POET Technologies (POET)
Designs Optical Interposer-based optical engines and light-source products for AI and data-center links.
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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
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Dec 3, 2025 | Northland Securities | Target | Target: — | Target: $8 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $796.3M · Total debt $7.8M · Total assets $881.8M · Shareholders' equity $847.5M
- Revenue
- $569.9K
- Operating income
- −$20.2M
- Net income
- −$11.3M
No dividends on record.
| Institutions | ≈ 25.21% | 33.28M ADS | |
|---|---|---|---|
| 202 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Strategic holders | 6.93% | 9.15M ADS | |
| 1 holder · as of May 19, 2026 | |||
| Other | ≈ 67.86% | 89.59M ADS | |
| remainder | |||
132.01M ADS as of Sep 15, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
The share count is from the company's Dec 2022 annual report; nothing newer is on file here.
Some positions are filed in underlying shares, not receipts; the ratio is unknown, so no percentage.
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Marex Securities Products Inc.Strategic | 6.93% | 9.15M | filed May 19, 2026 |
Cloudalpha Capital Management Limited/Hong KongInstitution | 2.92% | 3.86M ADS | as of Jun 30, 2026 |
Renaissance Technologies LLCInstitution | 2.63% | 3.47M ADS | as of Jun 30, 2026 |
Imc-Chicago, LLCInstitution | 2.05% | 2.71M ADS | as of Jun 30, 2026 |
Goldman Sachs Group IncInstitution | 1.75% | 2.31M ADS | as of Jun 30, 2026 |
Insider tradesForm 4
Nothing filed in the last 12 months.
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| POET Technologies | $8.17 | −2.89% | $1.11B | — | — | 648.1 | +112.3% |
| Coherent | $308.11 | −4.17% | $62.90B | 78.2 | 32.9 | 8.8 | +33.7% |
| Lumentum | $944.06 | −1.09% | $74.26B | — | 43.8 | 24.6 | +109.3% |
| Broadcom | $365.14 | +0.68% | $1.73T | 46.3 | 21.1 | 19.4 | +85.5% |
| MACOM Technology Solutions | $278.91 | −0.07% | $21.29B | 89.7 | 33.8 | 18.3 | +35.8% |
| Applied Optoelectronics | $106.81 | −1.71% | $8.72B | — | 43.3 | 14.6 | +86.4% |
| Median | 78.2 | 33.8 | 18.3 | +85.5% |