Poet Technologies Inc Stock Price, News & Analysis

POET (NASDAQ: POET) closed a non-brokered private placement on October 7, 2025 raising US$75,000,002 from a single institutional investor. The corporation issued 13,636,364 common shares and one warrant per share at a combined price of US$5.50 per share+warrant.

The warrant is exercisable immediately to purchase up to 13,636,364 common shares at C$9.78 per share until October 7, 2030. Net proceeds are planned for corporate development, targeted acquisitions, scaling R&D, accelerating the light source business, expanding operations and working capital. Management states the company has a war chest of over $150 million in cash and no significant debt.

POET Technologies (NASDAQ: POET), a leader in integrated optical engines and AI network light sources, has received the "Most Innovative Chip-scale Packaging/Optical Sub Assembly Product" award at the 2025 ECOC Exhibition in Copenhagen. This marks POET's seventh notable award in 15 months for its AI and datacom applications.

The recognition highlights POET's Optical Interposer™ platform technology and its 200G/lane receive and transmit optical engines. The company's POET Teralight™, a 1.6T line of optical engines, was featured in a Product Focus discussion at the exhibition, demonstrating the company's growing influence in optical communications technology.

POET Technologies (NASDAQ: POET) and Semtech Corporation (NASDAQ: SMTC) have announced the launch of high-performance 1.6T Receiver Optical Engines for AI and cloud networks, now available for customer sampling.

The breakthrough products integrate Semtech's FiberEdge 200G-per-lane receiver technologies with POET's Optical Interposer platform, creating highly integrated chip-scale receive engines. The offering includes DR8 for short-reach AI cluster links and 2×FR4 for longer-reach intra-datacenter connectivity.

The integrated platform delivers N×200G/lane receive path capabilities, targeting 1.6T DR8 and 2×FR4 receiver engines, with key advantages including lower power consumption, higher sensitivity, reduced BOM, and improved signal integrity at 200G/lane.

POET Technologies (NASDAQ: POET) and Sivers Semiconductors (STO: SIVE) have announced a strategic collaboration to develop External Light Source (ELS) modules for Co-Packaged Optics and AI infrastructure. The partnership combines Sivers' high-power distributed feedback laser technology with POET's Optical Interposer™ platform.

The collaboration aims to address critical challenges in AI clusters and hyperscale data centers through advanced wafer-level manufacturing and chip-scale photonic integration. According to Northland Capital Markets, the emerging ELS market represents a $1B+ annual opportunity, part of the larger AI Optical connectivity market that has already created $50B in market value.

The companies expect to showcase early prototypes in H1 2026, with production readiness targeted for end of 2026.

POET Technologies (NASDAQ: POET), a leader in integrated optical engines and light sources for AI networks, has announced its participation in the 2025 ECOC Exhibition in Copenhagen from September 28 to October 2. The company's Chief Revenue Officer Raju Kankipati will lead three industry presentations focusing on optical technology and innovation.

Notably, POET has secured an initial production order valued over US$500,000 from a key customer for optical engines based on their Optical Interposer™ platform. Deliveries are scheduled for early 2026, with expectations of high-volume production growth throughout the year. The company has also been fulfilling multiple orders for high-speed transceiver module development from other customers.

POET Technologies (NASDAQ: POET) announced it will showcase groundbreaking optical products at CIOE 2025 in Shenzhen from September 10-12. The company will demonstrate two key innovations: the POET Blazar, a revolutionary light source for Co-Packaged Optics and chip-to-chip communications, and POET Teralight, a line of 1.6T optical engines for high-volume transceivers.

Dr. Mo Jinyu, SVP of Global Product Development, will present at IFOC 2025 on September 9, discussing POET's Optical Interposer technology for AI computing and data center interconnects. The company's presence at CIOE, the world's largest optoelectronics conference, reflects strong global interest in their solutions for AI and cloud infrastructure scaling.

POET Technologies (NASDAQ: POET) has announced a strategic partnership with NTT Innovative Devices Corporation to develop advanced optical engines for next-generation AI mobile networks. The collaboration focuses on creating a 100G Bidirectional Optical Engine using POET's Optical Interposer™ platform and NTT's optical components, offering 4x more bandwidth efficiency than current solutions.

The partnership targets the front-haul networking segment, which is crucial for AI applications requiring high bandwidth and low latency. The market for front-haul mobile networks is projected to grow at a 14.2% CAGR through 2032, reaching US$5.9 billion. The bidirectional transceivers market is expected to expand from US$1.2 billion in 2024 to US$2.5 billion by 2033. POET plans to develop prototypes by 2026, with high-volume production starting in 2027.

POET Technologies (NASDAQ: POET) has announced its voluntary delisting from the TSX Venture Exchange (TSXV), expected to be effective after market close on August 27, 2025. The company's shares will continue to trade exclusively on the Nasdaq Capital Market under the symbol "POET".

This strategic move aims to create a centralized marketplace on Nasdaq, where the majority of POET's trading volume already occurs. The company expects this consolidation to improve long-term liquidity and enhance shareholder value. POET will maintain its status as a reporting issuer under Canadian securities laws and continue providing comprehensive disclosures.

POET Technologies (NASDAQ: POET) reported Q2 2025 financial results, marking significant progress in manufacturing expansion. The company generated revenue of $268,469, up from nil in Q2 2024, but reported a net loss of $17.3 million ($0.21 per share). Key developments include completing a $30 million private placement at $5.00 per share, expanding production capacity through partnerships with Globetronics and NationGate Solutions in Malaysia, and securing Lessengers as a new customer for 800G optical engines.

The quarter saw increased R&D costs of $3.2 million, up from $2.1 million in Q2 2024, reflecting the company's transition from technology to product development. Operating cash flow was ($7.7) million. The company also granted 2,121,771 RSUs to officers at $5.42 per share, vesting over three years.