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8-K ·Filed Sep 28, 2026

QSI

Quantum-Si Inc
BULLISH
Impact 6/10
Horizonmonths Processed27d 20h ago SEC0001816431-26-000061
8-K context-dependent: Items 7.01
Actionable Insight ▲ Bullish

The interim Proteus data represents a meaningful technical validation that de-risks the platform ahead of the Q2 2027 launch target. Key milestones to watch for: demonstration of all 20 amino acid detection by end of 2026, completion of AI-based reference-free sequencing algorithms in 2027, and early customer adoption indicators from proteomics research labs post-launch.

DirectionBullish
Confidencehigh
Horizonmonths
Latest settled — T+5d
QSI ▲ +27.34% at T+5d
LONG call ✓ call won +27.34% · α vs SPY +25.39% · entry $0.9581 → $1.22
Next anchor: T+20d due 9h ago
Latest observation: T+18 +58.55% FF3 residual α
Entry = T+0 close
Sep 28, 2026
via day close
T+1d
+11.68%
call +11.68% · α +11.88%
$1.07
settled 27d ago
T+5d
+27.34%
call +27.34% · α +25.39%
$1.22
settled 21d ago
T+20d
Pending
due 9h ago
T+60d
Pending
in 8w

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Executive Summary

Quantum-Si presented interim development data for its next-generation Proteus platform at World HUPO 2026, showing significant performance improvements over its commercially available Platinum Pro instrument. Proteus delivered 30x more alignments per single chamber run, identified all 6 control peptides in every run (vs 3-5/6 for Platinum), and achieved a 4.8x lower false discovery rate (1.36% vs 6.58%). The company reiterated that Proteus remains on track for launch in Q2 2027.

Key Facts

  • Proteus delivered 30x more median reported alignments per single chamber run vs Platinum Pro (4,094,411 vs 135,901.5)
  • Proteus identified all 6 control peptides in every run; Platinum identified 3-5 of 6
  • Proteus achieved 1.36% median false discovery rate vs 6.58% for Platinum (4.8x lower)
  • In a 24-protein panel, Proteus detected all 24 proteins vs average 20.3 on Platinum Pro
  • Proteus detected 4.3x more amino acids per run (269,864 vs 63,366) in 24-plex protein mixture
  • Proteus launch remains on track for Q2 2027
  • Company expects to demonstrate detection of all 20 amino acids by end of 2026

Financial Impact

No financial data provided; pre-revenue development-stage company. Filing contains no revenue, earnings, or cash flow figures.

Risk Factors

  • Proteus is still in development and not fully optimized; interim data may not reflect final commercial performance
  • No revenue or financial guidance was provided in the filing
  • Commercial adoption timeline and commercial library prep kit performance remain unvalidated
  • Competitive landscape in single-molecule protein sequencing remains nascent and uncertain

Investment Themes

Industrials & Manufacturing

Documents Analyzed

This report is based on 6 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001816431-26-000061
Document: proteus_worldhupo2026.htm0001816431-26-000061
Document: proteusvsplatinumdatapr.htm0001816431-26-000061
Document: 0001816431-26-000061-index-headers.html0001816431-26-000061
Document: 0001816431-26-000061-index.html0001816431-26-000061
Document: 0001816431-26-000061.txt0001816431-26-000061
12 reports for QSI
Performance horizon

Track record builds as more directional reports settle.

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Reports for QSI — sortable, filterable
TypeNow
Oct 15, 2026
11d ago
8-K
NEUTRAL ★ 3/10
$1.31 $1.15▼ −12.21%▼ −11.20%$1.46 (+11.45%)
Oct 15, 2026
11d ago
Press Release
NEUTRAL ★ 3/10
$1.31 $1.15▼ −12.21%▼ −11.20%$1.46 (+11.45%)
Oct 8, 2026
18d ago
8-K
NEUTRAL ★ 4/10
$1.53 $1.12▼ −26.80%▼ −24.83%$1.46 (−4.58%)
Sep 28, 2026
27d ago
8-K
BULLISH ★ 6/10
$0.9581 $1.22▲ +27.34%▲ +25.39%$1.46 (+52.38%)
Sep 23, 2026
4w ago
144
NEUTRAL ★ 2/10
$0.7850 $1.43▲ +82.17%▲ +82.58%$1.46 (+85.99%)
Sep 23, 2026
4w ago
144
NEUTRAL ★ 1/10
$0.7850 $1.43▲ +82.17%▲ +82.58%$1.46 (+85.99%)
Jun 24, 2026
17w ago
144
NEUTRAL ★ 2/10
$0.8573 $0.9241▲ +7.79%▲ +6.23%$1.46 (+70.30%)
Jun 24, 2026
17w ago
144
NEUTRAL ★ 2/10
$0.8573 $0.9241▲ +7.79%▲ +6.23%$1.46 (+70.30%)
Jun 24, 2026
17w ago
8-K
NEUTRAL ★ 4/10
$0.8573 $0.9241▲ +7.79%▲ +6.23%$1.46 (+70.30%)
Mar 20, 2026
31w ago
Insider Cluster
NEUTRAL ★ 3/10
$0.8450 $0.7640▼ −9.59%▼ −7.44%$1.46 (+72.78%)
Showing 10 of 12

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Market Closed — Opens Tue (16h 2m)

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Report published Sep 28, 2026