Aiming to become the global leader in chip-scale photonic solutions by deploying Optical Interposer technology to enable the seamless integration of electronics and photonics for a broad range of vertical market applications

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Message: ZACKS Latest Research

Sure hope it gets there before this date given.

 

The stock currently trades at a fully diluted enterprise value of US$185 million. According to Yole Group, the optical transceiver market is rising at a CAGR of 15% from $10.4 billion in 2021 to about $24.7 billion in 2027. POET’s product is a component of an optical transceiver and the market is about a third of the transceiver market. If POET can secure even a small portion of that market with its unique offering, its valuation should far exceed its current price. We believe the stock could be worth US$14.00 based on $200 million in revenues in 2026 at 6.5xs EV to Sales, discounted at 30% back to present value. 

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