$QNT — Cantor Fitzgerald reiterates Overweight, price target $90.
Their analyst models Quantinuum taking 30% of the quantum hardware, software, and services market by 2035.
That's a big structural bet. Quantum is still early, timelines are long, and commercialization remains uncertain. A 30% share assumption in a nascent market carries execution risk and requires everything to go right.
Watch the roadmap, customer traction, and whether they can deliver on the hype before the market gets impat...
$OUST catching a bid pre-market, up to $46 after Rosenblatt reiterated BUY with a $53 price target. Cassidy's backing carries weight—he's one of the sharper voices on this name.
The setup: Q2 beat, Rev8 demand ramping, and now you've got institutional validation at a 15% upside from here. This is the kind of momentum that either runs or consolidates—watch how it trades through $48. If it holds above $45 on volume, the path to $53 opens up.
Lidar's been noisy, but $OUST is separating from the p...