Why Quantum Computing Is An Interesting Speculation Into November Earnings (NASDAQ:QUBT) - Seeking Alpha

Bram de Haas20.47K FollowersFollow5ShareSavePlay(9min)Comments(25)SummaryQuantum Computing Inc. offers unique photonic quantum hardware and a new foundry, targeting high-performance networking and AI markets with room-temperature solutions.QUBT has minimal revenue but a large cash position, providing a long operational runway and reducing downside risk despite a lofty $3.7B valuation.Seasonal trends and potential government contracts could act as near-term catalysts, making QUBT an attractive speculative play ahead of year-end.Despite executive selling and valuation concerns, strong institutional interest, analyst coverage, and speculative momentum support a speculative position in QUBT. koto_feja/E+ via Getty Images Quantum Computing Inc. (QUBT) set up a foundry to process thin film niobate. This could be useful for quantum-related things in the future, but it also seems to be useful for optical copackaging. If it really is, thatThis article was written byBram de Haas20.47K FollowersFollowBram de Haas brings 15 years of investing experience to the table and has over 5 years of experience managing a Euro hedge fund. He is also a former professional poker player and utilizes his bundle of risk management skills to uncover lucrative investments based on special situations.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. Author is long ASML, TSM, AMD, NVDA, and GOOG.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 YouIonQ: When Quantum Hype Fades (Rating Downgrade)Why Reddit May Be The Next Big Win For Aggressive Growth InvestorsIntuitive Machines: My Plan For Re-EntryRocket Lab: The Market Is Saying This Is An Outlier Among OutliersPalantir: It's Not Too Late To Buy The StockNebius: The Case For The 'Neutral' AI PlatformDigi Power X: Too Hot To Be Ignored With New Contracts Loading Into 2026 (Buy)Marvell Technology: The AI Data Path Trade After GPU ExcessNebius: Ratings Upgrade; No Longer BearishNuScale Power: Powerful But Risky PotentialAbout QUBT StockSymbolLast Price% ChgQUBTQuantum Computing Inc.11.92-1.81%1D5D1M6M1Y5Y10YChartCombination chart with 2 data series.View as data table, ChartThe chart has 1 X axis displaying Time. Data ranges from 2025-07-07 00:00:00 to 2026-01-07 00:00:00.The chart has 1 Y axis displaying values. Data ranges from 10.03 to 24.62.Created with Highcharts 12.4.0Jan '26Dec '25Nov '25Oct '25Sep '25Aug '25102030End of interactive chart.Market Cap$2.72BPE-Yield -Rev Growth (YoY)41.45%Short Interest20.23%Prev. Close$12.14qubt SummaryCompare to PeersMore on QUBTQuantum Computing: Nothing To Be Excited AboutQuantum Computing names Dr. Huang as permanent CEOWedbush initiates coverage on quantum computing stocksQuantum Computing buys Luminar Semiconductor for $110M in all-cash dealRelated StocksSymbolLast Price% ChgQUBTQUBT11.92-1.81%1D5D1M6M1Y5Y10YChartChart with 143 data points.View as data table, ChartThe chart has 1 X axis displaying Time. Data ranges from 2026-01-02 09:30:00 to 2026-01-07 13:10:00.The chart has 1 Y axis displaying values. Data ranges from 10.304 to 12.405.Created with Highcharts 12.4.0Jan 2Jan 5Jan 6Jan 7101214End of interactive chart.