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QUQUBT

Quantum Computing, Inc.

$QUBT·$1.2B·Computer Hardware·Technology
$7.80+2.1%YTD-27.6%1Y-58.5%
Mentions · last 7 days
2026-07-09: 322 posts2026-07-10: 666 posts2026-07-11: 1,052 posts2026-07-12: 513 posts2026-07-13: 615 posts2026-07-14: 582 posts2026-07-15: 625 posts4,409+4%
Price updated 6m ago·X counts updated 2d ago
QUQUBT
$QUBTQuantum Computing, Inc.
$7.80+2.09%4.4k posts+4%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $QUBT, 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.

Driven by hypeWinding up for a moveAI verdict · as of 2026-07-16

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

Sub-$4M quarterly revenue at a $1.2B cap — the NHanced deal is the pivot, and the tape is coiling ahead of proof.

Quantum Computing Inc. (QUBT) is a small-cap quantum-software and hardware bet whose story just changed with the June acquisition of NHanced Semiconductors — a pivot from research-tool licensing to production-scale quantum manufacturing. The tape is coiling into August 11 earnings while the market waits for revenue proof.

  • Q1 revenue accelerated sharply off a tiny base: $3.7M in Q1 2026, up roughly 94x YoY, reflects the first quarter of production-scale foundry revenue post-NHanced — real dollar growth, but still a rounding error against a $1.2B market cap and FY26 consensus revenue of only $25M.
  • Valuation is extreme even for pre-revenue quantum peers: 313x trailing sales and negative gross margin (-15%) mean the story has to move from tiny-revenue-with-narrative to real production revenue within a couple of quarters — or the multiple contracts hard.
  • The share-issuance machinery is set up and running: the 2022 Equity Plan just expanded from 20M to 30M authorized shares with a fresh 2% evergreen, an existing 5%+ holder's 13D/A signals potential M&A activity, and the $68M NHanced purchase was funded with cash from prior raises.

The August 13 Q2 earnings are the near-term arbiter — a Q2 revenue print above $5-6M and any NHanced production-cadence commentary validate the pivot. A soft revenue print or a fresh raise announcement resets the multiple, and technical rejection from the correction band deepens the drawdown.

Agrees with X sentimentX is bullish on the Lake Street $16 target and the South Korea $130B R&D commitment with ~$39B for quantum + AI — the mechanics partly agree: Q1 revenue accelerated roughly 94x YoY, and NHanced gives QCi its first production-scale foundry story. The tension the X take underweights is the multiple: 313x trailing sales with negative gross margin still requires production revenue to appear within 2-3 quarters, and the technical crowd is already flagging correction-band rejection.

What to watch: The August 13 Q2 earnings. Watch Q2 revenue vs $3.7M Q1 base (a step to $5-6M validates the pivot), NHanced production-cadence commentary, and gross margin recovery from -15%. Any fresh capital raise or a soft revenue print resets the multiple lower.

On the calendar: 2026-08-13 — Q2 earnings

X sentiment

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

Bullish sentiment⚠6 posts analyzed · as of 2026-07-13 · top-engagement diverged

Lake Street reiterated Buy on Quantum Computing Inc. with a $16 target, describing the NHanced acquisition as accelerating QCi's transition from research to scalable commercial production. South Korea finalized its Sixth Basic Plan committing over $130B to public R&D through 2030 with roughly $39B allocated to quantum computing and advanced AI, though the stock is technically rejected from the correction band.

Read the AI verdict + X sentiment for $QUBT

  • 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.

Develops photonic quantum computing hardware and software for optimization and machine learning applications.

Industry overviewAI analysisGenerated by AI from underlying data

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

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 $QUBT

Neutral — Develops photonic quantum computing hardware and software for optimization and machine learning applications; end markets and revenue mix have limited overlap with the LLM training data storage demand pulling HDD/SSD production cycle.

Top industry ETF

$SOXXiShares Semiconductor ETF
+71.9%YTD
+116.0%1Y

Fundamentals & catalyst

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

Key ratios

P/E
-40.7How 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
-3.9%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
-14.6%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
-3.1%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
313.5Same 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
-3.6%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
-15.4%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
0.0Total 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 11, 2026$-0.02$-0.05+60.0%
Q4 2025Mar 2, 2026$-0.04$-0.040.0%
Q3 2025Nov 14, 2025$-0.05$-0.06+11.8%
Q2 2025Aug 14, 2025$-0.06$-0.060.0%
Next earningsThu, Aug 13·consensus EPS $-0.05

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$3.7M+9364.1%-19.5%-557%$-0.02$-11.2M
Q4 FY25$198K+219.4%-49.5%-11220%$-0.01$-12.2M
Q3 FY25$384K+280.2%32.8%-2709%$0.01$-11.5M
Q2 FY25$61K-66.7%42.6%-16674%$-0.26$-7.1M

Forward consensus

5-year forecast · up to 3 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$25.1M$23.2M – $26.8M-$0.16-$0.23 – -$0.073
FY27$38.8M$30.6M – $46.7M-$0.20-$0.28 – -$0.093
FY28$109.5M$103.7M – $115.1M-$0.17-$0.18 – -$0.161
FY29$652.5M$617.7M – $685.4M$0.55$0.51 – $0.591
FY30$1.6B$1.5B – $1.6B$2.15$2.00 – $2.291

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.0.7×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.7%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.-24.5%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.-30.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Insider activity

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

Recent transactions

SellMar 11Roberts Christopher BruceCFO9.4K sh$73KSellMar 10Roberts Christopher BruceCFO68.9K sh$541K
+ 9 other (8 awards · 1 exempt) in window

See when $QUBT 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
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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-KOfficer or director changeJun 308-K — Item 3.03 · Item 5.02: Officer or director change · Item 5.03: Charter amendment · Item 5.07: Shareholder vote
AI summary

Quantum Computing Inc. stockholders approved a 2022 Equity Plan amendment at the 2026 Annual Meeting increasing authorized shares from 20M to 30M and changing the annual auto-increase from a fixed 1M to 2% of outstanding shares through 2032. Material equity plan expansion; the 2% evergreen provision creates significant ongoing dilution potential.

8-KMaterial agreementJun 238-K — Item 1.01: Material agreement · Item 2.01: Acquisition completed · Item 7.01: Press release / Reg FD
AI summary

Delaware 001-40615 82-4533053 entered into a material purchase agreement on 2026-06-23 for $68.1, $0.0001. Narrative: ng Inc., a Delaware corporation (the “ Company ”), entered into a Stock Purchase Agreement (the “ Stock Purchase Agreement ”) with NHanced Semiconductors, Inc., a Delaware corporation (“ NHanced ”), the Gretchen Louise Trinklein Patti Revocable Trust, the Robert Steve Patti Revocable Trust, and the ... Delaware 001-40615 82-4533053 furnished a Reg FD disclosure covering: ng Inc., a Delaware corporation (the “ Company ”), entered into a Stock Purchase Agreement (the “ Stock Purchase Agreement ”) with NHanced Semiconductors, Inc., a Delaware corporation (“ NHanced ”), the Gretchen Louise Trinklein Patti Revocable Trust, the Robert Steve Patti Revocable Trust, and the Robert Steve Patti Irrevocable Trust (collectively, the “ Sellers ”), Gretchen Trinklein Patti and R. Delaware 001-40615 82-4533053 completed an acquisition or disposition: ng Inc., a Delaware corporation (the “ Company ”), entered into a Stock Purchase Agreement (the “ Stock Purchase Agreement ”) with NHanced Semiconductors, Inc., a Delaware corporation (“ NHanced ”), the Gretchen Louise Trinklein Patti Revocable Trust, the Robert Steve Patti Revocable Trust, and the Robert Steve Patti Irrevocable Trust (collectively, the “ Sellers ”), Gretchen Trinklein Patti and R.

SC 13D/AActivist amendmentMay 28SC 13D/A
AI summary

With filed Amendment No. 2 to Schedule 13D disclosing updated beneficial ownership in QUBT (QUBT). The filing covers approximately 23,302,068 shares of QUBT. The position is held for potential M&A activity. Schedule 13D amendments are required when a 5%-or-greater holder's ownership, intent, or plans change materially, providing transparency into concentrated positions that could influence corporate governance or trigger M&A activity.

8-KPress release / Reg FDMay 188-K — Item 7.01: Press release / Reg FD
AI summary

Quantum Computing Inc. (QUBT) presented an investor presentation at an investor conference on May 13, 2026, subsequently posted to the company's website on May 14, 2026 and filed as Exhibit 99.1 under Item 7.01 Regulation FD. The content of the presentation is not visible in the available excerpt. This is a standard Reg FD disclosure ensuring public availability of any material information shared at the conference.

8-K/AAcquisition completed (amended)Apr 178-K/A — Item 2.01: Acquisition completed
AI summary

QUBT filed an 8-K (Item 2.01) dated 2026-04-17. Completion of Acquisition or Disposition of Assets. 1 to Current Report on Form 8-K amends the Current Report on Form 8-K filed by Quantum Computing Inc. May signal a transformative corporate event.

8-KAcquisition completedFeb 38-K — Item 2.01: Acquisition completed · Item 7.01: Press release / Reg FD
+ 13 other (3 13Gs · 2 earnings 8-Ks · 2 proxys · 1 S-8) in window

Recent news

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

Can QUBT's Commercial Growth Focus Maintain Momentum in Q2zacks.com·1d agoQuantum Stocks Witness Correction: Why QUBT is the Best Buy Nowzacks.com·2d ago2 Quantum Stocks That Could Challenge IonQ's Leadershipmarketbeat.com·2d agoIonQ Tumbles 8%, D-Wave, Rigetti, Quantum Computing Drop 6% as Risk-Off Ripple Effects Hit Speculative Quantum Stocks247wallst.com·4d agoQuantum Computing Outpaces Sector in a Year: Is the Stock Still a Buy?zacks.com·8d ago

In themes

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

Quantum Computing

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Voices on X · last 7 days

No standout posts about $QUBT on X in the last 7 days.

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