Quantum Computing Inc. (QUBT) has emerged as a compelling player in the rapidly evolving quantum computing sector. With its stock price rebounding from a low of $4.37 in early March 2025 to $8.45 as of March 28, 2025, QUBT has shown strong short-term momentum. Coupled with recent developments, a promising industry outlook, and favorable technical indicators, QUBT presents a strong case for a bullish investment thesis. This report explores the reasons to be optimistic about QUBT and its potential to capitalize on the quantum computing revolution.
Company Overview
Quantum Computing Inc. (QCi) is an innovative company specializing in integrated photonics and quantum optics technologies, delivering affordable quantum machines. Its flagship products include the Dirac-3 system—a room-temperature, low-power quantum computer—and its Thin Film Lithium Niobate (TFLN) photonic chip foundry. TFLN technology is considered a cornerstone for next-generation telecommunications and integrated photonics, supporting applications in quantum computing, quantum sensing, and high-frequency modulators.
According to the company’s website Quantum Computing Inc. Technology, QCi’s solutions are designed to operate at room temperature with low power consumption, making them cost-effective for applications in high-performance computing, artificial intelligence, and telecommunications.
Recent Developments
QCi has made significant strides in 2025, bolstering its growth prospects:
1. $100 Million Financing: On January 7, 2025, QCi raised $100 million through a private placement of common stock. This capital infusion will support operational expansion, research and development, and the scaling of its TFLN foundry operations, as noted in the company’s news release Quantum Computing Inc. News.
2. TFLN Foundry Orders: QCi has secured multiple purchase orders for its TFLN photonic chip foundry, including its first order from a prominent Asian research and technology institution on November 13, 2024, and a fifth order announced in January 2025. These orders signal strong global demand for TFLN technology, with more expected in the coming months, according to Quantum Computing, Inc. Secures Fifth Purchase Order.
3. Research Collaboration: On January 15, 2025, QCi announced a collaboration with the Sanders Tri-Institutional Therapeutics Discovery Institute to leverage the Dirac-3 system for therapeutics discovery research. This partnership highlights the practical applications of QCi’s technology, particularly in the medical field, and could pave the way for additional collaborations Quantum Computing, Inc. Announces Collaboration.
Industry Outlook
The quantum computing market is poised for explosive growth. According to Quantum Computing Market Size, Share & Growth Report, 2032, the global quantum computing market was valued at $885.4 million in 2023 and is projected to reach $12,620.7 million by 2032, with a compound annual growth rate (CAGR) of 34.8%. Another report from Quantum Computing Market Size & Trends, 2024-2032 forecasts the market to grow to $5,714.8 million by 2032, with a CAGR of 19.1%.
Moreover, The Quantum Insider Projects $1 Trillion in Economic Impact estimates that quantum computing will contribute over $1 trillion to the global economy between 2025 and 2035, with vendors capturing $50 billion in revenue. QCi, with its innovative technology and strategic partnerships, is well-positioned to benefit from this growth.
Technical Analysis
As of March 28, 2025, QUBT’s stock price stands at $8.45, up 6.42% for the day, though it saw a slight 1.53% decline in after-hours trading to $8.32. The stock’s daily chart reveals several bullish signals:
• Moving Averages: The stock has broken above its 5-day moving average (MA5) of $8.33 and 10-day moving average (MA10) of $8.14, indicating strong short-term momentum. It also trades well above the 20-day (MA20: $6.73) and 30-day (MA30: $6.86) moving averages, suggesting a potential reversal in the medium-term trend.
• Support and Resistance: Key support lies at $5.96, with a stronger base at the historical low of $4.37. Resistance is at $8.55; a break above this level could propel the stock toward $11.14 or even the prior high of $13.73.
• Price Action: The stock has rebounded nearly 93% from its March low of $4.37, with recent candlesticks showing larger bullish bodies, potentially indicating increased buying volume and investor confidence.
Analyst forecasts from Quantum Computing Inc. (QUBT) Stock Price, News, Quote & History show a 12-month price target of $8.50 from one analyst, slightly above the current price, reflecting modest optimism for near-term upside.
Investment Thesis
Several factors support a bullish outlook for QUBT:
1. Strong Fundamentals: The $100 million financing provides QCi with the resources to scale its operations and invest in R&D, while the growing TFLN foundry orders demonstrate market demand for its technology.
2. Industry Tailwinds: The quantum computing sector’s projected growth offers a favorable backdrop for QCi to expand its market share, particularly as its room-temperature quantum solutions address cost and scalability challenges.
3. Technical Strength: The stock’s breakout above key moving averages and its rebound from recent lows suggest that bullish momentum could continue, especially if it clears the $8.55 resistance level.
4. Strategic Partnerships: Collaborations like the one with the Sanders Tri-Institutional Therapeutics Discovery Institute highlight the real-world applicability of QCi’s technology, potentially leading to further partnerships and revenue streams.
Risks to Consider
While the outlook is bullish, investors should be mindful of risks. QUBT’s stock has exhibited high volatility, with a 60% drop from its February 2025 high to its March low. The quantum computing industry remains in its early stages, with technological and commercialization uncertainties. Additionally, broader market conditions, such as shifts in risk appetite for tech stocks, could impact QUBT’s performance. Investors are advised to set a stop-loss, such as at the $5.96 support level, to manage downside risk.
Conclusion
Quantum Computing Inc. (QUBT) is a promising investment opportunity in the burgeoning quantum computing sector. With recent financing, growing TFLN foundry orders, strategic collaborations, and a favorable industry outlook, QCi is well-positioned for growth. The stock’s technical setup further supports a bullish view, with potential for further upside if it breaks key resistance levels. Investors looking to capitalize on the quantum revolution should consider QUBT as a high-growth candidate, while remaining vigilant about its inherent volatility.
Key References
• Quantum Computing Inc. Technology
• Quantum Computing Inc. News
• Quantum Computing, Inc. Secures Fifth Purchase Order
• Quantum Computing, Inc. Announces Collaboration
• Quantum Computing Market Size, Share & Growth Report, 2032
• Quantum Computing Market Size & Trends, 2024-2032
• The Quantum Insider Projects $1 Trillion in Economic Impact
• Quantum Computing Inc. (QUBT) Stock Price, News, Quote & History
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