Quantum-Si outlines new instrument acquisition models to grow installed base amid NIH funding headwinds
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Aug 05 2025
0mins
Source: SeekingAlpha
Management Insights: Quantum-Si's CEO highlighted a strategic shift towards expanding instrument acquisition options to counteract reduced capital purchases from U.S. academic labs, while also announcing advancements in their innovation pipeline, including new sequencing kits and the Proteus system.
Financial Overview: The company reported Q2 2025 revenue of $591,000, down from $842,000 in Q1, with a gross margin improvement to 59%. Despite short-term revenue challenges due to NIH funding uncertainties, management remains optimistic about long-term growth potential and has extended its cash runway into 2028.
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Analyst Views on QSI
Wall Street analysts forecast QSI stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for QSI is 2.67 USD with a low forecast of 1.50 USD and a high forecast of 4.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
3 Analyst Rating
2 Buy
1 Hold
0 Sell
Moderate Buy
Current: 1.170
Low
1.50
Averages
2.67
High
4.00
Current: 1.170
Low
1.50
Averages
2.67
High
4.00
About QSI
Quantum-SI Incorporated is a life sciences company. The Company has designed and developed a hardware, consumable and software solution to provide a solution for protein detection and analysis. It has developed a proprietary universal single-molecule detection platform enables Next-Generation Protein Sequencing (NGPS), the ability to sequence proteins. Its launched product consists of Platinum, the Platinum Analysis Software and consumables. Its flagship protein sequencing instrument, Platinum, is designed to make the power of single-molecule detection and NGPS accessible. Platinum is designed to provide a streamlined workflow compared to legacy MS workflows. Platinum uses its proprietary semiconductor chip that leverages time-domain sequencing with an initial focus on NGPS for an unbiased view of the proteome.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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Quantum-Si Grants 39,920 RSUs to New Employees Under 2023 Inducement Plan
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