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QUBT

Quantum Computing Inc

BUY 2026-08-11 Data 12 days old USD 8.74 AWAIT ENTRY
ACTIONABLEMethodology gates passed
66

Position levels

Currenttoday
USD 8.74
Buy <=wait / entry
USD 6.50
Trim >=take some off
USD 10.50
Thesis breakA material miss on Q2 2026 revenue versus the analyst estimate, a dilutive capit...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case32%100 / 10032.0
Base case52%62 / 10032.2
Bear case16%10 / 1001.6
Weighted conviction66 / 100 - BUY

Top risks

  • Planck Dynamics purchase order for five NeuraWave systems with framework to scale to 100 units exceeding $10M
  • Defense contract momentum via NUNC Capital BV and NATO-aligned programs for AI-at-the-edge
  • Completed $73.1M cash-and-stock acquisition of NHanced Semiconductors adding second fab and photonics capabilities
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