D-Wave Quantum (QBTS 1.27%) is growing revenue at triple-digit rates while its stock trades far below recent highs. I explore why accelerating bookings, defense partnerships, and commercialization momentum could reshape the long-term narrative and what must happen financially for shares to justify a powerful move higher.
QUBT eyes 2026 growth from Luminar Semiconductor acquisition, Fab 1 foundry ramp, photonic AI systems and strong $1.55B capital base.
Analysts are optimistic over the growth prospects for IonQ, D-Wave Quantum, and Rigetti Computing.
QBTS gains attention after launching Advantage2, advancing gate-model chips and nearing Advantage3 milestones in a pivotal year.
RGTI builds momentum in quantum computing with strategic partnerships, early system orders and funding as it targets larger, fault-tolerant machines.
Two of the market's most closely watched speculative growth names got hit hard on Tuesday.
Rigetti Computing is upgraded to Neutral, as valuation multiples have normalized following a significant pullback. Rigetti faces product delays, notably the 108-qubit system, but a recent $8.4M India PO offers a potential revenue catalyst for CY26. Revenue inflection hinges on the timing of recognizing the new $8.4M backlog and overachieving CY26 expectations of $21.3M, implying 178% growth.
The stock prices of the so-called Quantum Four are back on the rise today, after already accruing significant gains yesterday as well.
IonQ, D-Wave Quantum and Rigetti show over 100% average price target upside for March 2026 despite macro and sector volatility.
National security-led quantum adoption is emerging as a demand catalyst for IonQ, with 2026 revenue expectations now serving as the clearest near-term yardstick.
Quantum computers allow calculations to be performed at vastly greater speeds than current devices. Experts say that we could soon see quantum systems with commercial value.
Quantum computing remains a distant threat to bitcoin's security, with new research from CoinShares showing institutional investors have little reason for immediate concern about the technology's impact on bitcoin holdings. The debate around quantum computers potentially breaking bitcoin's cryptographic security has intensified recently, but the practical risks remain far off, according to the report.