Research Analysts Set Expectations for POET FY2026 Earnings

POET Technologies Inc. (NASDAQ:POET) – Equities research analysts at Zacks Research cut their FY2026 earnings estimates for shares of POET Technologies in a note issued to investors on Monday, June 1st. Zacks Research analyst L. Thompson now expects that the company will earn ($0.28) per share for the year, down from their previous forecast of ($0.23). The consensus estimate for POET Technologies’ current full-year earnings is ($0.23) per share. Zacks Research also issued estimates for POET Technologies’ FY2027 earnings at ($0.20) EPS.

POET Technologies (NASDAQ:POET) last released its quarterly earnings results on Thursday, May 14th. The company reported ($0.08) earnings per share for the quarter, missing analysts’ consensus estimates of ($0.04) by ($0.04). POET Technologies had a negative net margin of 5,786.60% and a negative return on equity of 27.24%. The firm had revenue of $0.50 million for the quarter, compared to the consensus estimate of $0.25 million.

Other analysts have also issued reports about the company. Wall Street Zen lowered POET Technologies from a “hold” rating to a “sell” rating in a report on Saturday, April 4th. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of POET Technologies in a research report on Tuesday, April 21st. One research analyst has rated the stock with a Sell rating, Based on data from MarketBeat.com, POET Technologies presently has an average rating of “Sell” and a consensus target price of $8.00.

POET Technologies Price Performance

POET stock opened at $11.86 on Monday. The firm has a market cap of $1.82 billion, a PE ratio of -16.47 and a beta of 0.75. The business has a 50 day moving average of $10.43 and a 200-day moving average of $7.77. POET Technologies has a 12-month low of $3.87 and a 12-month high of $20.81.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently made changes to their positions in POET. Advisory Services Network LLC purchased a new stake in POET Technologies in the 3rd quarter worth about $25,000. New Millennium Group LLC bought a new position in POET Technologies during the third quarter worth about $27,000. Quarry LP purchased a new position in shares of POET Technologies in the fourth quarter worth about $29,000. SBI Securities Co. Ltd. increased its stake in shares of POET Technologies by 95.3% in the third quarter. SBI Securities Co. Ltd. now owns 8,487 shares of the company’s stock worth $47,000 after purchasing an additional 4,142 shares in the last quarter. Finally, Coldstream Capital Management Inc. bought a new stake in shares of POET Technologies in the third quarter valued at approximately $55,000. Institutional investors own 1.99% of the company’s stock.

Trending Headlines about POET Technologies

Here are the key news stories impacting POET Technologies this week:

• Positive Sentiment: Analysts at Zacks Research published fresh earnings estimates for POET Technologies, reinforcing ongoing coverage of the name and indicating expectations for continued revenue shortfalls but steady quarter-by-quarter losses. Zacks Research earnings estimates
• Positive Sentiment: One recent commentary noted POET’s shares had been climbing alongside broader enthusiasm for optical/AI-related stocks, showing that investor demand remains strong after the recent run-up. POET Technologies soars 11%
• Neutral Sentiment: Unusual options activity was reported, with call volume running well above normal, suggesting elevated trading interest but no clear directional catalyst by itself. Unusually high options volume
• Neutral Sentiment: A market commentary warned that POET’s big multi-month surge may have left the stock vulnerable to a pullback, implying valuation concerns after the rally. Potential correction after surge
• Negative Sentiment: Multiple law firms issued or repeated class-action alerts over alleged securities-law violations tied to POET’s April 2026 trading period, increasing headline risk and the chance of legal overhang. Class action alert
• Negative Sentiment: Additional investor notices from Faruqi & Faruqi, The Gross Law Firm, DJS Law Group, Robbins LLP, Rosen Law Firm, Schall, Bernstein Liebhard, Pomerantz, and others reinforced that the company is facing an active securities fraud lawsuit and an upcoming June 29 lead-plaintiff deadline. Robbins LLP investor alert
• Negative Sentiment: Because these lawsuits allege possible misstatements and investor harm, they may weigh on sentiment even after the stock’s recent strong move higher. Securities law violations lawsuit

POET Technologies Company Profile

POET Technologies Inc is a Canadian fabless semiconductor company focused on the development and commercialization of integrated silicon photonics platforms. Leveraging proprietary POET Optical Interposer™ technology, the company designs and manufactures optical input/output (I/O) solutions that enable high-bandwidth, low-power data transmission between electronic chips and fiber-optic networks. By integrating optical waveguides, lasers, detectors and electronic drivers onto a single chip, POET aims to address the growing demand for faster, more energy-efficient data connectivity in telecommunications, data centers and high-performance computing applications.

The company’s core products include silicon photonics interposer arrays, active optical cables and optical transceiver modules.