$QNT

Quantinuum (QNT) reported Q3 2026 revenue of $9.05M, up 233% YoY, and raised full-year revenue guidance to $31M-$34M. The company signed a major cloud agreement and expects 2026 bookings above $120M, with 2027 revenue growth targeted at over 100%. Quantinuum has $1.94B in cash reserves.

AD Ports Group's Abu Dhabi Maritime Academy (ADMA) partners with Quincus and Quantinuum (QNT) on a multi-year research project to improve maritime logistics using quantum computing, AI, and HPC. ADMA provides operational data, Quincus offers supply chain datasets, and Quantinuum supplies quantum computing resources. The collaboration aims to optimize fleet operations, container supply chains, and bulk transport logistics.

Jefferies kept its Buy rating on Quantinuum but reduced its price target to $65 from $85, citing a 23.5% decrease. The new target suggests a 73% upside from the Nov 6 close of $37.57. Analysts' recent price targets for Quantinuum range from $55 to $155.

JP Morgan maintained its Overweight rating on Quantinuum but reduced its price target to $80 from $97, a 17.5% decrease. This implies an 112.9% upside from the Nov 6 close of $37.57. Recent analyst price targets for Quantinuum range from $55 to $155.

Intel (INTC), GlobalFoundries (GFS), Aeluma (ALMU), and Wolfspeed (WOLF) have seen losses of at least 40% over six months, outperforming the sector's 18% decline. The US government's semiconductor investments, including these stocks, have underperformed, with critics citing historical data on government ownership. Quantum computing stocks like D-Wave (QBTS) and Infleqtion (INFQ) are also part of the portfolio.

IonQ shares rose 10% after reporting a 336% revenue increase to $173.8M in Q3, beating estimates. The company raised 2026 guidance to $505M-$515M. SkyWater contributed $83.5M, but IonQ's Platform segment grew 127%. Gross margin slipped to 21.9%. Quantinuum also raised its outlook.

Needham reduced its price target for Quantinuum Inc. (QNT) to $60 from $100, citing industry valuation compression. The stock is trading near its 52-week low at $29.82. Quantinuum raised its fiscal 2026 revenue outlook to $31M-$34M and reported a 233% year-over-year revenue increase in Q3 2026, though it posted a non-GAAP loss of $0.29 per share. The company's Nexus platform saw a 20% quarterly user base growth and a tenfold increase in job submissions year-over-year.

Quantinuum (QNT) launched its Nexus platform for fault-tolerant quantum computing, aiming to automate error correction and streamline software development. Over 200 organizations are already using the platform. The company targets a universal fault-tolerant quantum computer and has a market cap of $7.8 billion. Investors are watching for revenue growth tied to Nexus.

Quantinuum (QNT) reported Q3 R&D expenses of $97.5M, up from $42.4M a year earlier, with $1.9B in cash and no debt. CEO Raj Hazra confirmed progress on Sol and Apollo quantum systems, targeting commercial availability in 2027 and 2029, respectively. The company secured a $100M DoC CHIPS award and expanded cloud partnerships, including a multiyear deal with an unnamed financial institution.

Quantinuum (QNT) released a multi-year roadmap for its Nexus platform, aiming to automate fault-tolerant quantum application deployment by 2029. The roadmap aligns with hardware advancements, including the planned Apollo universal fault-tolerant processor. Nexus will automate quantum error correction, runtime telemetry, and hybrid orchestration, with tools for developers to design, optimize, and deploy algorithms.