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TickerTalks›$XNDU
XNXNDU

Xanadu Quantum Technologies Limited Class B Subordinate Voting Shares

Trending onWhy it's trendingX chatter spiked vs its recent normBacked by solid revenue growth
$XNDU·$253M·Software - Infrastructure·Technology
$10.18-6.3%1Y+18.9%
Mentions · last 7 days
2026-07-10: 24 posts2026-07-11: 9 posts2026-07-12: 11 posts2026-07-13: 44 posts2026-07-14: 65 posts2026-07-15: 73 posts2026-07-16: 61 posts290+64%
Price updated 5h ago·X counts updated 4h ago
XNXNDU
$XNDUXanadu Quantum Technologies Limited Class B Subordinate Voting Shares
$10.18-6.26%290 posts+64%
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 $XNDU, 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.

Xanadu Quantum recently IPO'd — photonic quantum computing with Lockheed talent pipeline expansion.

Xanadu Quantum Technologies is a Canadian photonic-quantum-computing company — pursuing scalable optical-quantum architectures that could offer advantages over trapped-ion and superconducting-qubit approaches. The stock is recently public with post-IPO trading dynamics.

  • Revenue grew 298% YoY off a tiny base last quarter with a -822% operating margin — real top-line movement but enormous operating losses; the equity value is entirely on the quantum-architecture race.
  • The July 14 Lockheed Martin talent-pipeline expansion is a real strategic-partnership signal — Lockheed's continued engagement with Xanadu validates the photonic-quantum approach even if commercialization is distant.
  • Trades at 71x TTM sales on nominal revenue — meaningless multiple math; the $253M market cap reflects a probability-weighted call on Xanadu's photonic-quantum architecture scaling.
  • Zero insider transactions in the last 60 days — clean absence of distributing signal, though the recent IPO status means lockup dynamics are still in play.
  • Structural metrics show None for 52-week and 200d MA positions due to short trading history — the tape is genuinely early-stage post-IPO.

August 5 Q2 earnings is where the first meaningful public-company disclosure lands; specific commentary on Lockheed partnership contribution plus quantum-architecture milestones is what confirms the setup. A soft print or a quantum-milestone delay is where the tape gives back. Real photonic-quantum-computing exposure at real story-stock multiples — the setup rewards continued architectural progress and partnership disclosure.

Agrees with X sentimentThe bullish X take on Xanadu as a quantum-architecture race play with commercially scalable design ambition is analytically fair on the strategic positioning. The continuation head-and-shoulders framing captures the technical setup; the Lockheed partnership expansion supports the narrative.

What to watch: Aug 5 Q2 earnings — need specific commentary on Lockheed partnership contribution plus quantum-architecture milestones. A soft print or a quantum-milestone delay is where the tape gives back.

On the calendar: 2026-08-05 — Q2 earnings

ytd missingposition missing

X sentiment

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

Bullish sentiment5 posts analyzed · as of 2026-07-03

XNDU is a quantum-architecture race play with community citing race to commercially scalable design. Continuation head-and-shoulders on the chart. Community buys aggressively last few days. The tone is aggressive long positioning into the quantum catalyst.

Read the AI verdict + X sentiment for $XNDU

  • 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 computers using squeezed light and programmable nanophotonics; provides hardware and cloud-access quantum computing platform.

Industry overviewAI analysisGenerated by AI from underlying data

Where Software - Infrastructure sits in its cycle right now — and what that implies for $XNDU.

Software - Infrastructure · Technology

No material change from last week — Enterprise software infrastructure is in a multiple compression phase (-16.

What this means for $XNDU

Neutral — Develops photonic quantum computers using squeezed light and programmable nanophotonics; provides hardware and cloud-access quantum computing platform; this business's revenue is largely decoupled from the cloud-native adoption and AI security spend despite multiple compression.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-12.0%YTD
-14.7%1Y

Fundamentals & catalyst

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

Key ratios

P/E
-20.8How 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
-21.5%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
-11.3%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
-5.9%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
71.5Same 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
-28.0%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
93.6%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 14, 2026$-0.28$-0.08-234.3%
Q4 2025Feb 6, 2026$-4.92——
Next earningsWed, Aug 5·consensus EPS $-0.23

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$2.8M+298.3%96.0%-822%$-0.28$-7.6M
Q4 FY25$0-100.0%——$0.02$-1.4M
Q3 FY25$987K—94.7%-2097%$0.09—
Q2 FY25$0———$0.06$-603K

Forward consensus

5-year forecast · up to 1 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$8.1M$5.5M – $10.8M-$1.02-$1.45 – -$0.601
FY27$9.8M$6.6M – $12.9M-$1.24-$1.75 – -$0.721
FY28$20.0M$20.0M – $20.0M-$2.27-$3.22 – -$1.321
FY29$95.6M$64.9M – $126.4M-$2.06-$2.92 – -$1.201
FY30$270.6M$183.6M – $357.7M-$1.33-$1.89 – -$0.771

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.0.4×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.-23.6%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

β2.765-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.

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

SC 13DActivist position (5%+)Apr 8SC 13D
SC 13DActivist position (5%+)Apr 2SC 13D
+ 65 other (33 425s · 10 13Gs · 5 6-Ks · 3 EFFECTs) in window

Recent news

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

Xanadu to Report Second Quarter 2026 Financial Results on August 5th, 2026globenewswire.com·1d agoXanadu and Lockheed Martin Expand Quantum Talent Pipelineglobenewswire.com·3d agoWhy Xanadu Quantum Technologies Stock Slipped 10% This Weekfool.com·20d agoXanadu Quantum vs. IonQ: The Better Quantum Computing Stock Buy for 2026fool.com·29d agoQuantum Computing Investing Gets an Important Refreshetftrends.com·36d 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 $XNDU on X in the 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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