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XNXNDU

Xanadu Quantum Technologies Limited Class B Subordinate Voting Shares

$XNDU·$226M·Software - Infrastructure·Technology
$3.02-9.4%1Y-61.0%
Price updated 11m ago·X counts updated 5d ago
XNXNDU
$XNDUXanadu Quantum Technologies Limited Class B Subordinate Voting Shares
$3.03-9.43%206 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $XNDU 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.

206X posts · last 7 days
Sep 28Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $XNDU's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data7 posts analyzed · as of 2026-09-07

Xanadu just released an aggressive photonic-quantum roadmap: 200 logical qubits by 2029, 500 by 2030, 1,000+ by 2031. New funding is closed, milestones are meaningful, and it's on Top Tier Newswire's AI top-long list. Bulls target $15-32 from a $8.50-10 entry zone.

Read what X is saying about $XNDU

  • 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 $XNDU — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Driven by hypeWinding up for a moveAI verdict · as of 2026-10-02

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

Xanadu just published a photonic-quantum roadmap targeting 1,000+ logical qubits by 2031 — $262M cap, speculative but specific.

Xanadu Quantum Technologies is a Canadian photonic quantum-computing company — Class B subordinate voting shares just getting public exposure. The newest signal is an aggressive logical-qubit roadmap and fresh funding.

  • The business is pre-commercial: Q1 revenue +298% YoY off a tiny base at a -821% operating margin — standard quantum-startup profile where the P&L is almost entirely R&D investment.
  • The roadmap is specific: 200 logical qubits by 2029, 500 by 2030, 1,000+ by 2031 — concrete milestones against which to measure execution, with new funding already closed.
  • 52-week range position data is missing (recent listing), vol multiplier 1.05 — bulls target $15-32 from an $8.50-$10 entry zone (price today is $4.48), so the setup is more about watching the roadmap milestones than any specific technical trigger.

Quantum-roadmap milestones and the first scheduled earnings are the catalysts — any milestone hit at the 200-logical-qubit stage extends the move toward the bull targets. A roadmap slip or dilutive raise before a milestone is the clear invalidator.

Agrees with X sentimentThe thread has the right drivers — the specific photonic-quantum logical-qubit roadmap (200/500/1,000 by 2029/2030/2031), closed funding, Top Tier Newswire AI top-long list inclusion — all substantively grounded in actual milestones, with honest acknowledgment of entry-zone math.

What to watch: Any photonic-quantum milestone updates, the first scheduled earnings release, and funding-runway disclosures. A roadmap slip or dilutive raise before a milestone is the clear invalidator.

Read the AI verdict on $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)
  • 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.

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 — AI infrastructure capex bifurcates the cohort — GPU-cloud providers and AI-native security platforms absorbing enterprise spend, while legacy SaaS faces multiple compression. GPU-cloud platforms and AI-native security tools absorb enterprise spend while legacy SaaS faces multiple compression.

What this means for $XNDU

Partial — Develops photonic quantum computers using squeezed light and programmable nanophotonics; provides hardware and cloud-access quantum computing platform.; AI infrastructure capex bifurcates the cohort; exposure depends on workload alignment with GPU-cloud and AI-native security architectures.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
+4.2%YTD
-3.3%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
Q2 2026Aug 5, 2026$-0.14$-0.37+62.2%
Q1 2026May 14, 2026$-0.28$-0.08-234.3%
Q4 2025Feb 6, 2026$-0.39——

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 2 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$8.5M$6.2M – $10.2M-$0.56-$0.70 – -$0.372
FY27$9.0M$6.7M – $10.9M-$0.42-$0.53 – -$0.282
FY28$13.7M$10.1M – $16.5M-$0.47-$0.60 – -$0.311
FY29$51.4M$37.8M – $61.8M-$0.66-$0.83 – -$0.431
FY30$148.9M$109.6M – $178.9M-$0.49-$0.62 – -$0.321

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.—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.-57.5%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.—Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 15.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today29.2% 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.β2.765-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 13D/AActivist amendmentSep 24SC 13D/A
AI summary

Christian Weedbrook, CEO and founder of Xanadu Quantum Technologies Ltd. (XNDU), filed an amended Schedule 13D on September 22, 2026 disclosing beneficial ownership of 41,869,890 Class B Subordinate Voting Shares representing 20.2% of the class, held with sole voting and dispositive power using personal funds. This is a founder/insider position update — not an activist or new external investor — reflecting standard disclosure of a controlling founder stake.

+ 21 other (7 13Gs · 5 6-Ks · 2 EFFECTs · 2 CORRESPs) in window

Recent news

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

3 Quantum Computing Stocks in the Limelight After October Dealszacks.com·3d agoWhy Xanadu Quantum Technologies Stock Jumped 17% Todayfool.com·10d agoXanadu Quantum Taps GlobalFoundries to Mass Produce Its Computersbarrons.com·10d agoXanadu Stock Climbs on Multi-Year GlobalFoundries Manufacturing Partnershipbenzinga.com·10d agoXanadu Quantum Technologies Limited Class B Subordinate Voting Shares (NASDAQ:XNDU) Reaches New 52-Week Low – Time to Sell?defenseworld.net·11d 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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