DoubleVerify Holdings (DV) came out with quarterly earnings of $0.31 per share, missing the Zacks Consensus Estimate of $0.33 per share. This compares to earnings of $0.13 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -6.63%. A quarter ago, it was expected that this software platform for digital media measurement and analytics would post earnings of $0.09 per share when it actually produced earnings of $0.22, delivering a su ...

Quantum computing stocks up today: IonQ, D-Wave, Rigetti. Why? - Fast CompanyLOGIN[SUBSCRIBE]- [INNOVATION FESTIVAL]- [Video]- [Podcasts]- [Games]- [Work Life]- [Leadership]- [News]- [Design]- [Tech]- [Premium]|[Custom Studio]- [Texas A&M University]- [IBM]BY [Michael Grothaus]Listen to this Article [More info]0:00 / 0:00The stock prices of the so-called Quantum Four are back on the rise today, after already accruing significant gains yesterday as well.The upward trend is a reversal for IonQ, D-Wave, Rigett ...

Shares of eponymous quantum computing company Quantum Computing Inc. (NASDAQ: QUBT) soared 8% through 12:45 p.m. ET Wednesday. And why? That's not entirely clear. So far as I can tell, there's no significant quantum stock news concerning Quantum Computing stock today, nor concerning quantum stocks in general -- at least not here in the U.S. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the criti ...

What happened According to a February 17, 2026, SEC filing, Anson Funds Management LP sold its entire 5,373,455-share position in Quantum Computing Inc. (NASDAQ:QUBT)during the quarter. The estimated transaction value is $98.93 million, derived from average closing prices in the quarter. The fund reported a quarter-end position value drop of $98.93 million, capturing the combined effect of share sales and any price changes. What else to know Anson Funds Management LP has fully exited QUBT, bringing its ...

Core Insights - Rigetti Computing (RGTI) is set to release its fourth-quarter and full-year 2025 results on March 4, 2026, which is anticipated to be a crucial update for investors assessing the company's recent commercial achievements and technical progress [1][9] Financial Performance - In the third quarter, RGTI's revenue fell by 18% year-over-year to $1.9 million, with a significant reduction in gross margin to 21% due to contract mix and pricing variability [1][2] - The company has secured $5.7 million in Novera system purchase orders and a $5.8 million AFRL contract, which are expected to positively impact fourth-quarter revenue [2] - The Zacks Consensus Estimate for Rigetti's 2026 earnings suggests a substantial 74.3% improvement compared to the previous year [12] Strategic Developments - Rigetti has revised the timeline for the general availability of its 108-qubit quantum computing system, Cepheus-1-108Q, now aiming for availability by the end of Q1 2026 [3] - Investors should monitor updates regarding DARPA Phase B engagement and developments related to NVIDIA's NVQLink hybrid computing ecosystem [4] Market Position and Valuation - Rigetti's shares have increased by 7.4% over the last six months, contrasting with an 18.2% decline in the industry [8] - The company currently has a price-to-book ratio of 14.13, which is above the industry average, and carries a Value Score of F [11]

Core Viewpoint - Quantum computing stocks, particularly IonQ and D-Wave, experienced significant declines last week, while Rigetti showed relative resilience despite also falling slightly. The overall sentiment in the quantum computing sector remains bearish as investors shift focus to more stable industries [1]. Group 1: Stock Performance - IonQ (IONQ) fell 6.48% last week, closing at $31.90, marking a one-month loss of 34% and a year-to-date decline of nearly 29% [1]. - D-Wave (QBTS) dropped 8.19% to $18.06, with a year-to-date decline of nearly 31% [1]. - Rigetti (RGTI) was the best performer among quantum stocks, declining only 1.06% to $15.92, but still down 28% year-to-date [1]. Group 2: Insider Activity and Market Sentiment - Insiders across IonQ, Rigetti, and D-Wave net-sold approximately $615 million in shares over the past year, indicating a lack of confidence among those with the most information [1]. - IonQ's insider transactions showed a net direction of selling, with 10 recent transactions reported [1]. - The composite sentiment score for IonQ is 37.99 (Bearish), while Rigetti's score is 34.58 (Bearish), contrasting with D-Wave's score of 67.91 (Bullish) [1]. Group 3: Earnings Expectations - IonQ is set to report Q4 2025 results on February 25, 2026, with analyst consensus expecting a loss of $0.47 EPS and revenue of $40.38 million [1]. - Prediction markets indicate a 76% probability of IonQ beating earnings expectations, raising questions about whether this potential beat is already priced into the stock [1]. - Rigetti will report its Q4 2025 and full-year 2025 financial results on March 4, 2026, with analysts projecting a GAAP EPS of -$0.05 and revenue of $2.33 million [1].

Core Insights - Rigetti Computing (RGTI) aims to develop a 1,000-plus qubit machine by 2027, leveraging a chiplet-driven design strategy that has moved beyond conceptual stages to practical scalability [1][3] Rigetti's Development Strategy - The company is transitioning from 9-qubit chiplets to 36-qubit modules, which will be the foundational components of larger quantum systems, thus mitigating fabrication yield challenges and engineering complexities associated with large processors [2] - The 36-qubit chiplets are achieving nearly 99.5% two-qubit gate fidelity, supporting the goal of reaching approximately 150 qubits by 2026, with further scaling planned thereafter [2][9] - Rigetti's modular design philosophy allows for independent production and validation of components, reducing operational risk and enabling consistent performance improvements, making the 2027 target a calculated progression [3] Industry Peers Updates - Quantum Computing Inc. (QUBT) is enhancing its commercial positioning through an integrated photonics strategy and expanding customer traction in government and enterprise markets, while also improving its manufacturing capabilities [4][5] - Arqit Quantum Inc. (ARQQ) is advancing its commercial momentum by deploying its quantum-safe encryption platform and integrating with telecom and enterprise partners, positioning itself as a scalable cybersecurity infrastructure provider [6][7] Rigetti's Financial Performance - Rigetti's shares have increased by 12.5% over the last six months, contrasting with a 16.8% decline in the industry [8] - The Zacks Consensus Estimate for Rigetti's 2026 earnings indicates a significant 75.9% improvement from the previous year, with a projected growth rate of 74.3% for 2026 earnings [9][12] - Rigetti currently trades at a price-to-book ratio of 14.73, which is above the industry average, and holds a Value Score of F [10]

Core Insights - Microsoft is confident that by 2029, quantum machines will achieve commercial value, performing calculations beyond classical machines' capabilities [1][2] - The transition to hybrid quantum-classical computing systems is expected to shift from experimental research to practical deployment by the end of the decade [2] Quantum Stocks to Watch - IonQ, Inc. (NYSE:IONQ) has achieved high fidelity with its Tempo system and holds a strong cash position following strategic acquisitions [3] - D-Wave Quantum Inc. (NYSE:QBTS) specializes in quantum annealing, focusing on optimization problems in logistics and finance [4] - Rigetti Computing, Inc. (NASDAQ:RGTI) offers a full-stack approach with superconducting qubits and a cloud-based integration platform for enterprise users [4] - Quantum Computing Inc. (NASDAQ:QUBT) develops low-power, room-temperature quantum solutions suitable for existing server environments [5] - Infleqtion has deployed quantum systems with the U.S. Department of War, NASA, and the U.K. government, focusing on quantum computers and optical technologies [5]

Core Viewpoint - The quantum computing sector is facing scrutiny from activist investors, with all four major publicly-traded companies being targeted for short-selling due to their high market valuations relative to modest revenues [1] Company Overview - D-Wave Quantum, one of the key players in the quantum computing industry, has seen its stock price triple since being targeted by short-seller Kerrisdale Capital, which questioned the efficacy of its technology [2][3] - D-Wave reported a revenue increase to $22 million for the most recent nine-month period, up from $6.5 million the previous year, despite a market cap of $7.4 billion [6] - The company has over 100 paying customers, including notable names like Ford and BASF, and recently secured a $10 million licensing deal with a Fortune 100 company [15][16] Market Dynamics - The total addressable market for quantum computing is estimated to be between $200 billion and $1 trillion, leading to speculative investments in the sector [8] - D-Wave's business model is distinct, with less than 10% of its revenue coming from government contracts, contrasting with many competitors that rely heavily on government funding [17] Technological Challenges - Quantum computing technology is complex, with qubits needing to be error-corrected, which presents significant engineering challenges [9][10] - D-Wave's recent acquisition of Quantum Circuits for $550 million aims to enhance its technology by improving the efficiency of qubit error correction [12][13] - The company acknowledges the difficulties in advancing quantum technology and the potential for delays in future product developments [11] Strategic Moves - D-Wave is focusing on commercializing its quantum annealing method, which optimizes solutions by identifying the lowest energy state [15] - The acquisition of Quantum Circuits is expected to revolutionize D-Wave's capabilities by reducing the number of physical qubits needed for error correction [14]

Group 1 - D-Wave Quantum Inc. has made significant strides in 2026, including the $550-million acquisition of Quantum Circuits, enhancing its position in the gate-model quantum technology sector [2] - The company has secured multiple new deals for its Advantage2 quantum annealing system, indicating a commitment to its dual-tech approach, which differentiates it from competitors [2] - A renewed focus on defense sector applications may provide new client opportunities and projects for D-Wave [2] Group 2 - Despite these advancements, D-Wave's shares have declined by 30% year-to-date, reflecting a broader selloff in the quantum industry [3] - Quantum Computing Inc. has experienced a smaller decline in share price compared to D-Wave and other rivals, suggesting it may have distinguishing factors worth noting [3][6] - Quantum Computing Inc. has a Moderate Buy rating from analysts, with expectations for its shares to potentially rise by 112% to $18 per share, although its revenue remains low at $384,000 for the last quarter [4][5]