Mocom Technologies

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MACOM Technology Solutions Holdings,

Q4 revenue of $424.8 million USD grew 62.7% year-over-year, with Full-year fiscal 2026 adjusted EPS surged 61% year-over-year to $5.60

Margin Expansion: Adjusted gross margin expanded to 61.3% while adjusted operating margins hit a record 38.2%.

Revenue Breakdown by End Market (Q4 2026)

  • Data Center: $188.1 million USD (Up ~37% sequentially, driven by AI connectivity architecture).
  • Industrial & Defense: $164.6 million USD (Up ~23% sequentially, supported by radar and missile programs).
  • Telecommunications: $72.1 million USD (Up 1% sequentially, tempered by near-term broadband softness)

Poet Technolgies

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POET Technologies develops the POET Optical Interposer, a semiconductor platform that integrates electronic and photonic devices onto a single chip for AI data centers, high-speed networking, and optical transceivers

POET Technologies Inc. market capitalization is approximately $1 billion USD

Key Stock & Company Details

Upcoming Catalysts:

  • Q3 2026 Earnings Date: November 16, 2026.
  • Analyst Forecasts: Short-term analyst price targets average approximately $13.38 USD (ranging from a low of $12.00 to a high of $14.75 USD)

Revenue: Projected at $1.60 million USD (some technical sources gauge consensus tightly at $968,910 USD). This is a massive jump from the minor $300,000 USD revenue reported in Q3 2025.

The Breakdown:

  • Q3 2025 (Same time last year): $300,000 USD
  • Q3 2026 Estimate (Conservative Consensus): $968,910 USD → A 223% increase
  • Q3 2026 Estimate (Optimistic Consensus): $1.60 million USD → A 433.3% increase

    Astera Labs

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    Astera Labs, designs semiconductor connectivity solutions (including Scorpio fabric switches, Aries signal conditioners, and Leo memory controllers) for AI data centers.

    • Third-Quarter 2026 Results: Posted record Q3 revenue of $584.9 million (up 154% year-over-year) and non-GAAP EPS of $1.32, beating analyst expectations.
    • Q4 2026 Outlook: Projected revenue of $730 million to $750 million with non-GAAP EPS between $1.62 and $1.66