Quantum Computing Inc

Quantum Computing Inc (QCI) specializes in thin-film lithium niobate (TFLN) photonic quantum computing and is publicly traded on NASDAQ (QUBT). The company raised massive capital in 2025: $500M in Q3 plus $750M after quarter end, totaling >$1.5 billion liquidity. Q3 2025 earnings beat expectations with EPS improving from -$0.06 to +$0.01 and revenue of $384k (+280% YoY). Stock rose to ~$27 in November before correction.

December 2025: Building Arizona TFLN Fab 1 (final commissioning, production starting Q2 2025) with pilot program for early adopter sales. POET Technologies partnership aims for breakthrough 3.2 Tbps data-transfer speeds using advanced TFLN technology for co-packaged optics and AI connectivity. Upcoming Neurawave product targeting high-performance computing industry.

Deep NASA collaboration with fifth task order for quantum remote sensing and LiDAR climate missions, plus contracts for phase unwrapping using Dirac-3 quantum optimization platform. First U.S. commercial sale of quantum cybersecurity to top-5 bank. Institutional investors include Sassicaia Capital, Ensign Peak, XTX Topco, Rockefeller Capital, Geode Capital. Analyst rating: Strong Buy with $23.67 average price target (+84% upside). Focus: vertically integrated photonic quantum platform, government relationships, and optical networking.