IONQ's $1.8B SkyWater deal signals a shift to vertically integrated quantum, spotlighting three enablers, NOC, NET & ARQQ, set for 10%+ earnings growth in 2026.
Palo Alto Networks Inc (NYSE:PANW, XETRA:5AP) recently hosted its Quantum-Safe Summit, bringing together experts in quantum computing and cryptography to discuss emerging threats and protections in the era of quantum technology. The event featured John Martinis, 2025 Physics Nobel Laureate, and Dustin Moody, lead of Post-Quantum Cryptography Standardization Projects at NIST.
IonQ (IONQ) offers a compelling long opportunity, driven by rapid revenue growth, credible commercialization, and strong institutional backing. QUBT is a high-risk short, with negligible revenues, questionable commercialization, and an inflated valuation exceeding 3200x sales. A 'long IONQ, short QUBT' pair trade neutralizes sector volatility, isolating execution and valuation differentials between the two quantum players.
RGTI is leaning on strategic partnerships, hybrid computing and public-sector ties to speed progress toward scalable quantum systems.
With its major acquisition of Quantum Circuits now complete, D-Wave Quantum Inc. NYSE: QBTS has begun to present itself as the world's leading quantum computing firm. The company now occupies a prominent position in both annealing and gate-model technology development, a dual-focus approach that sets it apart from competitors in the space.
RGTI is deepening partnerships across AI, academia and government to validate its quantum roadmap.
IonQ Inc (NYSE:IONQ) shares are up 6% to trade at $50.08 at last glance, after the quantum computing giant announced it will acquire semiconductor maker SkyWater Technology (SKYT) in a deal valued at $1.8 billion.
QMCO teams up with Telestream to certify DIVA on ActiveScale storage as it targets $67M Q3 revenue, backed by a $25M backlog and debt reset.
Even compared to its closest competitors, Quantum Computing stock is extremely expensive. The company has quadrupled its share count over the last three years to raise money.
D-Wave Quantum stock has soared in the quadruple digits in recent years as investors bet on potential quantum computing winners. Quantum computing isn't yet delivering major revenue or profit -- but certain AI companies are generating spectacular earnings growth.
Pulsar Helium shares rose 27% to 92.18p after the company confirmed further progress on its staged acquisition of Quantum Hydrogen, a subsidiary of Oscillate PLC, in an all-share transaction announced last year. On 20 January, Pulsar issued 145,434 new shares to Oscillate to satisfy the third monthly tranche of its share-based payments, valued at US$80,000.
D-Wave Quantum Inc. NYSE: QBTS, the $10-billion quantum computing company with a share price that has soared by more than 358% in the last 12 months, is working to position itself as the go-to quantum firm in a crowded field that also includes competitors like IonQ Inc. NYSE: IONQ, Rigetti Computing NASDAQ: RGTI, and others.