ZACKS·2026-01-05 21:01Core Insights - NVIDIA Corporation (NVDA) reported strong quarterly results in 2025, driven by the AI boom, with a stock surge of 38.8% last year despite U.S.-China trade challenges [2] - D-Wave Quantum Inc. (QBTS) and Palantir Technologies Inc. (PLTR) outperformed NVIDIA in 2025, with share increases of 181.2% and 135% respectively, indicating strong momentum [3] D-Wave Quantum Inc. (QBTS) - D-Wave's revenues reached $3.7 million in Q3 2025, nearly doubling year over year and increasing by 20.8% sequentially, with total revenues for the first nine months at $21.8 million, a 235% increase from the previous year [4] - The rollout of the Advantage2 platform and expansion of its customer base contributed to revenue growth, with bookings of $2.4 million in Q3 2025, up 3% year over year and 80% quarter over quarter [4] - D-Wave is projected to achieve earnings growth of 73.3% this year, with brokers predicting an average short-term price target of $38.71, indicating a 47.5% increase from the last closing price of $26.25 [5] Palantir Technologies Inc. (PLTR) - Palantir's Q3 revenues were $1.18 billion, reflecting a 63% year-over-year increase and an 18% sequential rise, driven by demand for its AI platform among government and commercial clients [9] - The company expects full-year 2025 sales to be between $4.396 billion and $4.400 billion, alongside a positive GAAP net income [9] - Palantir's anticipated earnings growth rate for the current year is 78.1%, with brokers raising the average short-term price target to $192.67, a 6.5% increase from $180.84, and a highest target of $255, suggesting a potential 41% upside [10]