POET Stock Has Seen Its Biggest Jump In A Month: How Much More Upside Does Wall Street See?

• The optical-electronic solutions company’s shares surged over 10% on Tuesday, marking the biggest spike in a month, and continued to climb overnight.
• Photon Capital, which provides research on photonics and semiconductors, said in a post on X that POET needs to prove its worth.
• On Stocktwits, retail sentiment around POET stock jumped from ‘bearish’ to ‘bullish’ territory over 24 hours.

POET Technologies Inc. (POET) stock has gained over 23% so far in 2026, and the rally does not seem to be over yet. 

The optical-electronic solutions company’s shares surged over 10% on Tuesday, marking the biggest spike in a month, and continued to climb overnight. Despite its strong recent rally, Wall Street analysts believe the stock has more upside. 

POET Stock: How Much Upside Does Wall Street See?

According to data from Koyfin, the 12-month average price target on POET stock is $17.50, implying an upside of nearly 99% from its last close. 

Despite the target of nearly double its current price, some analysts are critical about the company’s performance. 

Photon Capital, which provides research on photonics and semiconductors, said in a post on X that POET needs to prove its worth. 

“POET no longer needs another contract announcement or optical interposer demo. The market wants proof that existing orders are converting into shipments, customer acceptance, cash collection, and recognized revenue,” it said. 

“The key catalyst is the planned 800G optical-engine ramp in the second half of 2026, followed by repeat orders and visible revenue growth. Put simply, POET must show that its technology can be manufactured at scale, deployed in customer systems, and generate recurring revenue,” the research firm added. 

POET Stock: What’s Retail Thinking?

On Stocktwits, retail sentiment around POET stock jumped from ‘bearish’ to ‘bullish’ territory over 24 hours as message volumes grew more than 58%, according to platform data. 

One user praised the uptick in the shares, noting that “When this one runs.. it runs.”

Another user said that POET did not need news to run higher. “It’s always funny when everyone’s like we need news. We need news. Poet 9 times out of 10 runs and keeps running without news. Historically news is actually what’s caused runs to end. Lol. It’s time to run!” they said. 

A third user said, “perfect bounce off of support yesterday… back above $10 soon.”

POET stock has gained about 24% in the past year. 

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