Quantum Computing (QUBT) Surges 13% on Strategic Acquisition and Sector Momentum – What’s Next?

Summary
• Quantum Computing (QUBT) surges 13.18% intraday, hitting a 52-week high of $12.55
• Company finalizes $110M acquisition of Luminar Semiconductor, expanding photonics capabilities
• Wedbush initiates neutral coverage with $12 price target
• Options volatility spikes, with 2025-12-26 $12 call options up 445%

Quantum Computing Inc. (QUBT) is experiencing a dramatic reversal in fortunes as its shares surge 13.18% on December 22, 2025, driven by the completion of its Luminar Semiconductor acquisition and renewed sector optimism. The stock’s intraday range—from $10.88 to $12.55—reflects intense short-term volatility, with options traders amplifying the move through leveraged positions. This surge follows a year of underperformance, as QUBT’s 40% annual decline contrasts with broader quantum computing gains. The acquisition and strategic pivot signal a potential inflection point for the company.

Strategic Acquisition and Sector Re-rating Drive QUBT’s Rally
Quantum Computing’s 13.18% intraday surge is directly tied to the completion of its $110 million acquisition of Luminar Semiconductor, a move that bolsters its photonics-based quantum computing platform. The acquisition, finalized on December 22, provides QUBT with 100+ patents and a state-of-the-art supply chain for Thin-Film Lithium Niobate (TFLN) chips, critical for next-gen telecommunications and LiDAR. Additionally, the appointment of Dr. Yuping Huang as CEO, effective January 1, 2026, signals a leadership shift focused on scaling quantum photonics. Wedbush’s neutral rating with a $12 price target further underlines the market’s cautious optimism. The rally aligns with broader sector momentum, as quantum computing stocks like IonQ and D-Wave Quantum see renewed institutional interest.

Semiconductor Sector Weakness Contrasts with QUBT’s Momentum
While Quantum Computing (QUBT) surges, the broader semiconductor sector faces headwinds, with Intel (INTC) down 0.99% intraday. This divergence highlights QUBT’s unique positioning in quantum photonics versus traditional chipmakers. D-Wave Quantum (QBTS) and Rigetti Computing (RGTI) also show mixed performance, with QBTS up 19.24% but RGTI down 14.65%. QUBT’s focus on room-temperature photonic systems differentiates it from cryogenically cooled competitors, attracting investors seeking scalable quantum solutions. The sector’s fragmentation underscores QUBT’s strategic advantage in niche applications like LiDAR and Edge-AI.

Leveraged ETF and Options Playbook for QUBT’s Volatility
• Tradr 2X Long QUBT Daily ETF (QUBX): 25.69% intraday gain, ideal for amplifying QUBT’s momentum
• 200-day MA: $13.68 (above current price), 30-day MA: $11.64 (below), RSI: 49.65 (neutral), MACD: -0.66 (bearish), Bollinger Bands: $9.66–$13.76 (range-bound)

QUBT’s technicals suggest a short-term bullish bias, with key support at $10.88 and resistance at $13.76. The 2X leveraged ETF QUBX offers amplified exposure to this range, while options traders can capitalize on high volatility. Two top options from the chain are:

• QUBT20251226C12: Call option, strike $12, expiration 2025-12-26, IV 72.18%, leverage 20.55%, delta 0.64, theta -0.0999, gamma 0.3576, turnover $221,420
- High liquidity and moderate delta make this ideal for a 5% upside scenario (target $12.94), yielding a $0.94 payoff per share.
• QUBT20251226C12.5: Call option, strike $12.5, IV 73.62%, leverage 35.23%, delta 0.4565, theta -0.0860, gamma 0.3733, turnover $140,626
- Strong gamma and leverage suit aggressive bulls, with a 5% upside (target $13.00) yielding a $0.50 payoff.

Aggressive bulls may consider QUBT20251226C12 into a bounce above $12.50, while QUBX offers a leveraged play on the sector re-rating.

Backtest Quantum Computing Stock Performance
The QUBT (Quantitative Underwriting Business Team) experienced a notable intraday surge of 13% in 2022, and its performance was backtested from January 1, 2022, to December 22, 2025. The backtest results indicate a mixed performance with varying win rates and returns over different time frames.

QUBT’s Breakout: A Strategic Inflection Point or Fleeting Rally?
Quantum Computing’s 13.18% surge reflects a pivotal shift in its strategic trajectory, driven by the Luminar acquisition and sector re-rating. While technicals suggest a short-term bullish bias, investors must monitor key levels: a break above $13.76 (Bollinger Upper Band) could validate a long-term breakout, while a drop below $10.88 (intraday low) would signal renewed weakness. The semiconductor sector’s underperformance, with Intel (INTC) down 0.99%, highlights QUBT’s divergence from traditional tech plays. For now, the Tradr 2X Long QUBT ETF (QUBX) and selected call options offer high-conviction plays on the company’s momentum. Watch for QUBT’s integration of Luminar assets and its Neurawave platform’s commercial performance in 2026.