Quantum computing might be the next tech megatrend.Growth investors are always on the lookout for the next possible tech megatrend that has the potential to create life-changing wealth for those who buy in early. If the more optimistic projections are accurate, quantum computing could be that next trend, and it could start delivering on its promise within the next five years. D-Wave Quantum (QBTS 8.76%) is one of a number of publicly traded pure-play quantum computing specialists trying to make a name for t ...

D-Wave Quantum Inc. (NYSE:QBTS) is one of the 12 tech stocks with the biggest upside potential. Following a series of new agreements announced by the company, Wedbush raised its price target for D-Wave Quantum Inc. (NYSE:QBTS) from $35 to $40 while maintaining a Buy rating on January 28. Wedbush analyst Dan Ives was optimistic about the company’s announcement of a $10 million, two-year enterprise Quantum Computing as a Service (QCaaS) agreement with a leading Fortune 100 company. The firm views this deal a ...

D-Wave Quantum Inc. (NYSE:QBTS) is one of the High-Flying Stocks to Buy Right Now. On January 22, Needham’s analyst, Quinn Bolton, reiterated a “Buy” rating with the price objective of $48. The analyst noted the company’s competitive edge in the broader quantum computing landscape, thanks to the acquisition of Quantum Circuits. D-Wave Quantum (QBTS): Needham Reiterates Buy Rating with PT of $48 Notably, the firm’s analyst expects that Quantum Circuits’ dual-rail qubits and D-Wave Quantum Inc. (NYSE:QBTS) ...

Welcome back to Opening Bell. We're so glad you're with us. We got to talk about quantum computing.And joining me right now, Dr. . Alan Barretts, president, CEO of D-Wave Quantum. It's great to see you again.I'm so glad you're here. Um, we want to hear about the very latest trends that you're seeing and how you're feeling about 2026, all your new bookings. >> So, Nicole, first of all, it's great speaking with you once again.and uh very much enjoy the conversations. Uh yeah, this has been an amazing first mo ...

核心交易 - CP Group与DRA Advisors宣布与D-Wave Quantum Inc (NYSE: QBTS)签署了一项具有里程碑意义的租赁协议 [1] - D-Wave将把其全球总部从加利福尼亚州帕洛阿尔托迁出，并在博卡拉顿创新园区(BRiC)建立美国主要的研发设施 [1] - 此举标志着南佛罗里达州新兴科技生态系统的一个重要里程碑 [1] 物业详情与投资 - 博卡拉顿创新园区(BRiC)是一个具有历史意义的170万平方英尺的科技中心，最初由IBM建造 [1] - CP Group近期在BRiC投入了1亿美元的资本改善计划，将其转变为设施丰富的目的地 [1] - 改善项目包括由博卡拉顿地区医院运营的现场健康中心、两家咖啡店、一家自主即取即走商店、翻新的餐饮宴会厅、灵活的室内外活动空间以及一个拥有1100个车位的停车库 [1] - 这些改造提供了支持D-Wave运营需求所需的定制化基础设施，包括专门的物流、无与伦比的弹性和冗余性 [1] 区域发展与协同 - 佛罗里达大西洋大学(FAU)单独承诺投入2000万美元，用于购买和安装D-Wave的Advantage2™退火量子计算机，进一步巩固该地区在量子研究和劳动力发展方面的全球领先地位 [1] - D-Wave首席执行官表示，佛罗里达州是美国增长最快的技术生态系统之一，拥有丰富的科学和教育环境、不断增长的高技能科技人才库以及充满活力的创新精神 [1] - BRiC在2025年底仅一个季度就完成了超过30万平方英尺的租赁活动，这得益于其spec suite项目的成功以及其向拥有现场健康、餐饮和零售的混合用途“城镇中心”的演变 [1] 相关公司背景 - CP Group成立于1986年，是一家垂直整合的商业房地产公司和增值投资者，在阳光地带市场拥有深厚的知识 [1] - 该公司收购、重新定位和运营了超过170处办公和混合用途物业，总面积超过6400万平方英尺，价值超过80亿美元 [1] - DRA Advisors LLC是一家总部位于纽约的注册投资顾问公司，拥有约100名员工，专门为机构和个人投资者提供房地产投资管理服务 [1] - 自1986年成立以来，DRA已收购了约420亿美元的房地产，其收购包括超过1亿平方英尺的工业地产、87,500套多户住宅单元、9000万平方英尺的零售地产和6600万平方英尺的办公地产 [1] - 截至2025年9月30日，DRA的管理总资产为116亿美元 [1] 其他业务动态 - Cross Ocean Partners与CP Group合作，以9600万美元收购了位于佛罗里达州中部、面积722,456平方英尺、由八栋建筑组成的办公物业组合，该组合目前出租率为93% [1] - CP Group与DRA Advisors在迈阿密市中心的地标性甲级办公摩天大楼迈阿密塔执行了超过5万平方英尺的租赁协议 [1] - CP Group与DRA Advisors宣布在其博卡拉顿创新园区(BRiC)完成了超过26.6万平方英尺的租赁活动，包括三份新租约和两份续约 [1]

In principle, quantum computing is fascinating. This evolving new technology has the potential to handle certain unusual types of computations that are far beyond the capacities of even today's most powerful conventional supercomputers, and the results could lead to revolutionary breakthroughs in a host of existing industries. They could even create new ones. That potential has been evident in how quantum computing stocks have performed. Optimistic investors have bid up the share prices of a handful of e ...

行业热度与市场表现 - 2025年，量子计算成为比人工智能更受炒作的技术，吸引了大量投资者关注 [1] - 截至2025年10月中旬，四家纯量子计算公司IonQ、Rigetti Computing、D-Wave Quantum和Quantum Computing Inc的过去12个月回报率最高达到6200%，带来了改变生活的收益 [2] - 行业股票在一年内出现四位数百分比的暴涨，引发了投资者的错失恐惧症，并希望其在2026年能再次上演强劲表现 [3] 技术成熟度与商业化挑战 - 量子计算机尚需数年才能实现比经典计算机更具成本效益的实用问题解决，目前仍处于早期商业化阶段 [4][7][8] - 量子计算机的潜力在于其速度和准确性，可用于加速AI算法学习、改进天气模型和优化药物开发流程 [5] - 据The Quantum Insider估计，该技术到2035年可能创造1万亿美元的全球经济价值 [5] - 尽管前景广阔，但该技术需要时间成熟和发展，目前通过亚马逊和微软的量子云服务获取客户仅是开端，距离主流应用尚有数年之遥 [6][7] 公司财务状况与融资依赖 - 作为早期公司，纯量子计算公司难以获得传统金融服务，因此普遍依赖股权稀释来筹集资金以维持运营和研发 [9][10] - 2025年，四家纯量子计算公司通过市场或私募发行合计筹集了41.5亿美元资金 [12] - 例如，IonQ的融资包括可额外购买4301万股公司股票的七年期认股权证，行权价为每股155美元，这增加了流通股数量并对股价构成潜在压力 [13] - 这些公司距离实现持续盈利仍很遥远，股权稀释是目前维持生存的唯一可行方案 [13] 行业竞争格局与进入壁垒 - 量子计算行业的进入壁垒非常低，这对现有纯量子计算公司的先发优势构成威胁 [14][20] - IonQ、Rigetti和D-Wave虽享有先发优势并获得了一些早期收入和重要合同，但维持这一优势面临挑战 [15] - 华尔街“科技七巨头”等大型科技公司拥有雄厚资本，正积极投资量子计算未来，例如Alphabet在2024年12月推出量子处理单元Willow，微软在2025年2月推出Majorana 1 QPU [18][19] - 这些巨头凭借其基础业务产生的现金流和资产负债表实力进行激进投资，是早期量子计算公司无法比拟的，可能导致后者先发优势在2026年或不久后消失 [19][20] 关键公司数据摘要 - **IonQ**: 当前股价45.49美元，市值160亿美元，2025年融资额20亿美元，毛利率为-747.41% [11][12][16] - **Rigetti Computing**: 当前股价22.31美元，市值74亿美元，2025年融资额3.5亿美元，毛利率为-6849.48% [12][16][17] - **D-Wave Quantum**: 2025年融资额5.5亿美元 [12] - **Quantum Computing Inc**: 2025年融资额12.5亿美元 [12]

Key Takeaways QBTS shares slid 13.4% after Jan. 23 as trade-war fears pushed investors away from speculative quantum stocks.D-Wave generates revenues from quantum systems, QCaaS and services, backed by more than 100 paying customers.IONQ posted 222% revenue growth in Q3 2025, but widening 2026 loss estimates cloud near-term returns.On Jan. 23, 2026, quantum computing stocks experienced sector-wide weakness as broader risk sentiment shifted due to a combination of global macro and geopolitical uncertainties ...

D-Wave Quantum lands a system sale and its "first large enterprise deal,†a sign that commercialization is inching forward in the quantum sector. ...

PALO ALTO, Calif.--(BUSINESS WIRE)--D-Wave Quantum Inc. (NYSE: QBTS) ("D-Wave†or the "Company†), the only dual-platform quantum computing company, providing annealing and gate-model systems, software, and services, today announced a $10 million, two-year enterprise Quantum Computing as a Service (QCaaS) agreement with a leading Fortune 100 company. Under the agreement, the companies plan to collaborate to develop and deploy several quantum-powered applications. "This agreement marks a signific. ...