Quantum Computing (QUBT) AI Stock Analysis
Quantum Computing
(BMV:QUBT)
No summary available
Quantum Computing (QUBT) vs. SPDR S&P 500 ETF (SPY)
- Market Cap
- MXN 1.49B
- Dividend Yield
- ―
- Average Volume (3M)
- 1,828
- Price to Earnings (P/E)
- -102.0
- Beta (1Y)
- -1.12
- Revenue Growth
- 3246.09%
- EPS Growth
- 91.75%
- Country
- Mexico
- Employees
- 75
- Sector
- Technology
- Sector Strength
- 61
- Industry
- Computer Hardware
Quantum Computing Business Overview & Revenue Model
Company Description
Quantum Computing, Inc. (QUBT) is a Virginia-based technology firm dedicated to developing advanced software solutions for quantum computing. A cornerstone of their offerings is Qatalyst, a quantum application accelerator designed to empower develope...
Quantum Computing Earnings Call Summary
The call communicated significant strategic progress: major acquisitions to expand manufacturing and packaging capabilities, commercialization milestones (Dirac-3 delivery, Neurawave readiness and orders), a materially larger revenue base year-over-year, and a strong balance sheet (~$1.3B cash/investments). At the same time, the business is investing heavily—operating expenses rose 114%—reports a continued net loss (albeit improved due to noncash derivative valuation), faces lumpy revenue recognition and integration/CAPEX needs, and remains concentrated in government subcontracting. On balance the update shows strong momentum and financial flexibility to execute the growth strategy, tempered by near-term expense and execution risks.
Q2-2026 Updates
Positive Updates
Negative Updates
Company Guidance
Management gave no formal forward-looking revenue guidance but emphasized integration of three H1 acquisitions and scaling manufacturing while citing many specific metrics: Q2 revenue was $5.6M (vs. $61k in Q2’25 and $3.7M in Q1’26), operating expenses $21.8M (vs. $10.2M), acquisition-related transaction costs ≈$7.3M, interest/other income $13M (vs. $1.8M), net loss $11.8M or $0.05/share (vs. $36.5M or $0.26), and a derivative mark-to-market loss of $1.7M (vs. $28M); balance sheet: total assets ≈$1.6B, cash & investments ≈$1.3B (down from ~$1.5B YE’25), liabilities $47.2M, and shareholders’ equity $1.6B; they used ≈$180M cash for acquisitions, report a contract backlog of ≈$42.5M (contracts typically 12–18 months, sufficient into Q3’27 if nothing new), noted Enhanced’s ~60k wafers/year capacity and a potential Fab-2 upgrade capex of $50–100M (roughly $75M estimate, unlikely this year), cited pro-forma targets (QCI pre-Enhanced model $20–25M revenue this year; Enhanced historical H1 ≈$16M; 2027 earn-out target $35M), and highlighted commercial wins including a Planck PO for 5 Neurawave units with >$10M potential program value and delivery of Dirac‑3.
Quantum Computing Risk Analysis
Quantum Computing disclosed 50 risk factors in its most recent earnings report. Quantum Computing reported the most risks in the "Finance & Corporate" category.
Latest Risks Added
3 New RisksQuantum Computing Peers Comparison
Overall Rating
IONQ57Neutral
QNT55Neutral
RGTI55Neutral
QBTS47Neutral
Financial Indicators
| Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
| Sector * | 61Neutral | $37.18B | 12.37 | -10.20% | 1.83% | 8.50% | -7.62% |
| IONQ | 57Neutral | $12.90B | -7.00 | -39.34% | ― | 370.64% | -112.64% |
| QNT | 55Neutral | $8.85B | -13.94 | -46.94% | ― | ― | ― |
| RGTI | 55Neutral | $3.75B | -15.30 | -46.82% | ― | 68.49% | 0.83% |
| QBTS | 47Neutral | $4.04B | -15.00 | -26.67% | ― | -44.22% | 32.82% |
* Technology Sector Average
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| MX:QUBT | Quantum Computing | 123.71 | -161.29 | -56.59% | |
| IONQ | Ionq, Inc. | 30.04 | -28.36 | -48.56% | |
| QBTS | D-Wave Quantum Inc. | 10.65 | -22.44 | -67.82% | |
| RGTI | Rigetti Computing Inc. | 11.25 | -27.87 | -71.24% | |
| INFQ | Infleqtion, Inc. | 8.88 | -8.49 | -48.88% | |
| QNT | Quantinuum | 33.60 | -26.78 | -44.35% |
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.