Stocks · Theme
Quantum computing stocks · 6 research notes
6 Quantum computing stocks with a dated research note: thesis, kill line and next catalyst.
Earlier themeNot among the research's active themes (last active 3 September 2026). Each stock's note below is dated on its own.
All 6 have a dated research note with a published kill line: the note's own test, stated in advance, of what would prove it wrong: a price level, a business fact, or both.
All stocksIONQLow IonQ's shares are more likely to lag the S&P 500 over three months as a sudden finance-chief exit and 34.6 million newly registered resale shares add to widening losses despite a raised $505–515 million 2026 revenue outlook. Gary Merrill's…QBTSD-Wave QuantumLow D-Wave Quantum's shares are more likely to lag the S&P 500 over three months because third-quarter orders fell to $1.9 million and five brokers cut targets on 11 November 2026. The fourth-quarter report, expected around 26 February 2027,…RGTIRigetti ComputingLow Rigetti Computing's shares look more likely to lag the S&P 500 after third-quarter 2026 revenue of $1.41 million missed a $3.52 million consensus; India's C-DAC accepting its 108-qubit system by 31 December 2026 decides whether the roughly…ARQQArqit QuantumLow Arqit Quantum is more likely to lag the S&P 500 over three months: preliminary fiscal 2026 revenue of about $1 million missed the $1.2 million expected after a Middle East contract stopped. December 2026 full results show whether NATO work…INFQInfleqtionLow Infleqtion's neutral-atom quantum hardware and government-funded work are real, but the shares closed at $9.35 on 10 November 2026, 52.9% below the 52-week high; the third-quarter report on 16 November 2026 decides whether revenue confirms…QUBTQuantum ComputingLow Quantum Computing Inc. is more likely to lag the S&P 500: third-quarter 2026 revenue of $9.5 million came at a 4.5% gross margin, with growth credited to acquisitions, and backlog fell to $39.1 million. Proof of Dirac-3S shipments and of…