Industry Overview - The global quantum computing market is projected to grow from $0.8 billion in 2025 to $1.08 billion in 2026, with a CAGR of 35.2% through 2035, driven by adoption in sectors like finance, pharmaceuticals, and manufacturing [1] - Quantum computing-related revenues could reach up to $72 billion by 2035, fueled by applications in optimization, materials science, drug discovery, and complex financial modeling [1] Investment Performance - Several pure-play quantum stocks have delivered quadruple-digit returns during 2024-2025, despite the lack of positive earnings, as revenues increased from a small base and order backlogs expanded [2] - The Defiance Quantum ETF (QTUM) gained 103.9% during this period, reflecting strong investor interest [2] Key Companies - **IonQ (IONQ)**: Focuses on trapped-ion qubits, aiming for 100-256 qubit systems by 2026, and expanding commercial engagements through partnerships. Projected earnings growth of 65.8% on revenue growth of 83.3% [12][13] - **IBM**: Introduced the Quantum Nighthawk processor, a 120-qubit system, targeting quantum advantage by the end of 2026. Projected earnings growth of 7.5% on revenue growth of 4.9% [14][15] - **NVIDIA (NVDA)**: Advances quantum computing through hybrid quantum-classical platforms, with a focus on integrating quantum processors with GPU systems. Projected earnings growth of 55% on revenue growth of 43.2% [16][17] Funding and Government Support - Quantum funding more than doubled year over year in 2025, with total equity funding reaching $3.77 billion in the first three quarters [7] - Global governments committed approximately $1.8 billion to quantum initiatives in 2024, with cumulative public funding expanding to $10 billion by April 2025 [8][10] Future Outlook - 2026 is anticipated to be a pivotal year for quantum computing, with sustained capital inflows, policy support, and technical advancements converging to create conditions for significant returns for investors [11]

Core Viewpoint - International Business Machines Corporation (IBM) is recognized as a leading player in quantum computing and has made a significant acquisition of Confluent for approximately $11 billion to enhance its generative AI capabilities [2][6]. Group 1: Acquisition Details - IBM's acquisition of Confluent aims to create smart data platforms that will enable enterprises to deploy generative and agentic AI more effectively and rapidly [2]. - The deal is expected to close by the end of 2026 and is projected to contribute only 2% to IBM's consolidated revenue growth [5]. Group 2: Market Reaction - Following the acquisition announcement, IBM's share price experienced a slight decline of $1.52, indicating a largely neutral market reaction [3]. - Analysts have differing opinions on the acquisition; Stifel maintained a Buy rating and increased the price target from $295 to $325, while UBS maintained a Sell rating with a price target of $210 [3][4]. Group 3: Analyst Perspectives - Stifel views the acquisition as a strategic move, emphasizing the growing importance of real-time data streaming in AI and IBM's historical success with similar acquisitions [4]. - Conversely, UBS considers the deal dilutive, projecting an increase of $385 million in interest expenses by 2027 if financed through cash and debt, which contributes to their Sell rating [5].

D-Wave Quantum Inc. (NYSE:QBTS) is among the Best Performing Quantum Computing Stocks in 2025. D-Wave Quantum Inc. (NYSE:QBTS) rose more than 17% following the announcement to participate and showcase its quantum technology at CES 2026 on December 22. The gains were short-lived, and the share price closed at $25.29 at market close on December 26. Management noted that as the sponsors of the CES Foundry, the company will attend the two-day event at Fontainebleau Las Vegas from January 7 to January 8. The ...

Quantum Computing Inc. (NASDAQ:QUBT) is one of the best low priced technology stocks to buy according to analysts. On December 17, Wedbush initiated coverage of Quantum Computing with a Neutral rating and $12 price target. While quantum computing is still in its early stages, the firm believes that widespread commercial use will be the industry’s next major turning point. The sector represents a generational opportunity due to a massive TAM, the power to solve complex optimization problems, and the potenti ...

Key Takeaways Quantum Computing is prioritizing long-term scalability, investing in Fab 1 now and planning Fab 2. QUBT's Fab 1 is not built for scale, and Fab 2's revenue impact is largely back-end loaded. QUBT is targeting small, customized deployments that validate demand but deliver modest, scalable revenues. Quantum Computing Inc. or QCi (QUBT) is pursuing long-term platform dominance over short-term revenue acceleration. In line with this approach, the company is investing heavily in manufacturing infr ...

Key Takeaways IonQ enters 2026 with accelerating revenue growth, technical benchmarks and a strengthened balance sheet.RGTI holds about $600M cash with no debt, supporting its chiplet-based roadmap and growing deployments.IONQ & RGTI remain unprofitable, but their strong cash positions help absorb execution and adoption risks.In 2025, IonQ (IONQ) and Rigetti Computing (RGTI) gained the attention of investors tracking the rapid evolution of the quantum computing sector. Throughout the year, IonQ demonstrated ...

We recently published 10 Stocks Quietly Climbing Toward 2026. D-Wave Quantum Inc. (NYSE:QBTS) is one of the best performers on Monday. D-Wave snapped a three-day losing streak on Monday, adding 3.40 percent to close at $26.15 apiece amid some window-dressing activities. The practice is common among institutional investors, where they tweak their portfolios ahead of reporting periods by loading up on well-performing companies and disposing of underperforming ones to present a stronger portfolio to clients ...

Group 1: Domestic Chip Replacement - The rise of domestic AI chip manufacturers is marked by significant stock price increases, with companies like Cambrian Technology surpassing major brands like Kweichow Moutai [1] - The market anticipates more AI chip companies to go public, with notable performances from companies like Moer Thread and Muxi, indicating strong investor interest in domestic chip alternatives [1] - The domestic market share for smart computing chips is projected to grow from approximately 20% in 2024 to about 60% by 2029, reflecting a shift towards local production [2] Group 2: AI Edge Computing - The emergence of AI in hardware is expected to redefine traditional devices, with predictions that mobile phones and apps may become obsolete in favor of AI-driven edge devices [3] - The global edge AI market is forecasted to grow from 321.9 billion yuan to 1.22 trillion yuan between 2025 and 2029, with a compound annual growth rate of 40% [4] - The focus of competition is shifting from hardware specifications to AI experience and ecosystem collaboration, indicating a transformation in the value chain [5] Group 3: Quantum Computing Advances - Quantum technology is recognized as a strategic frontier for technological revolution, with significant breakthroughs expected in the coming years [6] - China's advancements in quantum communication and computing are positioning it alongside global leaders, with the "Zu Chongzhi No. 3" quantum computer expected to maintain a competitive edge [7] - The practical application of quantum computing in fields like finance and protein simulation is anticipated to grow, marking a critical step towards commercialization [6] Group 4: Commercial Space Acceleration - The commercial space sector is entering a new phase of rapid evolution, supported by government policies and increased capital investment [8] - The global commercial space market is projected to grow at a compound annual growth rate of 10.5% over the next five years [8] - The demand for satellite launches is expected to surge, with significant increases in the number of satellites being deployed [9] Group 5: Solid-State Battery Development - Solid-state batteries are gaining attention as a transformative technology for electric vehicles, with major manufacturers announcing plans for testing and production [10] - The timeline for mass production is set for 2027, with initial production expected to be in small batches [11] - The industry faces challenges in cost and manufacturing processes, with a consensus that semi-solid batteries will precede full solid-state solutions [10] Group 6: L3 Autonomous Driving - The introduction of L3 autonomous driving is accelerating due to supportive policies and decreasing costs in the supply chain [12] - The commercial application of L3 technology is expected to expand significantly in 2026, with several manufacturers already in the approval process [13] - The transition from assisted to fully automated driving represents a critical milestone for the industry, with ongoing improvements in technology and data accumulation [13] Group 7: Real Estate Debt Restructuring - Major real estate companies like Country Garden and Sunac have successfully completed debt restructuring, indicating a shift in the industry’s approach to financial challenges [14] - The total scale of debt restructuring in 2025 reached approximately 1.2 trillion yuan, significantly alleviating short-term repayment pressures for affected companies [14] - The focus for 2026 will be on balancing risk management and transformation within the real estate sector, with expectations for continued progress in debt resolution [15] Group 8: "15th Five-Year Plan" Initiatives - The "15th Five-Year Plan" emphasizes high-quality development and technological self-reliance as key objectives for the next five years [16] - The plan outlines initiatives to enhance the modern industrial system and promote strategic emerging industries, including quantum technology and renewable energy [17] - Increasing the resident consumption rate is highlighted as a crucial goal, with measures aimed at boosting consumer spending and improving living standards [18]

Calgary, Alberta--(Newsfile Corp. - December 30, 2025) - SuperQ Quantum Computing Inc. (CSE: QBTQ) (OTCQB: QBTQF) (FSE: 25X) ("SuperQ Quantum", "SuperQ", or the "Company") has named former PwC, EY and AECOM leader and sustainability expert Willem Krüger as Business Lead, a move aimed at accelerating the commercial rollout of its hybrid quantum-supercomputing stack.Krüger joins SuperQ as the Company moves to capitalize on its flagship Super™ platform. Unlike traditional quantum interfaces that require speci ...

Financial Performance - D-Wave reported a significant revenue increase in 3Q25, rising from $1.9 million to $3.7 million, nearly a 100% gain year-over-year [1] - The adjusted net loss improved to $18.1 million, or 5 cents per share, compared to a loss of $23.2 million, or 12 cents per share in 3Q24, exceeding expectations by 2 cents per share [1] - D-Wave's stock has surged by 201% in 2025 [1] Intellectual Property and Technology - D-Wave has over 260 U.S. granted patents protecting its technology and innovations [2] - The company operates at all levels of the quantum computing segment, producing both hardware (quantum computers) and software, positioning itself as a full-stack quantum company [3] Market Position and Services - D-Wave is a leader in the quantum computing industry, having launched its real-time quantum cloud service, Leap, in 2018, which offers 99.9% uptime and advanced quantum processing units [4] - The company is recognized for its potential to revolutionize various sectors, including AI applications, cloud computing, and encryption [5] Analyst Insights and Ratings - Wedbush analyst Antoine Legault highlights D-Wave's broad commercial adoption potential and significant addressable market, giving it a Buy rating with a $35 price target, indicating a 38% upside [8] - The consensus rating for D-Wave is Strong Buy, with 13 recent positive analyst reviews and an average price target of $40, suggesting a 58% one-year upside [8]