Prediction: Poet Technologies Has 160% Upside as AI Infrastructure Demand Accelerates

Poet Technologies (NASDAQ:POET) has re-entered investor focus as demand for AI infrastructure continues to grow, with a reported 24/7 Wall St. price target suggesting upside from its current trading level. The article says POET trades at $8.46, down from a 52-week high of $20.81, and cites a 24/7 Wall St. target of $22.23 for the next 12 months. That implies about 162.86% upside, with the publication rating the stock a “buy” at a 50% confidence level. It points to Q1 FY26 revenue rising 201.9% year over year to $503,389, while EPS was -$0.08. The piece highlights a Lumilens supply agreement starting with a $50 million purchase order and the plan to ship more than 30,000 optical engines in 2026. It also notes accumulated deficit of about $291 million and a 2024 audit material weakness, alongside class-action filings and prior share volatility.