$INFQ
Analyst Coverage & Research
Consensus Rating
Strong Buy
3 analysts covering
Avg Price Target
$21.00
2 targets · 12-month
High Target
$22.00
BTIG · Jesse Sobelson,
Low Target
$20.00
Citi · Atif Malik
Implied Upside
+29.5%
vs. ~$16 current
Fwd P/S (2026E)
~89×
$3.54B ÷ $40M rev
Buy / Strong BuyHoldSell
100% Buy (3/3)0% Hold0% Sell
Citron
Citron Bullish Call
Andrew Left (rare bull)
April 2026
BULLISH
Price Target
N/A
▲ N/A
Thesis: Citron published a rare bullish call describing INFQ as the "most mispriced stock in quantum." At a forward P/S of ~89× — below D-Wave (~421×) and Rigetti (~860×) — INFQ is undervalued relative to its revenue-generating peers. Nvidia-linked collaborations could reshape how the market prices select quantum firms. $5B market cap (~$19.61/share) justified; $10B (~$39.22/share) plausible on quantum adoption acceleration.
Mispriced vs peersNvidia catalystFwd P/S discount to all peers
Citi
Citi Initiating Coverage
Atif Malik
April 14, 2026
BUY
Price Target
$20.00
▲ +23.3% upside
Thesis: Infleqtion occupies a rare position — unlike most peers still in development, the company has already deployed quantum technology commercially and is generating revenue. Market opportunity of over $160 billion by 2040 across computing and sensing. The Nvidia partnership is described as "key validation" for current AI workloads. On a forward P/S basis (~89×), INFQ trades at a discount to D-Wave (~421×) and Rigetti (~860×) while offering dual-revenue streams neither competitor provides.
Nvidia partnership$160B market by 2040Commercial deploymentFwd P/S ~89×
Read coverage summary ↗BTIG
BTIG Initiating Coverage
Jesse Sobelson, CFA
April 10, 2026
BUY
Price Target
$22.00
▲ +35.6% upside
Thesis: Infleqtion is one of the few public quantum computing companies generating revenue today from its neutral-atom platform. BTIG described INFQ as an early-stage player with a competitive cost advantage, positioned to become a highly competitive computing platform at a significant discount to less technically advanced peers. Addresses both the $130B quantum computing and $30B quantum sensing industries. Forward P/S of ~89× vs. Rigetti at ~860× represents meaningful relative value.
Revenue-generatingCost advantageNeutral atom$160B TAMFwd P/S ~89×
Read coverage summary ↗Sources: Investing.com, CNBC, Stocktwits, Seeking Alpha (May 2026). Not investment advice.