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Quantum Computing (QUBT)
NASDAQ:QUBT
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Quantum Computing (QUBT) AI Stock Analysis

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QUBT

Quantum Computing

(NASDAQ:QUBT)

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Neutral 54 (OpenAI - 5.2)
Rating:54Neutral
Price Target:
$9.00
▲(21.13% Upside)
Action:Reiterated
Date:08/11/26
Overall score reflects a strong capital position and accelerating revenue/commercial progress, balanced by persistent losses and ongoing cash burn. Technical indicators are mixed with a broader downtrend still evident, while valuation is constrained by negative earnings and no dividend yield support in the provided data.
Positive Factors
Very strong balance sheet and cash position
Quantum Computing holds a very large cash and investment base (~$1.3B) and assets (~$1.6B) with low liabilities, providing multi-quarter runway and the financial flexibility to fund R&D, acquisitions, fab upgrades and scale manufacturing without immediate capital markets dependence.
Negative Factors
Persistent unprofitability and negative cash flow
Despite revenue growth, the company remains loss-making with negative gross profit and sizable operating losses, and trailing operating/free cash flows are meaningfully negative. Continued cash burn implies reliance on the balance sheet or new financing until unit economics improve.
Read all positive and negative factors
Positive Factors
Negative Factors
Very strong balance sheet and cash position
Quantum Computing holds a very large cash and investment base (~$1.3B) and assets (~$1.6B) with low liabilities, providing multi-quarter runway and the financial flexibility to fund R&D, acquisitions, fab upgrades and scale manufacturing without immediate capital markets dependence.
Read all positive factors

Quantum Computing (QUBT) vs. SPDR S&P 500 ETF (SPY)

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 devel...
How the Company Makes Money
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Quantum Computing Earnings Call Summary

Earnings Call Date:Aug 10, 2026
(Q2-2026)
|
% Change Since: |
Next Earnings Date:Nov 18, 2026
Earnings Call Sentiment Positive
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.
Positive Updates
Large YoY Revenue Increase
Revenue for Q2 2026 was $5.6M versus $61K in Q2 2025, representing an approximately 9,000%+ year-over-year increase and a sequential increase of ~51% from Q1 2026 ($3.7M).
Negative Updates
Significant Increase in Operating Expenses
Operating expenses in Q2 2026 were $21.8M versus $10.2M in Q2 2025, an increase of 114%, driven by higher personnel costs, R&D, sales & marketing, and acquisition-related transaction costs (~$7.3M).
Read all updates
Q2-2026 Updates
Negative
Large YoY Revenue Increase
Revenue for Q2 2026 was $5.6M versus $61K in Q2 2025, representing an approximately 9,000%+ year-over-year increase and a sequential increase of ~51% from Q1 2026 ($3.7M).
Read all positive 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 Financial Statement Overview

Summary
Strong balance sheet with very low leverage (debt-to-equity ~0.01) supports runway, and TTM revenue growth is a clear positive. Offsetting this, profitability is still weak (negative gross profit and large operating losses) and cash flow remains meaningfully negative despite some improvement in free cash flow burn.
Income Statement
24
Negative
Balance Sheet
78
Positive
Cash Flow
30
Negative
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue9.82M682.00K373.00K358.00K136.00K0.00
Gross Profit-1.86M67.00K112.00K162.00K75.00K0.00
EBITDA-6.51M-13.67M-61.95M-21.89M-23.34M-16.90M
Net Income-14.98M-18.67M-68.54M-27.02M-25.98M-27.90M
Balance Sheet
Total Assets1.64B1.62B153.56M74.36M78.51M17.28M
Cash, Cash Equivalents and Short-Term Investments954.17M1.12B78.94M2.06M5.31M16.74M
Total Debt21.10M1.81M1.18M2.77M10.16M18.08K
Total Liabilities47.16M20.66M46.27M5.65M13.39M1.08M
Stockholders Equity1.59B1.60B107.29M68.70M65.12M16.20M
Cash Flow
Free Cash Flow-51.48M-36.98M-22.25M-20.43M-16.25M-6.82M
Operating Cash Flow-43.06M-30.29M-16.21M-18.32M-15.38M-6.80M
Investing Cash Flow-1.32B-788.33M-6.04M-2.61M-2.23M-22.50K
Financing Cash Flow1.20B1.48B99.14M17.68M6.17M8.39M

Quantum Computing Technical Analysis

Technical Analysis Sentiment
Neutral
Last Price7.43
Price Trends
50DMA
9.21
Negative
100DMA
9.10
Negative
200DMA
9.98
Negative
Market Momentum
MACD
<0.01
Negative
RSI
53.21
Neutral
STOCH
83.08
Negative
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For QUBT, the sentiment is Neutral. The current price of 7.43 is below the 20-day moving average (MA) of 8.23, below the 50-day MA of 9.21, and below the 200-day MA of 9.98, indicating a neutral trend. The MACD of <0.01 indicates Negative momentum. The RSI at 53.21 is Neutral, neither overbought nor oversold. The STOCH value of 83.08 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for QUBT.

Quantum Computing Risk Analysis

Quantum Computing disclosed 47 risk factors in its most recent earnings report. Quantum Computing reported the most risks in the "Finance & Corporate" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks

Quantum Computing Peers Comparison

Overall Rating
UnderperformOutperform
Sector (61)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
61
Neutral
$37.18B12.37-10.20%1.83%8.50%-7.62%
54
Neutral
$2.01B-138.33-1.06%3635.36%90.58%
52
Neutral
$16.90B-10.13-39.34%370.64%-112.64%
52
Neutral
$7.52B-28.50-44.05%-44.22%32.82%
52
Neutral
$5.89B-24.61-46.82%68.49%0.83%
* Technology Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
QUBT
Quantum Computing
8.95
-7.06
-44.10%
IONQ
IonQ
43.44
2.23
5.41%
QBTS
D-Wave Quantum
20.23
1.58
8.47%
RGTI
Rigetti Computing
18.09
0.85
4.93%

Quantum Computing Corporate Events

Business Operations and StrategyExecutive/Board Changes
Quantum Computing Restructures Executive Team to Drive Growth
Positive
Jul 22, 2026
On July 17, 2026, Quantum Computing Inc. restructured its executive team, moving former Chief Revenue Officer Dr. Pouya Dianat into a newly created Chief Product Officer role while appointing Susan G. Hunt as Chief Revenue Officer, with no materia...
Business Operations and StrategyExecutive/Board ChangesRegulatory Filings and ComplianceShareholder Meetings
Quantum Computing Expands Authorized Share Capital for Growth
Positive
Jun 30, 2026
At its June 24, 2026 annual meeting, Quantum Computing Inc. shareholders approved amendments to the 2022 Equity and Incentive Plan, lifting the authorized shares under the plan from 20 million to 30 million and revising the evergreen provision to ...
Business Operations and StrategyM&A Transactions
Quantum Computing Closes NHanced Semiconductors Acquisition Deal
Positive
Jun 23, 2026
On June 22, 2026, Quantum Computing Inc. agreed to acquire all outstanding shares of NHanced Semiconductors, completing the transaction the same day for cash and stock valued at about $73.1 million, plus up to $72 million in performance-based earn...
Business Operations and StrategyM&A TransactionsPrivate Placements and FinancingProduct-Related Announcements
Quantum Computing Showcases Vertically Integrated Photonics Growth Strategy
Positive
May 18, 2026
Quantum Computing Inc. used its May 2026 investor presentation to highlight progress in building a vertically integrated photonics and quantum technology platform, including the acquisitions of Luminar Semiconductor and NuCrypt to bolster capabili...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

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.Date of analysis: Aug 11, 2026