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QNQNT

Quantinuum Inc. Class A Common Stock

$QNT·$1.6B·Computer Hardware·Technology
$51.56-1.4%1Y-13.4%
Mentions · last 7 days
2026-07-20: 104 posts2026-07-21: 134 posts2026-07-22: 157 posts2026-07-23: 124 posts2026-07-24: 120 posts2026-07-25: 99 posts2026-07-26: 58 posts798+19%
Price updated 11m ago·X counts updated 20h ago
QNQNT
$QNTQuantinuum Inc. Class A Common Stock
$51.56-1.40%798 posts+19%
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 $QNT, 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 tellWinding up for a moveAI verdict · as of 2026-07-25

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

The Honeywell quantum-computing spinout is barely two months public — no trend, no comparable multiples, and the market is still figuring out what to pay for it.

Quantinuum is a quantum-computing pure-play spun out of Honeywell, IPO'd on June 5 at $60 per Class A share. The stock now trades around $52, and there's simply not enough post-IPO data yet to draw a real technical or valuation read — this is early-innings positioning by the first institutional buyers, not a mature market for the equity.

  • The company is still pre-scale by every operating measure: last reported quarter revenue was $5.2M against operating margin of -2,628% — those numbers are noise, not signal, and this equity is essentially an option on quantum computing reaching a commercial inflection over the next several years.
  • Gross margin at the current scale is genuinely high (86%): what tiny revenue Quantinuum does earn already carries software-like unit economics — meaningful if the volume ever scales, but at $5M quarterly revenue the profit picture is dominated by R&D, not COGS.
  • The strategic backing is what supports the multiple, not the current P&L: Honeywell retains a large equity stake, the SoftBank strategic deal referenced by peer coverage is a signal, and the recent CLO and CFO Section 16 filings put a full executive team in place — the corporate structure is being built for scale, not being wound down.
  • The equity is trading at 72x sales with almost no analyst coverage: no 52-week range, no meaningful moving averages, no established beta — the multiple is basically a placeholder set by the IPO book, and it will move dramatically once the first two full reporting quarters land.

The path from here is entirely execution and enterprise-adoption dependent: any named commercial deployment (a pharma or financial-services enterprise contract, a government-lab win) lifts the multiple materially; a repeat of $5M revenue quarters with no strategic customer named in the next two prints and the market starts to question the IPO price. September 2 Q1 earnings is the first real data point retail investors get on the trajectory.

What to watch: September 2 first full earnings report post-IPO — the deciding numbers are quarterly revenue trajectory (any move above $10M signals commercial traction) and any named enterprise deployment; a repeat sub-$10M quarter without a strategic customer name is the tell.

On the calendar: 2026-09-02 — Q1 2026 earnings

sentiment wrong tickerrecent ipopre scale

X sentiment

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

Bullish sentiment128 posts analyzed · as of 2026-07-25

The conversation is anchored on Quant confirming it is engaging with seven of the world's largest central banks and 40+ financial institutions in Project AGORA, the UK Chancellor green-lighting GBTD for live use, and Murex winning 'Best Digital Assets Solution' while crediting Quant. Supply data is dominating the technical thread: exchange reserves fell to an all-time low of 1.1478M, outflow MA7 is +305%, and holders (~168k) are described as extremely tightly-held. Even the bearish framing is 'you're early,' not 'the thesis is broken,' so sentiment reads one-sided bullish on the interoperability and enterprise-DLT angle.

Read the AI verdict + X sentiment for $QNT

  • 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
Free, forever. No credit card.

What it does

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

Builds ion-trap quantum computing hardware and develops software platforms for quantum algorithms across chemistry, cybersecurity, and AI.

Industry overviewAI analysisGenerated by AI from underlying data

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

Computer Hardware · Technology

No material change from last week — STX and WDC (SanDisk spinoff) benefit from LLM training requiring petabyte-scale nearline storage infrastructure.

What this means for $QNT

Neutral — Builds ion-trap quantum computing hardware and develops software platforms for quantum algorithms across chemistry, cybersecurity, and AI; limited read-through from computer hardware macro dynamics to this specific revenue mix.

Top industry ETF

$SOXXiShares Semiconductor ETF
+70.8%YTD
+127.7%1Y

Fundamentals & catalyst

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

Key ratios

P/E
-41.5How 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
-5.1%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
-6.9%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
-7.5%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
72.8Same 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
-11.6%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
86.5%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
0.1Total 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 8, 2026$-0.46——
Next earningsWed, Sep 2·consensus EPS $-0.26

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$5.2M—65.1%-2629%$-0.48$-85.6M
Q1 FY25$19.1M—92.3%-157%$-0.88$-48.2M

Forward consensus

2-year forecast · up to 8 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$26.9M$26.7M – $27.0M-$1.61-$2.00 – -$1.378
FY27$45.0M$44.0M – $46.0M-$1.63-$2.00 – -$1.428

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.—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

FloatHigh float · 279.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.4% 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.β0.005-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.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

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 holdingsJul 213
AI summary

Robin Schulman, CLO and Corporate Secretary of Quantinuum Inc. (QNT), filed an initial Form 3 disclosure triggered July 17, 2026. Schulman beneficially owns no securities of Quantinuum — no direct or indirect shares and no derivative securities are reported. This is a routine Section 16(a) insider ownership disclosure required upon appointment as an officer of the publicly listed quantum computing company.

424B4Prospectus supplement (offering)Jun 5424B4
AI summary

Quantinuum Inc. priced its initial public offering at $60.00 per Class A share, offering 28 million shares on Nasdaq under the symbol 'QNT.' Quantinuum is a quantum computing company spun out from Honeywell, which retains a majority stake through Class B shares via its controlling LLC units. Both Class A and B shares carry one vote per share; the IPO raises capital to fund quantum hardware and software development, making Quantinuum one of the first pure-play quantum computing companies listed in the U.S.

3New insider — initial holdingsJun 43
AI summary

Quantinuum Director Eric Branderiz filed a Form 3 initial ownership statement upon becoming a Section 16 reporting person, disclosing no securities beneficially owned, signed by CEO Rajeeb Hazra as attorney-in-fact. Standard initial Section 16(a) disclosure for a newly appointed board member of the quantum computing company.

3New insider — initial holdingsJun 43
AI summary

Quantinuum CFO Nitesh Sharan filed a Form 3 initial ownership statement, disclosing 289,798 restricted Class A Common Stock shares. The restricted shares represent equity compensation granted in connection with the IPO, aligning the CFO's interests with Quantinuum's long-term quantum computing commercialization strategy.

3New insider — initial holdingsJun 43
AI summary

Quantinuum Chief Commercial Officer Lawrence Joseph Stack filed a Form 3 initial ownership statement, disclosing 178,337 restricted Class A Common Stock shares granted as equity compensation. The grant aligns the CCO's compensation with Quantinuum's quantum computing revenue growth strategy.

3New insider — initial holdingsJun 43
AI summary

Quantinuum Director Manish H. Bhatia filed a Form 3 initial ownership statement, disclosing no securities beneficially owned, signed by CEO Rajeeb Hazra as attorney-in-fact. Standard initial Section 16(a) disclosure for a newly appointed independent board member of the quantum computing company.

3New insider — initial holdingsJun 43
AI summary

Quantinuum Chief Strategy Officer Kevin Scott Dehoff filed a Form 3 initial ownership statement, disclosing 111,460 restricted Class A Common Stock shares granted as equity compensation. The grant incentivizes long-term strategic value creation at the quantum computing company.

3New insider — initial holdingsJun 43
AI summary

Quantinuum Director Vimal Kapur filed a Form 3 initial ownership statement upon becoming a Section 16 reporting person, disclosing no securities beneficially owned, signed by CEO Rajeeb Hazra as attorney-in-fact. Standard initial Section 16(a) disclosure for a newly appointed board member of the quantum computing company.

+ 23 other (9 3s · 3 13Gs · 2 S-1/As · 2 DRS/As) in window

Recent news

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

Quantinuum ernennt Chief Legal Officer und Chief People Officerprnewswire.com·5d agoQuantinuum nomme sa directrice juridique et son directeur des ressources humainesprnewswire.com·5d agoQuantinuum Appoints Chief Legal Officer and Chief People Officerprnewswire.com·5d agoQuantinuum Appoints Chief Legal Officer and Chief People Officerprnewswire.com·5d ago2 Quantum Stocks With 100%+ Upside After the Quantinuum-SoftBank Dealzacks.com·5d ago

In themes

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

Quantum Computing

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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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