POET Technologies Inc.

NasdaqCM:POET Stock Report

Market Cap: US$1.4b

POET Technologies Management

Management criteria checks 2/4

POET Technologies' CEO is Suresh Venkatesan, appointed in Jun 2015, has a tenure of 11.08 years. total yearly compensation is $6.94M, comprised of 7.8% salary and 92.2% bonuses, including company stock and options. directly owns 0.004% of the company’s shares, worth $62.39K. The average tenure of the management team and the board of directors is 2.8 years and 4.7 years respectively.

Key information

Suresh Venkatesan

Chief executive officer

US$6.9m

Total compensation

CEO salary percentage7.77%
CEO tenure11.1yrs
CEO ownership0.004%
Management average tenure2.8yrs
Board average tenure4.7yrs

Recent management updates

Recent updates

Analysis Article • Jun 17

POET Technologies (POET) Stock After The Photonics Rebound Is 4.9x P B Too Rich

POET Technologies (NasdaqCM:POET) drew fresh attention after photonics stocks rebounded, alongside growing interest in optical transmission for data centers, following high profile endorsements of optical component suppliers by Nvidia’s CEO. See our latest analysis for POET Technologies. Even after a sharp 9.22% one day share price drop to US$12.65, POET Technologies still sits on a 90 day share price return of 104.61% and a 1 year total shareholder return of 213%. This indicates that...
Seeking Alpha • May 26

POET Technologies: I Don't Know When, But This Party Won't End Well

Summary POET Technologies Inc.’s valuation has run far ahead of fundamental reality, which has minimal revenues. POET stock is pricing in far more than even the most optimistic recognition of $500M revenue potential. The Lumilens startup behind the $500M potential contract has a history of missing fundraising targets and may have had a significant valuation haircut. Industry voices question whether POET’s optical interposer solves a real problem versus existing pluggable transceiver solutions, casting doubt on long-term product-market fit. Large equity raises have created a sizeable liquidity cushion and a decadal funding runway track. But this safety net has come at the cost of heavy shareholder dilution. Strong technical momentum and a sustained breakout above key resistance now create meaningful sentiment-driven upside risk for POET stock that conflicts with the weak fundamental picture. Read the full article on Seeking Alpha
Seeking Alpha • Jun 04

POET: Strengthened Capital Base And A Big Deal Win (Rating Upgrade)

Summary POET Technologies has experienced a positive change in perception, leading to increased interest and trading volume for the stock. It has raised significant cash through private placements, mitigating its initially increased financing risk. The company has achieved an important design win with Foxconn Interconnect Technology, validating its technology and gaining a strong partner for commercialization. I am upgrading my rating for POET amid better visibility, lower risk, and increasing commercial traction. The company is now a STRONG BUY. Read the full article on Seeking Alpha

CEO Compensation Analysis

How has Suresh Venkatesan's remuneration changed compared to POET Technologies's earnings?
DateTotal CompensationSalaryCompany Earnings
Mar 31 2026n/an/a

-US$82m

Dec 31 2025US$7mUS$539k

-US$63m

Sep 30 2025n/an/a

-US$51m

Jun 30 2025n/an/a

-US$54m

Mar 31 2025n/an/a

-US$45m

Dec 31 2024US$1mUS$624k

-US$57m

Sep 30 2024n/an/a

-US$32m

Jun 30 2024n/an/a

-US$24m

Mar 31 2024n/an/a

-US$21m

Dec 31 2023US$803kUS$462k

-US$20m

Sep 30 2023n/an/a

-US$21m

Jun 30 2023n/an/a

-US$20m

Mar 31 2023n/an/a

-US$21m

Dec 31 2022US$913kUS$462k

-US$21m

Sep 30 2022n/an/a

-US$18m

Jun 30 2022n/an/a

-US$18m

Mar 31 2022n/an/a

-US$17m

Dec 31 2021US$1mUS$457k

-US$16m

Sep 30 2021n/an/a

-US$17m

Jun 30 2021n/an/a

-US$17m

Mar 31 2021n/an/a

-US$16m

Dec 31 2020US$1mUS$440k

-US$16m

Sep 30 2020n/an/a

-US$15m

Jun 30 2020n/an/a

-US$15m

Mar 31 2020n/an/a

-US$13m

Dec 31 2019US$2mUS$440k

-US$11m

Compensation vs Market: Suresh's total compensation ($USD6.94M) is above average for companies of similar size in the US market ($USD5.19M).

Compensation vs Earnings: Suresh's compensation has increased whilst the company is unprofitable.

CEO

Suresh Venkatesan (59 yo)

11.1yrs
Tenure
US$6,939,498
Compensation

Dr. Suresh V. Venkatesan, Ph D, has been the Chief Executive Officer of POET Technologies Inc. since June 11, 2015 and serves as its Executive Chairman since November 6, 2019. Dr. Venkatesan is an industry...

Leadership Team

NamePositionTenureCompensationOwnership
Suresh Venkatesan
Executive Chairman & CEO11.1yrsUS$6.94m0.0043%
$ 62.4k
Thomas Mika
Executive VP9.7yrsUS$2.80m0.0072%
$ 103.8k
Kevin Barnes
Senior Vice President of Accounting & Financeless than a yearUS$934.20k0.019%
$ 272.1k
Yong Lee
Senior Vice President of Interposer Development & Engineeringless than a yearUS$1.06mno data
Jinyu Mo
Senior Vice President of Global Product Development4.5yrsUS$1.64mno data
Raju Kankipati
Chief Revenue Officerno dataUS$1.52m0.0032%
$ 46.6k
Ghazi Chaoui
Senior Vice President of Global Manufacturing & Digital Transformation1.2yrsUS$1.51mno data
Robert Ditizio
Vice President of Intellectual Property4.6yrsUS$444.65kno data
Sandeep Kumar
Chief Operating Officerless than a yearno data0.0023%
$ 33.3k
2.8yrs
Average Tenure
56.5yo
Average Age

Experienced Management: POET's management team is considered experienced (2.8 years average tenure).

Board Members

NamePositionTenureCompensationOwnership
Suresh Venkatesan
Executive Chairman & CEO11.1yrsUS$6.94m0.0043%
$ 62.4k
Sohail Khan
Lead Independent Director1yrUS$178.24kno data
Glen Riley
Independent Director5.6yrsUS$169.53k0.019%
$ 265.6k
Jean-Louis Malinge
Independent Director8.8yrsUS$199.17k0.020%
$ 281.7k
Tony Blevins
Member of Technology Roadmap Advisory Boardno datano datano data
Robert Tirva
Independent Director1.6yrsUS$164.53kno data
Theresa Ende
Independent Director3.8yrsUS$149.78kno data
4.7yrs
Average Tenure
63yo
Average Age

Experienced Board: POET's board of directors are considered experienced (4.7 years average tenure).

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/07/12 01:18
End of Day Share Price 2026/07/10 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

POET Technologies Inc. is covered by 6 analysts. 1 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Michael WillemseCIBC Capital Markets
Carolina VargasClarus Securities Inc.
Richard ShannonCraig-Hallum Capital Group LLC