The fourth-quarter earnings season continues this week with reports from several major retailers, tech firms and software giants. AVGO stock is moving. See the chart and price action here. Here's a look at the earnings schedule for the week ahead: Monday, Mar. 2After Market Close:Retail investors will be watching AST SpaceMobile, Inc. (NASDAQ:ASTS) when it reports Q4 results after Monday's closing bell. Wall Street is anticipating quarterly losses of 16 cents per share on revenue of $41.11 million, accordin ...

Core Viewpoint - Rigetti Computing's stock has shown strong gains despite broader market bearishness, rising 9.4% while the S&P 500 and Nasdaq Composite indices fell [1]. Group 1: Stock Performance - Rigetti's share price increased significantly, contrasting with a 0.4% decline in the S&P 500 and a 1% decline in the Nasdaq Composite [1]. - The current stock price is $17.52, with a market capitalization of $5.7 billion [5]. Group 2: Industry Context - The valuation gains for Rigetti were supported by positive indicators in the quantum computing sector, particularly following IonQ's better-than-expected fourth-quarter results [2]. - IonQ reported a non-GAAP loss of $0.20 per share on sales of $61.89 million, outperforming analyst expectations of a loss of $0.23 per share on revenue of $40.38 million [4]. - IonQ's guidance for sales between $225 million and $245 million this year also exceeded Wall Street's target of $192.6 million, positively impacting valuations across the quantum industry [6]. Group 3: Future Outlook - Rigetti is scheduled to report its fourth-quarter results on March 4, and there is pressure to meet or exceed performance expectations following IonQ's results [8]. - The stock is expected to experience high trading volatility in the near term, influenced by geopolitical factors [7].

Rigetti Computing Inc (NASDAQ:RGTI) shares are tumbling on Friday as the company prepares to report its earnings next week, amid a broader sell-off in the tech sector. Here’s what investors need to know.Rigetti Computing stock is taking a hit today. Why is RGTI stock dropping?Rigetti Earnings Due March 4Analysts are closely watching Rigetti’s upcoming earnings report scheduled for March 4, with expectations of a loss of 4 cents per share on revenue of $2.46 million. This follows a previous loss of 8 cents p ...

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 ...

In late 2024, Alphabet announced an experimental quantum computing chip capable of performing calculations exponentially faster than traditional supercomputers. That helped ignite market-wide hype for quantum computing stocks throughout 2025. A handful of early-stage quantum computing stocks, such as IonQ (NYSE: IONQ), D-Wave Quantum (NYSE: QBTS), and Rigetti Computing (NASDAQ: RGTI), all surged to massive gains throughout the first few quarters of 2025. Although these stocks cooled off beginning in the f ...

Core Insights - The latest Form 13F filings indicate a decline in institutional investor confidence in quantum computing stocks, specifically IonQ, Rigetti Computing, and D-Wave Quantum [4][12][19] Industry Overview - Quantum computing is viewed as a potential trillion-dollar opportunity, with estimates suggesting it could generate $450 billion to $850 billion in global economic value by 2040, and possibly reach $1 trillion by 2035 [5][6] - The technology has promising applications, including AI algorithm training, cybersecurity improvements, and drug development simulations [6] Company Performance - Quantum computing stocks have shown impressive trailing 12-month (TTM) returns, with Rigetti Computing achieving over 6,200% TTM gain as of mid-October [2] - Despite early-stage wins and partnerships, such as Amazon's Braket service, institutional investors are pulling back from these stocks [7][9] Investment Trends - Institutional ownership in IonQ decreased from 57.35% to 54.71%, Rigetti from 50.71% to 48.45%, and D-Wave from 53.94% to 48.76% [12] - The aggregate number of shares held by 13F filers rose for IonQ but fell for Rigetti and D-Wave, indicating a complex investment landscape [14] Market Sentiment - The current market sentiment suggests that quantum computing stocks may be overvalued, with TTM price-to-sales ratios above 30 indicating potential bubble conditions [18] - Historical trends show that transformative technologies often face bubble-bursting events due to overestimation of adoption rates [16]

IBM has everything Rigetti lacks -- free cash flow, GAAP profits, and profits that are growing.Is Rigetti Computing (RGTI +2.87%) stock a buy?Crunching the numbers last month, I concluded that Rigetti stock probably is not a buy, at least not in the short term, because a lack of new sales announcements of quantum computing systems implies the stock probably missed earnings in the fourth quarter.(We'll find out whether I was right about that in just a couple of weeks, when Rigetti reports its Q4 results on M ...

Core Insights - The quantum computing sector has shown weak performance in February 2026, with the Defiance Quantum ETF (QTUM) rising only 1.2% amid volatility and sector-wide weakness as investors shift away from high-risk tech assets [1] - Geopolitical tensions and policy uncertainty have led investors to sell quantum stocks to secure gains, exerting downward pressure on prices [1] Macroeconomic Backdrop - Major economies are maintaining a pause in monetary policy, with the Federal Reserve keeping the federal funds rate steady at approximately 3.50–3.75% [2] - Elevated interest rates are being used to control inflation while labor market stabilization is monitored, with job gains and unemployment near pre-pandemic levels [2][4] - Geopolitical tensions, particularly in the Middle East and trade frictions in North America, are increasing market uncertainty and potentially delaying capital expenditures in deep tech sectors [3] Market and Industry Fundamentals - The global quantum computing market is projected to reach about $2 billion in 2026, driven by sectors such as defense and aerospace, although current revenues remain low [5] - Leading companies in the quantum computing space, including IonQ (IONQ), D-Wave Quantum (QBTS), and Rigetti Computing (RGTI), are showing significant upside potential in their short-term price targets [5] - IONQ's average price target suggests a 125.85% upside from its last closing price of $33.43, while QBTS and RGTI show potential upsides of 108.26% from $19.38 and 142.77% from $16.60, respectively [6][8][12] March 2026 Outlook - The optimistic projections for March are based on expectations of achieving key technological milestones and expanding enterprise partnerships [14] - However, stock price volatility remains significant, with investors cautious due to the early revenue stages of these firms and uncertain profitability timelines [15] - March is expected to see selective stabilization rather than a broad sector recovery, with stocks linked to defense contracts and near-term revenues likely to outperform [16]

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].