POET Technologies
POET · NASDAQ · Technology
$7.80
$0.35 (-4.53%) today
Market Cap
$1.35B
24h Volume
$62.1M
P/E Ratio
-4.2
52w High
$20.57
52w Low
$4.17
Est. AI Revenue
10%
7-Day Sparkline (Static)
Company facts
Performance
About POET Technologies
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.
POET Technologies in the AI buildout
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.
POET is tracked in Semiconductors and Cloud & Hyperscalers, rated Core on the AI Exposure leaderboard.
By the numbers
52-week range
POET trades at $7.80, 22% of the way up its 52-week range of $4.17 to $20.57.
Market cap
Market capitalization is $1.35B, with an AI Exposure Score of 85 out of 100.
Next earnings
POET Technologies is next expected to report earnings on November 12, 2026.
Market data as of the close on . Prices are end of day, not live.
Frequently asked questions
What does POET Technologies do?
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.
How is POET exposed to AI?
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.
What are POET's main products?
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.
Is POET a pure play AI stock?
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.
Where is POET based and who leads it?
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.
Profile written 2026-08, updated as the business changes. Editorial content, not investment advice.
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