# POET Technologies Stock Upside

> POET Technologies stock targets 111.8% upside with $18.11 price target.
- Title: POET Technologies Stock Upside · 24/7 Wall St. | Shortify
- Summary: POET Technologies stock targets 111.8% upside with $18.11 price target. POET Technologies (NASDAQ:POET) has 111.8% upside potential to $18.11 from current…
- Keywords: poet technologies, nasdaq, ai optics, silicon photonics, lumilens, 800g production, malaysia manufacturing, POET, Technologies, Stock, Upside, 24/7 Wall St.
- Source: 24/7 Wall St. — https://247wallst.com/investing/2026/09/22/one-under-the-radar-stock-with-100-upside-potential
- Author: Vandita Jadeja
- Published: 2026-09-22T17:00:13+00:00
- Read time: 1 min
- Topics: poet technologies, nasdaq, ai optics, silicon photonics, lumilens, 800g production, malaysia manufacturing
## POET Technologies
POET Technologies is a small-cap silicon photonics company with a $796 million cash reserve and a major anchor customer.
## Price Target
24/7 Wall St. targets $18.11 for POET Technologies versus current price of $8.56, implying 111.8% upside potential.
## Recent Performance
POET shares rose 63.51% over the past year and 35.23% year to date, swinging from $3.87 to $20.81.
## Q3 2026 Results
POET reported $569,925 revenue up 112.29% year over year but missed $691,530 consensus with GAAP EPS of -$0.07.
## Lumilens Agreement
Lumilens supply agreement includes initial $50 million purchase order and potential $500 million cumulative over five years for optical engines.
## Malaysia Production
Malaysia manufacturing with Globetronics targets 1 million optical engine annual capacity with 800G production slated for Q3 2027.
## Bull Case
Bull case projects $20.50 in 12 months if POET executes clean on Malaysia ramp and converts Lumilens framework into recurring volume.
## Key takeaway

POET Technologies (NASDAQ:POET) has 111.8% upside potential to $18.11 from current $8.56 price with a buy recommendation.