POET Technologies is expected to report Q1 2026 consensus revenue of $0.25 million and an EPS loss of $0.05, with the current price of $15.97 significantly outpacing the average analyst target of $8.20.
The primary focus for investors is the commercial scaling of the company’s 800G optical engines following its landmark $500 million agreement with Lumilens.
While the stock has surged over 220% year-to-date on AI infrastructure optimism, analysts remain cautious about the company’s path to profitability and execution risks in Malaysia. This earnings call will be vital for management to provide a clear roadmap for 2026 production volumes.