Poet Technologies Inc Stock Price, News & Analysis

POET Technologies (NASDAQ: POET) reported third-quarter 2025 results for the period ended September 30, 2025. Key operational progress includes two initial production orders totaling over $5.6 million, introduction of a 1.6T optical receiver with Semtech, and partnerships on light-source development and mobile AI telecom engagements.

Financial highlights: NRE and product revenue was $298,434; net loss was $9.4 million (loss per share $0.11); R&D expense rose to $3.7 million; and the company completed $250 million in equity financings from three institutional investors.

POET (NASDAQ: POET) and Quantum Computing Inc (NASDAQ: QUBT) announced a strategic collaboration to co-develop 400G/Lane TFLN modulator-based 3.2Tbps optical engines for CPO and next‑gen AI connectivity.

POET will fund development targeted for completion in H2 2026. The design pairs QCi's TFLN modulators with the POET Optical Interposer platform and aims to double current network lane speeds. The global market for 3.2T pluggable and CPO formats is projected near $12 billion by 2030.

POET (NASDAQ: POET) and Sivers Semiconductors announced a strategic collaboration to combine Sivers' distributed feedback (DFB) lasers with POET's Optical Interposer™ to supply scalable, energy-efficient light-engine sub-systems for next‑gen AI datacenter connectivity.

Key milestones: prototypes in H1 2026 and production readiness targeted by end of 2026. The partnership targets pluggable transceivers and External Light Sources (ELS) for co‑packaged optics (CPO).

POET (NASDAQ: POET) closed an oversubscribed registered direct offering on October 28, 2025, issuing 20,689,655 common shares for approximate gross proceeds of US$150 million before expenses.

The offering was fully subscribed by two new fundamental investment managers. The company reported a pro-forma cash position in excess of US$300 million immediately following closing. The company intends to use proceeds for corporate development, targeted acquisitions, scaling R&D, accelerating its light source business, expanding operations, and general working capital. Titan Partners Group acted as sole placement agent. The offering was made pursuant to a Form F-10 shelf registration declared effective on September 10, 2024.

POET Technologies (NASDAQ: POET) entered into purchase agreements for an oversubscribed registered direct offering of 20,689,655 common shares, expected to generate approximately US$150 million gross proceeds.

The closing is expected on or about October 28, 2025, subject to customary closing conditions, and participants include two new fundamental investment managers. The company said its pro-forma cash position is expected to be in excess of US$300 million following closing. Net proceeds are intended for targeted acquisitions, scaling R&D, accelerating the light source business, expanding operations, and general working capital. Titan Partners Group is sole placement agent.

POET (NASDAQ: POET) received a production order valued at over $5 million for POET Infinity™ optical engines targeted at AI data servers.

Shipments of 800G-capable transmit and receive engines (2xFR4, 2xDR4 transmit; 800G 2xFR4 and DR8 receive) are expected in the second half of 2026. POET Infinity features integrated EML lasers, drivers, MUX/DMUX, photodiodes and a compact Optical Interposer™ design that reduces bill of materials. Market research firm LightCounting forecasts the market for optical transceivers, LPO and CPO for AI networks to double from $5B in 2024 to $10B in 2026.

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.