“This increase was due to a $3.4 million preliminary legal settlement being reached for the Delaware Stockholder Litigation in the second quarter of 2025 and a $1.8 million settlement being paid to the prior contract manufacturer that had manufactured the Plat…”10-K · Mar 3, 2026 ↗
Quantum-Si incorporated
QSI
Market read
Quantum-Si incorporated's current read is isolated; its market group is not confirming.
No new filing conclusion is available. 0 of 30 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 5 directly disclosed connections are confirming.
- QSI's market-adjusted activity becomes unusual and at least one connected name confirms.
Invalidation: The isolated read changes if QSI's group or a disclosed connection begins moving with it.
Research brief
The story so far
No new filing conclusion is available. 0 of 30 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 5 directly disclosed connections are confirming.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
- QSI's market-adjusted activity becomes unusual and at least one connected name confirms.
Company research
Understand the business, not just the ticker
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
No qualifying supportive evidence was identified.
- Latest annual revenue changed -20.3% year over year.
- Operating margin changed -1215.4 percentage points in the latest annual period.
- Net margin changed -857.0 percentage points in the latest annual period.
- Diluted shares increased 38.1% in the latest annual period.
- EV/sales is 586% above the available filing-peer median; determine whether growth and quality justify the difference.
Price as of Sep 10, 2026
0.74Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
Persistent and emerging business drivers
“This cash used was primarily attributable to our net loss of $19.2 million, which resulted from continued spend on research and development and commercialization efforts.”10-Q · May 7, 2026 ↗
“This decrease was primarily driven by a $1.3 million decrease in payroll and payroll-related costs resulting primarily from the reduction in headcount related to the November 2024 restructuring, a $0.9 million decrease in laboratory supplies expense, a $0.4 m…”10-Q · Nov 5, 2025 ↗
Valuation discipline
Descriptive valuation snapshot
Price/sales 59.9× · EV/sales 51.0×. Comparisons use only industry-matched filing peers.
Fewer than 4 annual revenue periods; too little history to scaffold scenarios.
Price action
How the market is pricing the story
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for QSI. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
No comparable filing assessment is available yet
Jodie has not yet found a suitable current-versus-prior filing comparison for QSI. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind QSI
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
ILMNIllumina, Inc.competitorMar 3, 2026 ▾
“We also may compete with a number of emerging growth companies that have developed, or are developing, proteomic products and solutions, such as Nautilus Biotechnology, Olink Proteomics (acquired by Thermo Fisher Scientific), Quanterix, Seer and SomaLogic (ac…”
NAUTFiling-linked namecompetitorMar 3, 2026 ▾
“We also may compete with a number of emerging growth companies that have developed, or are developing, proteomic products and solutions, such as Nautilus Biotechnology, Olink Proteomics (acquired by Thermo Fisher Scientific), Quanterix, Seer and SomaLogic (ac…”
QTRXFiling-linked namecompetitorMar 3, 2026 ▾
“We also may compete with a number of emerging growth companies that have developed, or are developing, proteomic products and solutions, such as Nautilus Biotechnology, Olink Proteomics (acquired by Thermo Fisher Scientific), Quanterix, Seer and SomaLogic (ac…”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 2 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
QSI is currently a Early Follower in the organic co-movement group Precious Metals Mining. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for QSI; it is not active in the latest market snapshot.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.