Here's a look at what investors need to know. IONQ stock is moving. See the chart and price action here. Just before the upcoming Q4 earnings report expected on Wednesday afternoon, Morgan Stanley analyst Joseph Moore slashed his price projection for IonQ. The new target is $35, down from $58, suggesting modest growth of roughly 13.7%. The analyst kept his neutral Hold rating as the company prepares to share its data on Wednesday evening.Factors Behind the CutMoore's decision to lower IonQ's valuation stems ...

据中证报报道，2月24日，安徽省量子计算工程研究中心宣布，我国首款自主研发量子计算机操作系 统"本源司南"正式开放线上下载。这是全球首个开放下载的量子计算机操作系统，将有效降低开发门 槛，加速我国量子计算生态自主化建设。 *风险提示：股市有风险，入市需谨慎 公司方面，据中证报表示，A股相关概念股主要有大唐电信、科华数据等。 *免责声明：文章内容仅供参考，不构成投资建议 中证报指出，量子操作系统与软件、量子计算云平台、量子计算应用软件作为量子计算的三大关键软件 环节，是技术落地生态核心。量子计算机操作系统是量子计算机的"大管家"，不仅承担着资源调度、软 硬件协同管理等核心职能，还具备量子任务并行计算、量子比特自动校准等关键能力，能够显著提升量 子计算机整机运行效率。作为下一代信息技术的核心驱动力，量子计算能够有效解决传统计算算力不足 的难题，被视作引领下一代产业变革的颠覆性技术，也成为全球科技竞争的战略焦点。 ...

BTQ Announces QPerfect and SDT Launch MIMIQâ"¢-Powered Quantum Emulation Service on QUREKAâ"¢ [Accessibility Statement] [Skip Navigation]- Go-live timeline and delivery model: SDT will operate and commercialize the customer-facing service within QUREKA, while QPerfect provides and maintains the MIMIQ back end in a secure European cloud environment. The service has been available since February 1, 2026.- What it enables: The MIMIQ integration enables QUREKA users to design, test, and validate quantum algorit ...

Core Insights - Quantum Transportation has successfully implemented its transformer-based neural decoder on the AWS cloud, marking a significant milestone for real-world quantum applications in the transportation sector [1][2] - The cloud deployment provides scalable infrastructure for processing complex quantum data efficiently, enhancing the potential for collaboration with quantum hardware design partners [2][3] - The technology aims to address error correction challenges in noisy quantum devices, with long-term applications in railway anomaly detection, predictive maintenance, and autonomous operations [3] Company Developments - Rail Vision Ltd. has acquired a 51% stake in Quantum Transportation, enhancing its focus on integrating quantum-AI innovations into the transportation sector [4] - Quantum Transportation is developing a Quantum Error Correction Simulator powered by a patented Transformer-based Universal Decoder, which aims to outperform classical decoders in accuracy and speed [5] - The patented Deep Quantum Error Correction Transformer introduces a novel machine-learning decoder that optimizes error correction across various quantum codes [5] Industry Impact - Rail Vision's technology is designed to transform railway safety and efficiency, potentially advancing the concept of autonomous trains into practical reality [6] - The integration of quantum error correction with AI-driven vision systems is expected to enhance safety and operational efficiency in railway operations [4][6]

Core Viewpoint - IQM Finland is set to go public through a merger with Real Asset Acquisition Corp, achieving a pre-money equity valuation of approximately $1.8 billion, marking it as the first European quantum computing company to enter the public market [1][2]. Company Overview - Founded in 2018, IQM designs and manufactures superconducting quantum computers with a full stack, open-architecture approach for both on-premises and cloud-based deployment [3]. - The company operates a vertically integrated model that includes proprietary chip design tools, a software developer platform, an in-house quantum chip fabrication plant, assembly facilities, and data center operations, allowing for rapid hardware and software updates [3]. Market Position and Sales - IQM has installed over 15 systems and built more than 30 quantum computers, with 21 system sales to 13 customers, including four of the world's top ten supercomputing centers [4]. - The customer base includes high-performance computing centers, research institutions, universities, and multinational corporations requiring direct access to quantum hardware and software [4]. Technical Achievements - The company has achieved single-qubit and two-qubit gate fidelities above 99.9% in its processors [5]. - Expected revenue for fiscal year 2025 is projected to be at least $35 million, with over $100 million in booking visibility by year-end 2025 [5]. Financial Position and Future Plans - Post-merger, the combined entity is expected to have a cash position exceeding $450 million, which will support ongoing research, product development, and commercial scaling [2]. - IQM is also considering a dual listing on the Helsinki stock exchange following its US public debut [2]. Global Operations - IQM employs over 300 people across various countries, including Finland, France, Germany, Italy, Japan, Poland, Saudi Arabia, Spain, Singapore, South Korea, Taiwan, the UK, and the US [6]. - The company collaborates closely with high-performance computing and enterprise platforms, including partnerships with Nvidia, Hewlett Packard Enterprise, Amazon Web Services, Toyo, and Bechtle [6].

Investment Rating - The report indicates a positive outlook for the quantum computing sector in Sussex and Greater Brighton, suggesting significant economic benefits if the sector receives appropriate support [9][11]. Core Insights - The quantum computing sector in Sussex and Greater Brighton is positioned to generate substantial economic activity, with forecasts estimating a direct contribution of between £721 million and £1.2 billion by 2050, supporting approximately 1,100 to 1,900 jobs in the region [9][95]. - The total UK-wide contribution from the region's quantum computing sector is projected to be between £2.5 billion and £4.1 billion, supporting between 25,000 and 40,800 jobs across the UK [9][111]. - The development of a quantum ecosystem is expected to enhance productivity in the region, potentially increasing economy-wide productivity by around 8% by 2050 [10]. Summary by Sections Economic Impact of the Quantum Computing Sector - The quantum computing industry currently contributes approximately £9 million to the GDP of Sussex and Greater Brighton, representing 11% of the UK's GDP contribution from the quantum hardware sector [46]. - The industry is expected to support a total gross value added contribution to GDP of £31.8 million across the UK economy, with a significant portion of this impact occurring in the South East [68]. Future Economic Contribution - By 2050, the direct contribution to GDP from the quantum computing industry is projected to grow to between £721 million and £1.2 billion, with an average annual growth rate of 19% to 21% [91]. - The sector is anticipated to support between 1,100 and 1,900 jobs in Sussex and Greater Brighton by 2050, with a similar growth rate expected for employment in the South East [95][112]. Indirect and Induced Impacts - The quantum computing sector's procurement is expected to support a GDP contribution of between £1.1 billion and £1.7 billion through indirect channels by 2050, and between £736 million and £1.2 billion through induced channels [101]. - The sector is projected to support approximately 14,600 to 23,800 jobs across the UK through indirect impacts and 9,300 to 15,100 jobs through induced impacts by 2050 [103]. Challenges and Opportunities - Funding constraints are identified as a significant barrier to the development of the quantum computing ecosystem in Sussex and Greater Brighton, with stakeholders calling for longer-term funding models [14]. - Establishing a "Quantum Sussex" cluster is recommended to attract firms, develop skills, and strengthen innovation infrastructure, providing a clear identity for the region [15].

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]

Key Takeaways IonQ is seen as a beneficiary of national security-led quantum demand across computing and security.IonQ's 2026 sales estimate of $199M is the key "show me" ramp for validating milestones and traction.IonQ's Forte roadmap, foundry strategy, and SkyWater deal are central to supply and scale execution.IonQ (IONQ) is being touted as a direct beneficiary of national security-led quantum adoption, with demand expected to ripple across computing, networking, sensing, and security. This matters for i ...

Finnish unicorn IQM today announced plans to go public via a special purpose acquisition company (SPAC), valuing the company at approximately $1.8 billion. The move will see IQM join the growing cohort of quantum computing companies listed on U.S. stock markets. Founded in 2018 as a spinout from Finland’s Aalto University and VTT Technical Research, IQM commercializes both on-premises full-stack quantum computers and a cloud platform to access its systems, with clients including academic and industrial l ...

市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 芬兰量子计算初创公司IQM宣布启动上市计划，将通过与特殊目的收购公司Real Asset Acquisition Corp 合并实现纽约挂牌，拟成为欧洲首批量子领域上市公司之一。该交易对IQM初始股权估值为18亿美元， 尚需获得股东批准并满足监管要求，预计2026年6月完成交易并正式上市，同时IQM正考虑在赫尔辛基 证券交易所推进双重上市。 IQM成立于2018年，2025年9月完成3.2亿美元B轮融资，当时估值达10亿美元，该轮融资由美国网络安 全投资机构Ten Eleven Ventures领投，芬兰风险投资公司Tesi参与其中。IQM主打全栈式开放架构量子系 统，支持本地部署与云端访问，本次合并在无投资者赎回的情况下，有望为公司引入超3亿美元资金， 资金来源涵盖私募股权投资及RAAQ信托账户现金储备。 量子计算技术凭借远超传统计算机的运算潜力，被认为可推动医药、科学和金融等领域实现突破性发 展。虽然当前该技术尚未实现大规模商业环境部署，仍面临多项技术挑战，但行业内已显现积极进展。 瑞银分析师在2026年1月报告中指出： ...