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QNQNT

Quantinuum Inc. Class A Common Stock

$QNT·$11B·Computer Hardware·Technology
$36.55-0.4%1Y-39.5%
Price updated 7h ago·X counts updated 5d ago
QNQNT
$QNTQuantinuum Inc. Class A Common Stock
$36.55-0.35%5.3k posts1×
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.

5,328X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
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 about its usual level, louder than 63% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data34 posts analyzed · as of 2026-10-02

The crowd is in full god-candle euphoria after $QNT ran roughly 400% in a week on news The Clearing House picked Quant to run its onchain money rails. Holders are posting $1,000 and $10,000 targets with a straight face, and multi-year hodlers are taking a victory lap. The only dissent is a lone voice calling the move topped on saturated volume.

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.

Too early to tellStalledAI verdict · as of 2026-10-03

The move has stalled — likely just drifts unless something new shows up.

A real quantum-computing name with CHIPS Act backing, but still pre-revenue — and the X euphoria is about a totally different asset.

Quantinuum is the Honeywell-spun quantum-computing company racing IBM and Google to build useful quantum machines. It's still pre-revenue at scale, burning cash, and relying on milestone-based government capital to keep going.

  • The commercial business is small and bumpy: Q1 revenue of $5.2M fell 73% QoQ while losses widened — R&D-stage economics, not a company you underwrite on near-term numbers.
  • Government capital is real support: up to $100M in CHIPS Act funding with ~$56M available upfront, cushioning cash burn and anchoring the "strategic asset" narrative.
  • The X chatter is mistaken identity — the "400% in a week" and "Clearing House picked Quant" posts are about Quant Network, a crypto token, not this stock; QNT itself is down ~13% from its 50-day.

Nothing to anchor on until Dec 2 earnings shows cash runway and the 2027 revenue ramp. No commercial inflection by late 2027 and the equity has nothing to catch it.

Differs from X sentimentThe X feed is talking about a completely different asset — Quant Network, the crypto token, with its Clearing House onchain-money-rails story. None of that is Quantinuum, the quantum-computing equity in this bundle; the real tape here is price -13% from 50d and Q1 revenue -73% QoQ.

What to watch: Dec 2 fiscal-year earnings is the next anchor — cash runway, CHIPS Act milestone draws, any commercial-contract disclosures. A pre-earnings named enterprise customer would re-rate; silence into 2027 keeps the drift.

On the calendar: 2026-12-02 — fiscal-year earnings

sentiment mismatched asset

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

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

What this means for $QNT

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

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
-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$-0.46$-0.26-77.4%
Next earningsTue, Nov 10·consensus EPS $-0.37

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-$1.67-$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.2.9×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.-27.8%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 · 32.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today18.2% 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.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

No open-market buys or sells in the last 180 days.

+ 2 other (2 awards) in window

See when $QNT 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-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 · 6 13Gs · 2 S-1/As · 1 10-Q) in window

Recent news

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

$1,000 in Each of These 6 Quantum, Air Taxi, and Satellite Stocks Could Be Worth This Much by 2030fool.com·4d agoQuantinuum (NASDAQ:QNT) Reaches New 1-Year Low – What’s Next?defenseworld.net·4d agoQuantinuum and The University of Western Australia Partner to Advance Australia's Quantum Capabilityprnewswire.com·12d agoDogecoin and Bitcoin Give Back Gains, but This Coin Bucked the Trend to Rally 227% in a Weekbenzinga.com·18d agoQBTS vs. QNT: Buy, Hold or Sell as Quantum Valuations Reset?zacks.com·25d 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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