TickerTalks
Browse all tickers →
TickerTalks›$QNT
QNQNT

Quantinuum Inc. Class A Common Stock

$QNT·$2.3B·Computer Hardware·Technology
$56.07-0.8%1Y-7.1%
Mentions · last 7 days
2026-07-10: 194 posts2026-07-11: 67 posts2026-07-12: 67 posts2026-07-13: 78 posts2026-07-14: 232 posts2026-07-15: 221 posts2026-07-16: 406 posts1,271+10%
Price updated 3h ago·X counts updated 1d ago
QNQNT
$QNTQuantinuum Inc. Class A Common Stock
$56.07-0.80%1.3k posts+10%
AI analysisFundamentalsVoices on X
Loading…

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 2026-07-17

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

Quantum-computing pure-play just IPO'd with tiny revenue and a Rolls-Royce industrial-design partnership.

Quantinuum is a US-listed pure-play quantum computing company — trapped-ion hardware plus software stack. It's the Honeywell/Cambridge Quantum merger, now standalone, competing directly with IonQ and Rigetti for the small-but-growing 'real quantum revenue' market.

Why this is a story stock, not a fundamentals stock:

  • The revenue base is tiny relative to the market cap: Q1 revenue of $5M against a $2.3B market cap — the price is entirely about the option value of the quantum-advantage timeline, not about current business.
  • Cash burn is meaningful: operating margin negative 2,600% (accounting-noise ratio), FCF yield negative 7.5%, and consensus FY27 EPS negative $1.61 — this is a science-and-hardware bet that needs periodic capital raises.
  • The partnership signal is real but small: the Rolls-Royce + Riverlane + University of Edinburgh agreement to explore quantum for industrial simulation is a legitimate proof-of-concept but doesn't turn into meaningful revenue for years.
  • The tape shows no clear base yet: as a recent listing, position-in-52w-range data is unstable, and the -6.6% today is more indicative of general small-cap sensitivity than company-specific news.
  • Note on the X chatter: '$QNT' cashtag is dominated by Quant Network the crypto token (Overledger, Gilbert Verdian) — completely unrelated to Quantinuum the quantum-computing equity.

The forward view: the way this becomes a real trade is a signed multi-year enterprise contract with a hyperscaler (Google, Microsoft, AWS) or a defense department deal for post-quantum cryptography — those are the datapoints that would justify a re-rate. The way it stays too-early is more industrial-partnership announcements that don't translate to revenue disclosures. The September 2 Q2 print is a cash-runway checkpoint rather than a fundamentals event.

Differs from X sentimentThe bullish X chatter is about Quant Network the crypto token, not Quantinuum the quantum-computing equity — the cashtag collision means the crowd isn't looking at this stock. Our take on QNT-the-equity is independently 'too early to have a view.'

What to watch: September 2 Q2 earnings for cash runway and revenue trajectory, plus any signed hyperscaler or DoD post-quantum-cryptography contract; another proof-of-concept partnership without revenue would keep this in too-early.

On the calendar: 2026-09-02 — Q2 2026 earnings

sentiment ticker mismatch

X sentiment

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

Bullish sentiment23 posts analyzed · as of 2026-07-17

Quant Network chatter is community-driven bullish around a specific narrow catalyst window. A second US patent is set to be granted July 28 (adding to existing protection in Europe and Japan), and DTCC's tokenization launch is being framed by MIT Connection Science CTO Thomas Hardjono and community members as validating Quant's SATP-plus-private-blockchain architecture. Bulls also cite a Capgemini partnership article on orchestration and integration, Coinbase research pointing at XLM/XRP/QNT as leaders in a $3-5T agentic-commerce shift, and long-tenured DCA accumulation programs. Skepticism is only self-referential ('$QNT waiting for me to sell before it moves to ATH'); no substantive bear thread appears in the sample.

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; this business's revenue is largely decoupled from the LLM training data storage demand pulling HDD/SSD production cycle.

Top industry ETF

$SOXXiShares Semiconductor ETF
+69.1%YTD
+111.7%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$-0.48——
Next earningsWed, Sep 2·consensus EPS $-0.42

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-$1.67-$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.—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

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.

Recent news

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

2 Quantum Stocks That Could Challenge IonQ's Leadershipmarketbeat.com·3d agoQuantinuum explorará la computación cuántica en el diseño y la simulación industrialprnewswire.com·4d agoQuantinuum, Rolls-Royce, Riverlane and University of Edinburgh Sign Agreement to Explore Quantum Computing for Industrial Design and Simulationgurufocus.com·4d agoQuantinuum, Rolls-Royce, Riverlane and University of Edinburgh Sign Agreement to Explore Quantum Computing for Industrial Design and Simulationprnewswire.com·4d agoA $1,000 investment in June's top quantum computing IPO is now worthfinbold.com·8d ago

In themes

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

Quantum Computing

More in Computer Hardware

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

$SMCI$IONQ$RGTI$QBTS$QUBT$DELL$WDC$STX
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.

PrivacyTermsSupport