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ARARQQ

Arqit Quantum Inc.

$ARQQ·$300M·Software - Application·Technology
$14.86-6.6%YTD-30.2%1Y-70.3%
Price updated 9m ago·X counts updated 5d ago
ARARQQ
$ARQQArqit Quantum Inc.
$14.86-6.57%63 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $ARQQ on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

63X posts · last 7 days
Sep 28Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $ARQQ's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 64% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data7 posts analyzed · as of 2026-08-18

Chatter is bullish on Arqit Quantum as a post-quantum-cryptography squeeze setup. Bulls describe roughly 55% of float short and 95% ownership held by institutions/insiders on light volume (28K), framing any positive contract or PQC deployment catalyst as capable of driving the stock quickly toward $30-$60. Management is described as having said they are working on contract announcements 'this summer' on the last earnings call. Comparisons to IONQ (which added nearly $500M in market cap in a single session versus ARQQ's ~$420M total).

Read what X is saying about $ARQQ

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $ARQQ — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Hinges on a big eventWinding up for a moveAI verdict · as of 2026-10-02

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

Arqit is a post-quantum-cryptography squeeze setup — 55% float short with 95% insider / institutional ownership.

Arqit Quantum sells post-quantum cryptography (PQC) products — the pitch is cryptographic-key-agreement protocols protected against future quantum attacks. Revenue is tiny; the structural setup is unusual.

  • The business is pre-revenue at scale: PS 175x, operating margin -49%, with Q1 revenue growing from a near-zero base — standard PQC-vendor profile where current P&L is irrelevant.
  • The float structure is specific: roughly 55% of float short against 95% ownership held by institutions / insiders on light average volume (28K) — any positive contract or PQC deployment catalyst can move this disproportionately given the structural squeeze setup.
  • 52-week range position is 25% at $23.95 with volume at 37% of average — thin trading in the lower range, which fits the setup where a single catalyst could trigger a 2-3x move.

Dec 16 Q4 earnings is the next scheduled anchor, but the real trigger is any contract-announcement management flagged for 'this summer' — a signed defense or enterprise PQC contract extends the move toward $30-$60 fast. No contract and a dilutive raise and the stock stays range-bound at the lower levels.

Agrees with X sentimentThe thread has substantive drivers — the specific 55% short float, 95% institutional / insider ownership, 28K average volume, management's contract-this-summer framing, $30-$60 price targets — all grounded in actual float and positioning data.

What to watch: Dec 16 Q4 earnings and any contract-announcement from Arqit's PQC pipeline. A dilutive raise before any contract is the clear invalidator.

On the calendar: 2026-12-16 — Q4 earnings

Read the AI verdict on $ARQQ

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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 - Application sits in its cycle right now — and what that implies for $ARQQ.

Software - Application · Technology

No material change from last week — Adobe Q3 lifted guidance with triple-digit AI-first ARR, validating the AI upsell bifurcation: vendors embedding AI agents into core workflows (NOW, CRM, SAP, WDAY, TEAM, ADBE) are re-accelerating whi.

What this means for $ARQQ

Direct beneficiary — Provides quantum-safe symmetric key encryption via satellite and terrestrial networks for government and enterprise clients.; AI-native security demand is absorbing enterprise spend as legacy SIEM platforms face architectural displacement.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
+4.2%YTD
-3.3%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%
Q3 2025Dec 9, 2025$-1.22$-0.92-32.6%
Q1 2025May 22, 2025$-1.35$-0.85-59.1%
Q3 2024Dec 5, 2024$-1.98$-2.10+5.7%
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.0.9×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.9%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.-25.2%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.-15.0%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 today3.8% 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.β2.285-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

SellOct 13Andrew LeaverCEO2.6K sh$42KSellOct 6Paul FeenanChief Revenue Officer504 sh$12KSellOct 6Patrick WillcocksGeneral Counsel555 sh$13KSellOct 6Wilder Ben SimonCOO218 sh$5KSellOct 6Nilan Nicholas WilliamGeneral Manager-US493 sh$12KSellOct 6Garth RitchieDirector118 sh$3KSellOct 6Andrew LeaverCEO2.4K sh$58KSellOct 5Andrew LeaverCEO2.5K sh$60KSellOct 5Garth RitchieDirector127 sh$3KSellOct 5Wilder Ben SimonCOO233 sh$6K
1–10 of 81
+ 52 other (42 exempts · 8 awards · 1 other · 1 inthemoney) 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.

+ 9 other (6 6-Ks · 2 13Gs · 1 25-NSE) in window

Recent news

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

Arqit Quantum: Due To Lower-Than-Expected Results, I Must Downgrade My Ratingseekingalpha.com·2d agoArqit Quantum Inc. Announces Select Preliminary Financial Results for the Second Half and Full Fiscal Year 2026globenewswire.com·8d agoArqit Quantum (NASDAQ:ARQQ) General Counsel Patrick Willcocks Sells 588 Shares of Stockdefenseworld.net·8d agoArqit Quantum (NASDAQ:ARQQ) Insider Nicholas William Nilan Sells 522 Shares of Stockdefenseworld.net·8d agoArqit Quantum (NASDAQ:ARQQ) CRO Paul Feenan Sells 533 Shares of Company Stockdefenseworld.net·8d 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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