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POET

POET TECHNOLOGIES INC.
Nasdaq· Semiconductors & Related Devices· Inc. A6· CIK 0001437424 Semiconductors
$5.70 +0.34 (+6.24%)
Oct 27 4:00 PM ET · prev $5.37
Market cap
$944.9M
Small cap
Median target
$14.75
+159% · range $14.75–14.75
Next earnings
Nov 16
in 20 days · EPS est. −$0.05
1 year
−23.1%
from $7.41 · Oct 27
30 days
−23.1%
from $7.41
52-week range
$4.17–20.57
−72% from high · low Nov 17
Avg volume 20D
8.18M
shares / day
Short interest
🔒 Subscribers only
New fund stakes
2
Q2 2026 13F · 0 exits
Reddit crowd
60°
Warm · 1 mention this week
Filing reports
11
analyzed by SecBot
SecBot read BULLISH 5 reports · 90 days
Balance 0 bearish · 2 bullish · 3 neutral oldest → newest, height = score
Avg score ·High conf. 5/5 ·Next Earnings date, Nov 16, 2026
Strongest BULLISH POET Technologies reported Q2 2026 revenue of $569,925, up 112% YoY and its sixth consecutive quarter of…
All reports →

Price

Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.

Signal stack

Where each data set points today.

  • InstitutionsBULLISH

    Q2 2026: 24 added (2 new), 11 trimmed or exited. Largest new: Renaissance Technologies $35.7M, Clear Street Group $10.1M.

  • EstimatesFALLING

    Current-quarter EPS estimate −$0.040 → −$0.050 over 90 days. 1 up, 0 down in 30 days.

  • TrendDOWNTREND

    21% below its 50-day average.

  • SocialQUIET

    Crowd 60° (warm) this week from 1 mention: 1 bullish, 0 bearish. No setup call.

Who's buying

13F· Q2 2026
2
new positions
0
exits
$45.8M
in new stakes
FundMoveSharesValue
RENAISSANCE TECHNOLOGIES LLCNEW3,469,500$35.7M
IMC-Chicago, LLCDOUBLED2,705,352$27.8M
GOLDMAN SACHS GROUP INCDOUBLED2,308,672$23.7M
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPDOUBLED1,683,132$17.3M
NATIONAL BANK OF CANADA /FI/DOUBLED1,496,010$15.4M
Trexquant Investment LPDOUBLED1,264,402$13.0M
CITADEL ADVISORS LLCTRIM1,066,398$11.0M
Clear Street Group Inc.NEW982,265$10.1M

Quarterly 13F filings are due 45 days after each quarter ends.

The Street

last action Dec 2024
12-month targets · 1 analysts

Price is below the lowest target. Median implies +159%.Targets as of Oct 27, 2026.

Recent actions
DateFirmActionRating
Dec 2, 2024Northland Capital Markets
REITERATE
REITERATEOutperform
Nov 22, 2024Craig-Hallum
MAINTAIN
MAINTAINBuy
Nov 18, 2024Northland Capital Markets
INITIATE
INITIATEOutperform
Sep 12, 2024Craig-Hallum
MAINTAIN
MAINTAINBuy

Earnings setup

Estimates
Nov 16
reports in 20 days
−$0.05
EPS estimate, this quarter
−25%
estimate change, 90 days
1↑ 0↓
revisions, 30 days
Current-quarter EPS estimate
PeriodEPS est.Range30D rev.Revenue
Current Q-$0.05-$0.05–-$0.05+16.7%$968.9K
Next Q-$0.04-$0.04–-$0.04+0.0%$2.2M
Current FY-$0.23-$0.23–-$0.23+4.2%$4.7M
Next FY🔒 Fresh data, subscribers only
Catalysts
Scheduled dates and disclosed events: earnings, FDA and trial readouts, halts, press releases. Colored dot = impact.
Upcoming
Nov 16, 2026
Earnings date
POET Q3 2026 Earnings Scheduled — 2026-11-16
Recent
Sep 4, 2026
Press release
POET Technologies to Exhibit at CIOE 2026, Present High-Power Laser Light Sources for AI Interconnects at IFOC
SVP Dr. Mo Jinyu to address IFOC on September 8; POET at Booth 13A35, Hall 13, September 9–11, Shenzhen SVP Dr. Mo Jinyu to address IFOC on…
Aug 19, 2026
Earnings date
POET Q2 2026 Earnings Scheduled — 2026-08-19
Aug 13, 2026
Earnings
POET Technologies Reports Second Quarter 2026 Results: Revenue Up 112% Year-Over-Year in Sixth Consecutive Quarter of Sequential Growth
Net loss narrows to ($0.07) per share; quarter-end cash and short-term investments of $796.3 million Net loss narrows to ($0.07) per share…
Aug 10, 2026
Earnings date
POET Q2 2026 Earnings Scheduled — 2026-08-10
Aug 3, 2026
Company news
POET Technologies Appoints Dr. Bardia Pezeshki and Jean F. Rankin to Board of Directors as Long-serving Director, Jean-Louis Malinge Resigns
TORONTO, Aug. 03, 2026 (GLOBE NEWSWIRE) -- POET Technologies Inc. (“POET” or the “Company”) (NASDAQ: POET), the designer and developer of Photonic…

Short side

FINRA· Oct 15, 2026
🔒 Subscribers only
shares short
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 16, 2026 SEC
POET Technologies announced it will report Q3 2026 financial results on November 16, 2026, and plans to begin hosting…
6-K — Impact 2/10
Sep 4, 2026 SEC
POET Technologies announced it will exhibit at CIOE 2026 and present at IFOC on high-power laser light sources for AI…
6-K — Impact 2/10
Sep 4, 2026 Other
POET Technologies to Exhibit at CIOE 2026, Present High-Power Laser Light Sources for AI Interconnects at IFOC
SVP Dr. Mo Jinyu to address IFOC on September 8; POET at Booth 13A35, Hall 13, September 9–11, Shenz
Aug 13, 2026 SEC
POET Technologies reported Q2 2026 revenue of $569,925, up 112% YoY and its sixth consecutive quarter of sequential…
6-K — Impact 7/10
Jun 30, 2026 Inst.
RENAISSANCE TECHNOLOGIES LLC — NEW
3,469,500 shares ($35.7M)
Jun 30, 2026 Inst.
IMC-Chicago, LLC — DOUBLED
2,705,352 shares ($27.8M)
Apr 27, 2026 Press
POET Technologies announced the cancellation of all purchase orders from Celestial AI, now owned by Marvell…
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…
Impact 5/10
Reddit
Crowd this week 60° Warm 1 bullish · 0 bearish
Mentions, 7 days 1 0 in posts · 1 in comments
Recent comments
r/dividends Bullish 2d ago
Lots of POET I'm setting myself out for the AI hyperscaling about to happen.
All social signals and their track records

SecBot reports

11 filings · 3 press releases · 4 bullish · 1 bearish · 6 neutral
All POET filing & press-release reports (14)