Quantum Computing, Inc. (QUBT)
NASDAQInformation TechnologyComputer HardwareSnapshot 2026-09-04
$8.01+0.63%
Close 2026-09-04 · 1-day change
NASDAQInformation TechnologyComputer HardwareSnapshot 2026-09-04
QuarterlyIQ Insights · QUBT
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Continue acquiring companies to enhance manufacturing, product portfolio, and technology roadmap.
Stated as a priority in 2 of last 2 quarters. The company completed acquisitions of Luminar Semiconductor ($110M) and NuCrypt ($5M) in 2026-Q1, and NHanced Semiconductors ($73.1M plus earnouts) in 2026-Q2. These acquisitions expanded manufacturing capabilities and product portfolio, launching Fab 2 ahead of schedule. The trajectory is delivering on the stated acquisition-driven growth strategy.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Information Technology names rated weak grew net income 47% of the time over the next year (vs 59% for the rest of the cohort, n=6360).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Company completes strategic acquisition of NHanced Semiconductors, Inc., launching Fab 2...”
“Completed acquisitions of Luminar Semiconductor, Inc. and NuCrypt, LLC.”
Increase revenue by scaling manufacturing capabilities and commercializing quantum and photonics products.
Stated as a priority in 2 of last 2 quarters. Revenue increased significantly from $39K in 2025-Q1 to $3.7M in 2026-Q1, and from $61K in 2025-Q2 to $5.6M in 2026-Q2, driven by expanded manufacturing and product sales across quantum and photonics portfolios. The trajectory shows strong revenue growth delivering on management's stated expansion goals.
“Q2 revenue increases to $5.6 million from $61 thousand in Q2 '25.”
“Q1 revenue increases to $3.7 million from $39 thousand in Q1 '25.”
Scale manufacturing capacity by operationalizing Fab 1 and launching Fab 2 ahead of schedule.
Stated as a priority in 2 of last 2 quarters. Fab 1 has been ramping up small-batch manufacturing and generating early revenue as of 2026-Q1. The acquisition of NHanced Semiconductors in 2026-Q2 launched Fab 2 ahead of schedule, significantly expanding manufacturing capabilities. The trajectory is delivering on the manufacturing scale-up roadmap.
“Acquisition of NHanced Semiconductors launches Fab 2 ahead of schedule, expanding manufacturing capabilities.”
“Fab 1 facility ramping up small-batch manufacturing and generating early revenue.”
Enhance executive team with new CRO and CPO roles to drive revenue growth and product innovation.
Newly stated in 2026-Q3 (July 2026). The company appointed Susan Hunt as Chief Revenue Officer and created a Chief Product Officer role to strengthen leadership and accelerate commercial growth and product strategy. This leadership change is recent, so delivery trajectory is not yet measurable.
Grow engineering and scientific talent base by integrating acquired companies' teams.
Stated as a priority in 2 of last 2 quarters. The acquisitions of Luminar Semiconductor, NuCrypt, and NHanced Semiconductors brought experienced engineering and scientific teams, expanding the company's talent base and R&D capabilities. The trajectory shows consistent integration of talent through acquisitions.
“NHanced acquisition adds specialized engineering talent, strengthening operational capabilities.”
“Acquisitions bring established capabilities and experienced teams, expanding talent base.”
Over the trailing year it converted 22.90x of net income into operating cash flow.
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, Fed net liquidity, long-term interest rates, real (inflation-adjusted) rates (low R² over the window).
27 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Information Technology names rated volatile grew net income 60% of the time over the next year (vs 58% for the rest of the cohort, n=2769).
Not investment advice. As of 2026-09-04.