Pairs Trade Buzz: Social media investors are debating a pairs trading strategy pitting Quantum Computing Inc. against stronger quantum peers, with some advocating long positions in competitors while shorting QUBT due to perceived weaknesses despite its substantial cash reserves from a recent $1.25 billion raise. The stock's acquisition of Luminar Semiconductor for $110 million has fueled talks of headline-driven rallies, yet skeptics warn of volatility in the nascent quantum sector.
Short Squeeze Speculation: Optimists point to elevated short interest exceeding 30 percent, predicting an imminent breakout that could propel shares higher amid Department of Defense contract expansions evidenced by job postings. This contrasts with bearish analyses labeling the company as overhyped, amplifying the divide in trader sentiment.
Photonics Pivot: Chatter also surrounds QUBT's shift toward photonics, redefining growth prospects in a competitive landscape, though options activity reflects caution with both calls and puts in play as the stock hovers around recent levels.
Note: This discussion summary was generated from an AI condensation of post data.
Quantum Computing Inc. Insider Trading Activity
Quantum Computing Inc. insiders have traded $QUBT stock on the open market 10 times in the past 6 months. Of those trades, 0 have been purchases and 10 have been sales.
Here’s a breakdown of recent trading of $QUBT stock by insiders over the last 6 months:
- YUPING HUANG (CEO, President) sold 1,000,000 shares for an estimated $14,415,000
- ROBERT B FAGENSON has made 0 purchases and 5 sales selling 100,000 shares for an estimated $1,556,005.
- JAVAD SHABANI has made 0 purchases and 2 sales selling 37,474 shares for an estimated $572,653.
- POUYA DIANAT (Chief Revenue Officer) sold 17,175 shares for an estimated $266,808
- MILAN BEGLIARBEKOV (Chief Operating Officer) sold 2,860 shares for an estimated $33,891
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Quantum Computing Inc. Hedge Fund Activity
We have seen 206 institutional investors add shares of Quantum Computing Inc. stock to their portfolio, and 127 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- ALYESKA INVESTMENT GROUP, L.P. removed 6,216,819 shares (-92.6%) from their portfolio in Q4 2025, for an estimated $63,784,562
- BLACKROCK, INC. added 6,210,723 shares (+59.5%) to their portfolio in Q4 2025, for an estimated $63,722,017
- MAREX GROUP PLC added 5,945,679 shares (+255.6%) to their portfolio in Q4 2025, for an estimated $61,002,666
- ANSON FUNDS MANAGEMENT LP removed 5,373,455 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $55,131,648
- JANE STREET GROUP, LLC removed 4,978,363 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $91,651,662
- VANGUARD GROUP INC added 4,643,818 shares (+38.1%) to their portfolio in Q4 2025, for an estimated $47,645,572
- GHISALLO CAPITAL MANAGEMENT LLC removed 4,030,092 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $41,348,743
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Quantum Computing Inc. Analyst Ratings
Wall Street analysts have issued reports on $QUBT in the last several months. We have seen 3 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Rosenblatt issued a "Buy" rating on 01/15/2026
- Ascendiant Capital issued a "Buy" rating on 12/22/2025
- Lake Street issued a "Buy" rating on 11/17/2025
To track analyst ratings and price targets for Quantum Computing Inc., check out Quiver Quantitative's $QUBT forecast page.
Quantum Computing Inc. Price Targets
Multiple analysts have issued price targets for $QUBT recently. We have seen 5 analysts offer price targets for $QUBT in the last 6 months, with a median target of $16.0.
Here are some recent targets:
- John McPeake from Rosenblatt set a target price of $22.0 on 01/15/2026
- Edward Woo from Ascendiant Capital set a target price of $25.0 on 12/22/2025
- Troy Jensen from Cantor Fitzgerald set a target price of $15.0 on 12/18/2025
- Antoine Legault from Wedbush set a target price of $12.0 on 12/17/2025
- Max Michaelis from Lake Street set a target price of $16.0 on 11/17/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
