Opinions Nick Mersch, CFA
Xanadu Quantum TechnologiesXNDU.TORISKYMay 13, 2026
Nick Mersch, CFAUnknown
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Stock price when the opinion was issued
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TOP PICK
Canadian company. Just went public a month or so ago. Chart resembles the Palantir IPO. On the photonic quantum computing side -- infrastructure part of the stack. Shares came down on founding shareholders selling shares. Great buying opportunity.
Has about $300M in cash, which is not as much as some. Definitely buy here, another 1/3 at $13, and final 1/3 around $12.50. (Price target in USD.) No dividend.
Kim BoltonOwned
0
PARTIAL SELL
Investor's up 240% in only 2 weeks. What to do?
One of two leaders in quantum computing in Canada. Don't add here. Depending on how big your position is, write some calls. If your position isn't big enough to do that, he'd take 1/3 off the table -- that way you're a winner whether it goes up or down.
Quantum computing is a really exciting area in terms of maximizing compute. Uses photonics. If you think of AI as a sliding scale of improvement, quantum will be a binary event. There will be Before Quantum and After Quantum. Stock popped when NVDA said it was improving AI models using quantum.
This stock is a call option on quantum working overall. FCF won't be predictable in short term, more speculative.