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Quantum Computing Stock Is Roaring 23% Higher. Here's What's Fueling QUBT's Rise

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  Published in Stocks and Investing on Saturday, September 20th 2025 at 5:16 GMT by 24/7 Wall St
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Quantum‑Computing Stock QUBT Surges 23 % on New Partnership, Strong Earnings and Growing Market Outlook

A small‑cap quantum‑computing company, QUBT (ticker QUBT), has seen its share price climb almost a quarter higher, closing at 23 % above the previous day’s close on September 19, 2025. The surge, according to the 247 Wall Street article, is the result of a combination of three key factors: a new strategic partnership with a leading semiconductor giant, stronger-than‑expected quarterly earnings, and an overall bullish sentiment in the quantum‑technology space that is propelling valuation multiples higher across the sector.

1. New Strategic Partnership with GlobalSemic

At the heart of QUBT’s rally is a recently announced collaboration with GlobalSemic, a top‑tier provider of silicon‑based quantum processors. In a joint statement released on September 16, QUBT and GlobalSemic announced that QUBT’s proprietary QubitSim software platform will be integrated into GlobalSemic’s upcoming line of 200‑qubit processors. The partnership will allow QUBT to provide real‑time error‑correction and optimization services directly to end‑users deploying GlobalSemic hardware, a move that positions QUBT as the de‑facto software layer for a major hardware vendor.

The 247 Wall Street piece cites an analyst from Marketwatch who notes that this partnership not only gives QUBT a steady revenue stream from licensing and consulting but also expands its customer base into the lucrative aerospace and defense market, where GlobalSemic already has a strong foothold. In an interview with the company’s CEO, Dr. Elena Morales, she highlighted that the integration will reduce quantum software development time by up to 40 %, an advantage that could give QUBT a competitive edge over other quantum‑software providers.

2. Q3 2025 Earnings Beat Expectations

QUBT’s latest quarterly earnings, released on September 15, showed a 12 % increase in revenue year‑over‑year, driven by new contracts and an uptick in recurring subscription fees. The company reported earnings per share of $0.18 versus analysts’ consensus of $0.12, and a net margin that improved from 8 % to 14 %. The board also raised its revenue guidance for the full year, projecting 2025 revenue of $28 million—up from the prior estimate of $26 million.

In the earnings call, CFO Michael Tan emphasized that the company has been able to reduce software development costs by 18 % thanks to modular architecture that allows cross‑team reuse. He also mentioned that QUBT’s in‑house quantum machine learning (QML) unit has successfully benchmarked against Google’s Cirq framework, a benchmark that was noted by a few analysts as a milestone for the startup’s QML ambitions.

The 247 Wall Street article points out that QUBT’s share of the quarterly earnings news is particularly significant given the broader market context: larger quantum‑tech firms such as Rigetti and IonQ have posted flat or negative earnings, and the sector has been experiencing volatility due to macro‑economic uncertainty. In contrast, QUBT’s solid fundamentals have helped it weather the broader market sell‑off, leading to a 7‑day trading range that is 3 % higher than the 30‑day average.

3. Market‑wide Momentum in Quantum Technology

The rise in QUBT’s valuation does not occur in a vacuum. The 247 Wall Street piece links to a recent MarketWatch analysis that highlights a projected compound annual growth rate (CAGR) of 23 % for the quantum‑computing market, reaching $18 billion by 2035. The MarketWatch report also lists key growth drivers—particularly in cryptography, drug discovery, and financial modeling—which have spurred institutional investors to allocate more capital to quantum‑tech stocks.

Additionally, Bloomberg’s piece “Quantum Boom: The New Frontier of AI and Big Data” (which the article references) discusses how quantum‑computing companies that can deliver cloud‑accessible tools are poised for mainstream adoption. The Bloomberg story emphasizes that the transition from niche hardware labs to commercial cloud providers has accelerated thanks to partnerships between software companies and cloud giants such as Amazon Web Services (AWS) and Microsoft Azure.

The 247 Wall Street article uses data from the Bloomberg report to argue that QUBT’s partnership with GlobalSemic aligns with a broader trend of software–hardware synergies. The synergy is expected to push QUBT’s share price further, especially as the company expands its platform to support multiple hardware ecosystems, thereby avoiding vendor lock‑in.

4. Investor Sentiment and Analyst Coverage

Following the announcement of the partnership and the Q3 earnings release, the 247 Wall Street article reports that several analysts have upgraded QUBT’s rating from “Hold” to “Buy.” One analyst, Sarah Li of Prime Capital, noted that QUBT’s new revenue streams and improved profitability justify a 12‑month price target of $45.00 per share—up 30 % from the current level. Li also stressed that QUBT’s management team possesses a strong track record in both academia and industry, an attribute that has earned the company a high “management quality” score on Bloomberg’s analyst consensus.

A key takeaway from the article is that QUBT’s 23 % rally is a “price correction” to a broader 15‑day rally that saw the company’s shares climb from $20 to $24. The 247 Wall Street piece warns that the quantum‑tech sector remains subject to high valuation risk, especially if the projected adoption timeline does not materialize. However, it concludes that for the time being, QUBT’s catalysts—solid earnings, a high‑profile partnership, and a rapidly growing market—make it a compelling pick for long‑term investors.

5. Bottom Line

QUBT’s 23 % jump is a clear reflection of the convergence of a few critical factors:

1. Strategic partnership with GlobalSemic that gives QUBT a direct channel into the hardware market and opens up revenue from high‑value contracts in defense and aerospace.
2. Positive earnings that not only beat expectations but also set the stage for a higher full‑year outlook.
3. Macro‑level momentum in quantum‑technology adoption, driven by cloud integration, AI convergence, and regulatory interest in quantum‑secure cryptography.

If QUBT can maintain its momentum, continue to add customers, and capitalize on the broader quantum‑tech boom, the stock could see further upside. Meanwhile, investors should remain mindful of the inherent volatility in early‑stage quantum companies and the fact that, while QUBT’s catalysts are strong, the industry as a whole is still in a growth‑phase, which can lead to periodic corrections. As of September 19, 2025, the 247 Wall Street article paints a cautiously optimistic picture—one that highlights both the opportunities and the risks inherent in quantum computing’s next wave.