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ININFQ

Infleqtion Inc

$INFQ·$2.6B·Hardware, Equipment & Parts·Technology
$13.07+2.1%1Y-21.5%
Mentions · last 7 days
2026-08-22: 42 posts469+9%
Price updated 12h ago·X counts updated 9d ago
ININFQ
$INFQInfleqtion Inc
$13.07+2.11%469 posts+9%
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 $INFQ, 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 2026-09-01

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

NASA $20M award plus first commercial neutral-atom quantum in Japan; the crowd's forward math is running well ahead of the P&L.

Infleqtion is a recent-listing quantum-computing hardware company using neutral-atom qubit technology, competing in a crowded field alongside IonQ, Rigetti, and D-Wave. Two specific news items have the tape moving.

Why the coil is loaded on a still-tiny business:

  • The government contract is real and named — NASA awarded a $20M follow-on for the Quantum Gravity Gradiometer Pathfinder, and the crowd is right that it is nearly half of consensus 2026 revenue expectations ($42M), so pipeline concentration is meaningful.
  • The Japan commercial deployment is concrete proof — Japan's first operational neutral-atom quantum computer using an Infleqtion QPU establishes production credibility.
  • But the P&L is tiny — last quarter revenue was $12.6M growing 116% YoY at only 21% gross margin and negative 362% operating margin; consensus is $42M revenue with a $0.29 EPS loss.
  • The multiple is stretched — 267x sales prices in flawless execution and continued government wins.
  • Insider tape is loud on both sides — Maverick Capital made a $647K open-market purchase on Aug 14 and then sold $2.14M + $421K on Aug 19-21 plus a $4.5M gift; net direction is selling, but the buy is real.

The coil resolves higher if the next earnings shows FY27 revenue guide above $80M with named additional government contracts; the invalidation is a lost or delayed contract or a broader quantum-sector selloff.

Agrees with X sentimentX is right that the NASA award and Japan deployment are real inflection inputs; the crowd is under-weighting the Maverick Capital selling and the extreme sales multiple, both of which belong alongside the bullish frame.

What to watch: Next quarterly print — FY27 revenue guide above $80M and any named additional government contracts; a lost contract or a quantum-sector unwind is the invalidation.

quantum sectorearly stage revenue

X sentiment

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

Bullish sentiment100 posts analyzed · as of 2026-08-31

Infleqtion draws heavy bullish attention on a $20M NASA follow-on for the Quantum Gravity Gradiometer Pathfinder, framed as 'almost half of $INFQ's own revenue expectations for 2026,' plus the launch of Japan's first operational neutral-atom quantum computer using an Infleqtion QPU. Traders target $16 on a 'weekly hammer close' and stack government wins alongside Q2 revenue up 116% YoY to $12.6M. A minority bear brands the whole sector a 'scam'; the corpus otherwise skews long.

Read the AI verdict + X sentiment for $INFQ

  • 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.

Delivers neutral atom quantum computing, sensing, and networking hardware and software for commercial and government customers.

Industry overviewAI analysisGenerated by AI from underlying data

Where Hardware, Equipment & Parts sits in its cycle right now — and what that implies for $INFQ.

Hardware, Equipment & Parts · Technology

AI server infrastructure buildout drives compute shipment volumes; Dell and HPE are riding the same hyperscaler capex wave that lifted NVDA. Non-AI commercial refresh remains soft, so the bull case is concentrated in AI infrastructure exposure.

What this means for $INFQ

Partial — semiconductor exposure exists but product mix may not fully align with the AI capex driver; Infleqtion, Inc.

Top industry ETF

$SOXXiShares Semiconductor ETF
+75.7%YTD
+110.5%1Y

Fundamentals & catalyst

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

Key ratios

P/E
-17.7How 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
-7.0%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
-440%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
-0.9%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
267.0Same 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
-33.9%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
21.0%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
Q2 2026Aug 12, 2026$-0.06$-0.05-20.0%
Q1 2026May 14, 2026$-0.09——
Q1 2026Apr 8, 2026$-0.12——

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$9.5M—21.0%-362%$-0.26$-19.5M
Q4 FY25$0-100.0%——$-1.27$-433K
Q3 FY25$0———$-0.64$-1.1M
Q2 FY25$0———$0.06$-758K

Forward consensus

3-year forecast · up to 2 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$41.8M$40.7M – $42.9M-$0.29-$0.30 – -$0.282
FY27$53.5M$52.0M – $54.9M-$0.27-$0.28 – -$0.262
FY28$69.4M$67.5M – $71.3M-$0.31-$0.33 – -$0.301

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.0.8×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.+10.9%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

FloatMid float · 52.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today14.8% 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.β4.155-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

SellAug 21Maverick Capital LtdDirector164.8K sh$2.1MSellAug 19Maverick Capital LtdDirector33.4K sh$422KBuyAug 14Maverick Capital LtdDirector52.1K sh$647KSellAug 13Maverick Capital LtdDirector1.6K sh$20KSellAug 11Maverick Capital LtdDirector1.1K sh$13KSellAug 10Maverick Capital LtdDirector5.5K sh$64KSellAug 7Maverick Capital LtdDirector6.3K sh$75KSellAug 6Maverick Capital LtdDirector8.1K sh$89KSellAug 5Maverick Capital LtdDirector1.3K sh$14KSellAug 4Maverick Capital LtdDirector28.2K sh$322K
1–10 of 23
+ 20 other (8 awards · 7 others · 4 exempts · 1 gift) in window

See when $INFQ 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

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

With filed Amendment No. 1 to Schedule 13D disclosing updated beneficial ownership in INFQ (INFQ). The filing covers approximately 8,069,034 shares of INFQ. 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 holdingsMay 143
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for INFQ on 2026-05-14, 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.

8-KOfficer or director changeMay 148-K — Item 5.02: Officer or director change
AI summary

INFQ disclosed a personnel change (8-K Item 5.02, dated 2026-05-14). An executive departure and a new appointment are both reported. Personnel changes are generally administrative; materiality depends on seniority and circumstances.

S-1Initial registrationMar 31S-1
AI summary

INFQ filed a S-1 (initial registration statement) dated 2026-03-31. An S-1 initiates or updates the registration process for a public offering; a final 424B4 prospectus will confirm pricing and dilution amount.

8-K/AMaterial event (amended)Mar 318-K/A — Item 4.01
AI summary

INFQ filed an 8-K (other items) dated 2026-03-31. 0002007825 0002007825 2026-03-20 2026-03-20 0002007825 dei:FormerAddressMember 2026-03-20 2026-03-20 0002007825 us-gaap:CommonStockMember 2026-03-20 2026-03-20 0002007825 us-gaap:WarrantMember 2026-03-20 2026-03-20 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 1) CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities E. May signal a transformative corporate event.

8-KMaterial eventMar 268-K — Item 4.01
AI summary

INFQ filed an 8-K (other items) dated 2026-03-26. 640 Fifth Avenue 14th Floor false 0002007825 0002007825 2026-03-20 2026-03-20 0002007825 dei:FormerAddressMember 2026-03-20 2026-03-20 0002007825 us-gaap:CommonStockMember 2026-03-20 2026-03-20 0002007825 us-gaap:WarrantMember 2026-03-20 2026-03-20 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursu. May signal a transformative corporate event.

+ 17 other (5 earnings 8-Ks · 4 13Gs · 2 10-Qs · 1 NT 10-Q) in window

Recent news

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

Infleqtion Rises 6% on a $20M NASA Quantum Gravity Award, IonQ Climbs 5%247wallst.com·5d agoNASA Awards Infleqtion $20 Million as World's First Quantum Gravity Mission Advances Toward Flightbusinesswire.com·5d agoWall Street Analysts Think Infleqtion, Inc. (INFQ) Could Surge 54.23%: Read This Before Placing a Betzacks.com·6d agoQuantum Stocks Unwind a Revenue-Headline Rally: Rigetti Computing and Infleqtion Down 7%, IonQ Down 6%247wallst.com·8d agoInfleqtion Collaboration with Japan Moonshot Program Achieves Major Milestone: "Shunkai" Neutral Atom Quantum Computer Now Operationalbusinesswire.com·8d ago

In themes

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

Quantum Computing

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Voices on X · top 15 · 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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