Key Takeaways QBTS added new and renewed Q3 agreements across aviation, semiconductors, pharma, banking and research. D-Wave Quantum's deals contributed to $2.4 million of bookings generated in the third quarter. D-Wave Quantum later highlighted a EUR 10 million deal to deploy an Advantage2 annealing system in Europe. During the third quarter of 2025, D-Wave Quantum (QBTS) signed several new and renewed customer agreements across both commercial and research applications, reflecting growing adoption of its ...

Core Viewpoint - Nebius, SoundHound AI, and IonQ are identified as stocks with potential for significant growth, particularly in 2026, as they are in the early stages of their growth trajectories [1][2]. Nebius - Nebius specializes in cloud computing infrastructure focused on artificial intelligence, with a significant increase in expected contracted power capacity from 1 gigawatt to 2.5 gigawatts by the end of 2026, indicating substantial revenue growth potential [3]. - If projections are met, Nebius's annualized run rate revenue could rise from $551 million in Q3 2025 to between $7 billion and $9 billion by the end of 2026, representing parabolic growth [5]. - The current market cap of Nebius is $25 billion, with a current stock price of $97.93 and a gross margin of -1312.43% [4][5]. SoundHound AI - SoundHound AI integrates generative AI with speech recognition, allowing clients to automate customer interactions, leading to a 68% year-over-year revenue increase in Q3 [7]. - The company has secured contracts with major clients, including three of the top 10 global financial services firms, which have expanded their agreements [7]. - Management projects organic growth of 50% or more for the foreseeable future, positioning SoundHound AI for potential parabolic growth [9]. IonQ - IonQ is a leading player in the quantum computing sector, which is at the beginning of its growth phase, with commercial viability expected around 2030 [10]. - The current market cap of IonQ is $18 billion, with a stock price of $49.45 and a gross margin of -747.41% [11]. - There is potential for significant stock movement if IonQ announces a major partnership or breakthrough in quantum computing technology [12].

Group 1 - Jim Cramer highlighted IBM as one of the leading companies in quantum computing, alongside Alphabet, suggesting that these are the only two companies with real quantum technology currently available [1][2] - Cramer emphasized that many speculative quantum stocks are far from being viable, with IBM having operational quantum machines that are expected to deliver results within the next one to two years [2] - IBM is positioned as a cost-effective option in the quantum computing space, with eight functioning quantum machines, making it a preferable choice over other speculative stocks [2] Group 2 - The article suggests that while IBM has potential as an investment, certain AI stocks may offer better upside potential and lower downside risk [2]

Core Viewpoint - Quantum Computing Inc. (NASDAQ:QUBT) is preparing to release its third-quarter earnings, with investors eager to see if the company can sustain its impressive 800% stock surge over the past year, despite limited analyst attention [1][6] Financial Performance - Wall Street analysts estimate QUBT's earnings per share to be -$0.05, with revenue projected at approximately $116,670, indicating potential improvement from the previous quarter's loss of $0.26 per share on $61,000 in revenue [2][3] - In the previous quarter, QUBT surprised the market by reporting earnings per share of $0.11, despite expectations of a loss, although revenue was significantly below forecasts at $39,000 compared to the expected $300,000 [3] Valuation Metrics - QUBT has a negative price-to-earnings (P/E) ratio of approximately -20.61, indicating it is not currently profitable, and a very high price-to-sales ratio of 6,773.26, suggesting a significant premium for each dollar of sales [4] - The enterprise value to sales ratio stands at 5,453.03, reflecting a high valuation relative to sales [4] Liquidity and Debt Position - QUBT maintains a strong liquidity position with a current ratio of 88.17 and a very low debt-to-equity ratio of 0.0039, indicating minimal reliance on debt financing [5] - However, the enterprise value to operating cash flow ratio is negative at -78.41, highlighting cash flow challenges [5]

Group 1 - Quantum Computing Inc. (NASDAQ:QUBT) is recognized as one of the best quantum computing stocks to buy and hold for five years, with a "Buy" rating initiated by Lake Street analyst Max Michaelis, who set a price target of $24 [1][2] - The company's first-mover advantage in photonics and Thin Film Lithium Niobate (TFLN) technology positions it strategically in the growing quantum computing market, which is expected to be crucial for future semiconductor fabrication [1][2] - Quantum Computing Inc.'s U.S.-based foundry is well-positioned to take advantage of the constrained supply chain and increasing demand in sectors such as telecom and datacom [2] Group 2 - The company's diverse approach, including the development of proprietary photonic chips and quantum computing solutions, is expected to support its future growth [2]

Core Insights - Quantum Computing Inc. (NASDAQ:QUBT) focuses on developing quantum computing solutions to solve complex problems faster than traditional computers [1] - The company operates in a competitive landscape with other tech giants exploring quantum technology [1] Stock Performance - On October 3, 2025, Edward Woo from Ascendiant set a price target of $40 for QUBT, indicating a potential increase of about 62.47% from the stock price of $24.62 [2] - Ascendiant Capital Markets reiterated its Buy rating and raised the price target from $22 to $40, suggesting a potential rise of 86% [2][4] - QUBT's stock price increased by 23.22%, with fluctuations between $20.91 and $25.84 in a single day, showcasing significant volatility [3][4] - Over the past year, the stock reached a high of $27.15 and a low of $0.65, indicating substantial volatility [3] Market Metrics - The company's market capitalization is approximately $3.94 billion, reflecting its size in the market [3] - QUBT has a trading volume of 118.11 million shares, indicating strong investor interest [3]

Group 1: Quantum Computing Market Outlook - Quantum computing is expected to become a significant theme in the market by 2026, with increasing popularity in investments [1] - The technology has the potential to generate substantial returns for investors if successful, but competition among companies is fierce [1] Group 2: Investment Opportunities in Quantum Computing - Five stocks have been identified as solid picks in the quantum computing space, presenting great buying opportunities [2] - Pure-play companies like IonQ and D-Wave Quantum are highlighted for their focused approaches in quantum computing, making them high-risk but high-potential investments [4] Group 3: Company Profiles - IonQ utilizes trapped ion technology, which is cost-effective and precise, while D-Wave Quantum employs quantum annealing, differentiating them from competitors using superconducting technology [5] - Both IonQ and D-Wave Quantum are positioned to succeed by not directly competing with larger companies that have extensive resources [6] Group 4: Legacy Competitors - Alphabet and Microsoft are developing in-house quantum computing solutions to avoid dependency on external suppliers, having already invested billions in traditional computing hardware [8][9] - Growth from quantum computing for these companies is likely to come through their existing cloud computing services, potentially leading to significant profitability [10][11] Group 5: Hybrid Approach - Nvidia focuses on traditional computing hardware while providing a hybrid solution for quantum computing, connecting existing infrastructure with future quantum systems [12] - Nvidia is considered a smart investment due to its strong position in traditional computing and the anticipated growth from quantum computing deployment [13]