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ARARQQ

Arqit Quantum Inc.

$ARQQ·$332M·Software - Infrastructure·Technology
$16.53-9.4%YTD-27.4%1Y-51.9%
Mentions · last 7 days
2026-07-10: 5 posts2026-07-11: 5 posts2026-07-12: 6 posts2026-07-13: 11 posts2026-07-14: 13 posts2026-07-15: 5 posts2026-07-16: 6 posts51+17%
Price updated 13h ago·X counts updated 12h ago
ARARQQ
$ARQQArqit Quantum Inc.
$16.53-9.42%51 posts+17%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $ARQQ, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Driven by hypeWinding up for a moveAI verdict · as of 2026-07-16

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Arqit down 52% in a year but Intel-integrated PQC-encryption play — squeeze setup with $60 PT.

Arqit Quantum develops symmetric key agreement (SKA) technology for post-quantum cryptography (PQC) — the specific quantum-safe encryption solution being integrated into Intel hardware. The stock is down 52% over the past year but recently accumulating on continued Intel partnership traction.

  • Revenue grew 424% YoY off a tiny base last quarter with a -4,962% operating margin — real top-line movement but enormous operating losses; the equity value depends on continued Intel-partnership commercialization.
  • Trades at 175x TTM sales on nominal revenue — meaningless multiple math; the $332M market cap reflects the specific PQC-encryption-adjacent optionality plus continued Intel integration.
  • Multiple Lefebvre d'Ovidio S-Sale transactions in early July with $0 value (RSU-related F-InKind activity) — routine equity-vesting rather than distributing signal.
  • The July 14 nLighten-Arqit public-cloud-sovereignty proof-point provides real commercial-partnership signal beyond the Intel integration.
  • 52-week position 13th percentile with position vs 200-day MA -22% — the tape has done real damage; the community's 'almost no shares available to borrow' framing captures the squeeze setup.

December 16 Q1 fiscal 2027 earnings is the specific reset (fiscal-year timing); the immediate catalysts are continued Intel-partnership commercialization plus PQC-encryption-adjacent contract wins. A specific commercial-revenue signal plus squeeze dynamics is where the +51% recovery continues; another quarter of minimal commercial revenue is where the tape drifts back to $15. Real PQC-encryption exposure with real Intel-partnership catalyst — the setup is asymmetric event-heavy.

Agrees with X sentimentThe bullish X take on the Intel PQC integration (a $540B market cap partner), the 'almost no shares available to borrow' squeeze setup, and the $60 PT is analytically fair on the setup. The QTUM ETF HQ and ARQQ largest-holdings framing captures the specific ETF-flow support.

What to watch: Dec 16 Q1 FY27 earnings plus continued Intel-partnership commercialization. A specific commercial-revenue signal plus squeeze dynamics is where the +51% recovery continues. Another quarter of minimal commercial revenue is where the tape drifts back to $15.

On the calendar: 2026-12-16 — Q1 FY27 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment10 posts analyzed · as of 2026-07-15

Arqit Quantum chatter is emphatically bullish. Community frames ARQQ as bottoming with strong support at prior resistance zone (classic bullish flip). Almost no shares available to borrow with $60 PT and Buy rating - squeeze setup. Intel partnered with ARQQ and integrated ARQQ hardware/software as their quantum-encryption/PQC solution - a major validation from a $540B market cap partner. QTUM ETF largest holdings are HQ and ARQQ. Community broadly long into PQC-encryption thesis. Targets $30+ imminent.

Read the AI verdict + X sentiment for $ARQQ

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  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Provides quantum-safe symmetric key encryption via satellite and terrestrial networks for government and enterprise clients.

Industry overviewAI analysisGenerated by AI from underlying data

Where Software - Infrastructure sits in its cycle right now — and what that implies for $ARQQ.

Software - Infrastructure · Technology

No material change from last week — Enterprise software infrastructure is in a multiple compression phase (-16.

What this means for $ARQQ

Neutral — Provides quantum-safe symmetric key encryption via satellite and terrestrial networks for government and enterprise clients; the cloud-native adoption and AI security spend despite multiple compression does not materially affect this business's near-term earnings.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-12.0%YTD
-14.7%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-3.9How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-165%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-48.6%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-21.9%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
175.0Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-184%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
9.3%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 21, 2026$-1.99$-0.78-155.6%
Q1 2025May 19, 2025$-3.39$-0.85-299.1%
Q3 2024Dec 5, 2024$-1.22$-0.92-32.6%
Q1 2024May 20, 2024$-7.35$-2.50-193.8%
Next earningsWed, Dec 16·consensus EPS $-0.74

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$623K+423.5%-6.7%-4962%$-1.99$-25.3M
Q4 FY25$463K-25.4%30.9%-4712%$-1.19$-16.4M
Q2 FY25$67K+252.6%-557%-23291%$-1.34$-12.5M
Q4 FY24$174K-104.8%-331%-4628%$-3.45$-14.8M

Forward consensus

2-year forecast · up to 1 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$2.5M$2.5M – $2.5M-$1.52-$1.52 – -$1.521
FY27$7.8M$7.8M – $7.8M-$1.06-$1.06 – -$1.061

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.4×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.10%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-8.9%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-29.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatTiny float · 8.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today5.7% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β2.215-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJul 10Lefebvre D'ovidio ManfrediDirector8 sh—SellJul 9Lefebvre D'ovidio ManfrediDirector404 sh—SellJul 8Lefebvre D'ovidio ManfrediDirector110 sh—SellJul 7Lefebvre D'ovidio ManfrediDirector40 sh—SellJul 6Lefebvre D'ovidio ManfrediDirector97 sh—SellJul 2Lefebvre D'ovidio ManfrediDirector36 sh—SellJul 2Paul FeenanChief Revenue Officer1.8K sh$46KSellJul 2Patrick WillcocksGeneral Counsel2.0K sh$51KSellJul 2Andrew LeaverCEO9.9K sh$249KSellJul 2Wilder Ben SimonCOO769 sh$19K
1–10 of 68
+ 24 other (17 exempts · 7 awards) in window

See when $ARQQ insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsJun 53
AI summary

A new insider filed a Form 3 with the SEC, disclosing initial beneficial ownership of ARQQ securities. This filing is required under Section 16(a) of the Securities Exchange Act within 10 days of becoming a reporting person (officer, director, or 10%+ holder). The filing reports 4 shares of common stock. Form 3 filings establish a baseline ownership record for subsequent Form 4 (changes) and Form 5 (annual) filings, providing transparency into insider positions at ARQQ.

3New insider — initial holdingsJun 53
AI summary

A new insider filed a Form 3 with the SEC, disclosing initial beneficial ownership of ARQQ securities. This filing is required under Section 16(a) of the Securities Exchange Act within 10 days of becoming a reporting person (officer, director, or 10%+ holder). The filing reports 4 shares of common stock. Form 3 filings establish a baseline ownership record for subsequent Form 4 (changes) and Form 5 (annual) filings, providing transparency into insider positions at ARQQ.

SC 13D/AActivist amendmentMay 26SC 13D/A
AI summary

With filed Amendment No. 9 to Schedule 13D disclosing updated beneficial ownership in ARQQ (ARQQ). The filing covers approximately 9,249,963 shares of ARQQ. The position is held for potential M&A activity. Schedule 13D amendments are required when a 5%-or-greater holder's ownership, intent, or plans change materially, providing transparency into concentrated positions that could influence corporate governance or trigger M&A activity.

3New insider — initial holdingsMar 183
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for ARQQ on 2026-03-18, initiating required Section 16 reporting. Role: of Reporting Person. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

3New insider — initial holdingsMar 183
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for ARQQ on 2026-03-18, initiating required Section 16 reporting. Role: of Reporting Person. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

3New insider — initial holdingsMar 183
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for ARQQ on 2026-03-18, initiating required Section 16 reporting. Role: of Reporting Person. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

3New insider — initial holdingsMar 183
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for ARQQ on 2026-03-18, initiating required Section 16 reporting. Role: of Reporting Person. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

3New insider — initial holdingsMar 183
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for ARQQ on 2026-03-18, initiating required Section 16 reporting. Role: of Reporting Person. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

+ 16 other (6 3s · 5 6-Ks · 1 13G · 1 EFFECT) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

nLighten and Arqit prove you can use the public cloud without giving up sovereigntyglobenewswire.com·3d agoAs Washington Pours Billions Into Quantum Computing, One Company Says the Real Race Is Defending the Datagurufocus.com·43d agoArqit Quantum: I See A Turnaround In The Books (Rating Upgrade)seekingalpha.com·52d agoArqit Quantum H1 Earnings Call Highlightsmarketbeat.com·57d agoArqit Quantum Inc. Announces Financial Results for First Half of Fiscal Year 2026globenewswire.com·57d ago

In themes

Explore the broader themes this ticker is being talked about under.

Quantum ComputingDefense & DronesCybersecurity

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Voices on X · last 7 days

No standout posts about $ARQQ on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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