TickerTalks
Browse all tickers →
TickerTalks›$QMCO
QMQMCO

Quantum Corporation

$QMCO·$728M·Computer Hardware·Technology
$18.48-14.5%YTD+294.6%1Y+65.3%
Price updated 1d ago·X counts updated 6d ago
QMQMCO
$QMCOQuantum Corporation
$18.48-14.46%108 posts1.1×
AI analysisFundamentalsVoices on X
Loading…

On X

Top X posts

The complete picture of $QMCO 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.

108X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1.1×
QuietNormal · 1×Loud

How loud $QMCO'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 80% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-08-29

Quantum Corp chatter is bullish setup-focused. Contributors flag QMCO inside-day near 10-day SMA post massive EPS beat, target $40 as high R/R, and data-storage basket bid with NTAP/P/QMCO as AI-workload beneficiaries (AI generates data faster than budgets grow). Loud voices constructive on the setup.

Read what X is saying about $QMCO

  • 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
Free, forever. No credit card.

AI verdictAI analysisGenerated by AI from underlying data

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

Driven by hypeAcceleratingAI verdict · as of 2026-10-02

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

Data-storage name mislabeled as quantum — up 374% YTD on AI-storage demand plus a massive EPS beat.

Quantum Corporation makes high-capacity storage for video and unstructured data — think media archives, surveillance footage, scientific research. Despite the name, this is a traditional data-storage company; the stock is up 374% YTD on 1.3x normal volume at 91% of its 52-week range.

  • The P&L is improving: revenue grew 2.8% YoY to $74.6M last quarter at a 0.5% operating margin and 37.5% gross margin — barely positive operating income, but the massive EPS beat sentiment X cites reflects a dramatic improvement from prior-quarter losses.
  • The AI-storage narrative is specific: AI workloads generate unstructured data faster than storage budgets grow, which is the exact tailwind for Quantum's archive-tier storage; bulls group QMCO with NTAP and PSTG as the data-storage basket.
  • At 0.3x sales for a company with 37.5% gross margins and improving operating leverage, this is cheap on absolute multiples — the asymmetric upside case is a continued margin inflection, not a growth story at scale.

Accelerating holds while AI data-storage demand keeps pulling in orders and the operating-margin inflection continues. A soft Nov 12 earnings print on sequential revenue, or any specific commentary on competitive-pricing pressure from NetApp/Pure Storage, is what cools the move; a Q3 revenue beat plus a FY27 adjusted-EBITDA guide-up is what extends it toward the $40 bulls target.

Agrees with X sentimentX bulls on the inside-day at 10-day SMA post-earnings-beat setup, $40 target, and the data-storage AI-workload basket positioning (NTAP, PSTG, QMCO) are reading the mechanics right — this is a legitimate margin-inflection story at a cheap sales multiple.

What to watch: Nov 12 earnings — Q3 revenue above $78M, operating margin above 3%, gross margin trajectory, and any specific AI-workload customer-base commentary. A soft operating-margin print is what cools the breakout.

On the calendar: 2026-11-12 — Q3 FY26 earnings

Read the AI verdict on $QMCO

  • 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
Free, forever. No credit card.

What it does

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

Data storage and video management software for media, surveillance, and unstructured data in enterprises.

Industry overviewAI analysisGenerated by AI from underlying data

Where Computer Hardware sits in its cycle right now — and what that implies for $QMCO.

Computer Hardware · Technology

No material change from last week — hyperscaler AI server capex continues to drive the cycle.

What this means for $QMCO

Neutral — Data storage and video management software for media, surveillance, and unstructured data in enterprises.

Top industry ETF

$SOXXiShares Semiconductor ETF
+83.9%YTD
+70.7%1Y

Fundamentals & catalyst

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

Key ratios

P/E
-1.7How 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
71.9%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
-12.9%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
-53.2%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
0.3Same 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
64.7%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
37.5%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
-0.8Total 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 10, 2026$0.18$-0.17+205.9%
Q1 2026Jun 25, 2026$-0.21$-0.30+31.1%
Q4 2025Feb 17, 2026$-0.36$-0.42+14.3%
Q3 2025Nov 13, 2025$-0.54$-0.25-116.0%
Next earningsThu, Nov 12·consensus EPS $0.12

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q3 FY26$74.6M+2.8%38.8%0.5%$-2.03$-4.3M
Q2 FY26$62.7M-11.0%37.6%-13.0%$-3.78$-16.0M
Q1 FY26$64.3M-9.9%35.3%-19.6%$-1.87$-18.1M
Q4 FY25$59.7M-16.5%38.0%-22.0%$-1.85$-3.9M

Forward consensus

5-year forecast · up to 1 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$274.4M$267.9M – $280.8M-$2.43-$2.46 – -$2.401
FY27$332.5M$324.7M – $340.3M$0.47$0.45 – $0.481
FY28$377.9M$369.1M – $386.8M$0.84$0.81 – $0.871
FY29$321.3M$313.7M – $328.9M$0.00$0.00 – $0.001
FY30$340.9M$332.9M – $348.9M$0.00$0.00 – $0.001

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.0.7×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.63%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.-3.6%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.+92.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 34.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today3.3% 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.β3.095-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 3Anthony CraythorneChief Revenue Officer1.5K sh$16KSellJul 2Laura A. NashChief Accounting Officer260 sh$3KSellJul 2Hugues MeyrathCEO6.2K sh$65K
+ 15 other (11 awards · 2 conversions · 2 others) in window

See when $QMCO 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
Free, forever. No credit card.

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

8-KOfficer or director changeOct 98-K — Item 5.02: Officer or director change · Item 8.01: Other event
8-KOfficer or director changeSep 288-K — Item 5.02: Officer or director change · Item 8.01: Other event
AI summary

Quantum Corporation appointed James C. Clancy as Chief Operating Officer effective September 28, 2026; Clancy simultaneously resigned from the company's Board of Directors to assume the operating role. He previously served as SVP Global Sales, Data Protection at Dell Technologies and has broad enterprise IT sales leadership experience. His compensation includes a $400,000 base salary and 60% target bonus. This is a strategic hire intended to strengthen Quantum's go-to-market execution in the data storage/protection market.

8-KShareholder voteSep 178-K — Item 5.07: Shareholder vote
AI summary

Quantum Corporation (QMCO) held its 2026 Annual Meeting on September 15, 2026; all seven incumbent directors were re-elected, shareholders approved an increase of 3.4 million shares under the 2023 Long-Term Incentive Plan, ratified executive pay on a non-binding advisory basis, and ratified CohnReznick LLP as auditor through March 31, 2027. Routine annual meeting; the 3.4 million share pool increase adds modest dilution potential relative to approximately 26 million shares outstanding.

3New insider — initial holdingsSep 83
AI summary

Quantum-Si Incorporated (QMCO) filed an initial Form 3 for Hiral Patel, reporting initial beneficial ownership upon appointment as Chief Accounting Officer, with an event date of September 1, 2026. The filing discloses that Patel holds no equity securities of Quantum-Si directly or indirectly as of the reporting date. The Form 3 is required under Section 16(a) of the Securities Exchange Act of 1934.

8-KOfficer or director changeSep 18-K — Item 5.02: Officer or director change · Item 8.01: Other event
8-KOfficer or director changeAug 148-K — Item 5.02: Officer or director change
AI summary

Quantum Corporation notified Chief Accounting Officer Laura A. Nash on August 11, 2026 that her role as CAO and Principal Accounting Officer would end September 1, 2026. Nash will remain as a full-time employee in a transition capacity through December 31, 2026, after which her employment is expected to terminate. In exchange, Quantum will accelerate vesting of approximately 2,900 RSUs, pay six months of base salary, and cover six months of COBRA. A new Principal Accounting Officer is expected to be announced around September 1, 2026. Orderly accounting leadership transition with no disclosed operational disruption.

S-1Initial registrationJul 14S-1
AI summary

Quantum Corporation (QMCO) filed a preliminary S-1 registration statement on July 14, 2026, for the resale of up to 13,809,707 shares of common stock by selling stockholders. The shares offered are for the benefit of existing stockholders, with no proceeds going to the company. This is a resale registration, not a primary offering. The prospectus was dated July 13, 2026.

SC 13D/AActivist amendmentJun 8SC 13D/A
AI summary

Dialectic Technology SPV LLC and affiliated entities (managed by John Fichthorn) filed Amendment No. 3 to Schedule 13D on June 8, 2026, disclosing a 40.0% beneficial ownership stake (16,863,839 shares) in Quantum Corp (QMCO). The position comprises shares from convertible note conversions (11.0M), a Forbearance Warrant (2.65M exercisable shares), Conversion Shares (3.08M), and a Conversion Warrant (105,911 shares). The percentage is calculated on a post-issuance share count of approximately 42.1M shares including a recent private placement. A 40% stake following debt-to-equity conversion signals deep creditor-turned-controlling-shareholder dynamics, making Dialectic's moves highly material to QMCO's governance and capital structure.

+ 16 other (3 13Gs · 2 earnings 8-Ks · 2 proxys · 2 8-Ks) in window

Recent news

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

Investor Alert: Robbins LLP Informs Investors of the D-Wave Quantum Inc. Class Action Lawsuitbusinesswire.com·2d agoCould Investing $5,000 in D-Wave Quantum Stock Today Make You a Millionaire?fool.com·2d agoQuantum Computing Stocks Rebound After Dilution Scare: IonQ and Rigetti Climb 3%, D-Wave Advances 2%247wallst.com·2d agoQuantum-Si Regains Compliance with Nasdaq Minimum Bid Price Requirementglobenewswire.com·3d agoQuantum Leap Energy and Necsa Sign Binding Heads of Agreement to Establish Joint Venture for HALEU Production in South Africaglobenewswire.com·3d ago

In themes

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

Trending on XAI Infrastructure

More in Computer Hardware

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$QNT$SNDK$SMCI$IONQ$DELL$STX$QTEX$WDC
Voices on X · top 2 · 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.

PrivacyTermsSupport