Core Viewpoint - Rigetti Computing's stock has significantly declined, trading over 60% below its 2025 high and losing all gains made in 2026, raising questions about whether it is a good time to invest in this quantum computing start-up [1][2]. Industry Overview - The quantum computing industry is still in its early stages, with start-ups like Rigetti competing against established tech giants such as Google and IBM to develop commercially viable quantum technologies [2]. - Companies in this sector are focused on optimizing their quantum computers based on three key metrics: speed, accuracy, and scale [4]. Performance Metrics - Speed is defined as the time taken for a quantum system to manipulate a quantum particle at a "quantum gate" [4]. - Accuracy is measured by "two-qubit gate fidelity," indicating the percentage of error-free computations [5]. - Scale refers to the number of physical qubits in a quantum system, with a noted challenge that increasing speed and scale often leads to decreased accuracy [5]. Rigetti's Position - Rigetti's 108-qubit system claims gate speeds of 50-70 nanoseconds, which is considered very fast [7]. - The median accuracy of this system is 99% for two-qubit gate fidelity, which, while seemingly high, is not competitive with rivals like IonQ, which has achieved 99.99% fidelity in a 100-qubit system [8][9]. - Rigetti's smaller systems show better accuracy, with a 36-qubit system achieving 99.6% fidelity and a 9-qubit system reaching 99.7% [9]. Future Projections - Rigetti aims to develop a system with 1,000 qubits by 2027, targeting a two-qubit gate fidelity of 99.7% [13]. - In comparison, IonQ is targeting a 10,000-qubit system by 2027 and a 2 million-qubit system by 2030 [13]. - For quantum computers to be commercially viable, estimates suggest they need at least 1 million physical qubits and a fidelity of 99.99% or higher [12]. Market Potential - The quantum computing market could reach as much as $72 billion by 2030, presenting significant opportunities for companies like Rigetti if they can capture a substantial market share [17].

Industry Overview - The quantum computing market is projected to be worth between $28 billion and $72 billion annually by 2035, indicating significant growth potential [8] - If a company successfully develops a viable quantum computer, it could be valued at hundreds of billions of dollars [1] Company Analysis - IonQ and D-Wave Quantum are two prominent companies in the quantum computing space, each employing different technologies to advance the field [2][4] - IonQ utilizes a trapped ion approach, leveraging lasers to cool atoms to near absolute zero, enabling quantum mechanical data processing [4] - D-Wave Quantum employs quantum annealing techniques to find optimal solutions for complex problems, making it suitable for optimization and sampling tasks [6] Market Potential - If either IonQ or D-Wave captures a significant share of the projected quantum computing market, their stock values could see substantial increases, with potential gains of 1,000% or more [2][11] - Assuming a 90% market share capture in a $50 billion market, potential annual revenues could reach $45 billion, leading to significant market cap increases for both companies [9][11] Financial Metrics - IonQ has a current market cap of approximately $12 billion, while D-Wave's market cap is around $7.7 billion [5][10] - If either company achieves $45 billion in annual revenue, IonQ could see a market cap increase to $400 billion, representing a potential gain of 2,885%, while D-Wave could achieve a gain of 5,233% [11]

Core Insights - Quantum computing is seen as a transformative technology with potential applications across various industries, including pharmaceuticals, materials science, finance, and cybersecurity, addressing problems beyond the capabilities of classical computers [3] - D-Wave Quantum is focusing on a dual-platform approach, combining its existing quantum annealing system with a new acquisition, Quantum Circuits Inc. (QCI), to enhance its capabilities in gate-model quantum computing [5][6] Company Overview - D-Wave Quantum's stock experienced a decline of 18.9% in January, despite the company's strategic moves to advance its quantum computing technology [1] - The company is known for its energy-efficient quantum annealing system, which is commercially available and designed to optimize decision-making and operations for enterprises [4] Recent Developments - D-Wave completed the acquisition of QCI for $550 million, which includes $300 million in stock and $250 million in cash, aimed at developing scalable gate-model quantum computers [5][6] - The acquisition is viewed as potentially transformational, providing D-Wave with a balanced approach between its existing systems and future developments in general-purpose, fault-tolerant computing [5] Financial Performance - D-Wave reported approximately $22 million in revenue for the first nine months of 2025, which represents a more than threefold increase compared to the previous year [6] - The company held a cash balance of $836.2 million as of September 30, 2025, indicating a strong liquidity position despite the significant acquisition [6] Market Position - D-Wave's current market capitalization is approximately $7.7 billion, with a gross margin of 82.82% [8] - The stock has shown volatility, with a 19% drop in January, highlighting the risks associated with investing in early-stage quantum computing companies [8][9]

Core Viewpoint - IonQ is positioned as the world's only vertically integrated quantum platform provider, with significant potential for growth despite recent stock declines [1][4]. Group 1: Company Overview - IonQ's stock experienced a significant rise in 2025, reaching a 52-week high of $84.64 in October, but has since declined by 14% year-to-date as of February 3, 2026 [1]. - The company claims to have a full-stack quantum platform, covering all essential elements from quantum chip manufacturing to software [4]. Group 2: Strategic Acquisitions - IonQ has expanded its technology through strategic acquisitions, including Skyloom, which enhances its ability to build a scalable quantum computer network [5]. - Other acquisitions, such as SkyWater Technology and Seed Innovations, aim to improve supply chain efficiency and develop AI-powered software for quantum tasks [6][7]. - The acquisition of Oxford Ionics is intended to address calculation errors in quantum computing, a significant barrier to adoption [8]. Group 3: Technological Advancements - IonQ achieved a world record for its quantum machine's accuracy and anticipates increasing its qubit support from 256 in 2026 to over a million by 2030, enhancing computational power [9]. Group 4: Financial Performance - In Q3, IonQ's revenue surged by 222% year-over-year to $39.9 million, indicating strong sales growth [10]. - However, the company reported an operating loss of $168.8 million in Q3, up from a loss of $53.1 million the previous year, due to rising operating expenses [11]. - IonQ faced a net loss of $1.1 billion in Q3 2025, a significant increase from the previous year's loss of $52.5 million, primarily due to warrant liabilities [12]. Group 5: Financial Position - Despite the losses, IonQ maintains a strong balance sheet with $3.5 billion in cash and equivalents and no debt as of November 4, allowing for continued investment in research and development [12][13]. Group 6: Investment Opportunity - The decline in IonQ's stock price presents a potential buying opportunity, as the company is expected to generate sales between $106 million and $110 million in 2025, a substantial increase from $43.1 million in 2024 [14][17]. - IonQ's sales multiple has decreased significantly from its peak valuation, suggesting that while not yet a bargain, the current price may be attractive given the company's growth potential [16].

Get alerts: IonQ, D-Wave Quantum, and Quantum Computing are the seven Quantum Computing stocks to watch today, according to MarketBeat’s stock screener tool. “Quantum computing stocks” are shares of companies that develop, manufacture, or commercialize quantum computing hardware, software, algorithms, services, or enabling components (such as control electronics and quantum-safe cryptography). From an investor perspective these equities are typically viewed as speculative, long‑horizon plays with high tec ...

Core Viewpoint - D-Wave Quantum is positioning itself for significant growth, potentially transforming its future and offering substantial returns for investors willing to accept volatility [1] Group 1: Company Developments - D-Wave Quantum is making a bold move that could redefine its future [1] - The stock price of D-Wave Quantum increased by 20.19% as of January 27, 2026 [1] Group 2: Market Context - The discussion revolves around whether the market is prematurely optimistic about D-Wave Quantum's potential [1] - The video highlights the catalysts driving this optimism, as well as the associated risks [1]

Quantum Computing Inc. (NASDAQ:QUBT) is one of the hidden AI stocks under $10 to buy. On February 2, Quantum Computing completed the acquisition of Luminar Semiconductor from Luminar Technologies in an all-cash transaction valued at $110 million. This acquisition helps Quantum Computing become a vertically integrated, domestic provider of photonics and quantum platforms. By combining Quantum Computing’s thin-film lithium niobate technology with Luminar Semiconductor’s established expertise in lasers, detec ...

Core Viewpoint - Ademi LLP is investigating potential securities fraud claims against Stellantis N.V. due to possibly inaccurate statements regarding its business operations and future prospects [1] Group 1: Investigation Focus - The investigation centers on whether Stellantis has been experiencing "poor operational execution" in its strategy to boost sales of electric vehicles [1] - Concerns are raised about the quality control of Stellantis' manufacturing processes [1] Group 2: Legal Context - Ademi LLP specializes in securities fraud and shareholder litigation, indicating a focus on protecting shareholder interests [1] - The investigation is being conducted without any cost or obligation to participants [1]

Core Insights - Rigetti Computing has experienced a significant stock increase of 1,420% over the past 15 months, although it lags behind D-Wave Quantum's 1,910% rise [1] - Investors are optimistic about quantum computing's potential to disrupt various industries, including encryption, genetic analysis, and financial forecasting [2] - Rigetti aims to provide a comprehensive suite of quantum computing solutions, encompassing hardware, system design, management software, and cloud services, which may attract enterprise customers [3] Financial Performance - As of February 4, 2026, Rigetti's stock price is $2.73, with a market capitalization of $4.9 billion [4] - The stock has shown volatility, with a 52-week price range of $6.86 to $58.15, and a gross margin of -6849.48% [4] - The company has a high valuation ratio, trading at 757 times sales, making it appear expensive compared to peers like IonQ and D-Wave [7] Market Sentiment - The stock's trajectory is heavily influenced by market sentiment and technological advancements in the quantum computing sector, leading to unpredictable price movements [5] - Despite a 45% gain in 2025, the company is unprofitable and often issues more stock to sustain operations, raising concerns about its long-term viability [7] - A steep price correction is anticipated within the next one to two years, as commercial success in quantum computing may take over a decade [8]

Core Viewpoint - IonQ's stock experienced a significant recovery, rising 15% in a day, primarily due to a broader tech rally rather than company-specific news [1][2]. Group 1: Stock Performance - IonQ shares increased by 15%, closing at $4.56, following a broader recovery in the tech sector [1][2]. - The stock's market capitalization is approximately $11 billion, with a 52-week price range of $17.88 to $84.64 [2]. Group 2: Market Context - The Nasdaq Composite index had previously dropped 4.5% over four trading sessions due to concerns about the sustainability of AI spending, but rebounded with a 2.1% increase on the day of IonQ's stock surge [2]. - Major tech companies like Alphabet and Amazon have announced substantial capital expenditures for the year, with projections of up to $185 billion and $200 billion, respectively, raising concerns about an AI bubble [4]. Group 3: Valuation Concerns - IonQ's revenue over the last twelve months is reported at $80 million, indicating a significant valuation disconnect given its market cap of nearly $13 billion, leading to concerns about overvaluation in the quantum computing sector [5].