Core Insights - Quantum computing stocks have recently experienced a decline, with Rigetti Computing (RGTI) down approximately 6%, D-Wave Quantum (QBTS) down 7%, IonQ (IONQ) down 8%, and Quantum Computing (QUBT) down 9%, amid concerns over an AI bubble [1][6] - Analysts at Wedbush have initiated coverage on these stocks with "outperform" ratings, viewing quantum computing as a transformational technology with significant growth potential in the coming years [2][3] - By the end of the decade, quantum computing companies are expected to represent a larger share of total computing expenditure, despite currently being a small segment [3] Market Significance - Quantum computing stocks have benefited from the AI boom, with expectations that rising AI demand will increase computing needs [4] - Wedbush analysts have set a target price of $60 for IonQ, indicating nearly 30% upside, a $12 target for Quantum Computing suggesting a 16% gain, and $35 targets for Rigetti and D-Wave, implying they could add roughly half their value in the next 12 months [4] - Despite recent declines, D-Wave shares have nearly tripled in value this year, Rigetti has increased by close to 50%, and IonQ has added 10%, while Quantum Computing is down nearly 40% year-to-date [5]

This new agreement brings the total deal value of the QuantumBasel and IonQ partnership to over $60 million and extends IonQ's on-site presence in Switzerland four more years, continuing through 2029. QuantumBasel is IonQ's official Innovation Center in Europe, serving as a hub for European industry, academia, and research institutions to explore practical quantum computing applications and access IonQ's latest enterprise-grade systems. "Our extended partnership with QuantumBasel represents a cornerstone of ...

Core Viewpoint - Wedbush initiated coverage of IonQ, Inc. with an Outperform rating and a $60 price target, emphasizing the company's unique quantum computing technology and growing commercial momentum [1] Company Summary - IonQ's trapped-ion quantum computing architecture, developed over 25 years of academic research, is noted as a distinctive and powerful approach in the quantum computing sector [2] - The technology is still in its early stages, with current adoption limited to a small group of commercial, industrial, and academic users, but IonQ has established a strong and expanding sales pipeline [2] Financial Performance - IonQ's revenue increased significantly from $22 million in 2023 to $43 million in 2024, with projections indicating it will more than double again in 2025 to exceed $100 million [3] - Broader commercial adoption is identified as a key catalyst for IonQ and the quantum computing industry, despite the sector being in its infancy [3]

Industry Overview - Quantum computing is transitioning from speculative research and development to commercial pathways, with significant market growth expected by 2025 and beyond [1][2] - The quantum computing market is projected to grow from approximately $3.52 billion in 2025 to $20.2 billion by 2030, reflecting a compound annual growth rate (CAGR) of 41.8% [1] - By 2035, the combined market for quantum computing, communication, and sensing could reach around $97 billion under current scenarios [1] Federal Investment and Support - The U.S. Department of Energy announced $625 million in funding to renew five National Quantum Information Science Research Centers, supporting advancements in quantum technology [4] - This funding is part of the National Quantum Initiative framework, aimed at fostering collaboration among national labs, universities, and industry to accelerate innovation [4][5] Monetary Policy Impact - The U.S. Federal Reserve cut the target federal funds rate to 3.50%–3.75%, marking a shift towards a more neutral monetary policy, which is expected to support longer investment horizons in deep-tech development [6][7] - Easing financial conditions are anticipated to facilitate the transition of quantum hardware programs from R&D to early commercialization [7] Company-Specific Insights IonQ (IONQ) - IonQ achieved a significant milestone in October 2025 with two-qubit gate fidelities above 99.99%, enhancing its commercial viability [8][9] - The company is expected to see earnings growth of 66.2% in 2026, with revenue growth projected at 68.9% [10] - IonQ's average price target suggests a potential increase of 61.9% from its last closing price of $46.07 [10] Rigetti Computing (RGTI) - Rigetti plans to deploy a 150-qubit system by the end of 2026, following the delivery of a 100-qubit system in 2025, with a median two-qubit gate fidelity of 99.7% [13] - The company is expected to experience earnings growth of 75.9% in 2026, with revenue growth of 185.6% [14] - Rigetti's average price target indicates a potential increase of 65.8% from its last closing price of $23.53 [14] Quantum Computing Inc. (QUBT) - QUBT faces challenges with widening losses and minimal revenues, making it less attractive heading into 2026 [3][16] - The company is expected to report no earnings growth in 2026 and relies heavily on capital market activity for funding [17]

Quantum Computing (QUBT) is an integrated photonics and quantum technology company that develops quantum machines and photonic hardware for high‑performance computing, AI, cybersecurity, sensing, and imaging applications. The company’s portfolio includes thin-film lithium niobate optical chips, entropy-based quantum computers, quantum LiDAR, and photonic reservoir computing systems, aiming to deliver practical quantum and quantum-inspired solutions to commercial and government customers. The company was ...

Group 1 - The article provides a market analysis of key players in the quantum computing industry, including Quantum Computing Inc, IONQ Inc, D Wave Quantum Inc, and Rigetti Computing Inc [1] - It highlights the growing interest and investment in quantum computing technologies, indicating a significant potential for future growth in this sector [1] - The analysis suggests that advancements in quantum computing could lead to breakthroughs in various industries, enhancing computational capabilities and solving complex problems [1] Group 2 - The report emphasizes the competitive landscape among the mentioned companies, noting their unique technologies and market strategies [1] - It discusses the financial performance of these companies, including revenue growth and investment trends, which are critical for assessing their market positions [1] - The article also touches on the challenges faced by the quantum computing industry, such as technological hurdles and the need for skilled talent [1]

Key Points Quantum computing has been a top investing theme this year. Rigetti's market cap hit more than $18 billion on investor enthusiasm. However, the stock has pulled back sharply and trading volumes have declined. 10 stocks we like better than Rigetti Computing › When there's a pullback in price for a top-performing stock, it can potentially make for a lucrative buying opportunity. In other cases, however, it can simply be overdue for a stock that's become significantly overvalued. It may ...

Rohit Prasad, Senior VP & Head Scientist for Alexa, Amazon, on Centre Stage during day one of Web Summit 2022 at the Altice Arena in Lisbon, Portugal.Rohit Prasad, a top Amazon executive overseeing its artificial general intelligence unit, is leaving the company at the end of this year, the company confirmed Wednesday.As part of the move, Amazon CEO Andy Jassy said in a blog post that the company is reorganizing the AGI unit under a more expansive division that will also include its silicon development and ...

We recently published 10 Stocks Shining Bright Amid Wall Street’s Dull Spell. IonQ Inc. (NYSE:IONQ) is one of the top performers on Tuesday. IonQ grew its share prices by 7.81 percent on Tuesday to close at $49.67 each as investors took heart from an investment firm’s bullish rating for its stock. In a market note on the same day, Jefferies issued a “buy” recommendation for IonQ Inc. (NYSE:IONQ) at a price target of $100 apiece. The figure marked a 101 percent upside potential from its latest closing pri ...

We recently published 10 Stocks Shining Bright Amid Wall Street’s Dull Spell. D-Wave Quantum Inc. (NYSE:QBTS) is one of the top performers on Tuesday. D-Wave Quantum bounced back on Tuesday from two straight days of losses, jumping 7.50 percent to finish at $25.52 apiece as investors took heart from an investment firm’s bullish stance for the stock. In a market report, Jefferies issued a “buy” recommendation on shares of D-Wave Quantum Inc. (NYSE:QBTS), alongside a price target of $45. The figure marked ...