POET Technologies Inc. (POET)

POET Technologies Inc. is in a booming AI optical chip market but lacks steady, repeatable product sales to justify its high valuation. Revenue growth is driven mainly by one-off engineering projects,...

POET is well-positioned to receive its first purchase order later this year, with the Malaysia facilities undergoing qualification and receiving customer visits. POET's 61% sequential non-recurring en...

Investors have mostly been buying the most popular semiconductor stocks.

I am reiterating my Strong Buy rating on POET Technologies, as the stock has appreciated 49% since my initial recommendation. AI-driven data center demand is set to grow 19–22% annually, with AI-optim...

POET Technologies stock is up 31% this week, driven by a 15% run on July 10th, after management shared a newsletter highlighting its progress and its closeness to generating revenues. POET's agreement...

POET Technologies offers optical engines and optical modules for a strong demand for high-speed and low-latency especially from data centers. Though pre-revenue, POET's partnerships and a large potent...

I rate POET Technologies a strong buy, due to improving financials, secular growth trends, and its pivotal role in the booming optical interposer market. POET's Quant rating has surged from Hold to St...

Artificial intelligence (AI) is rapidly evolving from a futuristic concept to the defining technology of our era. With generative AI alone projected to add trillions in economic value by 2030, we're w...