Core Insights - Quantum Computing Inc. (NASDAQ:QUBT) is identified as a stock with significant upside potential, with a price target raised to $40 from $22 by Ascendiant analyst Edward Woo, maintaining a Buy rating on the shares [1][2]. Revenue Growth Expectations - The firm anticipates strong revenue growth for Quantum Computing in 2025 and 2026, which is expected to positively impact the stock [2]. - Investors are encouraged to focus on the company's newly launched products, as their successful commercialization is projected to drive substantial revenue growth in the current and following year [2]. Private Placement Announcement - On October 5, Quantum Computing announced an oversubscribed private placement of common stock, involving the purchase and sale of 37,183,937 shares, expected to generate gross proceeds of $750 million before offering expenses [3].

Group 1 - Quantum concept stocks experienced a rise on Wednesday, with IONQ Inc (IONQ.US) and Rigetti Computing (RGTI.US) both increasing by over 6.4% [1] - D-Wave Quantum (QBTS.US) also saw a significant increase of over 6.4%, while Quantum Computing (QUBT.US) rose by more than 3% [1]

Core Viewpoint - Wall Street anticipates a year-over-year increase in earnings for Quantum Computing Inc. (QUBT) despite flat revenues, with actual results being crucial for stock price movement [1][2]. Earnings Expectations - The upcoming earnings report is expected to show a quarterly loss of $0.05 per share, reflecting a year-over-year change of +16.7%, with revenues projected at $0.1 million, unchanged from the previous year [3]. - The consensus EPS estimate has been revised 16.67% higher in the last 30 days, indicating a reassessment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model compares the Most Accurate Estimate to the Zacks Consensus Estimate, suggesting that recent analyst revisions may provide more accurate insights [8]. - Quantum Computing Inc. has an Earnings ESP of 0%, indicating no recent differing analyst views from the consensus estimate, and currently holds a Zacks Rank of 3 [12]. Historical Performance - In the last reported quarter, Quantum Computing Inc. was expected to post a loss of $0.06 per share and delivered exactly that, resulting in no surprise [14]. - The company has not beaten consensus EPS estimates in any of the last four quarters [15]. Conclusion - Quantum Computing Inc. does not appear to be a strong candidate for an earnings beat, and investors should consider other factors when evaluating the stock ahead of its earnings release [18].

Core Insights - D-Wave Quantum Inc. (NYSE:QBTS) experienced a significant decline in share price, dropping 8.68% to close at $32 due to profit-taking after three consecutive days of gains [1][3] - The initial surge in quantum firm shares, including D-Wave, was driven by optimism regarding potential government investment, which was later dampened by the Commerce Department's denial of negotiations with quantum computing companies [2][3] Company Performance - D-Wave Quantum's stock performance on Tuesday was notably poor, marking it as one of the worst performers in the market [1] - The company is scheduled to release its third quarter earnings results in the second week of November, which may impact future stock performance [4] Market Context - The optimism surrounding quantum firms was linked to a report suggesting the Trump administration's interest in investing in the quantum computing sector, with firms reportedly seeking $10 million in funding for government equity stakes [2][3]

Core Insights - IonQ, Inc. experienced a significant decline in stock price, dropping 9% to close at $57.15, following the US government's denial of negotiations with quantum companies for potential investments [1][2][3] Group 1: Stock Performance - IonQ's shares fell by 9% on Tuesday, ending a three-day rally, as investors reacted to the government's statement [1] - The stock drop coincided with a similar decline in D-Wave Quantum Inc., indicating a broader impact on the quantum computing sector [2] Group 2: Government Relations - The US Commerce Department clarified that it is not currently negotiating equity stakes with quantum computing firms, which included IonQ [2] - Reports suggested that quantum firms were seeking $10 million in funding from the government, similar to other industries that received substantial investments [3] Group 3: Market Sentiment - Investors are repositioning their portfolios ahead of IonQ's upcoming third quarter earnings results, scheduled for November 5 [4]

Core Viewpoint - QuantumScape is positioned as a superior investment opportunity compared to D-Wave Quantum due to its advancements in solid-state battery technology and clearer commercialization pathway [2][14][15]. Group 1: Technology and Innovation - QuantumScape demonstrated the world's first live electric vehicle powered by solid-state batteries, showcasing an energy density of 844Wh/L and rapid charging capabilities [4][5]. - The company has shipped B1 samples using a new production technique that is 25 times more efficient than previous methods, entering Volkswagen's vehicle program for 2026 testing [6][8]. Group 2: Financial Performance and Revenue - QuantumScape recorded its first customer billings of $12.8 million in Q3 2025, marking a shift from R&D to commercial operations [8]. - In contrast, D-Wave anticipates only $3.12 million in quarterly revenue, which is insufficient to support its market cap exceeding $10 billion [8]. Group 3: Market Potential - The global electric vehicle battery market is significantly larger than the quantum computing market, with major manufacturers targeting solid-state battery commercialization by 2027-2028 [9][15]. - QuantumScape's partnership with Volkswagen, which includes a commitment of up to $131 million in funding, highlights its strong market position and potential for growth [7][15]. Group 4: Competitive Landscape - QuantumScape faces competition from established players like Toyota and SK On, which are advancing their own solid-state battery technologies [11]. - D-Wave risks being overshadowed by competitors in the quantum computing space, such as IBM and Google, as its revenue remains minimal [12]. Group 5: Investment Outlook - QuantumScape is seen as having a more immediate pathway to commercial validation and significant returns, aligning with automotive industry needs [14][16]. - D-Wave, while a pioneer in quantum computing, lacks the immediate market appeal and revenue prospects that QuantumScape currently possesses [15][16].

Core Insights - In September, the OTC market in the U.S. welcomed 30 new companies, a decrease of 9 compared to the previous month [1] - There were 5 companies that transitioned from OTC to the main board, an increase of 3 from August [1] - The new listings came from 6 countries, with Canada accounting for 47% of the new companies [1] - As of September 30, 2025, there are 12,278 companies listed on the U.S. OTC market, with a transaction volume of $61.2 billion for the month and $527.1 billion year-to-date [1] New Listings - The following companies were newly listed in September: - EMPIRE METALS LTD (OTCQX: EPMLF) - VERUSA HOLDING A S (OTCQX: VRSHF) - ACG Metals Limited (OTCQX: ACGAF) - FIRST NORDIC METALS CORP. (OTCQX: FNMCF) - Bitcoin Treasury Corporation (OTCQX: BTCFF) - Radisson Mining Resources Inc. (OTCQX: RMRDF) - Bonvenu Bancorp, Inc. (OTCQX: BBNA) - Associated Capital Group, Inc. (OTCQX: ACGP) - Horizon Kinetics Holding Corporation (OTCQX: HKHC) - Capstone Green Energy Holdings Inc. (OTCQX: CGEH) - Pacifica Silver Corp. (OTCQB: PAGFF) - BIONXT SOLUTIONS INC. (OTCQB: BNXTF) - Metalsource Mining Inc. (OTCQB: SFRIF) - Orogen Royalties Inc (OTCQB: OGNNF) - SUPERQ QUANTUM COMPUTING INC (OTCQB: QBTQF) - WESTERN STAR RES INC. (OTCQB: WSRIF) - Top End Energy Limited (OTCQB: SERPY, TNDEF) - Hamak Gold Limited (OTCQB: HASTF) - IMA TECH (OTCQB: IMAA) - TOKENWELL PLATFORMS INC. (OTCQB: TWELF) - Crypto Blockchain Industries, SA (OTCQB: CBIPF) - GREENLAND RES INC. (OTCQB: GRLRF) - Nexcel Metals Corp. (OTCQB: NXXCF) - Atex Resources Inc. (OTCQB: ATXRF) - Longevity Health Holdings, Inc. (OTCQB: XAGE) - PRINCE SILVER CORP (OTCQB: PRNCF) - Grayscale Near Trust (OTCQB: GSNR) - ConnectM Technology Solutions, Inc. (OTCQB: CNTM) - Eco Bright Future, Inc. (OTCQB: EBFI) - dMY Squared Technology Group, Inc. (OTCQB: DMYY, DMYYW) [1] Companies Transitioning to Main Board - Sono Group N.V. transitioned to NASDAQ with the ticker SSM on September 5, 2025, focusing on solar technology development and applications [2] - Sol Strategies, Inc. transitioned to NASDAQ with the ticker STKE on September 9, 2025, specializing in Solana blockchain infrastructure [3] - Spruce Biosciences, Inc. transitioned to NASDAQ with the ticker SPRB on September 15, 2025, focusing on innovative therapies for rare endocrine diseases [7] - Grayscale transitioned to NYSE MKT with the ticker GDLC on September 19, 2025, as a multi-asset cryptocurrency fund [8] - BTQ Technologies Corp. transitioned to NASDAQ with the ticker BTQ on September 26, 2025, focusing on quantum computing and cybersecurity [8]

Core Insights - Government stakes in quantum computing companies could pose risks for investors, despite the excitement surrounding the technology [5][10][11] - Quantum computing stocks have seen significant price increases, indicating strong investor interest [2][3] - The potential applications of quantum computing are vast, including drug development and cybersecurity [3] Group 1: Government Involvement - The Trump administration is reportedly considering equity stakes in quantum computing firms like IonQ, Rigetti Computing, and D-Wave Quantum, which could lead to dilution of existing shares [5][9] - Government stakes may prioritize political interests over the long-term health of these companies, potentially impacting their operations and strategies [10][11] - Previous instances of government equity stakes in other sectors have raised concerns about the implications for public companies [8] Group 2: Market Performance - Quantum computing stocks have experienced remarkable returns over the past year, with IonQ up 284%, Rigetti Computing up 3,140%, D-Wave Quantum up 2,760%, and Quantum Computing Inc. up 1,310% [2] - Despite the impressive growth, these companies are expected to continue losing money and burning cash through 2028, indicating a challenging financial outlook [7] Group 3: Valuation Concerns - The price-to-sales (P/S) ratios for leading quantum computing stocks are extraordinarily high, with IonQ at 263, Rigetti Computing at 1,243, D-Wave Quantum at 375, and Quantum Computing Inc. at 7,322 [20] - Historical trends suggest that high valuations in emerging technologies often lead to significant market corrections, raising concerns for current investors [19][20] - The technology remains in its early stages, and widespread commercialization may take years, which could affect stock performance [16]

Core Insights - SuperQ Quantum Computing Inc. has engaged Winning Media LLC for digital marketing services to enhance market and brand awareness [1][2] - The agreement with Winning Media is effective from October 28, 2025, until December 1, 2025, with a fee of US$50,000 paid for the services [2] - SuperQ aims to position itself as a leader in quantum and supercomputing solutions for global organizations [4][5] Company Overview - SuperQ Quantum Computing Inc. is focused on enterprise transformation through quantum and supercomputing technologies [4] - The flagship Super™ platform is designed to provide advanced computational power that is intuitive and accessible for various sectors including finance, healthcare, and defense [5] - The company is headquartered in Canada and is expanding its presence internationally, particularly in the US, Middle East, and Asia [5]

Core Insights - Rigetti Computing is collaborating with NVIDIA to support NVQLink, an open platform for integrating AI supercomputing with quantum computers [1][4] - The integration aims to enhance hybrid quantum-classical computing capabilities, leveraging Rigetti's superconducting qubits for fast gate speeds and scalability [3][4] Company Overview - Rigetti Computing is a pioneer in full-stack quantum computing, operating quantum computers over the cloud since 2017 and offering on-premises systems with qubit counts between 24 and 84 [6] - The company introduced its 9-qubit Novera™ QPU in 2023, designed for high-performance integration with existing cryogenic and control systems [6] Technological Developments - NVQLink provides low latency and high throughput connectivity between CPUs, GPUs, and QPUs, facilitating the development of hybrid quantum-classical applications [4] - The collaboration with NVIDIA builds on previous efforts to utilize AI tools for quantum computing operations, including the successful calibration of a Novera™ QPU with NVIDIA DGX Quantum [5]