MetaOptics Could Gain From Higher AI-Driven Demand for Optical Components -- Market Talk

Dow Jones
02/06

0811 GMT - MetaOptics is poised to benefit from rising artificial-intelligence-driven demand for high-precision optical components, according to DBS Group Research's Lee Keng Ling. The Singapore-listed company, which makes ultra-thin optical lenses, is seen as an early leader capable of supplying high-volume consumer electronics and automotive applications, she says in a note. The company's development agreements with consumer electronics companies signal industry validation, she adds. It is also likely to be able to scale production of its ultra-thin lens, thanks to backing from a Singapore statutory board, she adds. DBS has a S$1.80 fair-value estimate on the company based on 2X its price-to-sales ratio, but has no rating for MetaOptics. Shares rise 5.8% to S$1.09. (megan.cheah@wsj.com)

 

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February 06, 2026 03:11 ET (08:11 GMT)

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