Latest news with #QuantumComputingInc
Globe and Mail
10 hours ago
- Business
- Globe and Mail
Why Quantum Computing Inc. Is the Quiet Winner in Quantum Stocks
presents a fascinating paradox for investors to study. On one hand, it's a headline-grabbing technology stock whose valuation often seems disconnected from its current financial results. On the other hand, it is a company that inspires intense bullish conviction and significant doubt simultaneously, as evidenced by a large number of investors betting against it. This has led many to label Quantum Computing Inc. (QCi) as a speculative, all-or-nothing bet on a technology that could be years away from mainstream adoption. This view, however, misses the most compelling part of the company's story. The key to understanding Quantum Computing's immediate potential and its most direct path to generating substantial revenue is not hidden in a futuristic quantum lab. Instead, it is housed within a far more conventional and tangible industrial asset that the company has just brought online. From Theory to Tangible Production In Quantum Computing's earnings report for the first quarter of 2025, the company revealed it had completed the construction of its Quantum Photonic Chip Foundry in Tempe, Arizona. This milestone is crucial, and its importance becomes immediately apparent when contrasted with the company's financials. With a market capitalization recently hovering around $2.79 billion, QCi reported revenue of just $39,000 in its most recent quarter. The new foundry is the company's answer to bridging this vast gap between valuation and revenue. The facility is a commercial manufacturing operation designed to produce Thin-Film Lithium Niobate (TFLN) chips. These are the high-performance engines of modern data transmission. Think of the massive data centers that power artificial intelligence (AI) or the 5G sector, which is connecting our world; they all require components that can move enormous amounts of data faster and more efficiently. TFLN chips are a key solution, prized for their ability to handle immense bandwidth with very low power loss. By opening this foundry, QCi is tapping into a massive and established market. According to multiple industry analyses, the global market for Photonic Integrated Circuits (PICs) is projected to grow from $15.1 billion in 2024 to an estimated $38.4 billion by 2029. Evidence of early demand is already materializing. QCi has secured an offtake agreement with Comtech Telecommunications (NASDAQ: CMTL), a defense and communications firm, to produce TFLN wafers for its satellite communication hardware. Why the Foundry Is a Strategic Masterstroke The decision to become a chip manufacturer provides QCi with powerful strategic advantages that directly address the risks of being a deep-tech hardware startup. It creates a more resilient and defensible business model built on three key pillars: Vertical Integration: By making its own core components, QCi gains complete control over its supply chain, design cycle, and intellectual property. It is not dependent on third-party suppliers for its most critical technology. This allows the company to innovate more quickly and protects it from supply chain disruptions that can sideline other hardware companies. A Diversified Business Model: The foundry offers a second, potentially high-margin revenue stream that is completely independent of the quantum computing timeline. While its competitors are focused almost exclusively on the long-term goal of selling access to quantum computers, QCi can profit today by selling essential components to the broader telecommunications, AI, and defense industries. This provides a financial cushion to fund its ambitious research and development. Validation as a Marketing Tool: The foundry's technology is already being validated in the real world through QCi's products. High-profile sales to customers like BMW, which is using QCi technology to optimize sensor placement on autonomous vehicles, and the Korea Research Institute of Standards and Science (KRISS) prove the performance of the company's photonic systems. Every product success story doubles as a high-profile demonstration of the foundry's capabilities, acting as a powerful marketing tool for its manufacturing services. From Moonshot to Manufacturing For investors, this dual-pronged strategy fundamentally changes the investment thesis. Quantum Computing Inc. is more than just a speculative quantum stock; it is an emerging, vertically integrated photonics manufacturer. The quantum machines represent the company's long-term, high-growth moonshot, but the foundry offers a grounded industrial business with a much more straightforward and nearer-term path to profitability. This hybrid identity provides a potential valuation floor and a strategic resilience that its peers may lack, as its success is not tied exclusively to the unpredictable timeline of quantum adoption. The success of the foundry can de-risk the entire enterprise. Therefore, the single most important indicator for investors to watch over the coming quarters will be the revenue generated by the foundry services division. The rate at which QCi can scale this manufacturing business from a promising start into a significant revenue stream will determine if the company's fundamental value can finally begin to catch up with its impressive, but speculative, stock price. Where Should You Invest $1,000 Right Now? Before you make your next trade, you'll want to hear this. MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. Our team has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and none of the big name stocks were on the list. They believe these five stocks are the five best companies for investors to buy now...
Yahoo
2 days ago
- Business
- Yahoo
Quantum Computing (QUBT) Soars Anew on Bullish Outlook
Quantum Computing Inc. (NASDAQ:QUBT) is one of the . Quantum Computing jumped by 27.22 percent on Monday to close at $21.22 apiece as investors continued to snap up shares following Nvidia Corp. CEO Jensen Huang's optimistic comments on quantum computers. In his keynote speech at a conference in Paris recently, Huang said that the application of quantum computers in areas that can solve interesting problems is now within reach. 'This is a really exciting time,' he noted. Earlier this year, Huang walked back his comment that the practical use of quantum computers is only 15 to 30 years away. A data analyst pouring over a chart, the intricacies of its lines being revealed. Last week, Ascendiant Capital Markets reaffirmed its 'buy' recommendation on Quantum Computing Inc.'s (NASDAQ:QUBT) stock, while raising its price target to $22 from $14 previously. While we acknowledge the potential of QUBT as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey.
Yahoo
6 days ago
- Business
- Yahoo
Quantum Computing (QUBT) Earns 'Buy' Reco, Gets Boost
We recently published a list of . In this article, we are going to take a look at where Quantum Computing Inc. (NASDAQ:QUBT) stands against other top-performing companies on Tuesday. Quantum Computing saw its share prices rise by 5.51 percent on Tuesday to close at $15.13 apiece, as investors took path from the optimistic outlook from an investment firm. Since Ascendiant Capital Markets maintained its 'buy' recommendation on Quantum Computing Inc.'s (NASDAQ:QUBT) stock on Friday, investors resumed buying positions, extending the stock's rally to a third straight day today. The adjustment was further supported by a higher target of $22 versus the $14 previously. The new target represented a 45-percent upside from its latest closing price. In the first quarter of the year, Quantum Computing Inc. (NASDAQ:QUBT) swung to a net income attributable to shareholders of $16.98 million from a $6.4 million net loss in the same period last year, primarily driven by a $23.6 million non-cash gain on the mark-to-market valuation of the company's warrant liability as a result of its merger with QPhoton in June 2022. A data analyst pouring over a chart, the intricacies of its lines being revealed. Revenues, on the other hand, rose by 44 percent to $39,000 from $27,000 in the same period last year. Overall, QUBT ranks 10th on our list of top-performing companies on Tuesday. While we acknowledge the potential of QUBT as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
Yahoo
7 days ago
- Business
- Yahoo
Quantum Computing (QUBT) Falls on Profit-Taking
We recently published a list of . Quantum Computing Inc. (NASDAQ:QUBT) is one of the worst-performing stocks on Thursday. Quantum Computing fell by 8.17 percent at intraday trading on Thursday at $17.42 apiece as investors resorted to profit-taking following the previous day's surge. During the previous day's trading, Quantum Computing Inc. (NASDAQ:QUBT) rallied following optimistic comments from Nvidia Corp. CEO Jensen Huang that the quantum computing industry is reaching an inflection point. A data analyst pouring over a chart, the intricacies of its lines being revealed. In his keynote speech at a conference in Paris, Huang said that the application of quantum computers in areas that can solve interesting problems is now within reach. 'This is a really exciting time,' he noted. Earlier this year, Huang walked back his comment that the practical use of quantum computers is only 15 to 30 years away. Last week, Ascendiant Capital Markets reaffirmed its 'buy' recommendation on Quantum Computing Inc.'s (NASDAQ:QUBT) stock, while raising its price target to $22 from $14 previously. While we acknowledge the potential of QUBT as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
12-06-2025
- Business
- Yahoo
Quantum Computing (QUBT) Skyrockets 25% on Jensen Huang's Optimistic Comment
We recently published a list of . In this article, we are going to take a look at where Quantum Computing Inc. (NASDAQ:QUBT) stands against other best-performing stocks on Wednesday. Quantum Computing rallied for a fourth consecutive day on Wednesday, jumping 25.38 percent to close at $18.97 apiece, following optimistic comments from Nvidia Corp. CEO Jensen Huang that the quantum computing industry has already reached an inflection point. In his keynote speech at a conference in Paris, Huang said that the application of quantum computers in areas that can solve interesting problems is now within reach. 'This is a really exciting time,' he noted. Quantum Computing Inc. (NASDAQ:QUBT) rallied alongside its peer, Rigetti Computing Inc. (NASDAQ:RGTI). Earlier this year, Huang walked back his comment that the practical use of quantum computers is only 15 to 30 years away. A data analyst pouring over a chart, the intricacies of its lines being revealed. Last week, Ascendiant Capital Markets reaffirmed its 'buy' recommendation on Quantum Computing Inc.'s (NASDAQ:QUBT) stock, while raising its price target to $22 from $14 previously. Overall, QUBT ranks 2nd on our list of best-performing stocks on Wednesday. While we acknowledge the potential of QUBT as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey.
