Quantum Computing Inc. (NASDAQ: QUBT ) has seen its stock go parabolic on the back of pure speculative hype, with slender revenues and little to no commercial traction.Undercovered Deep Insights is led by Moz (Muslim) Farooque, a seasoned market analyst and storyteller whose research has been featured on Seeking Alpha, Yahoo Finance, InvestorPlace, Barchart, Equities, and GuruFocus. Moz combines investigative financial journalism with robust modeling to unearth under‑the‑radar stock and crypto opportunities ...

Core Insights - Honeywell International Inc. is identified as one of the most undervalued stocks in the Dow according to analysts, with strengths in aerospace, industrial automation, energy solutions, and emerging technologies like quantum computing [1] Financial Performance - In Q2 2025, Honeywell reported earnings of $2.75 per share on revenue of $10.35 billion, surpassing estimates, and updated its full-year EPS guidance to a range of $10.45–$10.65 [4] - The aerospace segment is experiencing growth due to strong defense demand and strategic supply chain investments [4] Strategic Developments - Honeywell raised $600 million in equity for its quantum computing subsidiary, Quantinuum, at a valuation of $10 billion, aimed at accelerating the launch of the Helios system and advancing fault-tolerant quantum computing [2] - The company is planning to spin off its Solstice Advanced Materials division and aims to spin off its aerospace business in the second half of 2026, focusing on value unlocking and innovation-led sectors [3] Technological Advancements - Recent acquisitions, including Li-ion Tamer and SparkMeter, enhance Honeywell's Building Automation and Smart Energy offerings [4] - The introduction of the HON1600 small-thrust-class aircraft engine is targeted at uncrewed military operations, utilizing additive manufacturing for improved production speed and supply resilience [4]

Company Overview - IonQ, Inc. is focused on the commercial viability of quantum computing, aiming to scale the technology within this decade [2] - The company's shares were trading at $66.81 as of September 18th [1] Financial Performance - Revenue grew 95% year-over-year to $43 million [3] - The company has approximately $340 million in cash and zero long-term debt, providing a runway for R&D for several years [3] - The business model is highly speculative, with net margins of -770% and free cash flow margins of -287% [3] Market Position and Strategy - IonQ is investing heavily in trapped-ion quantum processors, systems integration, and intellectual property to secure a leadership position [2] - The company has attracted interest from major players like Amazon, Microsoft, and U.S. defense agencies [2] Valuation Metrics - The price-to-sales ratio is 206x, and EV/EBITDA is -42x, indicating a speculative valuation [4] - The stock is technically peaking at the top of a corrective rally, with key resistance near $47–$49 and support at $44.75 [4] Investment Outlook - The setup may offer short-term trading opportunities, but medium- to long-term investors should be cautious, viewing IonQ as a vision trade rather than a value investment [5] - The risk-reward profile is skewed, with significant upside potential if quantum technology scales commercially, but substantial downside risk until clearer proof of progress or profitability emerges [5]

Group 1 - The artificial intelligence (AI) revolution is driving investor interest in technologies that could lead to significant growth, with notable beneficiaries being GPU designers like Nvidia, software platforms like Palantir Technologies, and cloud infrastructure providers like Oracle [2] - Attention is increasingly shifting towards emerging applications, particularly quantum computing, which is seen as a frontier technology capable of solving complex problems beyond the capabilities of current supercomputers [3] - D-Wave Quantum has emerged as a key player in the quantum AI space, with its stock rising 216% this year, significantly outperforming major indices and tech companies [4] Group 2 - The rapid rise of D-Wave Quantum has sparked debate about whether it represents a transformational opportunity or a potential bubble, as quantum computing stocks begin to outpace traditional AI leaders [5] - Despite the excitement surrounding quantum AI, its practical utility remains limited, with the technology still largely in the research and development phase rather than achieving commercial success [6] - D-Wave Quantum generated only $22 million in revenue over the past year, with most sales occurring in a single quarter, indicating that market demand for quantum AI services is still inconsistent and sporadic [7]

Core Insights - IonQ's trapped-ion technology offers a significant accuracy advantage over most competitors in the quantum computing space [1][5][6] - The company has garnered substantial investor interest and is positioned as a potential leader in the quantum computing market, akin to Nvidia's role in AI [3][11] - IonQ's technology could enhance AI capabilities and provide energy savings, making it a compelling option for future computing needs [2][11] Company Overview - IonQ was the first pure-play quantum computing company to go public and has seen increased investor interest recently [3] - The company holds world records in 1-qubit (99.999%) and 2-qubit gate fidelity tests, significantly outperforming competitors [6] - IonQ's trapped-ion technology, while slower in processing speed compared to superconducting qubit technology, prioritizes accuracy, which may appeal to potential clients [8] Market Positioning - IonQ's ability to maintain its lead in accuracy could allow it to release commercially viable quantum computers ahead of competitors [7] - The company must capture market share early to replicate Nvidia's success in the AI hardware market [9][10] - A hybrid approach combining IonQ's technology with traditional computing hardware could lead to significant performance improvements and energy savings [11] Future Outlook - For IonQ to become a dominant player in the quantum computing market, it needs to achieve widespread technology adoption as quantum computing becomes commercially viable [12] - While quantum computers can outperform traditional machines in specific calculations, the range of use cases is limited, necessitating cautious performance expectations from investors [12]

IonQ's stock has caught fire in the past few weeks.Quantum computing stocks are starting to become quite popular among investors. One of the top picks in this space is IonQ (IONQ -3.10%), and its stock has had an incredible September. The stock is up around 59% this month, boosted by a few headlines. That's a ton of growth in a short time frame. Is there more ahead? Well, analysts are saying that the quantum computing market is expected to be mainstream a decade from now. IonQ's technology is different from ...

Core Insights - D-Wave Quantum's shareholders have seen their investment more than quadruple over the last three years, with a return of 313.5% compared to the S&P 500's 79.9% [1][4][6] Performance Analysis - D-Wave Quantum's share price has increased by over 216% in 2023 alone, significantly outperforming the S&P 500's gain of 13% [2][4] - A $1,000 investment in D-Wave three years ago would now be worth $4,135, while the same investment in the S&P 500 would be worth $1,799 [6] Market Position - D-Wave Quantum's market capitalization is approximately $9 billion, categorizing it as a mid-cap company, which makes it relevant to benchmarks like the Nasdaq Composite and S&P MidCap 400 [5] Financial Health - The company reported a loss of $167.3 million in Q2, which is a significant increase from the $17.8 million loss in the same quarter the previous year [7] - D-Wave's revenue for the latest period was only $3.1 million, indicating limited financial performance [7][8] - The stock is valued at a price-to-sales ratio of 298, reflecting a high valuation relative to its revenue [8]

Market Overview - The VIX index has decreased by approximately 7%, indicating a lack of concern in the options market regarding potential government shutdowns or a pause in market rallies [1][2] - The S&P 500 has shown significant recovery, with a rise of nearly 35% from its low on April 8, suggesting a positive market sentiment [3] Cash Reserves and Market Dynamics - There is nearly $8 trillion in cash that may be deployed as the month and quarter end approaches, potentially driving market rallies despite forecasts of doom and gloom for Q4 [4] - The market is expected to continue moving higher, albeit not in a straight line, as various headwinds have been overcome [5] Sector Rotation and Technology - A rotation is observed among major tech stocks, with profit-taking in names like Nvidia and Microsoft, while companies like Google are gaining traction [6][7] - IBM is highlighted as a potential leader in quantum computing, with significant advancements expected by 2029, which could transform electronic transactions and the crypto landscape [8][10][11] Quantum Computing Developments - IBM has made strides in quantum computing, with a proof case demonstrating a 34% improvement in bond trading for HSBC, indicating practical applications of the technology [11] - The anticipated full capacity of quantum computing by 2029 is expected to significantly impact various industries [10] Asset Class Performance - Commodities, particularly crude oil, have shown strong performance, influenced by geopolitical factors [13] - The easing cycle in interest rates is expected to support US equities as markets reposition for Q4 [14][15]

Some quantum stocks pulled back from all-time highs this week as investors rotated out of speculative names and into more defensive positions. Other quantum names maintained the upward momentum as the sector remained in the spotlight. QBTS stock is climbing. See the real-time chart here. Here's a look at the latest news in the quantum computing sector. Read Next: Cipher Mining Grabs $1.1 Billion for Expansion—Zero Interest, All Growth Power Bullish Coverage Analysts from BofA Securities and B. Riley updated ...

Core Insights - Quantum computing is a rapidly evolving technology with the potential to transform various industries, presenting unique investment opportunities in companies like Rigetti Computing (RGTI) and D-Wave Quantum (QBTS) aiming to establish a trillion-dollar market [1] Company Strategies - Rigetti is focused on superconducting qubits and a modular chiplet architecture, striving for universal, gate-based quantum machines, while D-Wave specializes in quantum annealing, targeting optimization problems for enterprise clients [2][7] - Rigetti's recent advancements include the Cepheus-1-36Q system, which has improved two-qubit error rates and achieved a median gate fidelity of approximately 99.5% [5][6] - D-Wave's Advantage2 system emphasizes higher qubit counts and improved performance, with a focus on immediate enterprise adoption and practical applications [8][12] Financial Performance - RGTI shares have increased by 110.3% year-to-date, while QBTS shares have surged by 213.5% [3] - The Zacks Consensus Estimate for RGTI's 2025 sales indicates a year-over-year decline of 19.65%, with a projected loss per share of 9 cents [14] - Conversely, QBTS is expected to see a year-over-year sales growth of 181.5% for 2025, with a projected loss per share of 24 cents [17] Market Positioning - Rigetti relies heavily on government contracts for revenue, recently securing a $5.8 million contract with the U.S. Air Force Research Laboratory [9] - D-Wave focuses on enterprise adoption, implementing pilot programs across various industries, which provides more immediate revenue visibility [10] - Rigetti's roadmap includes plans for a 100+ qubit system by the end of 2025 and a $250 million partnership with Quanta Computer to scale production [11] Investment Considerations - Rigetti holds a stronger growth and momentum profile, with a Growth Score of 'C' and a Momentum Score of 'A', while D-Wave has a Growth Score of 'F' and a Momentum Score of 'D' [21] - Both companies currently carry a Zacks Rank 3 (Hold), indicating that investors may want to wait for clearer catalysts before making investment decisions [21][22]