Industry Overview - The quantum computing market is projected to be worth between $28 billion and $72 billion annually by 2035, indicating significant growth potential [8] - If a company successfully develops a viable quantum computer, it could be valued at hundreds of billions of dollars [1] Company Analysis - IonQ and D-Wave Quantum are two prominent companies in the quantum computing space, each employing different technologies to advance the field [2][4] - IonQ utilizes a trapped ion approach, leveraging lasers to cool atoms to near absolute zero, enabling quantum mechanical data processing [4] - D-Wave Quantum employs quantum annealing techniques to find optimal solutions for complex problems, making it suitable for optimization and sampling tasks [6] Market Potential - If either IonQ or D-Wave captures a significant share of the projected quantum computing market, their stock values could see substantial increases, with potential gains of 1,000% or more [2][11] - Assuming a 90% market share capture in a $50 billion market, potential annual revenues could reach $45 billion, leading to significant market cap increases for both companies [9][11] Financial Metrics - IonQ has a current market cap of approximately $12 billion, while D-Wave's market cap is around $7.7 billion [5][10] - If either company achieves $45 billion in annual revenue, IonQ could see a market cap increase to $400 billion, representing a potential gain of 2,885%, while D-Wave could achieve a gain of 5,233% [11]

Core Insights - Quantum computing is seen as a transformative technology with potential applications across various industries, including pharmaceuticals, materials science, finance, and cybersecurity, addressing problems beyond the capabilities of classical computers [3] - D-Wave Quantum is focusing on a dual-platform approach, combining its existing quantum annealing system with a new acquisition, Quantum Circuits Inc. (QCI), to enhance its capabilities in gate-model quantum computing [5][6] Company Overview - D-Wave Quantum's stock experienced a decline of 18.9% in January, despite the company's strategic moves to advance its quantum computing technology [1] - The company is known for its energy-efficient quantum annealing system, which is commercially available and designed to optimize decision-making and operations for enterprises [4] Recent Developments - D-Wave completed the acquisition of QCI for $550 million, which includes $300 million in stock and $250 million in cash, aimed at developing scalable gate-model quantum computers [5][6] - The acquisition is viewed as potentially transformational, providing D-Wave with a balanced approach between its existing systems and future developments in general-purpose, fault-tolerant computing [5] Financial Performance - D-Wave reported approximately $22 million in revenue for the first nine months of 2025, which represents a more than threefold increase compared to the previous year [6] - The company held a cash balance of $836.2 million as of September 30, 2025, indicating a strong liquidity position despite the significant acquisition [6] Market Position - D-Wave's current market capitalization is approximately $7.7 billion, with a gross margin of 82.82% [8] - The stock has shown volatility, with a 19% drop in January, highlighting the risks associated with investing in early-stage quantum computing companies [8][9]

Get alerts: IonQ, D-Wave Quantum, and Quantum Computing are the seven Quantum Computing stocks to watch today, according to MarketBeat’s stock screener tool. “Quantum computing stocks” are shares of companies that develop, manufacture, or commercialize quantum computing hardware, software, algorithms, services, or enabling components (such as control electronics and quantum-safe cryptography). From an investor perspective these equities are typically viewed as speculative, long‑horizon plays with high tec ...

Core Viewpoint - D-Wave Quantum is positioning itself for significant growth, potentially transforming its future and offering substantial returns for investors willing to accept volatility [1] Group 1: Company Developments - D-Wave Quantum is making a bold move that could redefine its future [1] - The stock price of D-Wave Quantum increased by 20.19% as of January 27, 2026 [1] Group 2: Market Context - The discussion revolves around whether the market is prematurely optimistic about D-Wave Quantum's potential [1] - The video highlights the catalysts driving this optimism, as well as the associated risks [1]

Group 1 - D-Wave Quantum's stock experienced a significant increase of over 20% in a single trading day, coinciding with a 2% gain in the S&P 500 and a 2.2% rise in the Nasdaq Composite [1] - The rally in D-Wave's stock was partially driven by Amazon's announcement of a $200 billion investment in AI data-center infrastructure and other growth initiatives [2] - Despite the recent gains, D-Wave's stock remains down 53.5% from its all-time high, indicating a volatile market position [3] Group 2 - D-Wave is positioned well in the quantum computing market, with its annealing approach providing commercialization opportunities and potential for long-term growth through gate-model technology [4] - The outlook for D-Wave is speculative, with the possibility of significant upside but also substantial risks for investors, suggesting a binary outcome for long-term shareholders [5] - D-Wave Quantum was not included in a recent list of the top 10 stocks recommended by a prominent investment advisory, which could indicate a cautious sentiment among analysts regarding its investment potential [6]

Key Takeaways QBTS has fallen about 23% YTD as markets rotate away from speculative growth amid higher-for-longer rates.D-Wave revenues were $21.8M in the first nine months of 2025 with 80% gross margins & 100 paying customers.QBTS ended Q3 with over $800M in cash to scale QCaaS & advance Advantage platforms amid tough macro scenario.D-Wave Quantum’s (QBTS) roughly 23% decline so far in 2026, underperforming the broader markets and key benchmarks, shows how investors are differentiating between early-stage, ...

Quantum computers could represent the next leap forward for the tech sector. Unlike classical computers, which still store data as binary bits of zeros and ones, quantum computers can store those zeros and ones simultaneously in a quantum state as qubits. That difference enables quantum computers to crunch more data and perform specific tasks much faster than their classical counterparts, but they're also bigger, pricier, and less power-efficient. However, Fortune Business Insights expects the quantum co ...

Core Insights - D-Wave Quantum's stock has experienced an 18.8% decline since the beginning of the year, but has surged over 150% since the start of 2025, indicating potential volatility and investment opportunities [1]. Group 1: Company Overview - D-Wave's quantum systems utilize quantum annealing, which differs from the gate-model quantum computing used by competitors like Rigetti Computing and IonQ. This approach allows D-Wave to excel in solving specific types of problems, such as optimizing data configurations [2][3]. - Quantum annealing, while not as accurate as gate-model quantum computing or classical computing, can provide faster and more cost-effective near-optimal solutions for certain problems, presenting a competitive edge for D-Wave in a less crowded niche [4]. Group 2: Recent Developments - D-Wave has completed the acquisition of Quantum Circuits, positioning itself as the "world's first and only dual-platform quantum computing company." This strategic move aims to address a broader range of complex computational problems, although its long-term impact remains uncertain [5].

While the AI-driven rally in technology stocks has created immense wealth, there is an underlying concern about valuations. As Microsoft (MSFT) reported Q2 earnings, the stock fell by almost 12% on concerns related to high capital expenditures and Azure’s revenue growth being just above expectations. This triggered a broader selloff in the technology sector, with quantum computing stocks being among the victims. However, for investors focused on long-term fundamentals, the correction seems like a good bu ...

Key Takeaways IONQ fell 10.9% in January as quantum stocks slid amid tech jitters and risk-off sentiment.IonQ's $1.8B SkyWater deal lifts sentiment, boosting vertical integration and defense exposure.D-Wave's $30M contracts and Advantage2 adoption helped stabilize shares after January losses.In January 2026, the quantum computing sector resumed one of its familiar rhythms — volatility. Pure-play names like IonQ (IONQ) , Rigetti Computing (RGTI) and D-Wave Quantum (QBTS) , which captured investor imagination ...