POET Stock is on the Rise Again, Here’s What’s Fueling the Rally
New director, $25M raise, and award-winning AI tech drive investor enthusiasm for POET Technologies.
POET Technologies (NASDAQ: POET) (TSXV: PTK) is catching fire again. After starting the week on a down note, shares surged over 18% on Wednesday to close at $6.10, as investor sentiment flipped bullish following a series of major announcements. From a well-received $25 million offering to new leadership on the board and fresh accolades in the AI space, POET is stacking reasons for renewed optimism.
Strategic Capital Raise Draws Institutional Backing
The rally comes just days after POET unveiled a non-brokered $25 million public offering. The company is selling 5 million units at $5 apiece, each consisting of one common share and a five-year warrant exercisable at C$8.16. The offering price reflects a 12% discount from the prior close on the TSX Venture Exchange, but investors appear unfazed by the short-term dilution.
What stands out is the quality of the buyer. The entire offering is expected to be fully subscribed by a single Canadian institutional investor—an impressive vote of confidence in POET’s long-term potential.
“We are very fortunate to have had strong interest from institutional, strategic and public market investors over the past 15 months,” said Thomas Mika, POET’s Executive Vice President and CFO. “We have raised over US$100 million in equity capital at increasingly higher prices over the past year and have thereby achieved all of our near-term financing goals for the Corporation.”
The raise positions POET with ample working capital at a time when AI hardware demand continues to explode globally.
New Board Appointment Adds Heavyweight Experience
Alongside the funding news, POET appointed seasoned tech executive Sohail Khan to its board of directors. Khan, who most recently served as EVP of Wideband Gap Electronics and President of SiC, LLC at Coherent Corp. (NYSE: COHR), brings a deep resume in M&A and high-growth technology ventures. He also previously served on the board of LightPath Technologies (NASDAQ: LPTH) for 16 years.
“We are thrilled to have Sohail on our Board of Directors,” said Dr. Suresh Venkatesan, POET’s Chairman and CEO. “His broad expertise and leadership will be invaluable as we continue to advance our strategic initiatives and pursue new opportunities for growth in AI and other market segments.”
Khan replaces longtime board member Chris Tsiofas, who retired after 13 years of service. His appointment ensures the board retains a balance of governance continuity and forward-looking leadership as POET scales operations and partnerships.
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Teralight Technology Continues to Impress
Adding further momentum to the stock, POET recently snagged the “AI Hardware Innovation Award” at the 2025 AI Breakthrough Awards for its Teralight™ optical engine line. This marks the second consecutive year the company has been recognized by the awards committee, highlighting its growing reputation in the AI hardware ecosystem.
Teralight’s chip-scale design delivers powerful optical engines, integrating components like Mitsubishi Electric (OTC: MIELY) 200G EML lasers directly onto the POET Optical Interposer™. The result is high-performance, low-noise, and energy-efficient data transmission—critical attributes for hyperscale AI networks.
“This latest recognition by AI Breakthrough is an important validation of our technology,” said Dr. Venkatesan. “Teralight’s elegant architecture makes it ready to accommodate future generations of compute devices, particularly those that drive AI connectivity.”
Manufacturing Partnerships Support Scalability
POET’s growth narrative also includes ramping up manufacturing capacity in Asia. In June, the company signed a major production agreement with NationGate Solutions in Malaysia, complementing its existing partnership with Globetronics. These facilities are now actively qualifying POET’s 800G and 1.6T optical engines, a crucial step toward fulfilling growing demand from data center and AI customers.
“The level of dedication to a shared mission that we see from our partners has far exceeded our expectations,” Venkatesan noted. “POET is able to demonstrate the ability to scale manufacturing to the volumes demanded by our customers.”
With both Malaysian facilities shipping samples and gearing up for commercial production, POET appears poised to translate technical success into meaningful revenue.
POET’s Outlook Brightens
POET Technologies is firing on all cylinders. A strategic capital raise, key leadership additions, award-winning innovation, and robust manufacturing partnerships all align to paint a compelling picture for future growth. Investors have taken notice—and if momentum in AI hardware continues to build, POET’s stock may have more room to run.
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