POET
POET TECHNOLOGIES INC.
$12.53
+11.38%
$1.9B
No data for this timeframe.
Vol
Market Cap$1.9B
Cap SizeSmall Cap
Inst. Holders40 funds
Inst. Value$132.2M
Inst. Activity3 buys / 5 sells
Reddit Sentiment41° Cool
SEC Reports4
Press Releases3
Recent Activity
May 18, 2026
SEC
POET Technologies is raising approximately $400 million through a registered direct offering of 19,047,620 common shares
424B5 — Impact 6/10
May 14, 2026
SEC
POET reported Q1 2026 revenue of $503K (up 202% YoY from $167K) but a net loss of $12.3M ($0.08/share), a significant mi
PRESS-RELEASE — Impact 7/10
Apr 15, 2026
SEC
POET Technologies disclosed it expects to be classified as a Passive Foreign Investment Company (PFIC) for 2025, which c
6-K — Impact 5/10
Inst.
NATIONAL BANK OF CANADA — DOUBLED
298,295 shares ($1.8M)
Inst.
Aptus Capital Advisors, LLC — TRIM
75,625 shares ($449.2K)
Jun 9, 2026
short_volume
Short Volume: POET — 56.1% short (11.1M / 19.8M)
Short: 11,115,896 | Exempt: 927,022 | TRF Vol: 19,797,366 | Short Ratio: 56.1% | Off-exchange volume
Apr 27, 2026
Press
POET Technologies announced the cancellation of all purchase orders from Celestial AI, now owned by Marvell Semiconducto
Impact 6/10
Mar 17, 2026
Press
POET Technologies and Lessengers announced a joint development agreement to create a 1.6T 2×DR4 optical transceiver modu
Impact 5/10
Price Targets
Historical data — last covering-analyst action Dec 2024. No current recommendation available.
$17.50 (Dec 2024)
Current $12.53
Low $17.50
Median $17.50
High $17.50
1 analysts
$17.50
$17.50
Analyst Ratings
2Strong Buy
4Buy
1Hold
0Sell
0Strong Sell
Historical Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Dec 2, 2024 | Northland Capital Markets | REITERATE | Outperform → Outperform |
| Nov 22, 2024 | Craig-Hallum | MAINTAIN | Buy → Buy |
| Nov 18, 2024 | Northland Capital Markets | INITIATE | Outperform |
| Sep 12, 2024 | Craig-Hallum | MAINTAIN | Buy → Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $-0.07 ▼ -75.0% | $-0.07 — $-0.07 | 31% YoY | 1 |
| Next Q | $-0.06 ▼ -50.0% | $-0.06 — $-0.06 | 37% YoY | 1 |
| Current FY | $-0.24 ▼ -60.0% | $-0.24 — $-0.24 | 40% YoY | 1 |
| Next FY | $-0.17 | $-0.17 — $-0.17 | 29% YoY | 1 |
Latest Reports
BEARISH
424B5
6/10
POET Technologies is raising approximately $400 million through a registered direct offering of 19,047,620 common shares
May 18, 2026
BULLISH
PRESS-RELEASE
7/10
POET reported Q1 2026 revenue of $503K (up 202% YoY from $167K) but a net loss of $12.3M ($0.08/share), a significant mi
May 14, 2026
BEARISH
Press
6/10
POET Technologies announced the cancellation of all purchase orders from Celestial AI, now owned by Marvell Semiconducto
Apr 27, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $37.9M | — |
| CITADEL ADVISORS LLC | $15.0M | DOUBLED |
| PEAK6 LLC | $12.4M | — |
| CITADEL ADVISORS LLC | $9.7M | DOUBLED |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $9.5M | — |
Reddit Sentiment
41°
Cool
Bearish
Neutral
Bullish
40 institutional holders with $132.2M total value (22,382,303 shares) as of 2026-Q1. Top holders: SUSQUEHANNA, CITADEL, PEAK6. Net selling activity: 5 institutions trimmed/exited vs 3 added.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 6,373,800 | $37.9M | 28.6% | — |
| 2 | CITADEL ADVISORS LLC | 2,529,834 | $15.0M | 11.4% | DOUBLED +457.1% |
| 3 | PEAK6 LLC | 2,087,900 | $12.4M | 9.4% | — |
| 4 | CITADEL ADVISORS LLC | 1,635,100 | $9.7M | 7.3% | DOUBLED +457.1% |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1,594,800 | $9.5M | 7.2% | — |
| 6 | MORGAN STANLEY | 1,363,897 | $8.1M | 6.1% | DOUBLED +236.5% |
| 7 | GROUP ONE TRADING LLC | 1,196,057 | $7.1M | 5.4% | — |
| 8 | RAYMOND JAMES FINANCIAL INC | 1,065,248 | $6.3M | 4.8% | DOUBLED +253.1% |
| 9 | TUDOR INVESTMENT CORP ET AL | 978,082 | $5.8M | 4.4% | — |
| 10 | CITADEL ADVISORS LLC | 667,400 | $4.0M | 3.0% | DOUBLED +457.1% |
| 11 | Trexquant Investment LP | 584,690 | $3.5M | 2.6% | — |
| 12 | Point72 Asset Management, L.P. | 558,400 | $3.3M | 2.5% | — |
| 13 | NATIONAL BANK OF CANADA /FI/ | 298,295 | $1.8M | 1.3% | DOUBLED +950.1% |
| 14 | CAPITAL FUND MANAGEMENT S.A. | 192,200 | $1.1M | 0.9% | — |
| 15 | ROYAL BANK OF CANADA | 182,682 | $1.1M | 0.8% | ADD +79.7% |
| 16 | WELLS FARGO & COMPANY/MN | 175,667 | $1.0M | 0.8% | TRIM -60.8% |
| 17 | CAPTRUST FINANCIAL ADVISORS | 95,110 | $565.0K | 0.4% | DOUBLED +173.1% |
| 18 | GOLDMAN SACHS GROUP INC | 88,972 | $528.5K | 0.4% | — |
| 19 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 78,296 | $465.1K | 0.4% | — |
| 20 | Aptus Capital Advisors, LLC | 75,625 | $449.2K | 0.3% | TRIM -33.5% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| NATIONAL BANK OF CANADA /FI/ | DOUBLED | 28,405 | 298,295 | +950.1% | $1.8M | 2026-Q1 |
| Aptus Capital Advisors, LLC | TRIM | 113,709 | 75,625 | -33.5% | $449.2K | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ | TRIM | 79,980 | 44,250 | -44.7% | $262.8K | 2026-Q1 |
| Cresset Asset Management, LLC | ADD | 18,544 | 29,926 | +61.4% | $177.8K | 2026-Q1 |
| Marex Group plc | TRIM | 29,000 | 16,657 | -42.6% | $98.9K | 2026-Q1 |
| Mariner, LLC | TRIM | 41,084 | 13,417 | -67.3% | $79.5K | 2026-Q1 |
| BANK OF MONTREAL /CAN/ | TRIM | 27,756 | 11,181 | -59.7% | $66.4K | 2026-Q1 |
| TD Waterhouse Canada Inc. | ADD | 6,078 | 9,872 | +62.4% | $55.0K | 2026-Q1 |
| MORGAN STANLEY | DOUBLED | 362,632 | 1,220,206 | +236.5% | $7.7M | 2025-Q4 |
| CAPTRUST FINANCIAL ADVISORS | DOUBLED | 35,000 | 95,575 | +173.1% | $605.0K | 2025-Q4 |
| STATE STREET CORP | ADD | 48,600 | 64,647 | +33.0% | $409.2K | 2025-Q4 |
| Mariner, LLC | DOUBLED | 12,673 | 41,084 | +224.2% | $260.1K | 2025-Q4 |
| Marex Group plc | TRIM | 46,500 | 29,000 | -37.6% | $183.6K | 2025-Q4 |
| Rockefeller Capital Management L.P. | TRIM | 28,062 | 17,256 | -38.5% | $109.2K | 2025-Q4 |
| TD Waterhouse Canada Inc. | NEAR_EXIT | 41,678 | 6,078 | -85.4% | $38.4K | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | TRIM | 5,100 | 2,000 | -60.8% | $12.7K | 2025-Q4 |
| MORGAN STANLEY | DOUBLED | 88,884 | 362,632 | +308.0% | $2.0M | 2025-Q3 |
| TD Waterhouse Canada Inc. | DOUBLED | 6,278 | 41,678 | +563.9% | $247.7K | 2025-Q3 |
| NATIONAL BANK OF CANADA /FI/ | ADD | 21,802 | 28,515 | +30.8% | $158.0K | 2025-Q3 |
| Allworth Financial LP | DOUBLED | 100 | 1,100 | +1000.0% | $6.1K | 2025-Q3 |
| RAYMOND JAMES FINANCIAL INC | DOUBLED | 66,834 | 235,992 | +253.1% | $1.2M | 2025-Q2 |
| UBS Group AG | TRIM | 209,810 | 68,974 | -67.1% | $359.4K | 2025-Q2 |
| ROYAL BANK OF CANADA | ADD | 33,047 | 59,380 | +79.7% | $309.0K | 2025-Q2 |
| RHUMBLINE ADVISERS | NEAR_EXIT | 48 | 3 | -93.7% | $15.00 | 2025-Q2 |
| UBS Group AG | ADD | 131,211 | 209,810 | +59.9% | $793.1K | 2025-Q1 |
No insider trading data available yet. Insider transactions are collected from SEC Form 4 filings.
4 SEC filing reports analyzed. Sentiment: 2 bullish, 1 bearish, 0 mixed, 1 neutral. Avg impact: 6.5/10.
BEARISH
424B5
6/10
POET Technologies is raising approximately $400 million through a registered direct offering of 19,0
May 18, 2026
BULLISH
PRESS-RELEASE
7/10
POET reported Q1 2026 revenue of $503K (up 202% YoY from $167K) but a net loss of $12.3M ($0.08/shar
May 14, 2026
NEUTRAL
6-K
5/10
POET Technologies disclosed it expects to be classified as a Passive Foreign Investment Company (PFI
Apr 15, 2026
BULLISH
6-K
8/10
POET Technologies reported Q4 2025 financial results, highlighting a $375 million capital raise, a $
Apr 1, 2026
BEARISH
6/10
POET Technologies announced the cancellation of all purchase orders from Celestial AI, now owned by
Apr 27, 2026
MIXED
5/10
POET Technologies and Lessengers announced a joint development agreement to create a 1.6T 2×DR4 opti
Mar 17, 2026
BULLISH
7/10
POET Technologies announced a strategic collaboration with LITEON Technology to co-develop next-gene
Mar 16, 2026
Historical analyst distribution (last covering-analyst action Dec 2024): 86% buy across 7 analysts — 2 strong buy, 4 buy, 1 hold, 0 sell, 0 strong sell. No current recommendation available.
Analyst Price Targets
Historical data — last covering-analyst action Dec 2024. No current recommendation available.
$17.50 mean target (Dec 2024)
$17.50 Low
$17.50 High
| Metric | Value |
|---|---|
| Current Price | $12.53 |
| Target Low | $17.50 |
| Target Mean | $17.50 |
| Target Median | $17.50 |
| Target High | $17.50 |
| # Analysts | 1 |
| Recommendation | — (no recent coverage) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$-0.07 | $-0.07 | $-0.07 | 31.2% | -75.0% | 0↑ 1↓ | $0.0B | 86.8% | 1 |
| Next Q 2026-09-30 |
$-0.06 | $-0.06 | $-0.06 | 37.3% | -50.0% | — | $0.0B | 677.2% | 1 |
| Current FY 2026-12-31 |
$-0.24 | $-0.24 | $-0.24 | 40.3% | -60.0% | 1↑ 0↓ | $0.0B | 826.7% | 1 |
| Next FY 2027-12-31 |
$-0.17 | $-0.17 | $-0.17 | 29.2% | — | 0↑ 1↓ | $0.1B | 894.7% | 1 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $-0.070 | |
| 7d ago | $-0.040 | -0.030 |
| 30d ago | $-0.040 | -0.030 |
| 60d ago | $0.000 | -0.070 |
| 90d ago | $0.000 | -0.070 |
2 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 1 initiations.
Historical Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Dec 2, 2024 | Northland Capital Markets | REITERATE | Outperform | Outperform |
| Nov 22, 2024 | Craig-Hallum | MAINTAIN | Buy | Buy |
| Nov 18, 2024 | Northland Capital Markets | INITIATE | — | Outperform |
| Sep 12, 2024 | Craig-Hallum | MAINTAIN | Buy | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 2 | 4 | 1 | 0 | 0 | 86% | |
| May 1, 2026 | 2 | 4 | 1 | 0 | 0 | 86% | |
| Apr 1, 2026 | 2 | 4 | 1 | 0 | 0 | 86% | |
| Mar 1, 2026 | 2 | 4 | 1 | 0 | 0 | 86% | |
| Feb 1, 2026 | 2 | 4 | 1 | 0 | 0 | 86% | |
| Jan 1, 2026 | 2 | 4 | 1 | 0 | 0 | 86% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
41°
Cool
Bearish
Neutral
Bullish
31 mentions
7 bullish
13 bearish
30 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Jun 10, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Jun 10, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Jun 4, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| Jun 4, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| Jun 2, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Jun 2, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Jun 2, 2026 | 2 | 50° Neutral | 0 | 0 | 2 |
| Jun 2, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Jun 1, 2026 | 1 | 44° Neutral | 0 | 0 | 1 |
| Jun 1, 2026 | 1 | 44° Neutral | 0 | 0 | 1 |
| Jun 1, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| May 31, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| May 31, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| May 26, 2026 | 1 | 56° Neutral | 0 | 0 | 1 |
| May 26, 2026 | 1 | 56° Neutral | 0 | 0 | 1 |
| May 21, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| May 21, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| May 21, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| May 21, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| May 18, 2026 | 1 | 56° Neutral | 0 | 0 | 1 |
| May 18, 2026 | 1 | 56° Neutral | 0 | 0 | 1 |
| May 18, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| May 18, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| May 17, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| May 17, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| May 17, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| May 17, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| May 17, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| May 16, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| May 16, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
Recent Reddit Threads
SURESH PLEASE SAVE US $POET
▲ 1
💬 0
⚡ 0.5
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💬 1
⚡ 0.5
Jensen is Trump 2.0
▲ 1
💬 0
⚡ 0.5
AAOI? Sive? or POET?
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💬 0
⚡ 0.5
Watch POET today
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💬 0
⚡ 0.5
NBIS MRVL QCOM POET 18 bagger and counting
▲ 1
💬 0
⚡ 0.3
POET Bullish
▲ 1
💬 1
⚡ 0.5
Tomorrow I am buying.....
▲ 1
💬 0
⚡ 0.5
Photonics - the other sham to quantum computing
▲ 1
💬 0
⚡ 0.5
Time for the Personal Comeback! $POET $ONDS $QUBT $SOUN
▲ 1
💬 1
⚡ 0.5
$POET bull is back! $40 before EOY
▲ 0
💬 35
I found $POET's office
▲ 1
💬 1
⚡ 0.5
Freak the fuck out and panic sell POET, it’s so over
▲ 1
💬 0
⚡ 0.5
POET gains!
▲ 1
💬 1
⚡ 0.5
The dead $POET society
▲ 1
💬 0
⚡ 0.5
rug it 😮💨 (40K PUTS ON POET)
▲ 1
💬 0
⚡ 0.5
Jun 9, 2026
short_volume
Short Volume: POET — 56.1% short (11.1M / 19.8M)
Short: 11,115,896 | Exempt: 927,022 | TRF Vol: 19,797,366 | Short Ratio: 56.1% | Off-exchange volume (dark pool + OTC)
May 20, 2026
earnings_calendar
POET Q1 2026 Earnings Scheduled — 2026-05-20
May 20, 2026
short_volume
Short Volume: POET — 55.4% short (11.8M / 21.3M)
Short: 11,777,848 | Exempt: 1,132,308 | TRF Vol: 21,253,573 | Short Ratio: 55.4% | Off-exchange volume (dark pool + OTC)
May 18, 2026
other
POET Technologies Announces Closing of US$400 Million Investment
Secures financing to scale manufacturing and accelerate product leadership in photonic interconnect solutions for frontier AI <pre>Secures financing t
May 15, 2026
other
POET Technologies Secures Financing of US$400 Million in a Registered Direct Offering of Common Shares and Warrant
Additional changes in company executive leadership also announced <pre>Additional changes in company executive leadership also announced</pre>
May 14, 2026
earnings
POET Technologies Reports First Quarter 2026 Financial Results
<p align="justify">TORONTO, May 14, 2026 (GLOBE NEWSWIRE) -- POET Technologies Inc. (“<strong>POET</strong>” or the “<strong>Company</strong>”) (NAS
May 14, 2026
short_interest
FTD: POET — 580,474 shares ($8.3M) failed to deliver
Settlement: 20260514, Price: $14.37, FTD Value: $8,341,411.38, POET TECHNOLOGIES INC COM NEW
May 13, 2026
earnings_calendar
POET Q1 2026 Earnings Scheduled — 2026-05-13
May 13, 2026
short_interest
FTD: POET — 78,898 shares ($1.1M) failed to deliver
Settlement: 20260513, Price: $13.73, FTD Value: $1,083,269.54, POET TECHNOLOGIES INC COM NEW
May 12, 2026
other
POET Technologies Announces Appointment of Sandeep Kumar as Chief Operating Officer
<p align="justify">TORONTO, May 12, 2026 (GLOBE NEWSWIRE) -- POET Technologies Inc. ("<strong>POET</strong>" or the "<strong>Company</strong>") (NAS
May 12, 2026
earnings_calendar
POET Q1 2026 Earnings Scheduled — 2026-05-12
May 12, 2026
short_interest
FTD: POET — 66,933 shares ($0.9M) failed to deliver
Settlement: 20260512, Price: $13.90, FTD Value: $930,368.7, POET TECHNOLOGIES INC COM NEW
May 11, 2026
short_interest
FTD: POET — 148,607 shares ($1.6M) failed to deliver
Settlement: 20260511, Price: $10.95, FTD Value: $1,627,246.65, POET TECHNOLOGIES INC COM NEW
May 6, 2026
short_interest
FTD: POET — 119,959 shares ($1.1M) failed to deliver
Settlement: 20260506, Price: $9.21, FTD Value: $1,104,822.39, POET TECHNOLOGIES INC COM NEW
May 1, 2026
short_interest
FTD: POET — 95,362 shares ($0.7M) failed to deliver
Settlement: 20260501, Price: $7.12, FTD Value: $678,977.44, POET TECHNOLOGIES INC COM NEW