POETPOETTechnology · Semiconductors

POET Stock Forecast: POET Technologies, Inc. Price Predictions for 2026-2027

Last close, 23 Oct 2026
$5.47
+2.63% on the day

Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 18 of 100 as at 23 Oct 2026 — in the weakest quartile. The Street sees upside; the factor read is a caution. That gap is the story on this page.

Market cap
$922.4M
Ticker Nerd rank
18/ 100
Median analyst target
$15
Analysts covering
0
Revenue$570K+112.3% y/y
Operating income−$14.0M
Net income−$11.3M
Free cash flow−$15.3M
Quarterly, 8 quarters to 30 June 2026 · latest quarter's figure shown
Total return, dividends reinvested
1W
+0.7%
1M
−29.9%
YTD
−13.6%
1Y
−25.2%
From 52W high
−73.4%
From 52W low
+31.2%
$4
$21
52-week range, adjusted closes · the dot is the last close
Ticker Nerd rank

POET stock analysis: one number for the whole business

Consensus tells you what everyone already believes. The model scores POET Technologies, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.

Where the model ranks itAs at 23 Oct 2026
18/ 100

Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested

Growth
77
Revisions
55
Size
44
Momentum
43
Accruals
36
Issuance
23
Quality
21
Volatility
4
Value
1

Growth (77): Sales and profits are climbing, and climbing faster than before.

Value (1): The shares cost a lot relative to the profits and assets behind them.

Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.

Wall Street

POET stock forecast 2026-2027: analyst price targets & predictions

The bullish and bearish analyst opinions on POET, reported as data — targets and ratings, the market's view beside the model's.

Share price and the analyst range, 12 monthsAdjusted close, US dollars
$4$6$8$10$12$14$16Jan 26Apr 26Jul 26Oct 26POETHigh $15Median $15Low $15

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Data provided by Twelve Data

Recent analyst actionsNewest first

Of the 7 most recent actions, 1 moved their price target up and 2 moved it down.

DateFirmActionRatingTarget
2 Dec 2024Northland Capital MarketsReiteratesOutperform$6.00 → $7.00
22 Nov 2024Craig-HallumMaintainsBuy—
18 Nov 2024Northland Capital MarketsInitiatesOutperform—
12 Sept 2024Craig-HallumMaintainsBuy—
1 Sept 2023Craig-HallumMaintainsBuy$8.00 → $7.50
26 Apr 2023HC Wainwright & Co.ReiteratesBuy$5.00
11 Aug 2022HC Wainwright & Co.MaintainsBuy$10 → $5.00

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Market Radar

This page is one stock. Monday covers all of them.

POET appears in the Radar on the weeks it earns a place.

  • Market Radar, every Monday: the week's biggest rank moves across ~4,600 US stocks, and the reason for each.
  • The AI build-out map, free: every AI company we track, part by part, and one part in full with each verdict.
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Performance

POET vs the S&P 500

Both lines are total return — dividends reinvested — so the comparison is honest on both sides.

Over the twelve months to 23 Oct 2026, POET Technologies, Inc. returned −25.2% against +14.3% for the S&P 500, dividends included.

POET vs S&P 500, last 12 monthsTotal return, rebased to 100
50100150200Jan 26Apr 26Jul 26Oct 26POETS&P 500

Download this chart as an image — free to reuse; link this page as the source.

Data provided by Twelve Data

Estimates

POET analyst estimate revisions

Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.

Which way the estimates are movingNext fiscal year
Analysts raising
1
Analysts cutting
0
Fundamentals

POET Technologies, Inc. (POET) financial data

A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.

Valuation
Trailing P/E
−7.8×

Cheaper than 92% of US stocks

Price / sales
538.5×

Cheaper than 1% of US stocks

Price / book
1.1×

Cheaper than 68% of US stocks

EV / EBITDA
−2.3×

Cheaper than 75% of US stocks

Growth & margins
Revenue growth (YoY)
112.3%

Higher than 93% of US stocks

Earnings growth (YoY)
112.3%

Higher than 85% of US stocks

Gross margin
—
Operating margin
−3542.7%

Higher than 3% of US stocks

Net margin
0.0%

Higher than 30% of US stocks

Returns & dividend
Return on equity
−16.9%

Higher than 33% of US stocks

Return on assets
−8.0%

Higher than 28% of US stocks

Dividend yield
0.0%

Higher than 1% of US dividend payers

Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.

Key statistics

POET Technologies, Inc. (POET) statistics: revenue, profit & scale

The headline figures, each with its date. Every row carries its own link — cite it straight from here.

  • POET Technologies, Inc. has a market value of $922.4M and an enterprise value of $133.7M.

  • Revenue in the twelve months to 30 June 2026: $1.7M. The latest quarter grew 112.3% year on year.

  • Net income over the same four quarters: −$75.7M, a −4420.7% net margin.

  • Free cash flow in the twelve months to 30 June 2026: −$40.6M.

  • Shares outstanding: 173.0M.

  • Trailing P/E: −7.8×; forward P/E: −31.4× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Forward dividend yield: 0.00%.

  • POET Technologies, Inc. employs 53 people — $32K of revenue per employee.

Statement figures: company filings via Twelve Data, four quarters to 30 June 2026 · market figures as at 23 Oct 2026

Data provided by Twelve Data

Peers

POET vs competitors

The nearest names by industry and size, scored by the same model — like for like.

Its peer group, ranked by the same modelSemiconductors
CompanyMarket capTKN rank
POETPOET Technologies, Inc.$922.4M18
AIPArteris, Inc.$936.8M57
CEVACEVA, Inc.$773.2M50
WOLFWolfspeed, Inc.$1.2B31
AMBQAmbiq Micro, Inc.$1.2B22
AOSLAlpha & Omega Semiconductor Ltd.$658.6M50
LASRnLIGHT, Inc.$2.1B80

Look up any of the roughly 4,600 stocks we score.

The rank is the raw material. Whether the rules would actually own POET Technologies, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →

News

Latest POET news & analysis

POET Technologies to Report Third Quarter 2026 Financial Results on November 16

GlobeNewsWire · 16 Oct 2026neutral

POET Technologies announced it will report third-quarter 2026 financial results on November 16, 2026, at 7:00 a.m. ET, before the market opens. The company expects to begin hosting regular quarterly conference calls with its fourth-quarter and full-year 2026 results, expected March 1, 2027.

Why it matters — POET watchers can note the date of the upcoming results release and the company’s planned start of regular quarterly conference calls.

POET Technologies Could Be Sitting on a Much Bigger Opportunity Than Investors Realize

24/7 Wall Street · 15 Oct 2026neutral

The article says POET Technologies has seen large share-price swings over the past month and describes market expectations for further moves as the company seeks to demonstrate that its silicon optical interposer can meet the demands of real purchase orders and AI-scale applications.

Why it matters — POET watchers may be interested in how the company’s ability to validate its technology against commercial orders and AI-scale requirements could shape market expectations.

FAQ

Frequently asked questions about POET stock

How does Ticker Nerd's model rank POET?

As at 23 Oct 2026, POET Technologies, Inc. ranks 18 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Growth (77 of 100).

What is the POET stock forecast for 2030?

No analyst covering POET Technologies, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for POET are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $15 to $15 over the next 12 months.

How has POET stock performed over the past year?

POET Technologies, Inc. returned -25.2% over the 12 months to 23 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.

What does POET Technologies, Inc. do?

POET Technologies Inc. is a photonics and semiconductor company that designs, develops, manufactures, and sells opto-electronic products for commercial use.

What is the latest news on POET?

The most recent item we track (GlobeNewsWire, 16 Oct 2026): "POET Technologies to Report Third Quarter 2026 Financial Results on November 16". POET Technologies announced it will report third-quarter 2026 financial results on November 16, 2026, at 7:00 a.m. ET, before the market opens. The company expects to begin hosting regular quarterly conference calls with its fourth-quarter and full-year 2026 results, expected March 1, 2027.

Company

About POET Technologies, Inc.

POET Technologies Inc. is a photonics and semiconductor company that designs, develops, manufactures, and sells opto-electronic products for commercial use. Its core offering is the POET Optical Interposer platform, which integrates electronic and photonic devices into a single chip using wafer-level semiconductor manufacturing techniques. The company develops photonic integrated packaging solutions, optical engines, light source products, optical transceiver modules, and custom optical modules for data communications, telecommunications, sensing, and AI-related networking applications. POET Technologies serves markets including data centers, hyperscale computing, cloud connectivity, industrial sensing, automotive lidar, and medical imaging. Headquartered in Toronto, Canada, POET Technologies focuses on high-performance integration solutions that support compact, efficient optical systems used across modern digital infrastructure.

CEO Dr. Suresh V. Venkatesan Ph.D. · 53 employees · Canada · https://www.poet-technologies.com