--- title: "POET POET Technologies" canonical: "https://supercyclehq.com/stock/poet-technologies" type: "stock" dataAsOf: "2026-11-06" ticker: "POET" license: "Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset." disclaimer: "Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI." --- # POET Technologies (POET) POET Technologies is a photonic integration company. ## AI Exposure Score **85/100, Core.** 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 | Field | Value | | --- | --- | | Price (EOD close) | $5.07 | | Change 1d | +19.01% | | Change 7d | -2.50% | | Change 30d | -27.98% | | Change 1y | -5.94% | | 52-week high | $20.57 | | 52-week low | $4.17 | | Market cap | $877.4M | | P/E | n/a | | EPS | $-0.69 | | Next earnings | 2026-11-16 | Quote as of 2026-11-06. ## Company | Field | Value | | --- | --- | | Exchange | NASDAQ | | Sector | Technology | | Headquarters | Toronto, Canada | | CEO | Suresh V. Venkatesan | | Employees | 80 | | Website | https://www.poet-technologies.com | | Buildout layers | [Semiconductors](https://supercyclehq.com/category/semiconductors), [Cloud & Hyperscalers](https://supercyclehq.com/category/cloud-infrastructure) | ## What the company does 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. ## Role 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. ## Recent news - [POET Technologies Names Giovanni Pacelli CFO](https://finance.yahoo.com/technology/ai/articles/poet-technologies-names-giovanni-pacelli-120000195.html?.tsrc=rss) (source, 2026-11-02) - [POET Is Targeting the Problem Standing Between AI and More Speed](https://247wallst.com/investing/2026/10/30/poet-is-targeting-the-problem-standing-between-ai-and-more-speed/?.tsrc=rss) (source, 2026-10-30) - [POET Technologies to Report Third Quarter 2026 Financial Results on November 16](https://finance.yahoo.com/technology/ai/articles/poet-technologies-report-third-quarter-110000064.html?.tsrc=rss) (source, 2026-10-16) - [POET Technologies Could Be Sitting on a Much Bigger Opportunity Than Investors Realize](https://247wallst.com/investing/2026/10/15/poet-technologies-could-be-sitting-on-a-much-bigger-opportunity-than-investors-realize/?.tsrc=rss) (source, 2026-10-15) - [Jim Cramer Says He Won’t Recommend Money-Losing POET Technologies (POET) Stock](https://finance.yahoo.com/markets/stocks/articles/jim-cramer-says-won-t-090848341.html?.tsrc=rss) (source, 2026-10-07) ## FAQ ### 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. --- Source: https://supercyclehq.com/stock/poet-technologies. Data as of 2026-11-06. Prices are end-of-day closes, never live. Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI. Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset.