Market Cap
$1.4B
XNDU
Xanadu Quantum Technologies Ltd
$4.36 ▼ -2.79%
Prev close $4.48Market cap$1.4B
ConsensusStrong Buy
12-mo target$28.75 (+560.2%)
▲ Bullish
Analyst conviction 9/10
9 New Institutional Positions Software & IT
Snapshot
The big-picture read on XNDU right now — valuation, ownership and activity at a glance.
Cap Size
Small Cap
Analyst Consensus
Strong Buy (88%)
Inst. Holders
49 funds
Inst. Value
$214.0M
Inst. Activity
9 buys / 2 sells
Social Sentiment
61° Warm
SEC Reports
5
Press Releases
1
Price chart 30d -56.2%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 30, 2026 other
Aug 27, 2026 Press Automatic Securities Disposition Plan Adopted by Xanadu Chief Operating Officer
TORONTO, Sept. 30, 2026 (GLOBE NEWSWIRE) -- Xanadu Quantum Technologies Limited (“ Xanadu ”; NASDAQ/
Xanadu announced the next phase of its collaboration with Mitsubishi Chemical to advance semiconductor fabrication using
Impact 4/10
Xanadu Quantum Technologies announced its Q2 2026 earnings release date for August 5, 2026. No financial results were di
PRESS-RELEASE — Impact 2/10
Jun 30, 2026 Inst.
Capricorn Investment Group LLC — NEW
11,080,951 shares ($134.2M)
Jun 30, 2026 Inst.
May 4, 2026 SEC Marex Group Ltd — NEW
1,182,844 shares ($14.3M)
The SEC declared Xanadu Quantum Technologies' F-1 registration statement effective on May 1, 2026, clearing the way for
EFFECT — Impact 6/10
Xanadu Quantum Technologies Ltd is a Canadian quantum computing company that recently completed a SPAC merger to go publ
F-1 — Impact 5/10
Analyst ratings buy % +2.3%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
88% rate it Buy or better · 8 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 29, 2026 | RBC Capital | INITIATE | Outperform | 55% |
| Aug 6, 2026 | Canaccord Genuity | MAINTAIN | Buy | 47% |
| Jul 29, 2026 | CIBC | INITIATE | Outperformer | 66% |
| Apr 23, 2026 | Canaccord Genuity | INITIATE | Buy | 47% |
| Apr 20, 2026 | Northland Capital Markets | INITIATE | Outperform | 51% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 2 | 5 | 1 | 0 | 0 | 88% | |
| Aug 1, 2026 | 2 | 5 | 1 | 0 | 0 | 88% | |
| Jul 1, 2026 | 2 | 5 | 1 | 0 | 0 | 88% | |
| Jun 1, 2026 | 2 | 5 | 1 | 0 | 0 | 88% | |
| May 1, 2026 | 2 | 4 | 1 | 0 | 0 | 86% |
Price targets
Where 4 covering analysts think XNDU trades over the next 12 months.
$28.75 +560.2% upside Strong Buy
Current$4.36 Low$16.00 Median$28.00 High$43.00 4 analysts
$16.00$43.00
Analyst rating Strong Buy· 1.3/5 as of Oct 2, 2026
Social media sentiment mood +20.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
61°
Warm
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
5 SEC filing reports analyzed · 1 bullish, 0 bearish, 0 mixed, 4 neutral · avg impact 4.0/10.Plus 1 press releases.
NEUTRALPRESS-RELEASE2/10
Xanadu Quantum Technologies announced its Q2 2026 earnings release date for August 5, 2026. No finan
Jul 15, 2026
BULLISHEFFECT6/10
The SEC declared Xanadu Quantum Technologies' F-1 registration statement effective on May 1, 2026, c
May 4, 2026
NEUTRALF-15/10
Xanadu Quantum Technologies Ltd is a Canadian quantum computing company that recently completed a SP
Apr 23, 2026
NEUTRAL20-F3/10
The 20-F filing is a routine annual report for Xanadu Quantum Technologies Ltd. following its recent
Apr 1, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 30, 2026
other
Automatic Securities Disposition Plan Adopted by Xanadu Chief Operating Officer
TORONTO, Sept. 30, 2026 (GLOBE NEWSWIRE) -- Xanadu Quantum Technologies Limited (“ Xanadu ”; NASDAQ/TSX: XNDU), a leading photonic quantum computing c
Sep 29, 2026
short_volume
Short Volume: XNDU — 59.4% short (2.8M / 4.6M)
Short: 2,757,957 | Exempt: 30,174 | TRF Vol: 4,643,937 | Short Ratio: 59.4% | Off-exchange volume (dark pool + OTC)
Sep 22, 2026
other
Xanadu Appoints Tara Deakin as Chief People Officer to Lead Next Phase of Global Growth
Provides information in connection with early warning requirements under applicable Canadian securities laws. Provides information in connection with
Sep 22, 2026
short_volume
Short Volume: XNDU — 65.0% short (11.5M / 17.6M)
Short: 11,472,485 | Exempt: 4,601,145 | TRF Vol: 17,643,651 | Short Ratio: 65.0% | Off-exchange volume (dark pool + OTC)
Sep 21, 2026
short_volume
Short Volume: XNDU — 77.8% short (0.8M / 1.0M)
Short: 791,379 | Exempt: 19,041 | TRF Vol: 1,017,514 | Short Ratio: 77.8% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $-0.13 | $-0.13–$-0.13 | — | +0.0% | 1↑ 0↓ | $0.0B | 1 |
| Next Q | $-0.14 | $-0.14–$-0.14 | — | +0.0% | 1↑ 0↓ | $0.0B | 1 |
| Current FY | $-0.56 | $-0.58–$-0.54 | — | +0.0% | 1↑ 1↓ | $0.0B | 2 |
| Next FY | $-0.55 | $-0.63–$-0.46 | 2.7% | +0.0% | 1↑ 0↓ | $0.0B | 2 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $-0.130 | — |
| 7d ago | $-0.130 | — |
| 30d ago | $-0.130 | — |
| 60d ago | $-0.430 | +0.300 |
| 90d ago | $-0.430 | +0.300 |
Institutional ownership
Which big funds own XNDU (from quarterly 13F filings) and who is adding or trimming.
49 institutional holders with $214.0M total value (17,744,826 shares) as of 2026-Q2. Top holders: Capricorn, Marex, Bank. Net buying activity: 9 institutions added/increased vs 2 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Capricorn Investment Group LLC | 11,080,951 | $134.2M | 62.7% | NEW |
| Marex Group Ltd | 1,182,844 | $14.3M | 6.7% | NEW |
| Bank of New York Mellon Corp | 688,414 | $8.3M | 3.9% | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 565,400 | $6.8M | 3.2% | — |
| OMERS ADMINISTRATION Corp | 500,000 | $6.1M | 2.8% | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 376,100 | $4.6M | 2.1% | — |
| UBS Group AG | 352,318 | $4.3M | 2.0% | DOUBLED +773.9% |
| Hudson Bay Capital Management LP | 345,620 | $3.7M | 1.7% | TRIM -54.2% |
| LINDEN ADVISORS LP | 339,170 | $3.7M | 1.7% | TRIM -32.1% |
| VAN ECK ASSOCIATES CORP | 226,735 | $2.7M | 1.3% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Capricorn Investment Group LLC | NEW | — | 11,080,951 | — | $134.2M |
| Marex Group Ltd | NEW | — | 1,182,844 | — | $14.3M |
| UBS Group AG | DOUBLED | 40,316 | 352,318 | +773.9% | $4.3M |
| Hudson Bay Capital Management LP | TRIM | 755,000 | 345,620 | -54.2% | $3.7M |
| LINDEN ADVISORS LP | TRIM | 499,523 | 339,170 | -32.1% | $3.7M |
| MORGAN STANLEY | DOUBLED | 460 | 122,385 | +26505.4% | $1.5M |
| PICTON MAHONEY ASSET MANAGEMENT | DOUBLED | 10,000 | 53,540 | +435.4% | $648.4K |
| Federation des caisses Desjardins du Quebec | DOUBLED | 12,972 | 27,312 | +110.5% | $328.1K |
| GEODE CAPITAL MANAGEMENT, LLC | ADD | 18,083 | 24,253 | +34.1% | $293.7K |
| ROYAL BANK OF CANADA | DOUBLED | 1,700 | 14,024 | +724.9% | $170.0K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for XNDU.
Shares short
7,221,889
Settlement Sep 15, 2026
Change vs prior
+46.6%
Semi-monthly cycle
Days to cover
4.4
At avg daily volume
Of shares outstanding
≈2.4%
Estimate — not % of float
All XNDU filing & press-release reports (6)
- PRESS-RELEASE reportAug 27, 2026
- PRESS-RELEASE reportJul 15, 2026
- EFFECT reportMay 4, 2026
- F-1 reportApr 23, 2026
- 20-F reportApr 1, 2026
- EFFECT reportMar 2, 2026