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2026-09-04 11:30 5d ago
2026-09-04 07:00 5d ago
POET bude vystavovat na CIOE 2026 a představí laserové zdroje
POET POET Technologies
FMP Stock News 72
Original source text
SVP Dr. Mo Jinyu to address IFOC on September 8; POET at Booth 13A35, Hall 13, September 9–11, Shenzhen  | Source: POET Technologies Inc.

TORONTO, Sept. 04, 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 announced that it will exhibit at the 2026 China International Optoelectronic Expo (CIOE), taking place September 9-11, 2026, at the Shenzhen World Exhibition and Convention Center.

Preceding the 27th CIOE, POET’s Senior Vice President, Global Product Development, Dr. Mo Jinyu, will speak to delegates at the 2026 Infostone Optical Communication and Market Technology Conference (IFOC) about “High Power and Multi-wavelength Laser Light Sources for CPO/AI/ML Interconnects.” Her speech will take place on September 8 at 2:50 p.m. local time in the IFOC Forum.

“For 2026, we expect to share details of our continued manufacturing progress and the reasons why a growing number of industry leaders see POET’s wafer-level chip-scale packaging technology as a viable solution to their needs for low-cost, high-power optical interconnects. We will also be discussing the Company’s continued advancements in deploying next-generation applications for AI connectivity in hyperscale data centers,” said Dr. Suresh Venkatesan, POET Chairman and CEO.

CIOE and IFOC are interconnected events that occur each September in Shenzhen. Together, they create the annual convergence of the global optical communications and photonics industries. IFOC runs from September 7 to 8 and CIOE immediately follows. As a premier exhibition spanning the entire optoelectronics industry chain, CIOE brings together over 3,800 leading exhibitors from 30-plus countries and regions. More than 240,000 professional visitors are expected. 

About POET Technologies Inc.

POET is a design and development company offering high-speed optical engines, light source products and custom optical modules to the artificial intelligence systems market and to hyperscale data centers. POET’s photonic integration solutions are based on the POET Optical Interposer™, a novel, patented platform that allows the seamless integration of electronic and photonic devices into a single chip using advanced wafer-level semiconductor manufacturing techniques. POET’s Optical Interposer-based products are lower cost, consume less power than comparable products, are smaller in size and are readily scalable to high production volumes. In addition to providing high-speed (800G, 1.6T and above) optical engines and optical modules for AI clusters and hyperscale data centers, POET has designed and produced novel light source products for chip-to-chip data communication within and between AI servers, the next frontier for solving bandwidth and latency problems in AI systems. POET’s Optical Interposer platform also solves device integration challenges across a broad range of communication, computing and sensing applications. POET is headquartered in Toronto, Canada, with operations in Singapore, Penang, Malaysia and Shenzhen, China. More information about POET is available on our website at www.poet-technologies.com.

Cautionary Note Regarding Forward-Looking Information

This news release contains "forward-looking information" (within the meaning of applicable Canadian securities laws) and "forward-looking statements" (within the meaning of the U.S. Private Securities Litigation Reform Act of 1995). Such statements or information are identified with words such as "anticipate", "believe", "expect", "plan", "intend", "potential", "estimate", "propose", "project", "outlook", "foresee" or similar words suggesting future outcomes or statements regarding any potential outcome. Such statements include, without limitation, the Company's expectations with respect to its ability to advance customer and prospective customer relationships, its intention to ramp production, its deployment of capital, its ability to secure supply chain partnerships, its ability to increase sales and recruit new staff, and the Company’s ability overall to advance its business objectives. Such forward-looking information or statements are based on a number of risks, uncertainties and assumptions which may cause actual results or other expectations to differ materially from those anticipated and which may prove to be incorrect. Actual results could differ materially due to a number of factors, including, without limitation, potential changes in the Company’s capital needs, changes in the technological or macroeconomic environment that result in demand for the Company’s products being less than expected, changes in production requirements, inability to source and install capital equipment, inability to find and recruit new staff or to qualify and deliver its products on time, and risks that the Company will not be able to identify or consummate suitable acquisitions and/or partnerships and risks relating to the integration and success of any acquisitions and/or partnerships that are consummated.  For further information concerning these and other risks and uncertainties, refer to the Company's filings on SEDAR+ at www.sedarplus.ca and with the U.S. Securities and Exchange Commission at www.sec.gov. Prospective investors in the Company's securities should not place undue reliance on forward-looking statements because the Company can provide no assurance that such expectations will prove to be correct. Forward-looking information and statements contained in this news release are as of the date of this news release and the Company assumes no obligation to update or revise the forward-looking information and statements except as required by applicable securities laws.

120 Eglinton Avenue, East, Suite 1107, Toronto, ON, M4P 1E2 - Tel: 416-368-9411 - Fax: 416-322-5075
2026-08-31 15:00 9d ago
2026-08-31 09:00 9d ago
POET získala objednávku v hodnotě 50 milionů USD
POET POET Technologies
FMP Stock News 78
Original source text
A tiny photonics company just landed a massive purchase order from a hyperscaler supplier, and its balance sheet suddenly gives it years to prove whether that deal is the beginning of something enormous or just another false start.

POET Technologies (NASDAQ:POET) is a small-cap photonics designer building optical engines for 400G, 800G, and 1.6T data center interconnects, the plumbing hyperscalers need to move AI traffic without melting their power budgets. With a fresh $50 million purchase order from Lumilens in hand, our proprietary model sees room for a sharp re-rating.

Our 24/7 Wall St. price target for POET is $17.74 over the next 12 months, implying 136.59% upside. The recommendation is buy at medium confidence.

24/7 Wall St. Price Target Summary Metric Value Current Price $7.50 24/7 Wall St. Price Target $17.74 Upside 136.59% Recommendation BUY Confidence Level 50% A Wild Ride From $22 to $7 in One Summer POET is down 9.09% in the past week but up 17.74% over the past month and 32.74% year over year. Shares traded near $22.89 when POET filed its Q1 report in May, then collapsed to a 52-week low of $3.87 low before rebuilding to today’s level (52-week high: $20.81).

The Q2 FY26 report on August 13 was the reset. Revenue of $569,925 grew 112.29% year over year but missed consensus by 17.58%. GAAP EPS came in at -$0.07, in line with estimates.

POET closed the quarter with roughly $796 million in cash and short-term investments after a $400 million May raise at $21 per unit, giving management years of runway to ramp its Malaysia 800G production line by Q3 2027.

Why Bulls See a Path Back to $20 The bull case rests on optical engine scale. POET expects to ship 30,000+ optical engines in 2026, and the Lumilens supply agreement carries potential of $500 million+ over five years after an initial $50 million purchase order. Partnerships with LITEON, Lessengers (a 1.6T module co-developer), and NationGate for Malaysian manufacturing provide commercial anchors.

The AI cluster Ethernet optics market is tracking toward roughly $26 billion in 2026, up 60% year over year, and the in-package optical I/O market is projected to grow at a 41.5% CAGR through 2032.

POET is one slice of the buildout beyond the chipmakers (we broke down seven more suppliers powering, cooling, and connecting AI data centers in a free report here). If POET converts even a modest sliver of that pipeline, the bull scenario of $20.32 looks conservative.

Risks Worth Watching POET carries a $321 million accumulated deficit, 78.7 million warrants outstanding, and a derivative warrant liability that produced a $30.69 million non-cash swing in Q4 25. Earnings misses have been the norm: four of the last five reports were misses with zero beats, and the Q1 26 report drove a -22.36% single-day drop.

Bulls counter that derivative charges are non-cash accounting noise and Q2 26 revenue growth of 112% signals real commercial traction, but execution risk on the $26 million optical engine buildout through 2027 is real. A bear scenario near $12.04 assumes further customer delays.

How POET Compares to Lumentum and Applied Optoelectronics Lumentum (NASDAQ:LITE | LITE Price Prediction) is the scaled incumbent, with a $80.28 billion market cap and Q4 FY26 revenue of $1.006 billion, up 109.3% year over year. POET at a ~$1.3 billion market cap is a bet on the same tailwind an order of magnitude earlier.

Applied Optoelectronics (NASDAQ:AAOI) is the closer analog: a mid-cap transceiver specialist at $9.02 billion in market value with Q2 26 revenue of $191.92 million, up 86.4%, and Q3 guidance of $255 million to $290 million. AAOI proves that a hyperscale-qualified 800G supplier can command a premium multiple, making the 24/7 Wall St. price target on POET reasonable rather than aggressive, provided the Malaysia ramp lands on time.

POET Verdict: Balancing Runway Against Execution Risk My verdict is buy with 50% confidence and a 24/7 Wall St. price target of $17.74. The tipping factor is the balance sheet: $796 million of liquidity buys POET the runway to execute.

The setup improves if the Lumilens purchase order expands and the Malaysia line stays on schedule. The thesis weakens if Q3 revenue misses again and warrant dilution accelerates. For risk-tolerant investors, the risk/reward profile skews favorably on the data available today.

Year 24/7 Wall St. Price Target 2026 $10.04 2027 $17.74 2028 $32.87 2029 $49.69 2030 $66.95 These projections assume POET executes on Malaysia ramp and Lumilens delivers on its $500 million potential. Significant upside or downside could result from hyperscaler qualification wins or further equity dilution.

Contact [email protected] for any questions or corrections.
2026-08-13 21:09 27d ago
2026-08-13 15:14 27d ago
POET překonal odhady a získala objednávku za 50 milionů USD
POET POET Technologies
FMP Stock News 88
Original source text
POET Technologies Inc. (NASDAQ:POET) shares are rising Thursday. The photonic chipmaker beat estimates on both revenue and earnings in its second-quarter report and disclosed new customer orders tied to its optical chip business. Here’s what you should know.

POET Technologies shares are trending higher. Why are POET shares climbing? POET Beats Estimates As Revenue Growth Streak ContinuesPOET reported a second-quarter loss of 7 cents per share, narrower than the 8-cent loss analysts had expected and an improvement from a 21-cent loss in the same period last year. Revenue came in at almost $570,000 topping the $500,000 estimate and more than doubling the $268,469 the company generated a year earlier.

It marked the company’s sixth consecutive quarter of sequential revenue growth, with net loss narrowing to $11.3 million from $12.3 million in the first quarter. POET ended the quarter with $796.3 million in cash and short-term investments after closing a $400 million financing round in May.

CEO Suresh Venkatesan said the quarter reflected the company’s shift from development to revenue generation, pointing to the continued revenue growth, the narrower loss and an optical engine production ramp that remains on track for the second half of 2026.

POET’s Lumilens Partnership Takes ShapeThat Lumilens partnership Venkatesan referenced became one of the quarter’s biggest developments. POET signed a supply agreement with Lumilens establishing a joint development and commercial partnership focused on wafer-level photonic integration for AI infrastructure. As part of that deal, Lumilens placed an initial purchase order worth $50 million for POET’s optical interposer-based engines, an order the companies said could grow into a relationship worth more than $500 million over five years.

POET backed that growth with a fresh round of capital, closing a registered direct offering during the quarter that issued 19,047,620 units at $21 each for gross proceeds of approximately $400 million, priced at a premium to the stock’s market price at the time. Each unit included a common share and a warrant exercisable at $26.25 through May 2029.

POET Shares Are ClimbingPOET Price Action: POET shares were up 2.48% at $9.09 at the time of publication on Thursday, according to Benzinga Pro.

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