POET Technologies: Great Technology, Terrible Investment
POET Technologies is facing challenges as it is rated a Sell due to minimal revenue and high execution risks. Although a recent Lumilens deal presents potential upside, large-scale shipments are not expected until 2027. The company's valuation model indicates a significant downside to its intrinsic value, suggesting that current market optimism may be misplaced.
- ▪POET Technologies is rated Sell due to minimal revenue and high execution risk.
- ▪The Lumilens deal offers potential upside, but large-scale shipments are not expected until 2027.
- ▪Execution risks remain high, as past partnerships have often failed to materialize.
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