Quantum Computing Q3: Pursuing Industrial Scale (NASDAQ:QUBT) - Seeking Alpha

KM Capital7.78K FollowersFollow5ShareSavePlay(9min)Comments(16)SummaryQuantum Computing delivered a Q3 earnings beat, with revenue up 280% year-over-year and improved gross margins, highlighting strong financial discipline.QUBT's strategic milestones include a fully operational Fab 1, progress toward industrial-scale Fab 2, and a major security solution sale to a U.S. financial institution.The company is well-capitalized, pursuing targeted M&A for growth, and aims to win through volume production rather than niche positioning amid fierce competition.Despite high valuation uncertainty and industry infancy, I maintain a 'strong buy' rating on QUBT, confident in management's strategic focus and long-term potential. Just_Super/E+ via Getty Images Quantum Computing (QUBT) delivered very promising Q3 earnings. Revenue and EPS are still too small to pay much attention to. Since QUBT is my long-term bet on the quantum future, I invested my time more in whatRecommended For YouMicron: In The Middle Of An AI Super‑UpcycleCredo Technology: Golden Opportunity To Buy The DipApplied Materials: When Chip Complexity Becomes The Real AlphaIntel: 2026 May Make Or Break The Comeback StoryMarvell's 2026 Story Looks Quiet BullishTaiwan Semiconductor: The AI Boom Is Coming To An EndNebius: The Q4 Results Should Trigger A Rally (Earnings Preview)Celestica: Upgrading Before Q4 Earnings Despite Rich ValuationPOET Technologies: Looking Beyond ValuationIntel: Buy Into The PullbackCreate a free account to read the full articleGain access to the world's leading investment community.Already registered? Sign inCreate free accountBy creating an account using any of the options above, you agree to the Terms of Use & Privacy PolicyorContinue with GoogleContinue with AppleAbout QUBT StockSymbolLast Price% ChgQUBTQuantum Computing Inc.11.13-1.59%Pre11.131D5D1M6M1Y5Y10YChartCombination chart with 2 data series.View as data table, ChartThe chart has 1 X axis displaying Time. Data ranges from 2025-07-28 00:00:00 to 2026-01-28 00:00:00.The chart has 1 Y axis displaying values. Data ranges from 10.03 to 24.62.Created with Highcharts 12.5.0Jan '26Dec '25Nov '25Oct '25Sep '25Aug '25Aug…102030End of interactive chart.Market CapPEYield Rev Growth (YoY)Short InterestPrev. Closequbt SummaryCompare to PeersMore on QUBTThe Quantum Pair Trade: Long IonQ, Short Quantum ComputingQuantum Computing: Plenty Of Cash, Still Waiting On TractionRigetti, Quantum Computing initiated with bullish views at RosenblattQuantum Computing selected as stalking horse bidder for Luminar assetsRelated StocksSymbolLast Price% ChgQUBTQUBT11.13-1.59%Pre:11.131D5D1M6M1Y5Y10YChartChart with 160 data points.View as data table, ChartThe chart has 1 X axis displaying Time. Data ranges from 2026-01-23 09:30:00 to 2026-01-28 16:00:00.The chart has 1 Y axis displaying values. Data ranges from 10.7758 to 11.935.Created with Highcharts 12.5.0Jan 23Jan 26Jan 27Jan 28101112End of interactive chart.