{"data":{"ticker":"POET","slug":"poet-technologies","name":"POET Technologies","exchange":"NASDAQ","sector":"Technology","headquarters":"Toronto, Canada","ceo":"Suresh V. Venkatesan","employees":80,"website":"https://www.poet-technologies.com","founded":"2000","layers":[{"slug":"semiconductors","name":"Semiconductors"},{"slug":"cloud-infrastructure","name":"Cloud & Hyperscalers"}],"exposure":{"score":85,"tier":"Core","rationale":"POET sells optical engines built on its optical interposer for 800G and faster transceivers that connect AI data center clusters. Nearly all of its opportunity comes from AI interconnect bandwidth demand, so the thesis is a direct bet on the networking layer of the buildout."},"quote":{"price":5.07,"change24hPct":19.01,"change7dPct":-2.5,"change30dPct":-27.98,"change1yPct":-5.94,"high52w":20.57,"low52w":4.17,"marketCap":877404480,"peRatio":null,"eps":-0.69,"volume24h":49469683},"nextEarningsDate":"2026-11-16","summary":"POET Technologies is a photonic integration company. It develops optical engines, the light-based components that move data between chips and systems, built on its Optical Interposer technology. Customers are the makers of transceivers and networking gear for AI data centers.","explainer":["POET Technologies is a photonic integration company. It develops optical engines, the light-based components that move data between chips and systems, built on its Optical Interposer technology. Customers are the makers of transceivers and networking gear for AI data centers.","Its product line centers on the POET Optical Interposer, a platform for integrating photonic and electronic components, optical engines for AI data centers, and components for 800G transceivers, the high-speed links that connect AI compute clusters.","Founded in 2000 and headquartered in Toronto, Canada, POET trades on the NASDAQ and employs about 80 people under CEO Suresh Venkatesan."],"buildoutRole":"POET sits squarely in the Semiconductors layer of the buildout with a direct line to Cloud & Hyperscalers demand. AI clusters need enormous bandwidth between GPUs, and optical interconnects at 800G and beyond are how that bandwidth gets delivered. POET's optical engines target exactly that need, so nearly all of its opportunity comes from AI interconnect demand. Supercycle scores its AI exposure at 85 out of 100, making it a direct bet on the networking layer of the buildout.","faq":[{"q":"What does POET Technologies do?","a":"POET develops photonic integration technology. Its optical engines, built on the POET Optical Interposer, combine light-based and electronic components to move data at high speed, targeting the transceivers that connect AI data center systems."},{"q":"How is POET exposed to AI?","a":"Almost entirely. Its opportunity comes from AI data centers needing faster optical interconnects at 800G and beyond to link compute clusters. Supercycle rates its AI Exposure Score at 85 out of 100."},{"q":"What are POET's main products?","a":"The POET Optical Interposer platform for integrating photonics and electronics, optical engines designed for AI data center interconnects, and components for 800G transceivers that carry data between AI systems."},{"q":"Is POET a pure play AI stock?","a":"Effectively yes by exposure. Nearly all of its opportunity rides on AI interconnect bandwidth demand, and its AI Exposure Score of 85 out of 100 places it among the most exposed names Supercycle tracks."},{"q":"Where is POET based and who leads it?","a":"POET Technologies is headquartered in Toronto, Canada, and led by CEO Suresh Venkatesan. Founded in 2000, it is a small company of about 80 people whose shares trade on the NASDAQ."}],"history1y":[{"date":"2026-09-28","close":7.41},{"date":"2026-09-29","close":7.67},{"date":"2026-09-30","close":7.48},{"date":"2026-10-01","close":7.64},{"date":"2026-10-02","close":7.79},{"date":"2026-10-05","close":7.81},{"date":"2026-10-06","close":7.71},{"date":"2026-10-07","close":7.42},{"date":"2026-10-08","close":7.04},{"date":"2026-10-09","close":6.97},{"date":"2026-10-12","close":6.41},{"date":"2026-10-13","close":6.32},{"date":"2026-10-14","close":5.84},{"date":"2026-10-15","close":6.01},{"date":"2026-10-16","close":5.43},{"date":"2026-10-19","close":5.52},{"date":"2026-10-20","close":5.56},{"date":"2026-10-21","close":5.67},{"date":"2026-10-22","close":5.33},{"date":"2026-10-23","close":5.46},{"date":"2026-10-26","close":5.37},{"date":"2026-10-27","close":5.69},{"date":"2026-10-28","close":5.84},{"date":"2026-10-29","close":5.66},{"date":"2026-10-30","close":5.2},{"date":"2026-11-02","close":4.8},{"date":"2026-11-03","close":5.09},{"date":"2026-11-04","close":4.88},{"date":"2026-11-05","close":4.26},{"date":"2026-11-06","close":5.07}],"incomeStatements":[{"ticker":"POET","report_period":"2025-12-31","fiscal_period":"2025-FY","period":"annual","currency":"USD","revenue":1074865,"cost_of_revenue":0,"gross_profit":0,"operating_expense":0,"operating_income":-33863621,"net_income":-62963213,"earnings_per_share":-0.68,"earnings_per_share_diluted":-0.68,"research_and_development":18084303,"selling_general_and_administrative_expenses":13538284,"interest_expense":0,"income_tax_expense":0,"weighted_average_shares_diluted":0},{"ticker":"POET","report_period":"2024-12-31","fiscal_period":"2024-FY","period":"annual","currency":"USD","revenue":41427,"cost_of_revenue":0,"gross_profit":0,"operating_expense":0,"operating_income":-23562836,"net_income":-56695823,"earnings_per_share":-0.94,"earnings_per_share_diluted":-0.94,"research_and_development":11334641,"selling_general_and_administrative_expenses":10249427,"interest_expense":0,"income_tax_expense":0,"weighted_average_shares_diluted":0},{"ticker":"POET","report_period":"2023-12-31","fiscal_period":"2023-FY","period":"annual","currency":"USD","revenue":465777,"cost_of_revenue":0,"gross_profit":0,"operating_expense":0,"operating_income":-20407308,"net_income":-20267365,"earnings_per_share":-0.51,"earnings_per_share_diluted":-0.51,"research_and_development":10077930,"selling_general_and_administrative_expenses":8873015,"interest_expense":0,"income_tax_expense":0,"weighted_average_shares_diluted":0},{"ticker":"POET","report_period":"2022-12-31","fiscal_period":"2022-FY","period":"annual","currency":"USD","revenue":552748,"cost_of_revenue":0,"gross_profit":0,"operating_expense":0,"operating_income":-19710266,"net_income":-21036690,"earnings_per_share":-0.57,"earnings_per_share_diluted":-0.57,"research_and_development":10746743,"selling_general_and_administrative_expenses":8223113,"interest_expense":0,"income_tax_expense":0,"weighted_average_shares_diluted":0}],"balanceSheets":[{"ticker":"POET","report_period":"2025-12-31","fiscal_period":"2025-FY","period":"annual","currency":"USD","total_assets":328572438,"current_assets":314461831,"cash_and_equivalents":39959201,"total_liabilities":144783166,"current_liabilities":143753272,"total_debt":7066198,"shareholders_equity":183789272,"retained_earnings":-297094334},{"ticker":"POET","report_period":"2024-12-31","fiscal_period":"2024-FY","period":"annual","currency":"USD","total_assets":69652449,"current_assets":55482034,"cash_and_equivalents":37143759,"total_liabilities":48963562,"current_liabilities":48336937,"total_debt":7242418,"shareholders_equity":20688887,"retained_earnings":-270986848},{"ticker":"POET","report_period":"2023-12-31","fiscal_period":"2023-FY","period":"annual","currency":"USD","total_assets":8777417,"current_assets":3169745,"cash_and_equivalents":3019069,"total_liabilities":3846001,"current_liabilities":3538860,"total_debt":542280,"shareholders_equity":4931416,"retained_earnings":-214291025},{"ticker":"POET","report_period":"2022-12-31","fiscal_period":"2022-FY","period":"annual","currency":"USD","total_assets":15390453,"current_assets":9568194,"cash_and_equivalents":9229845,"total_liabilities":3945405,"current_liabilities":3817093,"total_debt":308783,"shareholders_equity":11445048,"retained_earnings":-194023660}],"holders13f":[],"news":[{"title":"POET Technologies Names Giovanni Pacelli CFO","source":null,"url":"https://finance.yahoo.com/technology/ai/articles/poet-technologies-names-giovanni-pacelli-120000195.html?.tsrc=rss","date":"2026-11-02"},{"title":"POET Is Targeting the Problem Standing Between AI and More Speed","source":null,"url":"https://247wallst.com/investing/2026/10/30/poet-is-targeting-the-problem-standing-between-ai-and-more-speed/?.tsrc=rss","date":"2026-10-30"},{"title":"POET Technologies to Report Third Quarter 2026 Financial Results on November 16","source":null,"url":"https://finance.yahoo.com/technology/ai/articles/poet-technologies-report-third-quarter-110000064.html?.tsrc=rss","date":"2026-10-16"},{"title":"POET Technologies Could Be Sitting on a Much Bigger Opportunity Than Investors Realize","source":null,"url":"https://247wallst.com/investing/2026/10/15/poet-technologies-could-be-sitting-on-a-much-bigger-opportunity-than-investors-realize/?.tsrc=rss","date":"2026-10-15"},{"title":"Jim Cramer Says He Won’t Recommend Money-Losing POET Technologies (POET) Stock","source":null,"url":"https://finance.yahoo.com/markets/stocks/articles/jim-cramer-says-won-t-090848341.html?.tsrc=rss","date":"2026-10-07"},{"title":"This Photonics Company Trades at 2x Its Cash. Here’s What It Does, and Whether You Should Buy It.","source":null,"url":"https://www.barchart.com/story/news/4822449/this-photonics-company-trades-at-2x-its-cash-heres-what-it-does-and-whether-you-should-buy-it?.tsrc=rss","date":"2026-09-27"},{"title":"One Under-the-Radar Stock With 100% Upside Potential","source":null,"url":"https://247wallst.com/investing/2026/09/22/one-under-the-radar-stock-with-100-upside-potential/?.tsrc=rss","date":"2026-09-22"},{"title":"Is POET Technologies (POET) Undervalued On Its Optical Expo Update And 1.5x P B?","source":null,"url":"https://finance.yahoo.com/markets/stocks/articles/poet-technologies-poet-undervalued-optical-231414352.html?.tsrc=rss","date":"2026-09-16"}]},"meta":{"version":"v1","asOf":"2026-11-06","builtAt":"2026-11-08T15:24:45.782Z","tier":"free","source":"https://supercyclehq.com/stock/poet-technologies","disclaimer":"Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI.","license":"Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset."},"links":{"self":"https://supercyclehq.com/api/v1/stocks/POET","html":"https://supercyclehq.com/stock/poet-technologies","md":"https://supercyclehq.com/stock/poet-technologies.md","docs":"https://supercyclehq.com/api/v1/openapi.json"}}