POET Technologies

POET

Market cap $1.1B

POET Technologies is rated 'Buy' for its disruptive Optical Interposer platform targeting high-speed data movement in AI and data centers. POET's fab-lite model, major manufacturing agreements, and ramping shipments position the company for a potential revenue inflection in 2026–2027. Marvell's $5.5B Celestial AI acquisition validates POET's technology and signals significant market opportunity as industry transitions to 1.6T and 3.2T speeds.

Stretched valuations of large-cap tech stocks, namely the Mag 7, are likely to drive a rotation to small caps in 2026. The S&P 500's run in 2025 has seen it trump the S&P SmallCap 600's annualized price return since 1994, which could be a sign of a mean-reversion cycle in 2026. The Fed's expectations of GDP growth acceleration and interest rate cuts create a favorable environment for small caps.

One of the most popular trading subreddits, r/WallStreetBets, has voted on a list of top 10 stocks for 2026, showing preference for big tech leaders on one hand and high-risk artificial intelligence (AI) plays on the other.

POET Technologies is upgraded from Hold to Buy due to the Marvell-Celestial AI deal, highlighting POET's strategic importance in AI data center infrastructure. POET's technology is a key enabler of Celestial AI's Photonic Fabric platform, positioning it as a strategic supply chain partner. Marvell's acquisition of Celestial AI indirectly validates POET's technology and increases the likelihood of POET being targeted for acquisition by a major IT player.

Poet Technologies sits at the center of the AI-driven data center transformation with its patented optical interposer platform. POET's technology enables faster, cheaper, and more energy-efficient data transfer, directly addressing hyperscaler needs as AI workloads surge. With $150M in cash, no debt, and major manufacturing partners, POET is well-capitalized to scale operations and pursue growth opportunities.

POET's commercial momentum, with 2 purchase orders secured, is likely to accelerate following Marvell's acquisition of Celestial AI, whose Photonic Fabric is built upon POET's Optical Interposer platform. By being a critical supplier to Marvell, POET's chances of securing high-volume purchase orders from tier-1 suppliers have significantly improved, in my opinion. The technology validation POET received following Marvell's acquisition of Celestial AI enhances its position as a takeover target, especially by Coherent.

Shares of Poet Technologies soared on Wednesday on news of an upwardly revised price target. Marvell is acquiring optical connectivity specialist, Celestial AI.

Poet Technologies develops optical engines suited for AI computing. Marvell announced the acquisition of Celestial AI.

Recent volatility has created attractive entry points across high-growth technology stocks. These five companies span photonics, quantum computing, aviation, robotics, and space infrastructure.

POET Technologies is a small-cap company designing photonic integrated packaging solutions for advanced semiconductor and AI data center applications. POET leverages its Optical Interposer™ platform to integrate electronic and photonic devices, targeting the growing demand for high-speed optical modules. While some compare POET to a nascent NVIDIA, POET is an early-stage designer, not a manufacturer, and lacks major commercial agreements.