scaling

Investment Thesis • Updated 2026Q1

VerdictNegative
Growth:Mixed
Profitability:Negative
Financial:Vulnerable
Cash Flow:Burning
Primary Risk:Persistent pre-commercial cash burn

Key Thesis Takeaways

  • POET Technologies remains in a high-risk, pre-commercialization phase, characterized by a volatile revenue stream that reached $503.4K in 2026Q1 and a heavy reliance on external equity to fund its $5.8M quarterly R&D expenditure.
  • While the company is transitioning toward a hardware-centric model for its Optical Interposer platform, the path to profitability is obscured by an accumulated deficit of $309.4M and significant operational losses.
  • Investors should monitor the company's ability to secure high-volume design wins, as the current cash runway is rapidly depleting from $40.0M in 2025Q4 to $16.5M in 2026Q1.

Verdict Logic

the company's liquidity position has deteriorated significantly, with cash balances falling to $16.5M in 2026Q1, which warrants extreme caution regarding potential future shareholder dilution.

POET Growth Metrics

POET Technologies Inc. (POET) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR

Revenue CAGR

10 Years-
5 Years-22.67%
3 Years24.82%
TTM607.6%

Profit CAGR

10 Years-
5 Years-
3 Years-
TTM-82.91%

EPS CAGR

10 Years-
5 Years-
3 Years-
TTM-25.75%

Return on Capital

10 Years-106.9%
5 Years-141.75%
3 Years-167.36%
Last Year-32.86%

POET Recent Earnings

POET Technologies Inc. (POET) EPS & revenue vs analyst estimates — last 4 quarters

Full history →
●Beat EPS 3/12 qtrs (25%)●Beat Revenue 2/12 qtrs (20%)
Q2 2026Latest
May 14, 2026
Metric
Actual
Est
EPS
$0.08-100.0%
$0.04
Rev
$503,389+101.4%
$250,000
Q2 2026
Mar 31, 2026
Metric
Actual
Est
EPS
$0.03+42.4%
$0.06
Rev
$341,202-14.7%
$400,000
Q2 2026
Mar 26, 2026
Metric
Actual
Est
EPS
$0.03+42.4%
$0.06
Rev
$341,202-14.7%
$400,000
Q4 2025
Nov 13, 2025
Metric
Actual
Est
EPS
$0.11-22.2%
$0.09
Rev
$298,434-57.4%
$700,180
QuarterDateEPS (Act vs Est)Revenue (Act vs Est)
Q2 2026LatestMay 14, 2026
$0.08vs $0.04-100.0%
$503,389vs $250,000+101.4%
Q2 2026Mar 31, 2026
$0.03vs $0.06+42.4%
$341,202vs $400,000-14.7%
Q2 2026Mar 26, 2026
$0.03vs $0.06+42.4%
$341,202vs $400,000-14.7%
Q4 2025Nov 13, 2025
$0.11vs $0.09-22.2%
$298,434vs $700,180-57.4%
Based on last 12 quarters of dataView full earnings history →

Latest POET News

Recent stock market news and headlines for POET Technologies Inc. (POET)

GlobeNewsWire·Jun 30, 2026
POET Technologies Recaps Highlights of CEO's Update on Commercial Activities and Provides Results of 2026 AGM

TORONTO, June 30, 2026 (GLOBE NEWSWIRE) -- POET Technologies Inc. (“POET” or the “Company”) (NASDAQ: POET), the designer and developer of Photonic Integrated Circuits (PICs), light sources and optical modules for the AI and data center markets, today reported the voting results of its Annual General Meeting (the “AGM”), which was held virtually on Friday, June 26, 2026, and recapped highlights from the presentation given by Chairman & CEO Dr. Suresh Venkatesan.

PRNewsWire·Jun 29, 2026
POET Technologies Inc. Sued for Securities Law Violations - Contact the DJS Law Group to Discuss Your Rights - POET

LOS ANGELES, June 29, 2026 /PRNewswire/ -- The DJS Law Group reminds investors of a class action lawsuit against POET Technologies Inc. ("POET" or "the Company") (NASDAQ: POET) for violations of §§10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder by the U.S. Securities and Exchange Commission. Shareholders who purchased shares of POET during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointments.

Peers Comparison

Key metrics vs top competitors for POET Technologies Inc. (POET)

Full Screener →
CompanyPriceMarket CapP/E RatioRev Growth (1Y)Net MarginROEDiv Yield
POET logoPOETPOET Technologies Inc.Current
$8.95$1.18B-13.162494.6%-5857.78%-61.58%—
IPGP logoIPGPIPG Photonics Corporation
$104.70$4.44B143.422.73%2.78%1.37%—
LITE logoLITELumentum Holdings Inc.
$731.25$52.21B1976.3521.03%17.68%30.68%—
COHR logoCOHRCoherent, Inc.
$335.70$53.23B-645.5823.42%10.59%6.94%—
AAOI logoAAOIApplied Optoelectronics, Inc.
$123.36$9.74B-192.7582.75%-8.55%-6.14%—
SLAB logoSLABSilicon Laboratories Inc.
$217.57$7.18B-109.8834.29%-6.13%-4.66%—

Compare POET vs Peers

POET Technologies Inc. (POET) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.

Closest Rival

vs IPGP

Most directly comparable listed peer for POET.

Scale Benchmark

vs NVDA

Larger-name benchmark to compare POET against a more recognizable public peer.

Peer Set

Compare Top 5

vs IPGP, LITE, COHR, AAOI

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POET Frequently Asked Questions

POET Technologies Inc. (POET) stock FAQ — growth, dividends, profitability & financials explained

Growth & Financials
What is POET Technologies Inc.'s revenue?

POET Technologies Inc. (POET) reported $1.4M in revenue for fiscal year 2025.

How fast is POET Technologies Inc. growing?

POET Technologies Inc. (POET) grew revenue by 2494.6% over the past year. This is strong growth.

Is POET profitable?

POET Technologies Inc. (POET) reported a net loss of $81.6M for fiscal year 2025.

Dividend & Returns
What is POET's return on equity?

POET Technologies Inc. (POET) has a return on equity (ROE) of -61.6%. Negative ROE indicates the company is unprofitable.

What is POET Technologies Inc.'s free cash flow?

POET Technologies Inc. (POET) had negative free cash flow of $35.1M in fiscal year 2025, likely due to heavy capital investments.

What if you invested $1,000 in POET back in 2004?

Total return calculator · dividends reinvested · 22+ years of data

See returns →