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“POET Technologies Sinks After Wider Q3 Loss as Speculative Tech Sell-Off Deepens” 🚨🚨🚨

The rout in speculative tech names is accelerating — and POET Technologies (POET $4.69, -0.21%) just added fuel to the fire. Shares of the optical communications firm tumbled in early trading Thursday, falling double digits as of 7:20 a.m. ET, after the company posted a deeper-than-expected third-quarter loss.

POET reported a Q3 loss of $0.11 per share, missing analyst expectations for a $0.09 loss, according to FactSet. The company generated less than $300,000 in revenue during the quarter, underscoring the early-stage nature of its commercialization efforts at a time when investors are punishing unprofitable tech names across the board.

A Potential Turning Point — But Still Months Away

Despite the weak quarter, management emphasized that revenue momentum should begin building in the second half of 2025. POET recently received its first production orders for optical engines, and those shipments are expected to drive meaningful growth next year.

“The placement of two successive initial production orders from two key customers valued at over $5.6 million is the beginning of a revenue ramp which we expect to increase steadily throughout 2026,” said Dr. Suresh Venkatesan, POET’s chairman and CEO.

Venkatesan noted earlier this year that POET’s primary focus has been proving that its optical technology can be produced at scale and at wafer level, a milestone the company says it is now positioned to achieve.

A Tough Market for Speculative Tech

Still, in an environment where high-growth, pre-profit technology companies have been hammered, it may take more than future promises to calm market nerves. POET’s miss comes as the broader speculative tech sector remains under pressure, with investors rotating into safer, cash-generating names.

For POET — and the entire risk-on tech cohort — the road to recovery likely depends on delivering tangible revenue traction, not just anticipation.

If that ramp materializes in 2025 and accelerates into 2026 as promised, POET could finally begin climbing out of its hole. But for now, the stock is sinking deeper into it.