Quantum Computing Bid For Luminar Tests Quantum Security Growth Story - simplywall.st

United States/Tech Hardware/NasdaqCM:QUBTQuantum Computing Bid For Luminar Tests Quantum Security Growth Story January 23, 2026Simply Wall StReviewed by Bailey PembertonShareCopy Link Quantum Computing Inc. (NasdaqCM:QUBT) has been selected as the stalking-horse bidder to acquire the remaining assets of Luminar Semiconductor. The transaction is expected to close this quarter, subject to the completion of the sale process. The move follows recent capital raises and the company’s first commercial quantum cybersecurity sale to a major U.S. bank. The company aims to expand its quantum photonics and optical communication business segments through this potential acquisition. For you as an investor, the key point is that Quantum Computing Inc. (NasdaqCM:QUBT) is trying to extend its footprint in quantum photonics and optical communications at the same time as it records an initial commercial cybersecurity win.

The Luminar Semiconductor stalking-horse bid sits alongside fresh capital raises and the first sale to a major U.S. bank, which together highlight how the company is positioning itself within quantum hardware and security focused offerings. These developments could influence how the company allocates capital between M&A, manufacturing capacity, and product rollout in quantum cybersecurity. As this quarter progresses, the timing and terms of the Luminar asset transaction, along with any follow-on commercial contracts, are likely to be key reference points for current and potential shareholders assessing execution risk and business mix. Stay updated on the most important news stories for Quantum Computing by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Quantum Computing. NasdaqCM:QUBT Earnings & Revenue Growth as at Jan 2026 How Quantum Computing stacks up against its biggest competitors AdvertisementInvestor Checklist Quick Assessment ✅ Price vs Analyst Target: At US$12.00, the price sits below the US$18.00 analyst target, with a range of US$12.00 to US$25.00. ❌ Simply Wall St Valuation: Valuation status is unknown as DCF data is not available, so there is no clear undervalued or overvalued signal here. ✅ Recent Momentum: The stock has returned about 2.3% over the last 30 days. Check out Simply Wall St's in depth valuation analysis for Quantum Computing. Key Considerations 📊 The Luminar Semiconductor stalking horse bid and the first bank cybersecurity contract both point to a tighter focus on quantum photonics and security use cases. 📊 Keep an eye on the final deal terms, the closing timeline this quarter, and any updates on revenue given current annual revenue of about US$546K and a P/E of 39.3 on a loss making base. ⚠️ The company remains unprofitable, recently raised capital, and shareholders have experienced substantial dilution, so funding and ownership impact are central issues.

Dig Deeper For the full picture including more risks and rewards, check out the complete Quantum Computing analysis. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.

Simply Wall St has no position in any stocks mentioned.Valuation is complex, but we're here to simplify it.Discover if Quantum Computing might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.comAbout NasdaqCM:QUBTQuantum ComputingAn integrated photonics company, provides quantum machines to commercial and government markets in the United States.See The Free Research ReportFlawless balance sheet with slight risk.See The Free Research ReportSimilar CompaniesNYSE:IONQIonQNasdaqGS:GOOGLAlphabetMarket InsightsHow to invest when commodity prices get messy ⚖️Richard BowmanWhy Didn’t Oil React to Venezuela? 🇻🇪Stella OngWhich Markets Will Sink or Swim in 2026? 🌍Richard BowmanAdvertisementDiscover moreSimply Wall StNew York Stock ExchangeSimply WallWeekly Picksandre_santos on Ferrari · 14 days agoFerrari's Intrinsic and Historical ValuationFair Value:€243.5616.7% overvalued26 followersusers have followed this narrative·0 commentsusers have commented on this narrative·7 likesusers have liked this narrativeTibiT on Costco Wholesale · 28 days agoInvestment Thesis: Costco Wholesale (COST)Fair Value:US$726.2935.4% overvalued25 followersusers have followed this narrative·2 commentsusers have commented on this narrative·11 likesusers have liked this narrativeOOOOO97 on Neo Performance Materials · 23 days agoUndervalued Key Player in Magnets/Rare EarthFair Value:CA$25.3322.2% undervalued62 followersusers have followed this narrative·0 commentsusers have commented on this narrative·16 likesusers have liked this narrativeRecently Updated NarrativesCOcomposite32 on Ronesans Gayrimenkul Yatirim · about 17 hours agoInvesting in the future with RGYAS as fair value hits 228.23Fair Value:₺228.2331.6% undervalued1 followerusers have followed this narrative·0 commentsusers have commented on this narrative·0 likesusers have liked this narrativeALalex30free on Loomis · 1 day agoThe global leader in cash handlingFair Value:SEK 486.721.7% undervalued3 followersusers have followed this narrative·0 commentsusers have commented on this narrative·0 likesusers have liked this narrativeandre_santos on Wolters Kluwer · 1 day agoWolters Kluwer - A Fundamental and Historical ValuationFair Value:€85.911.8% undervalued1 followerusers have followed this narrative·0 commentsusers have commented on this narrative·0 likesusers have liked this narrativePopular NarrativesWEWealthAP on PayPal Holdings · 28 days agoThe "Sleeping Giant" Stumbles, Then Wakes UpFair Value:US$8231.0% undervalued80 followersusers have followed this narrative·6 commentsusers have commented on this narrative·35 likesusers have liked this narrativeOOOOO97 on Neo Performance Materials · 23 days agoUndervalued Key Player in Magnets/Rare EarthFair Value:CA$25.3322.2% undervalued62 followersusers have followed this narrative·0 commentsusers have commented on this narrative·16 likesusers have liked this narrativeANAnalystConsensusTarget on NVIDIA · 29 days agoNVDA: Expanding AI Demand Will Drive Major Data Center Investments Through 2026Fair Value:US$253.0225.8% undervalued1034 followersusers have followed this narrative·6 commentsusers have commented on this narrative·30 likesusers have liked this narrativeTrending DiscussionRORockeTeller on West Red Lake Gold Mines · 6 days agoI'm exiting the positions at great return! WRLG got great competent management. But, 100k oz gold too small in today environment. They might looking for M/A opportunity in the future, or they might get take over by Aris Mining, I don't know. But, Frank Giustra stated he's believed in multi-assets, so that's my speculation. Anyhow, I want to be aggressive in today's gold price. I'm buying Lahontan Gold LG with this as exchange. Higher upside, more leverage. WRLG CEO is BOD's of LG, that's something. This will be my last update on WRLG, good luck!3|0USUser on Santacruz Silver Mining · about 16 hours agoThanks for your post but some of your calculations are wrong. It is only the actual silver that should be priced at 100/oz, not the zink and lead. The actual silver is about 5 million ounces and the rest is biproducts which cannot be calculated as 100/oz per silver equivalent. Since it would now require alot more zink and lead to create 1 AgEq with the current silver price which means their AgEq would become lower even if the production remains the same. I am still very bullish on the stock and I own it.0|0HOHolger on IREN · about 19 hours agoReported: Revenue growth: 2024 → 2025 sharp increase of approx. 165%. Assuming moderate annual growth of 40%, a fair value in three years would be approx. $170. Given the customer base and the story, this should be possible. I find the most valuable “property” particularly interesting, as it solves the electricity problem.