Poet Technologies Inc Stock Price, News & Analysis

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.

POET Technologies (NASDAQ: POET), a leader in optical engines and light sources for AI networks, has successfully completed a US$25 million non-brokered public offering. The offering consisted of 5 million units priced at US$5.00 per unit, with each unit comprising one common share and one warrant.

The warrants are exercisable at C$8.16 for a five-year period. The company plans to utilize the proceeds for working capital and general corporate purposes. The offering was fully subscribed by institutional investors qualifying as accredited investors, with no commission or finder's fee paid.

POET Technologies (NASDAQ: POET) has appointed Sohail Khan as a new director and member of the Corporate Governance & Nominating Committee, effective July 7, 2025. Khan brings extensive experience in high-tech firms, including leadership roles at Coherent Corp and significant M&A expertise from his time at Agere Systems.

The appointment follows the retirement of Chris Tsiofas, who served as Audit Committee Chair for thirteen years. The Board now consists of six members. As part of his appointment, Khan was granted 21,200 RSUs vesting on the first anniversary, valued at CAD$7.70 per share.

POET Technologies (NASDAQ: POET) has announced a non-brokered public offering of 5,000,000 units at US$5.00 per unit, aiming to raise US$25 million. Each unit includes one common share and one warrant, with warrants exercisable at C$8.16 for five years.

The offering price represents a 12% discount to the July 4, 2025 closing price. The offering is expected to be fully subscribed by a single Canadian institutional investor. The company plans to use proceeds for working capital and general corporate purposes. POET has successfully raised over US$100 million in equity capital over the past year.

POET Technologies (NASDAQ: POET; TSX Venture: PTK) held its 2025 Annual General and Special Meeting on June 27, 2025, where shareholders approved all proposed measures. The meeting resulted in the re-election of all five directors with each receiving over 94% approval, the reappointment of Davidson & Company LLP as auditors with 95.67% support, and the approval of the Omnibus Equity Incentive Plan with 84.39% of votes in favor.

The amended Omnibus Plan increased the number of available awards to 17,007,771, representing 20% of the company's 85,022,787 common shares outstanding. Following the meeting, the Board granted directors a total of 72,340 Restricted Stock Units (RSUs), vesting on the first anniversary, based on a share price of CAD$7.23.

POET Technologies specializes in designing and developing Photonic Integrated Circuits (PICs), light sources, and optical modules for AI and data center markets, offering solutions for high-speed optical engines and modules for AI clusters and hyperscale data centers at 800G, 1.6T, and above speeds.

POET Technologies (NASDAQ: POET) has won the prestigious "AI Hardware Innovation Award" at the 2025 AI Breakthrough Awards for its Teralight™ line of optical engines. The award recognizes POET's ultra-high-performance technology that powers AI and hyperscale data-center connectivity.

The Teralight™ system-on-chip features a 1.6T transmit and receive optical engine, each measuring 12x12 mm. The innovative design incorporates 2x200G EML lasers from Mitsubishi Electric, enabling a 1.6T engine with only four laser chips instead of the conventional eight. The technology's chip-scale architecture, without wire bonds, delivers superior signal-to-noise ratios and high energy efficiency.

This marks POET's second consecutive recognition from AI Breakthrough Awards and its sixth notable award in the past 12 months. The competition attracted over 5,000 nominations from more than 20 countries.

POET Technologies (NASDAQ: POET) has signed a manufacturing agreement with NationGate Solutions in Penang, Malaysia for optical engine assemblies. The agreement includes a Master Agreement, Module Purchase Agreement, and Deed of Consignment for assembling and testing optical engines with custom-designed fiber-attach units.

The company has successfully cleared its backlog of 800G optical engine samples to customers in early June, with plans to ship 1.6T samples in Q3 2025. This agreement complements POET's existing manufacturing partnership with Globetronics announced in December 2024, strengthening its Malaysia-centered manufacturing ecosystem for advanced optoelectronics products targeting AI networks, data centers, and telecom applications.