Thesis status
NEEDS_MORE_DATA → INTACT
Current stock research snapshot · 7/31/26 26 days old
QSIQuantum-Si
Investment conviction●●○○○2 of 5 · current snapshot
Research target$2.50Current stock price target
Investment thesis statusINTACTLast reviewed 7/31/26
Market cap$153MSnapshot value · 7/31/26
Research history
See all QSI changes ↗What changed
Healthspan taxonomy seed — see taxonomy_path
Quantum-Si Q2 2026 earnings; next-gen protein sequencing instrument sales; proteomics platform partnership milestones
Thesis breaks if Proteus launch slips past Q2 2027 (second timeline push), revenue keeps collapsing (FY26 guide ~$1.0M vs $2.4M FY25), or ~10% semi-annual dilution continues during the build. (vault 2026-08)
Neutral — No investor-style discussion found. [X search Aug 2026]
Snapshot · 7/31/26🟢 Lean-Bull · ins+$0.1M(1buy) · 13F 10+/12-×0.5 · short↓0.32
Snapshot · 7/31/26