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HQHQ

Horizon Quantum Holdings Ltd. Class A Ordinary Shares

$HQ·$1.2B·Software - Application·Technology
$20.93-4.5%1Y+78.9%
Mentions · last 7 days
2026-07-10: 5 posts2026-07-11: 1 posts2026-07-12: 5 posts2026-07-13: 3 posts2026-07-14: 3 posts2026-07-15: 12 posts2026-07-16: 9 posts39+4%
Price updated 5h ago·X counts updated 4h ago
HQHQ
$HQHorizon Quantum Holdings Ltd. Class A Ordinary Shares
$20.93-4.47%39 posts+4%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $HQ, 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.

Too early to tellAcceleratingAI verdict · as of 2026-07-15

The move is getting stronger, with heavier trading behind it.

Horizon Quantum is a recent-IPO quantum-computing name where Peak XV (Sequoia SE Asia) filed a 20.3% 13D 7/9 and the QTUM ETF is accumulating ~60-122K shares/day — 5.6M-share float.

Horizon Quantum Holdings is a $1.19B pre-revenue quantum-computing pure-play that recently IPO'd (via dMY Squared SPAC). Shares at $21.19, up 81% over twelve months (post-listing period), sitting 30% above the 50-day, position vs 200-day is unavailable (limited history).

  • Fundamentals reflect pre-commercial: essentially zero revenue in recent quarters (Q2 2025 had $39K), Q1 2026 EPS -$0.91. FY26 analyst consensus is zero revenue with EPS -$0.38; FY28 estimate is $500K revenue; the real ramp starts in 2029 ($5.2M) and 2030 ($19.9M) — this is a pure milestone-and-multiple story.
  • The catalyst: 7/9 SC 13D from Peak XV Partners (Mauritius/Sequoia SE Asia) discloses 6,468,999 Class A shares = 20.3% of outstanding, with shared voting/dispositive power — decisive early institutional backing.
  • 6/11 announcement: Dublin as the second quantum-computer testbed location (Ireland). Combined with the 5/24 Needham conference presentation and 5/17 quantum-software framing from CEO, the pipeline is being built out.
  • Insider tape empty this window.
  • Structural: tiny float (5.6M), beta 0.11 (name-specific), volume 0.50x 30-day norm, 6.87% of float traded — extreme concentration on tiny float.
  • X sentiment is loudly bullish: QTUM ETF accumulating 60K-122.7K shares/day, now owning 99.63% of previously reported float ahead of potential 100% crossing; Peak XV 13D confirming 20.3% stake despite 9% unlocking; technicals 98 R/S rating, high-ADR% setup surfing the 21-day EMA, bullish doji.

Next dated read is Q2 on 9/2 with consensus EPS -$0.09. Pipeline milestones — Ireland testbed progress, additional customer/partner announcements, and float dynamics as QTUM approaches 100% — are the substance. Extreme concentration means the tape can move on very little news.

Agrees with X sentimentThe bullish X read (QTUM ETF accumulation, Peak XV 20.3% 13D, technical R/S rating) matches the price action and the float mechanics. The extreme concentration on tiny float means both directions can move sharply on small news.

What to watch: Q2 print 9/2, Ireland Dublin testbed operational milestone, any customer/partnership announcement, QTUM ETF float-crossing dynamics, and any additional Peak XV or new institutional 13D filings.

On the calendar: 2026-09-02 — Q2 2026 earnings (consensus EPS -$0.09)

X sentiment

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

Bullish sentiment6 posts analyzed · as of 2026-07-15

HQ chatter is bullish float-corner. $QTUM ETF added ~77k+122,700 shares of HQ over recent sessions - now owns 99.63% of the previously reported float. Community bets on QTUM crossing the 100% threshold imminently. Peak XV filed a 13D confirming they still own their 20.3% (~6.468M share) stake despite having 9% of their fund concentration. Warrants likely being exercised. Community frames HQ as the same team that brought IONQ, PL, RSI to public markets - and they have a 2nd active SPAC ($TACO Berto merger sub filed 6/25/26). Community broadly long the tight-float squeeze setup.

Read the AI verdict + X sentiment for $HQ

  • 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)
  • 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.

Blank-check SPAC sponsor focused on bringing next-generation companies public by lowering friction in the IPO process.

Industry overviewAI analysisGenerated by AI from underlying data

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

Software - Application · Technology

No material change from last week — platforms where agents expand contract value (ServiceNow, Snowflake) are re-rated upward, while tools where agents substitute human users (Adobe Creative..

What this means for $HQ

Neutral — Blank-check SPAC sponsor focused on bringing next-generation companies public by lowering friction in the IPO process; the AI agent bifurcation — contract expansion vs. user substitution 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
-3.0How 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
-12.8%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
-325%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
-0.7%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
13834.4Same 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
-57.4%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
100%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
0.0Total 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 2026Jun 3, 2026$-0.11$-0.110.0%
Q1 2026May 5, 2026$-0.09$-0.11+18.2%
Q4 2025Mar 18, 2026$-0.08——
Next earningsWed, Sep 2·consensus EPS $-0.09

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$0———$-0.91$-4.3M
Q4 FY25$0———$-1.52$422K
Q3 FY25$0———$-0.24$0
Q2 FY25$39K—100%-7793%$-0.82$-180

Forward consensus

5-year forecast · up to 1 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$0$0 – $0-$0.38-$0.38 – -$0.380
FY27$0$0 – $0-$0.45-$0.45 – -$0.450
FY28$500K$500K – $500K-$0.57-$0.57 – -$0.571
FY29$5.2M$5.2M – $5.2M-$0.53-$0.53 – -$0.531
FY30$19.9M$19.9M – $19.9M-$0.38-$0.38 – -$0.381

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.—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.+24.9%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.—Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatTiny float · 5.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today6.0% 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.β0.115-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.

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

SC 13DActivist position (5%+)Jul 9SC 13D
AI summary

Peak XV Partners Seed Investment (Mauritius, formerly Sequoia India/Southeast Asia) filed a Schedule 13D for Horizon Quantum Holdings Ltd. (HQ), disclosing 6,468,999 Class A ordinary shares representing 20.3% of the class, with shared voting and dispositive power, with a triggering event of March 19, 2026. This is a significant institutional position — a Sequoia-affiliated venture fund holding 20.3% of Horizon Quantum Holdings reflects Peak XV's deep involvement as an early backer of the quantum technology company.

3New insider — initial holdingsMay 113
3New insider — initial holdingsApr 23
SC 13DActivist position (5%+)Apr 1SC 13D
SC 13DActivist position (5%+)Mar 31SC 13D
SC 13DActivist position (5%+)Mar 20SC 13D
3New insider — initial holdingsMar 203
3New insider — initial holdingsMar 193
+ 35 other (11 425s · 5 6-Ks · 4 3s · 2 13Gs) in window

Recent news

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

This Quantum Computing Stock Recently Went Public, and It Could Be the Buy of the Yearfool.com·16d agoHorizon Quantum Announces Dublin as Its Second Quantum Computer Testbed Location, Bringing A Frontier Quantum System to Irelandbusinesswire.com·36d agoHorizon Quantum Computing Pte. CEO Says Software Is Key to Quantum's Next Leapmarketbeat.com·53d agoHorizon Quantum Computing Pte. Lays Out Quantum Software Push at Needham Conferencemarketbeat.com·60d agoWhile Everyone's Obsessed With the SpaceX IPO, These 3 Quantum Computing Stocks Just Quietly Went Publicfool.com·67d ago

In themes

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

Quantum Computing

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Voices on X · top 2 · last 7 days

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