ARQQ
Arqit Quantum Inc.Evidence as of 2026-09-09The desk's Snapshot
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Overview · Arqit Quantum Inc.
Arqit Quantum Inc. provides cybersecurity services through satellite and terrestrial platforms in the United Kingdom. It offers QuantumCloud, a Platform as a Service that creates unbreakable software encryption keys. The company also provides maintenance and support, and professional services. Arqit Quantum Inc. is based in London, the United Kingdom.
Management team
- Mr. Nicholas M Pointon · CFO & Executive DirectorFind on LinkedIn
- Mr. Patrick Willcocks · General Counsel & Corporate SecretaryFind on LinkedIn
- Mr. Scott Alexander · Chief Product OfficerFind on LinkedIn
- Mr. Tracy Mehr · Chief Financial Strategy OfficerFind on LinkedIn
Start free to see the full management team.
Links open LinkedIn searches, not verified profiles. Team data from our market-data vendor's company profile.
Moneyta sentiment
Where the published evidence leans after the desk debated it, not a rating or a recommendation.
−0.9 on a −2 to +2 scale (was −0.8 before the debate changed the read).
What builds the score
Solid bars are analyst rubric scores; faded bars are computed directly from data. Claims dropped in debate count for nothing; weakened claims count at half weight.
Editor's note
Written after the debate settled. The rest of the page is the evidence behind it.
The desk’s surviving evidence yields a cautious balance ( Cautious , -0.9 of a possible +2; confidence high ). Arqit’s reported total assets fell from $ 123,872,000 as of FY 2022 to $ 99,785,000 as of FY 2023 and then to $ 29,385,000 as of Q2 2025, while total equity contracted from $ 78,555,000 as of FY 2022 to $ 15,978,000 as of Q2 2025. Cash and cash equivalents moved from $ 48,966,000 as of FY 2022 down to $ 18,705,000 as of FY 2024 before rising to $ 24,781,000 as of Q2 2025; total liabilities similarly declined from $ 45,317,000 to $ 13,407,000 over the same span.
Market and ownership signals sit unevenly alongside those fundamentals: three‑month momentum was + 76.2% as of 2026-09-08, beta versus SPY is 4.13 with ninety‑day annualized volatility at + 138.5% and a three‑year maximum drawdown of - 86.7%. Institutional reported holdings value was $ 66 for the quarter ended 2026-03-31 with a one‑quarter reported drop of - 100.0% in value and a net holder count decline of 19; media and filing items include a Form 424B3 on 21 May 2026, a Form 6‑K on 19 August 2026, several partnership press releases, and both insider sales and director acquisition-like transactions reported in 2026.
How this note was made
every stage ran before the note was writtenAnalyst desk
Mercer, Oakes, Nash, Ellis, Yates, Talbot and Archer. The desk: named AI agents, not people. Each reads one slice of the evidence and nothing else (no outside knowledge, no browsing), so every finding traces to a source you can open.
Reads the XBRL figures companies file with the SEC (revenue, margins, income, debt and share count, quarter by quarter) and reports which way the trend is running.
Total assets declined from $123,872,000 as of 2022-09-30 to $99,785,000 as of 2023-09-30 and further to $29,385,000 as of 2025-03-31.
XBRL companyfacts · 0001558370-24-016028Cash and cash equivalents decreased from $48,966,000 as of 2022-09-30 to $44,455,000 as of 2023-09-30, then to $21,328,000 as of 2024-03-31 and $18,705,000 as of 2024-09-30, before rising to $24,781,000 as of 2025-03-31.
XBRL companyfacts · 0001558370-24-016028Reads the filings themselves, above all the year-over-year diff of Item 1A risk factors: which risks a company added, dropped or quietly reworded since its last annual report.
Which filings the desk reads
The desk reads the annual 10-K in full: its risk factors, and how they changed since last year. Quarterly 10-Qs and event filings (8-Ks, insider Form 4s) are listed for context but not read line by line: the 10-K is where the material risk disclosures live. A brand-new company, or one we have only just begun tracking, may have no annual report on file yet; its risk analysis fills in once that lands.
A Form 424B3 (prospectus/registration filing) for Arqit Quantum Inc. was filed on 21 May 2026.
424B3 filed 2026-05-21A Form 6-K (current report) for Arqit Quantum Inc. was filed on 19 August 2026.
6-K filed 2026-08-19Reads the signal panel above (momentum, volatility, drawdown, relative strength and beta) and ranks each against the whole research universe rather than judging it in isolation.
Three-month momentum is +76.2% as of 2026-09-08.
Moneyta signal set · 2026-09-08weakened in debateBeta versus SPY is 4.13 and correlation with SPY is 0.45 as of 2026-09-08.
Moneyta signal set · 2026-09-08Reads which funds hold the name and at what weight, plus insider Form 4 filings, to show the exposure you may already carry through index funds.
13F filings carry a 45-day reporting lag and the reported quarter is the latest REPORTED quarter, not today's book.
13F holdings · 1 filers · as of 2026-03-31Institutional reported total holdings value was $66 as of the quarter ended 2026-03-31.
13F holdings · 1 filers · as of 2026-03-31Reads recent headlines that are genuinely about this company, ignoring rating chatter and market-wide stories. Findings argue in the debate but never move the sentiment score.
Several short-form trading pieces emphasize Arqit Quantum Inc. (ARQQ) price action and its role in institutional models and liquidity/tactical signals across multiple dates.
News · news.stocktradersdaily.com · 2026-09-06A GlobeNewswire release reports that Arqit, Es’hailSat and AIEE demonstrated quantum-safe satellite security on 1 September 2026.
News · globenewswire.com · 2026-09-01Reads parsed Forms 3/4/5: who bought or sold, at what size, and whether a 10b5-1 plan was involved. Flags clustered open-market officer buying; treats plan sales as routine and never counts a fund or 10%-holder as an officer.
Bers Jennifer (Chief Revenue Officer) reported a sale of 8,288 shares valued at "$178k" on 2026-06-22.
Form 4 · Bers Jennifer (Chief Revenue Officer) · $0 code M · 2026-06-22Leaver Andrew (Chief Executive Officer) reported a sale of 7,595 shares valued at "$103k" on 2026-04-06.
Form 4 · Leaver Andrew (Chief Executive Officer) · $103k sold · 2026-04-06Reads the implied-expectations math built from the company's own filings (the growth rate today's price would justify, and the multiples beside it) and argues whether the market's bar looks high or low for this business. Never turns the math into a target.
The closing price used was $22.59 on price date 2026-09-08 and the model reports an implied_growth value of null.
Valuation inputs · SEC XBRL + stored EOD closeMarket capitalization is reported as $304,481,077 and enterprise value is reported as $282,997,545.
Valuation inputs · SEC XBRL + stored EOD closeDebate and risk review
A bull and a bear contest the claims and the chair rules on each; the risk review stress-tests what survived.
A bull and a bear argue the analysts' claims across two rounds, then a chair rules on each one. Only what survives feeds the score. The argument is shown, not hidden, so you can judge the reasoning yourself.
Several items in the evidence set jointly support a favorable read: pronounced short-term market momentum (+76.2% three-month) and recent positive newsflow (quantum-safe satellite demo, cloud sovereignty collaboration, and a reported new stake by a quantitative manager) suggest renewed market attention and potential commercial traction. Balance-sheet dynamics show liabilities materially declining and cash recovering from interim lows, which together reduce near-term funding pressure compared with earlier periods. Insider acquisition-like transactions by two directors provide additional supportive signals within the filings. While fundamentals show prior equity and asset declines, the combination of strong market momentum, partnership/customer announcements, institutional interest reported in the news, and director purchases constitutes a cluster of evidence that can be read favorably in an informational context.
Chair's verdict, claim by claim
Fragility · computed, not argued
balanced0.32
37 surviving claims rest on 17 distinct sources; the heaviest analyst carries 16% of them, and 97% of what the desk raised survived the debate.
The read rests on a modest set of distinct sources and most of the desk’s points survived internal challenge, which raises confidence in internal consistency. However source concentration and a single analyst carrying a noticeable share of claims mean the evidence is somewhat brittle: a small number of additional filings or a single corrected source could materially change the picture, and key valuation inputs are still missing so conclusions should be weighted accordingly.
Peer context · computed, not argued
12-1 momentum ranks 17th of 21 in Software—Infrastructure (as of 2026-09-08).
6-month relative strength ranks 9th of 21 in Software—Infrastructure (as of 2026-09-08).
90-day volatility ranks 2nd of 21 in Software—Infrastructure (as of 2026-09-08).
Disconfirming evidence · base rates · falsifiers
Context
Outside consensus, and where this name already sits in your own portfolio.
Third-party consensus shown for context. It never enters Moneyta sentiment. When the two diverge, the debate above is where the why lives.
What this was built from
Every figure on this page traces to one of these. The desk reads only what is listed here (no outside knowledge, no browsing), and each card shows who read it and what it contributed to the score.
6 filings· 1 cited
SEC XBRL filings
Quarterly figures as filed with the SEC, read straight from EDGAR's structured data, not retyped or estimated.
Read by Mercer−1.2 to the score
2 documents
SEC filing documents
The filings themselves, including the year-over-year comparison of Item 1A risk factors.
Read by Oakes+0.0 to the score
1 signal set
Moneyta signal set
Computed from our own end-of-day price history and ranked against the whole research universe. No AI involved.
Read by Nash−1.1 to the score
1 holdings record
Fund holdings
Which funds hold this name and at what weight, plus insider Form 4 filings.
Read by Ellis−1.6 to the score
8 headlines· 2 cited
News coverage
Recent headlines about this company, rating chatter excluded and nothing published after the report date.
Read by Yatesnothing survived
15 filings· 2 cited
Insider filings
Parsed Forms 3/4/5 from EDGAR: named insiders, share counts, prices, and 10b5-1 plan state, with stated and inferred flags kept apart.
Read by Talbot−0.3 to the score
1 computation
Valuation inputs
TTM cash-flow figures from the company's own XBRL filings, priced with the stored closing price. Implied growth and multiples only; no fair-value dollar figure reaches the desk, by design.
Read by Archercontext only
1 record· 0 cited
Company profile
Sector, industry and company details.
1 record· 0 cited
Analyst consensus
Third-party consensus, shown for context only; it never enters Moneyta sentiment.
Read means we pulled and handed it to an analyst; cited means a claim on this page points at it. Reading twelve quarters to state one trend is normal; the gap is shown rather than hidden.
Written by AI, checked against sources
The analysts, the bull–bear debate and the editor's note are AI agents reading only the evidence listed on this page. They can misread a filing or a headline, which is why every claim cites a source you can open and check yourself. The sentiment score is arithmetic over the claims that survived the debate, not a language model's opinion.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations. Past patterns do not indicate future results.
The full terminal on ARQQ Gold
Who holds it, who's buying, what the Street thinks: live behind the lock, updated as filings land.
Institutional holders
Net institutional flow, Q/Q
Largest holder position
Insider buys, 90 days
Clustered insider value
Street target range
The real figures are for members. Educational analysis, not advice.
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