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QNQNT

Quantinuum Inc. Class A Common Stock

$QNT·$1.8B·Computer Hardware·Technology
$50.10+0.4%1Y-17.0%
Mentions · last 7 days
2026-08-22: 138 posts2026-08-23: 89 posts1,050+4%
Price updated 7h ago·X counts updated 8d ago
QNQNT
$QNTQuantinuum Inc. Class A Common Stock
$50.10+0.36%1.1k 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 $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 tellSelling offAI verdict · as of 2026-08-30

Falling on heavy selling — points lower unless it turns around.

A public quantum-computing pure-play with ~$5M of quarterly revenue and a $1.8B market cap — story stock, and the crowd is talking about a different QNT.

Quantinuum is one of the few public pure-plays on quantum computing — it builds trapped-ion quantum systems and sells time on them. The market is treating it as a lottery ticket on the quantum roadmap; the numbers so far don't support anything more than that.

What the setup actually is:

  • The revenue base is tiny and moving the wrong way: quarterly revenue is $5.2M, market cap is $1.8B, so shares trade at 72x sales — and last-year comparables suggest revenue is actually lower than 12 months ago, not scaling into that multiple.
  • The bull case has to be the roadmap, not the P&L: operating margin is -2,600% as R&D dwarfs revenue; today's numbers only make sense if you underwrite a multi-year path to enterprise-scale quantum, and the market is deciding whether NVIDIA's $108B AI forecast pulls quantum names along.
  • Price action says the market isn't sure: down 7.5% today, 20% below the 50-day moving average, on normal volume — the IPO-window enthusiasm has faded, and a $1.8B cap on a company burning cash and doing $5M/quarter needs a specific enterprise contract or an IonQ-style rerate to hold.
  • The $QNT chatter on X is Quant Network, the DLT-tokenization crypto — treat it as ticker collision, not equity signal.

Two things could reset the story: a named commercial contract with an enterprise buyer or the government, or a technical milestone (fidelity, qubit count) that puts it credibly ahead of IonQ; absent that, the tape drifts and the multiple compresses.

What to watch: A named enterprise or government contract, or a specific qubit-count / fidelity milestone that leapfrogs IonQ — absent one of those, drift lower is the default given the 72x sales multiple on a shrinking revenue line.

X sentiment

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

Neutral sentiment133 posts analyzed · as of 2026-08-30

The corpus is entirely about Quant Network, an enterprise-blockchain cryptocurrency that shares the $QNT ticker with Quanterix, and nothing here concerns the biotech equity. Community posts are relentlessly bullish, spotlighting an upcoming SIBOS panel featuring JPMorgan, TD and The Clearing House, the ECB Pontes launch scheduled for September, Bank of England Synchronisation Lab work, and a new US multi-ledger settlement patent granted to Quant.

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
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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 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 $QNT

Partial — software subscription economics provide some insulation from macro cycles; AI integration is the growth catalyst for this segment; Quantinuum 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
-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$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.0.8×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.-19.2%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 today4.0% 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.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.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

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.

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.

+ 27 other (11 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.

NVIDIA's $108B AI Forecast Boosts Quantum: QNT, QUBT to Gain?zacks.com·5d agoIs Quantinuum Emerging as a Leader in the Quantum Race?marketbeat.com·5d agoThe Zacks Analyst Blog Quantum, QCi, IonQ and D-Wave Quantumzacks.com·8d agoThe Quantum Computing Race Is Heating Up: The Top 3 Stocks to Buy Right Nowfool.com·10d agoQuantum Stocks Face Reality Check: QUBT, QNT Stand Out on 75%+ Upsidezacks.com·11d 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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