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Why POET’s AI-Focused Optical Strategy Earned a Fresh Boost From Northland in December
Yahoo Finance· 2025-12-08 16:08
POET Technologies Inc. (NASDAQ:POET) is one of the fastest-growing semiconductor stocks to buy. On December 3, Northland increased its price target on the stock from $7 to $8 and maintained its Outperform rating, according to TheFly. Following Marvell Technology’s acquisition of startup Celestial AI, Northland noted that several suppliers of lasers, external light sources, and other optical components are seeing improved long-term potential. The firm therefore updated its estimates and price target of this ...
POET Technologies: Celestial AI's Takeover Proves Its Potential As A Key AI Enabler (POET)
Seeking Alpha· 2025-12-08 01:58
Core Insights - POET Technologies Inc. has experienced a 36% decline from its 52-week high reached last October, but its shares have increased by 26% over the past week due to improved investor sentiment [1] Company Performance - The stock price of POET Technologies Inc. is currently down 36% from its peak, indicating a significant drop in value over the past year [1] - Despite the overall decline, the company has seen a recent uptick in share price, climbing 26% in the last week, suggesting a potential recovery or renewed interest from investors [1] Investment Analysis - The article emphasizes the importance of thorough research and analysis of financial statements and market trends to identify undervalued companies, which is a key focus for investment opportunities [1]
Why Poet Technologies Stock Plummeted Today
The Motley Fool· 2025-12-05 22:04
On a generally bullish day for the market, this growth stock headed south. Did this AI infrastructure company have something disastrous to report?While shares of Poet Technologies (POET 5.02%) stock have surged higher throughout the week, investors are slowing their buying activity today. Lest investors fear that the company, a designer of optical engines, had some troubling news to report, there was no such thing. In fact, there appears to be no apparent cause for the stock's decline. As of the market's cl ...
Why Shares of Poet Technologies Are Soaring Today
The Motley Fool· 2025-12-03 16:13
Group 1 - Poet Technologies' stock has seen a significant increase, with shares up 15.9% as of 10:44 a.m. ET, following a 1.5% rise the previous day [1] - Northland has raised its price target for Poet stock from $7 to $8, reflecting a bullish outlook due to Marvell's acquisition of Celestial AI, which is expected to benefit optics solution suppliers like Poet [2] - The acquisition by Marvell is described as a transformational milestone for enhancing connectivity strategies in AI and cloud data centers, which aligns with Poet's recent launch of 1.6T optical receivers for advanced AI clusters [3] Group 2 - The raised price target from Northland implies a potential upside of about 71% based on Poet's closing price of $4.68 [3] - While the acquisition of Celestial AI is positive for Poet, relying solely on the raised price target for investment decisions may not be prudent, as analysts typically have shorter investment horizons [4] - Despite the risks associated with Poet not generating substantial revenue yet, it is suggested that investors looking for AI stocks with growth potential should consider Poet [5]
Jim Cramer on POET: “I Can’t Recommend the Stock”
Yahoo Finance· 2025-11-24 13:40
POET Technologies Inc. (NASDAQ:POET) is one of the stocks Jim Cramer recently shed light on. When a caller mentioned that they bought POET as a speculative stock, Cramer remarked: “It’s losing too much money. It’s losing too much money, and we’re not, remember, the era of magical investing is over, so I can’t recommend the stock.” Stock market data. Photo by Jakub Zerdzicki on Pexels POET Technologies Inc. (NASDAQ:POET) creates semiconductor and photonic products that combine electronic and optical de ...
Jim Cramer: Buy Mettler-Toledo, But Not Poet Technologies - Mettler-Toledo Intl (NYSE:MTD), Opendoor Technologies (NASDAQ:OPEN)
Benzinga· 2025-11-24 12:52
Group 1: Mettler-Toledo International Inc. - Mettler-Toledo reported quarterly earnings of $11.15 per share, exceeding the analyst consensus estimate of $10.64 per share [1] - The company achieved quarterly sales of $1.030 billion, surpassing the analyst consensus estimate of $996.647 million [1] - Mettler-Toledo shares increased by 3.8%, closing at $1,452.35 [4] Group 2: Opendoor Technologies Inc. - Opendoor is currently not profitable, leading to skepticism about its investment potential [2] - Citigroup analyst maintained a Sell rating on Opendoor and raised the price target from $0.7 to $1.4 [2] - Opendoor shares rose by 9.6%, closing at $6.75 [4] Group 3: POET Technologies Inc. - POET Technologies reported third-quarter losses of 11 cents per share, missing the analyst consensus estimate of losses of 9 cents per share [2] - The company reported quarterly sales of $298.434 thousand, which fell short of the analyst consensus estimate of $400.000 thousand [2] - POET Technologies shares gained 1.7%, settling at $4.27 [4]
Jim Cramer: This Tech Stock Is 'Losing Too Much Money,' Recommends Buying Mettler-Toledo
Benzinga· 2025-11-24 12:52
Company Performance - Mettler-Toledo International Inc. reported quarterly earnings of $11.15 per share, exceeding the analyst consensus estimate of $10.64 per share, and quarterly sales of $1.030 billion, surpassing the consensus estimate of $996.647 million [1] - POET Technologies Inc. reported third-quarter losses of 11 cents per share, missing the analyst consensus estimate of losses of 9 cents per share, with quarterly sales of $298.434 thousand, also below the consensus estimate of $400.000 thousand [2] Analyst Recommendations - Jim Cramer recommended buying Mettler-Toledo, stating "You've got a good one there" [1] - Cramer expressed skepticism about Opendoor Technologies Inc., stating he cannot support the company until it becomes profitable, while Citigroup analyst Ygal Arounian maintained a Sell rating on Opendoor and raised the price target from $0.7 to $1.4 [2] - Cramer also could not recommend POET Technologies due to its significant losses [2] Stock Price Movement - Mettler-Toledo shares increased by 3.8% to settle at $1,452.35 [4] - Opendoor shares rose by 9.6% to close at $6.75 [4] - POET Technologies shares gained 1.7% to settle at $4.27 [4]
POET Technologies: Caught Between Breakthrough And Losses (POET)
Seeking Alpha· 2025-11-17 20:59
POET Technologies Inc. ( POET ) is an interesting asset that combines the company's innovative ideas with high speculative volatility in the value of the shares themselves. This underlies the investment idea of manyMy professional journey in the investment field began in 2011. Today, I combine the roles of an Investment Consultant and an Active Intraday Trader. This synergistic approach allows me to maximize returns by leveraging deep knowledge in economics, fundamental investment analysis, and technical tr ...
5 Emerging Tech Stocks I'm Buying on This Sharp Pullback
The Motley Fool· 2025-11-15 15:00
Group 1: Emerging Tech Stocks - The recent sell-off in emerging tech stocks presents a buying opportunity for long-term investors, with many high-growth names reverting to the mean [1] - Poet Technologies designs photonic chips for AI data centers, addressing bandwidth demands with its Optical Interposer technology and has secured a $75 million investment for AI connectivity solutions [2][4] - Archer Aviation focuses on electric vertical takeoff and landing (eVTOL) aircraft for urban transportation, with a significant partnership for the 2028 Los Angeles Olympics and a recent $650 million equity raise [6][9] - Richtech Robotics manufactures service robots for hospitality and healthcare, leveraging a robot-as-a-service model to address labor shortages, with the service robotics market projected to reach $175 billion by 2030 [10][12] - IonQ specializes in quantum computing using trapped-ion architecture, achieving a 99.99% 2-qubit gate fidelity and reporting a 222% year-over-year revenue growth [13][17] - Rocket Lab provides launch services and satellite manufacturing, with a record third-quarter revenue of $155.2 million and a strong vertical integration strategy [18][20] Group 2: Market Performance - Poet Technologies' shares have declined by 45% over the past 30 days, creating a compelling entry point [5] - Archer Aviation's stock is down 39% in the same period, despite raising significant capital for commercialization [9] - Richtech Robotics has seen a 48% drop in shares over the last 30 days, even after being added to the Russell 2000 Index [12] - IonQ's shares have decreased by 44% over the past month, despite strong revenue growth and cash reserves [17] - Rocket Lab's shares have fallen by 30% in the last 30 days, despite achieving record revenue and improved gross margins [20]
Brilliant Photonics, Brutal Fundamentals: Why I Would Sell Out Of POET Technologies
Seeking Alpha· 2025-11-14 20:15
Group 1 - The article discusses the emergence of new companies within the AI supply chains, highlighting the potential investment opportunities they present [1] - The focus is on long-term investment strategies in U.S. and European equities, emphasizing undervalued growth stocks and high-quality dividend growers [1] - Sustained profitability, characterized by strong margins, stable and expanding free cash flow, and high returns on invested capital, is identified as a more reliable driver of returns than valuation alone [1] Group 2 - The author manages a portfolio publicly on eToro, qualifying as a Popular Investor, which allows others to replicate real-time investment decisions [1] - The interdisciplinary background of the author, including Economics, Classical Philology, Philosophy, and Theology, enhances both quantitative analysis and market narrative interpretation [1] - The investment philosophy aims to balance asset accumulation with the freedom to choose work that aligns with personal expression and values [1]