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QNQNT

Quantinuum Inc. Class A Common Stock

Hot onWhy it's trendingX chatter spiked vs its recent normStrong bullish X conversationPrice and volume picking up
$QNT·$13B·Computer Hardware·Technology
$49.22+0.7%1Y-19.0%
Price updated just now·X counts updated 2d ago
QNQNT
$QNTQuantinuum Inc. Class A Common Stock
$49.22+0.67%601 posts2×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $QNT 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.

601X posts · last 7 days
Aug 26Sep 8
Chatter Meter
2×
QuietNormal · 1×Loud

How loud $QNT's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's running louder than usual, louder than 86% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data100 posts analyzed · as of 2026-09-09

Quant Network's stack keeps getting institutional wins: UK GBTD (top banks + BoE Sync Lab), Japan DCJPY (with Dentsu as tech provider), Germany CBMT (Overledger), SMBC entered the Quant chat, and $QNT went live on SolCex with $ALGO and $ATOM. Bulls call $QNT the core of the UK's economic-innovation objective.

Read what X is saying about $QNT

  • 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 $QNT — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Hinges on a big eventAcceleratingAI verdict · as of 2026-09-09

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

The trapped-ion quantum leader just landed a US-government minority stake — the sovereign-endorsement moment for the whole quantum sector.

Quantinuum is the trapped-ion quantum-computing company spun out of Honeywell and Cambridge Quantum. It just landed a $100M CHIPS R&D award and a US-government minority stake — a genuine narrative reset for a pre-commercial company where meaningful revenue is still years out.

  • The Sept 8 $300M CHIPS Act deal that includes minority government stakes in Quantinuum, D-Wave, and Rigetti is a first-of-its-kind sovereign endorsement — for a company generating $5M/quarter in revenue, this shifts the story from science-project to national-strategic.
  • Volume today at 1.9x average shows accumulation is starting — but the stock still sits 15% below its 50-day, so the CHIPS news is early on the tape rather than fully priced in yet.
  • Quarterly revenue of $5M against a $13B market cap means the multiple is ~73x sales — this is entirely a bet on commercialization timing, and G7 post-quantum-cryptography directives could bring specific procurement revenue that starts to justify the price.

The next real milestone is the actual CHIPS deployment plan and any specific procurement pipeline update — a named customer or government contract sustains the accelerating move; a delay or vague roadmap leaves this trading on hope rather than deployment.

What to watch: The CHIPS deployment plan and any specific procurement contract announcement — a named government or enterprise customer sustains the run; a delay or vague roadmap update leaves this trading on hope until the next R&D milestone.

sentiment mismatchpre commercial

Read the AI verdict on $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)
  • 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.

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

AI server infrastructure buildout is the primary demand driver — Dell's PowerEdge AI servers and SMCI's rack-scale GPU systems are riding the same hyperscaler capex wave as NVDA. Non-AI commercial PC and server refresh remains soft, so the bull case is concentrated in AI infrastructure exposure; quantum computing names are stage-gated by commercialization timelines rather than the near-term capex cycle.

What this means for $QNT

Neutral — Quantum Corporation's ion-trap quantum hardware and algorithm software targets early-stage commercialization; not a beneficiary of the near-term AI server capex cycle.

Top industry ETF

$SOXXiShares Semiconductor ETF
+71.2%YTD
+113.6%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
Q2 2026Aug 11, 2026$-0.28$-0.26-8.0%
Q1 2026May 8, 2026$-0.46——

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$30.1M$29.9M – $30.3M-$1.64-$2.00 – -$1.508
FY27$61.1M$60.0M – $63.5M-$1.65-$2.00 – -$1.498

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.—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.-17.3%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

FloatLow float · 29.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today4.8% 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.β2.085-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

8-KMaterial agreementSep 88-K — Item 1.01: Material agreement · Item 3.02: Unregistered equity sale · Item 7.01: Press release / Reg FD
AI summary

Quantinuum Inc. entered into an Other Transaction Agreement with the U.S. Department of Commerce on September 4, 2026, securing up to $100 million in CHIPS Act funding for quantum computing R&D, with an initial tranche of approximately $56 million available immediately upon award. In connection with the award, Quantinuum issued 2,369,528 Class A common shares to the Department of Commerce at a discounted price. Additional funding tranches are disbursed upon achievement of specified milestones, and the shares were issued under the Section 4(a)(2) registration exemption.

8-KPress release / Reg FDAug 118-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

Quantinuum (QNT) filed an 8-K on August 12, 2026 under Items 2.02 and 7.01, reporting quarterly financial results and furnishing concurrent Regulation FD investor materials. Body unavailable — earnings details are in Exhibit 99.1, which is not included in the excerpt. Quantinuum is a quantum computing company (joint venture of Honeywell and Cambridge Quantum); this filing reflects its public reporting obligations. The Reg FD item typically covers an investor presentation accompanying the earnings release.

3New insider — initial holdingsJul 273
AI summary

Rory Gordon O'Byrne filed Form 3 as a new reporting person at Quantinuum Inc. (QNT), listing an address at Quantinuum's Broomfield, CO headquarters, indicating a new officer or director appointment. The event date is not fully shown in the excerpt. No securities are listed as held in the form; this is a routine initial insider ownership disclosure.

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.

+ 28 other (12 3s · 5 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.

Top 5 Stocks Poised to Profit From the CHIPS Quantum Incentive Wave247wallst.com·1d agoThese 3 Quantum Stocks Are on the Rise as US Government Takes Minority Stakesinvestopedia.com·2d agoU.S. Gets Minority Stakes in D-Wave, Rigetti, Quantinuum in $300 Million CHIPS Act Funding Dealwsj.com·2d agoQuantinuum Finalizes $100 Million CHIPS R&D Award with U.S. Department of Commerce to Advance Trapped-Ion Quantum Computer Manufacturing in the USprnewswire.com·2d agoQuantinuum nimmt an der Bernstein 23rd Annual Pan-European Strategic Decisions Conference teilprnewswire.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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