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QUQUBT

Quantum Computing, Inc.

$QUBT·$2.1B·Computer Hardware·Technology
$8.23+1.0%YTD-12.5%1Y-45.3%
Mentions · last 7 days
2026-08-22: 19 posts210+9%
Price updated 4h ago·X counts updated 9d ago
QUQUBT
$QUBTQuantum Computing, Inc.
$8.23+0.98%210 posts+9%
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 $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.

Hinges on a big eventWinding up for a moveAI verdict · as of 2026-08-29

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

Quantum Computing at $8 with a NVIDIA AI-forecast tailwind and $140k OTM December call fish — pure story-stock trading options flow.

Quantum Computing Inc. is a small-cap photonic/quantum-computing company — quantum-photonic devices, quantum-random-number generation, and quantum-optimization services. The setup is a story stock trading around sector rotation and options flow.

  • The tape is running on sector rotation and option flow: QUBT +10% recently on unusual bullish flow, a $140K 111%-OTM December $18 call "fish" buy, and the weekly North Star signal (pending $9.20 confirmation) — the quantum-sector rotation from NVIDIA's $108B AI forecast is giving QUBT a rising-tide bid.
  • The underlying business is essentially pre-revenue: Q1 revenue was $3.69M (up 94x YoY off an essentially-zero base) with a -20% gross margin and -557% operating margin — the sell side models FY26 revenue at only $21.9M, so the current PS ratio of 314x has no anchor in real fundamentals.
  • The corporate action is CFO-level churn: two C-suite changes were made effective July 17 (Dianat moved from CRO to CPO, Hunt became new CRO), and directors A-Award (option exercises) plus X-InTheMoney entries suggest routine option processing — the multi-C-suite move is a work-in-progress leadership picture that adds execution risk.

The setup is a pure catalyst-play coiled on the quantum-sector rotation and options flow — the November 13 Q3 print is the referee, and the market needs revenue clearing $5M plus any named commercial or government-quantum contract. Another sub-$5M revenue quarter with continued executive churn kills the setup; a named contract plus revenue above $5M breaks the coil up toward $12.

Agrees with X sentimentThe bullish X read on the +10% rip after unusual bullish flow, the $140K 111%-OTM $18 December call fish buy, the weekly North Star signal (pending $9.20 confirmation), and the quantum-sector rotation is factually consistent with the tape. The NVIDIA $108B AI forecast is a real broader tailwind. The small sample size is fair given the story-stock nature.

What to watch: The November 13 Q3 earnings — need revenue clearing $5M, any named commercial or government-quantum contract, and stopped-out executive churn. Another sub-$5M revenue quarter with continued executive churn kills the setup; a named contract plus revenue above $5M breaks the coil up toward $12.

On the calendar: 2026-11-13 — Q3 earnings

X sentiment

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

Bullish sentiment10 posts analyzed · as of 2026-08-30

The read on Quantum Computing is bullish but respectful of resistance — bulls note a fresh weekly "North Star" signal on the Meridian system that would confirm above ~$9.20 (where the positioning shelf meets a resistance band), and one flow-tracker mapped a plan of "holds 8.47, sees 8.73, through 8.88, sees 9.00" that ran roughly 6% on the day. Chartists give QUBT an "A for accumulation" but note it is right at resistance, and holders push a low-volume August thesis for a break above $10.

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

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 $QUBT

Direct beneficiary — AI-native product or platform captures spend from the same capex cycle driving the industry; Develops photonic quantum computing hardware and software for optimization and machine learning applications.

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
-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
Q2 2026Aug 10, 2026$-0.05$-0.03-44.8%
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%
Next earningsFri, Nov 13·consensus EPS $-0.06

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$21.9M$20.2M – $23.3M-$0.16-$0.23 – -$0.073
FY27$33.4M$26.4M – $40.2M-$0.20-$0.26 – -$0.093
FY28$59.5M$59.5M – $59.5M-$0.17-$0.18 – -$0.161
FY29$585.0M$553.8M – $614.5M$0.55$0.51 – $0.591
FY30$1.5B$1.4B – $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.0.9×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.10%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.-6.4%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.-15.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 200.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today3.7% 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.β3.795-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

SellMar 11Roberts Christopher BruceCFO9.4K sh$73KSellMar 10Roberts Christopher BruceCFO68.9K sh$541K
+ 13 other (10 awards · 2 inthemoneys · 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

3New insider — initial holdingsJul 293
AI summary

Hunt Susan G. filed a Form 3 (initial statement of beneficial ownership) for Quantum Computing Inc. (QUBT), with 10 shares beneficially owned. Filer's relationship to issuer: Chief Revenue Officer, 10%+ Owner. Form 3 must be filed within 10 days of becoming a new 10%+ owner or executive/director. This is an administrative ownership disclosure — no open-market transaction has occurred.

8-KOfficer or director changeJul 228-K — Item 5.02: Officer or director change · Item 8.01: Other event
AI summary

Quantum Computing Inc. made two C-suite changes effective July 17, 2026: Dr. Pouya Dianat transitioned from Chief Revenue Officer to the newly created Chief Product Officer role (no material compensation change), and Susan G. Hunt was appointed the new CRO. Hunt brings 30+ years of enterprise sales leadership at Salesforce, Nuance, LivePerson, and Sprint PCS, and has negotiated over $2 billion in enterprise agreements. The reshuffle signals QUBT is separating product ownership from revenue as it seeks to commercialize quantum computing solutions.

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.

+ 11 other (2 earnings 8-Ks · 2 10-Qs · 2 proxys · 1 S-8) in window

Recent news

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

17,733,975 Shares in Quantum Computing Inc. $QUBT Acquired by BlackRock Inc.defenseworld.net·4d agoNVIDIA's $108B AI Forecast Boosts Quantum: QNT, QUBT to Gain?zacks.com·4d agoQUBT vs. RGTI: Which Quantum Stock Is the Better Pick Now?zacks.com·5d agoWhat's Driving Quantum Computing's Long-Term Growth Potential?zacks.com·6d agoWhy Quantum Computing Is a Threat to Cybersecuritywsj.com·7d 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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