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Quantum Computing (QUBT) Releases Financial Results for 3 Months Ended September 30, 2025
Yahoo Finance· 2025-11-26 19:59
Financial Performance - Quantum Computing Inc. reported Q3 2025 revenues of approximately $384,000, a significant increase from $101,000 in Q3 2024, driven by growth in R&D services and custom hardware contracts [1][2] - The company achieved a net income of $2.4 million in Q3 2025, compared to a net loss of $5.7 million in Q3 2024, primarily due to a $9.2 million gain from the mark-to-market of a derivative liability and $3.5 million in interest income [2] Cash and Investments - At the end of Q3 2025, Quantum Computing Inc. had $352 million in cash and $461 million in investments, totaling $813 million [3] - Following the quarter, the company raised an additional $750 million, resulting in a total liquid position exceeding $1.5 billion, which supports its long-term growth strategy [3] Strategic Initiatives - The company began recognizing revenue from cloud-based access to the Dirac-3 quantum optimization system during Q3 2025, indicating a diversification of revenue streams [2]
Benchmark Assigns Buy Rating to Rigetti Computing (RGTI) Stock
Yahoo Finance· 2025-11-26 19:59
Rigetti Computing, Inc. (NASDAQ:RGTI) is one of the Best Quantum Computing Stocks to Invest In Right Now. On November 12, David Williams, a Benchmark analyst, assigned a “Buy” rating to the company’s stock, with a price objective of $40. While the analyst remains constructive on progress, mainly its chiplet-based architecture and roadmap execution, he believes that the recent volatility throughout emerging tech and AI sectors impacted near-term investor enthusiasm for shares in the quantum industry. Bench ...
Benchmark Lifts PT on D-Wave Quantum (QBTS) Stock
Yahoo Finance· 2025-11-26 19:59
Core Insights - D-Wave Quantum Inc. (NYSE:QBTS) is recognized as a leading investment opportunity in the quantum computing sector, with a price target increase from $20 to $35 by Benchmark analyst David Williams, maintaining a "Buy" rating [1][2] Financial Performance - In Q3 2025, D-Wave Quantum reported revenue of $3.7 million, marking a 100% year-over-year increase, driven by a system upgrade project contributing $1.8 million and an increase in professional service revenue of $0.2 million, despite a $0.2 million decline in QCaaS revenue [2] - The company achieved bookings of $2.4 million in Q3 2025, reflecting a year-over-year increase of approximately $100,000 or 3%, and an 80% increase compared to Q2 2025 [1][2] - Adjusted EBITDA loss for Q3 2025 was $20.6 million, an increase of $6.8 million or 49% year-over-year, primarily due to higher operating expenses, although this was partially offset by increased gross profit [3] Strategic Developments - D-Wave Quantum signed a EUR 10 million agreement to deploy a D-Wave Advantage2 system in Europe after the close of the quarter, indicating ongoing expansion efforts [2]
Cantor Fitzgerald Initiates Coverage of FormFactor (FORM) Stock
Yahoo Finance· 2025-11-26 19:59
Core Insights - FormFactor, Inc. is recognized as a leading investment opportunity in the quantum computing sector, with a recent "Overweight" rating and a price target of $75 from Cantor Fitzgerald analyst Matthew Prisco [1][2] Financial Performance - The company's stock has surged over 70% since September 2, 2025, reflecting strong market performance [2] - In Q3 2025, FormFactor reported revenues of $202.7 million, a 3.5% increase from Q2 2025, while gross margin improved to 39.8% from 37.3% in the previous quarter [2][4] - Year-over-year, Q3 2025 revenues declined by 2.5%, with probe card revenues falling by 3.4% [4] - The GAAP net income for Q3 2025 was $15.7 million, up from $9.1 million in the previous quarter, with operating expenses remaining stable at $62.6 million [4] Growth Drivers - The increase in stock price is attributed to strong exposure to High Bandwidth Memory (HBM), improved gross margins, and rising demand for advanced probe cards used in complex AI chips [1][2] - The company has implemented rapid gross margin improvement actions, resulting in a 250 basis points increase from Q2 2025, with expectations for continued improvement in Q4 2025 and beyond [3] Future Outlook - For Q4 2025, FormFactor anticipates revenues of approximately $210 million (+/- $5 million) and a gross margin of 42% (+/- 150 basis points) on a non-GAAP basis [5]
Cantor Fitzgerald Raises PT on IonQ (IONQ) Stock
Yahoo Finance· 2025-11-26 19:59
Core Insights - IonQ, Inc. is recognized as one of the best quantum computing stocks to invest in currently, with Cantor Fitzgerald raising the price target from $60 to $70 while maintaining an "Overweight" rating after the Q3 2025 earnings report [1][2] Financial Performance - In Q3 2025, IonQ's revenue increased by $27.5 million, or 222% year-over-year, reaching $39.9 million, driven by advancements in specialized quantum computing hardware and revenue from acquisitions [2] - The company's loss from operations escalated from $53.1 million in Q3 2024 to $168.8 million in Q3 2025, attributed to rising costs in revenue, general and administrative expenses, and R&D [3] - IonQ anticipates recognizing approximately $141.1 million in revenue from remaining performance obligations as of September 30, 2025, and has raised its revenue expectations for FY 2025 to a range of $106 million to $110 million [4] Market Position and Future Outlook - Cantor Fitzgerald projects that IonQ is well-positioned to capture 30% of the quantum hardware, software, and services market by 2035, translating to a present value of $954 million [2]
Evercore ISI Raises PT on NVIDIA (NVDA) Stock
Yahoo Finance· 2025-11-26 19:59
NVIDIA Corporation (NASDAQ:NVDA) is one of the Best Quantum Computing Stocks to Invest In Right Now. On November 20, analyst Mark Lipacis at Evercore ISI lifted the price objective on the company’s stock from $261 to $352, while maintaining a “Buy” rating. As per the analyst, NVIDIA Corporation (NASDAQ:NVDA) has been building inventory to support larger orders, and its inventory increased 32% QoQ, with supply commitments rising 63%. Evercore ISI Raises PT on NVIDIA (NVDA) Stock Furthermore, this setup is ...
Is Amazon.com (AMZN) One of The Best Quantum Computing Stocks to Invest In Right Now?
Yahoo Finance· 2025-11-26 19:59
Group 1 - Amazon.com, Inc. is recognized as one of the best quantum computing stocks to invest in currently [1][2] - The upcoming Leo Atlas 4 mission, scheduled for December 15, aims to launch 27 additional satellites, increasing the total number of Amazon Leo spacecraft to 180 [1] - Amazon Leo, previously known as Project Kuiper, is focused on providing fast and reliable internet to underserved areas [2] Group 2 - Amazon Web Services (AWS) demonstrated strong performance in Q3 2025, with a year-over-year growth rate of 20%, resulting in sales of $33.0 billion [3] - The company is experiencing robust demand in AI and core infrastructure, with a focus on accelerating capacity [3] - Morningstar's analysis indicates that Amazon's stock is fairly valued compared to a long-term fair value estimate of $260, suggesting a 2025 EV/Sales multiple of 4 times and a 2% free cash flow yield [2]
Qualcomm Stock: How To Find & Own America's Greatest Opportunities
Investors· 2025-11-26 18:38
BREAKING: Futures Rise After Market Holiday Qualcomm (QCOM) is a San Diego-based telecommunications company whose stock went on a tear in the late 1990s. The reason: Much of today's digital wireless phone network uses Qualcomm's own code division multiple access technology, called CDMA. Note that Qualcomm stock formed three chart bases. The first two were faulty — improper bases that failed — but the third was a… Related news Quantum Computing Stocks: AMD, Qualcomm, IonQ Invest In Startup 11/13/2025Earning ...
IONQ or Rigetti: Which is the Better Quantum Bet as 2025 Nears End?
ZACKS· 2025-11-26 16:30
Core Insights - Quantum computing is transitioning from research to early commercial traction, with IonQ and Rigetti Computing as key players in this shift [1][2] Group 1: IonQ Overview - Technical momentum includes achieving the AQ 64 performance milestone on Tempo ahead of schedule and a world-record 99.99% two-qubit gate fidelity, indicating a focus on qubit quality and algorithmic usefulness [3] - Commercial progress is highlighted by Q3 2025 revenues of $39.9 million, a 222% year-over-year increase, attributed to growth in computing and networking, sensing, and cybersecurity products [4] - The balance sheet is strengthened by a $2.0 billion equity offering, resulting in a pro-forma cash position of approximately $3.5 billion with no debt, supporting an aggressive multiyear product roadmap [5][16] Group 2: Rigetti Overview - Rigetti's roadmap includes plans for a 100+ qubit chiplet-based system with 99.5% median two-qubit gate fidelity by end-2025, aiming for a 1,000+ qubit system by end-2027 [8] - Early commercial traction includes securing two purchase orders totaling $5.7 million for its 9-qubit Novera systems and a $5.8 million contract with the Air Force Research Laboratory, indicating growing interest in quantum hardware [9] - Despite revenue softness, Rigetti's stock performance surged 69.4% over three months, outperforming IonQ and the S&P 500 [10][17] Group 3: Financial Estimates - Earnings estimates for IonQ have declined significantly, with a projected loss of $5.14 per share for 2025, reflecting a 229.5% decline from the previous year [11] - Rigetti's earnings estimates also fell, with a projected loss of $0.68 per share for 2025, indicating an 88.9% decline from the prior year [15] Group 4: Comparative Analysis - IonQ is positioned with stronger revenue momentum and a fortified balance sheet, while Rigetti shows operational leverage and favorable earnings revisions [16][17] - IonQ is likely to maintain a comparative advantage in financial strength and commercial visibility, whereas Rigetti may offer higher-beta upside if it meets technical milestones [18]
Oppenheimer Thinks Investors Are Missing Out on IBM Stock
Yahoo Finance· 2025-11-26 16:00
Core Insights - IBM has demonstrated strong performance in 2025, with shares up 38.51%, significantly outperforming the S&P 500 Index, which gained approximately 15.03% [1] - The company's market capitalization is around $284 billion, and it recently reached a 52-week high of $324.90 [1] Company Overview - Founded in 1911, IBM is a leader in hybrid cloud, AI, and business services, serving clients in over 175 countries [2] - IBM's technology aids organizations in data utilization, operational efficiency, cost reduction, and competitiveness [2] Financial Performance - IBM's Q3 2025 earnings report showed revenue of approximately $16.3 billion, a 9% year-over-year increase, surpassing Wall Street's expectations [9] - The company reported a net income of $1.74 billion, or $1.84 per share, a significant recovery from a loss of $330 million a year prior [10] - Software revenue reached about $7.2 billion, up roughly 10%, while infrastructure revenue increased 17% year-over-year to $3.6 billion [11] Cash Flow and Dividends - IBM generated $3.1 billion in net cash from operating activities, with free cash flow rising to $2.4 billion [12] - The company announced a quarterly dividend of $1.68 per share, resulting in a forward annualized payout of $6.72 per share, yielding 2.26% [8] Growth Prospects - IBM's AI business has grown to exceed $9.5 billion, up from $7.5 billion in the previous quarter, indicating strong customer adoption [13] - The company raised its full-year 2025 revenue growth guidance to over 5% and expects free cash flow to reach $14 billion [14] Analyst Sentiment - Wall Street maintains a positive outlook on IBM, with a consensus rating of "Moderate Buy" among analysts [15] - Oppenheimer has set a price target of $360, suggesting an 18.23% potential upside from current levels [16]