Core Insights - The article introduces MW Valuations as a new contributing analyst to Seeking Alpha, encouraging others to share investment ideas for publication and potential earnings [1] Group 1 - The analyst specializes in intrinsic valuation of early-stage and high-growth tech companies, utilizing methods such as DCF, relative comps, and real options analysis [2] - Current focus is on the quantum computing sector, with in-depth research published on companies like D-Wave (QBTS) [2] - The analyst expresses a passion for integrating advanced technology with disciplined equity analysis [2]

Rigetti Computing TodayRGTIRigetti Computing$13.20 +0.13 (+0.96%) 52-Week Range$0.66▼$21.42Price Target$14.20Add to WatchlistWall Street is taking a fresh, bullish look at quantum computing pioneer Rigetti Computing NASDAQ: RGTI. For months, investors have weighed the company’s incredible long-term promise against the high costs of developing its technology. However, a series of smart financial and strategic moves has provided a much clearer picture of Rigetti’s path forward. This has led to a growing chor ...

Key Takeaways Rigetti relies on U.S. government deals like DARPA and DoE to fund and validate its quantum tech. Lack of commercial uptake raises concerns about scalability and revenue diversification for RGTI. RGTI stock is down 14.3% YTD and trades at a high price-to-book ratio despite weak value metrics.Rigetti Computing (RGTI) continues to draw heavily from U.S. government contracts to fund and validate its quantum technologies. Some examples include a $1.5 million contract extension with the Air Force ...

Core Insights - Rigetti Computing (NASDAQ: RGTI) has seen a significant stock price increase of 15% on July 2, contributing to a nearly 70% rise over the past four months, following Cantor Fitzgerald's initiation of coverage with an Overweight rating and a $15 price target, indicating a potential further increase of about 19% from current prices [2][3] Company Overview - Rigetti specializes in quantum computing, developing superconducting quantum processors and offering cloud-based Quantum Computing as a Service (QCaaS) [4] - The company is advancing its technology with the Ankaa-3, an 84-qubit system, and aims to transition to multi-chip modules, targeting machines with over 100 qubits and the 336-Qubit Lyra by 2026 [4] Financial Performance - Despite technological advancements, Rigetti is still in the research and development phase, with CEO Subodh Kulkarni stating that commercial demand is expected to be 3–5 years away, and widespread adoption could take up to a decade [5] - The company reported a 50% year-over-year revenue decline in Q1 2025, with revenue at $1.5 million and operating losses of $21.6 million [6] Competitive Landscape - Rigetti's end-to-end approach provides flexibility in chip design and cloud access, enhancing its competitive position against rivals like IBM, IonQ, and Google [7] - The partnership with Quanta is expected to bolster commercialization potential, although competition is intensifying with advancements from Google's Willow chip and Amazon's Quantum Embark program [7] Investment Considerations - Rigetti is well-funded with over $575 million in cash, supported by a $350 million equity capital raise and a $250 million partnership with Quanta, and has no debt [6] - The company's valuation is notably high, trading at 478 times the expected sales for 2025, indicating a speculative investment environment [6][8]

Key Takeaways QBTS revenues jumped 509% YoY in Q1, driven by a $12.6M quantum system sale to a German supercomputing center. D-Wave posted a 92.5% gross margin and halved its adjusted EBITDA loss, showing improved operating leverage. A $400M equity raise at 149% premium lifted QBTS' cash to $815M, enabling expansion and strategic flexibility.D-Wave Quantum Inc. (QBTS) is demonstrating strong financial momentum, banking on increased operational scale. In the first quarter of 2025, the company reported a st ...

Company Overview - BTQ Technologies Corp. is a global quantum technology company focused on securing mission-critical networks and is accelerating the transition from classical networks to the quantum internet [5] - The company is backed by a broad patent portfolio and delivers a full-stack, neutral-atom quantum computing platform with end-to-end hardware, middleware, and post-quantum security solutions for various sectors including finance, telecommunications, logistics, life sciences, and defense [5] Appointment of Dr. Sean Kwak - Dr. Sean Kwak has been appointed as a Strategic Advisor to BTQ Technologies, bringing extensive experience in applied quantum technology [1][4] - He established Korea's first private quantum research lab at SK Telecom in 2011 and led the development of the country's premier telco quantum-security program [2] - Kwak's previous roles include Executive Vice President at ID Quantique and CEO of Genesis Quantum Inc., focusing on commercializing quantum key distribution technologies [3] Strategic Goals and Contributions - Dr. Kwak's mandate at BTQ includes spearheading market operations in Korea, forming partnerships with leading telecom and defense organizations, and advising on the rollout of post-quantum cryptography and quantum communication products across the Asia-Pacific region [4][8] - His expertise in quantum R&D and commercialization is expected to enhance BTQ's ability to scale current and future products, reinforcing the company's mission to accelerate quantum advantage [4]

Now to part of the market that has seen some impressive moves. Quantum stocks jumping yesterday after Caner Fitzgerald initiated coverage on the sector. Quantum computing may be in its early stages still, but valuations are already running high.Joining us now is an analyst who believes the long-term impact could be massive. Ray Wang, Constellation Research founder and chairman. Ray, great to have you with us.And of course, we all know that Alphabet has been in on this and has made some tremendous strides. T ...

Geneva, Switzerland, July 03, 2025 (GLOBE NEWSWIRE) -- Announces FY 2025 revenue guidance of between $16.0 million to $20.0 million, representing year-on-year growth of 45% - 82% New Quantum Resistant Chip Offering, Quantix Edge Partnership and IC’ALPS ASIC Acquisition to Drive 2026 Revenue Surge and Global Expansion SEALSQ Corp (NASDAQ: LAES) ("SEALSQ" or "Company"), a company that focuses on developing and selling Semiconductors, PKI, and Post-Quantum technology hardware and software products, today rep ...

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Rigetti stock isn't an investment, but a gamble.Rigetti Computing (RGTI 15.45%) surged ahead to close up 15.5% Wednesday after investment bank Cantor Fitzgerald initiated coverage of the quantum computing stock with an outperform rating (i.e., buy) and a $15 price target -- which, if correct, implies Rigetti stock could go up another 20% over the next 12 months. Quantum investing"Quantum computing is in its infancy," explains Cantor in a note covered on StreetInsider.com today, "but remains one of the most ...