The More I Look At Quantum Computing, The More I Like It: Upgrading To “Buy” (QUBT) - Seeking Alpha
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Marc Gerstein7.95K FollowersFollow5ShareSavePlay(25min)Comments(11)SummaryFor a long time, it wasn’t clear what business mission Quantum Computing, which emerged from a SPAC, was pursuing. So I struggled to embrace the stock.However, after C-suite turnover that led to Dr. Yuping Huang, a well-known photonics expert, becoming CEO, the mission has become clear.With photonics, light rather than electricity makes things happen. Room temperature operation and smaller form factors make photonics appealing.Rather than being a general-purpose quantum computing company, QUBT is taking leadership in the photonics niche. It’s already showing much promise in cybersecurity.QUBT is now making a bona fide transition from an R&D shop to a commercial enterprise. Numbers don’t yet support investment. But as a now-credible story stock, I say, 'buy.' Anzhelika Melnychuk/iStock via Getty Images I first wrote about Quantum Computing (QUBT) on 1/2/25. And my initial headline said it all: “Analyzing Quantum Computing Has Been The Most Challenging Project In My Career.” I wasn’t even sure it was really about quantum computing per se. IThis article was written byMarc Gerstein7.95K FollowersFollowAfter 43+ years working for one investment research company or another, I finally retired. So now, I’m completely independent. And for the first time on Seeking Alpha, I won’t be working based on anybody else’s product agenda. I have only one goal now… to give you the best actionable investment insights I can.I have long specialized in rules/factor-based equity investing strategies. But I’m different from others who share such backgrounds. I don’t serve the numbers. Instead, the numbers serve me… to inspire HI (Human Intelligence) generated investment stories. I definitely understand quant investing, including factors and what not (AI before it was called AI). But I don't agree with what other quants do. Rather than be obsessed with statistical studies that are no good for any time periods other than the ones studied, I combine factor work with the underlying theories of finance including classic fundamental analysis to get the true story of a company and its stock. Investing is about the future. So numbers (which necessarily live in the past) can take us just so far. They’re at their best when they cue us into stories that shed light on what’s likely to happen in the future. And that’s how I use them,I’ve had a pretty colorful career. Besides a full range of experience covering stocks from lots of different groups (large cap, small cap, micro cap, value, growth, income, special situations … you name it, I covered it) I’ve developed and worked with many different quant models. In addition, I formerly managed a high-yield fixed-income (“junk bond”) fund and conducted research involving quantitative asset allocation strategies such as are at the foundation of what today has come to be known as Robo Advising. I formerly edited and or wrote several stock newsletters, the most noteworthy having been the Forbes Low Priced Stock Report. I previously served as an assistant research director at Value Line.I also have long had a passion for investor education, which has resulted in my having conducted numerous seminars on stock selection and analysis, and the authoring of two books: Screening The Market and The Value Connection.I’m looking forward to my new incarnation on Seeking Alpha. I hope you enjoy what I offer. But if you don’t, feel free to tell me why in the comment sections. I’m a big boy. I can handle criticism. (But please don’t call me “stupid.” That’s my wife’s job!)Show moreShow moreAnalyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in QUBT over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.Recommended For YouNvidia: The Market Is Wrong, Time Will TellHolding POET Into Q4 Earnings: The Numbers That MatterAMD May Have More Upside Than Nvidia (Upgrade)Credo's Big Question: One‑Product Story Or Emerging Platform?Nvidia: Improvements Made Me A Believer; I'm In (Upgrade)Unity: Upgrade To Strong Buy On Excellent Preliminary Q1 ResultsPalantir: Defending Its High-Growth PremiumCelestica: This Dip Is A Massive OpportunityOndas: From Drone Niche To Defense Platform (Rating Upgrade)Micron Is Still One Of The Best Stocks In This Current MarketAbout QUBT StockSymbolLast Price% ChgQUBTQuantum Computing Inc.6.53-1.95%1D5D1M6M1Y5Y10YChartCombination chart with 2 data series.View as data table, ChartThe chart has 1 X axis displaying Time. Data ranges from 2026-03-02 09:30:00 to 2026-03-30 09:30:00.The chart has 1 Y axis displaying values. Data ranges from 6.57 to 8.59.Created with Highcharts 12.5.0Mar 4Mar 11Mar 18Mar 256810End of interactive chart.Market Cap$1.50BPE-Yield -Rev Growth (YoY)82.84%Short Interest26.24%Prev. Close$6.66qubt SummaryCompare to PeersMore on QUBTQuantum Computing: Rating Upgrade After Q4 Inflection QuarterQuantum Computing acquires NuCrypt for $5M to expand quantum communicationsQuantum Computing Inc. outlines path to scalable manufacturing with LSI acquisition and $1.55B capital raiseQuantum Computing GAAP EPS of -$0.01 beats by $0.01, revenue of $0.2M misses by $0.19MRelated StocksSymbolLast Price% ChgQUBTQUBT6.53-1.95%1D5D1M6M1Y5Y10YChartChart with 123 data points.View as data table, ChartThe chart has 1 X axis displaying Time. Data ranges from 2026-03-25 09:30:00 to 2026-03-30 09:50:00.The chart has 1 Y axis displaying values. Data ranges from 6.53 to 7.69.Created with Highcharts 12.5.0Mar 25Mar 26Mar 27Mar 30678End of interactive chart.