POET

TORONTO, Oct. 16, 2026 (GLOBE NEWSWIRE) -- POET Technologies Inc. (“POET” or the “Company”) (NASDAQ: POET) today announced that it will report its financial results for the third quarter ended September 30, 2026, on Monday, November 16, 2026, at 7:00 a.m. ET, before the market opens. The results news release will be posted on the Company's website at www.poet-technologies.com. Beginning with its fourth-quarter and full-year 2026 results, expected to be announced on March 1, 2027, the Company intends to host regular quarterly conference calls for analysts and investors.

POET Technologies has already swung hundreds of percent in a single month, and Wall Street sees even bigger moves ahead as the company races to prove its silicon optical interposer can handle the pressure of real purchase orders and AI-scale

POET lost its Celestial AI orders after a confidentiality breach but has since signed a $50M order with Lumilens, a $5.5B photonics company already shipping to a hyperscaler. Loss of Marvell as a customer was offset by a major Lumilens deal, including a $50M order and potential for $500M over five years. Production ramp is delayed to late 2026–2027, pushing back revenue inflection and requiring more milestones to be met for upside.

A small-cap silicon photonics company has quietly built a cash fortress and locked in a major anchor customer, positioning itself to compete in a $26 billion AI optics market where the giants are not paying attention yet.

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.

POET Technologies has experienced a 37% stock price decline, creating a healthier valuation and setting the stage for renewed upside. Following the pullback, POET now trades at a 15-month forward price-to-sales ratio of 13x, which I believe is justified by its robust revenue growth. The company recently delivered a double-beat earnings report with triple-digit percentage revenue growth, signaling potential sentiment turnaround.

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.

Lumilens (POET's largest customer) raised $700 million at a $5.51 billion valuation while already supplying optical connectivity products to a major hyperscaler. POET secured an initial $50 million Lumilens order, potentially expanding beyond $500 million in cumulative purchases over five years. POET job openings surged 278% to 28 in July and reached 38 by August, signaling accelerating commercialization preparations.

Optical computing has become one of the most closely watched sub-themes in the AI infrastructure buildout, and few pure-plays sit closer to the bleeding edge than POET Technologies (NASDAQ:POET).

Net loss narrows to ($0.07) per share; quarter-end cash and short-term investments of $796.3 million Net loss narrows to ($0.07) per share; quarter-end cash and short-term investments of $796.3 million