POET Technologies

Options market data point to an expected price volatility of about 11% for Poet Technologies’ quarterly results on Aug. 14; the company has not confirmed an exact timing. In six of the last eight reporting periods, actual stock moves exceeded the volatility implied by options trading, in some cases by a wide margin (e.g., +64.3% versus an expected 13.7%). Investors should expect heightened volatility around the earnings release. » More on de.investing.com

A Reuters report about a planned U.S. import ban on optical transceivers manufactured in China drove POET Technologies shares sharply higher in pre-market trading. The ban aims to secure U.S. AI infrastructure and could force hyperscalers to switch to domestic suppliers, from which POET with its optical interposer platform would benefit. Additional support for the share price comes from board additions with industry and IP expertise, sizable cash reserves, and a supply agreement with Lumilens that includes an initial $50 million order and a potential five-year volume of more than $500 million. » More on de.investing.com

Poet Technologies stock dropped about 17.1% this week as investors took profits following a strong 2026 run, despite no major company-specific news. The shares remain up roughly 94% year-to-date, but the company trades at an elevated valuation of about 212 times this year’s expected sales. Poet recently announced an initial $50 million deal with Lumilens that could grow to more than $500 million, though timing of revenue recognition is uncertain. Recent stock sales and issued warrants raise dilution risk, leaving the stock highly speculative. » More on finance.yahoo.com