Analysis of Quantum Computing Companies' Prospects
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 06 2026
0mins
Should l Buy QBTS?
Source: Fool
- Market Growth Potential: According to Fortune Business Insights, the quantum computing market is expected to grow at a 31.6% CAGR from 2026 to 2034, indicating that early movers like D-Wave, IonQ, and QCi have ample room for expansion and could significantly increase their market share.
- D-Wave's Technological Edge: D-Wave Quantum's Advantage 2 system can solve specific tasks 25,000 times faster than its first-generation system while consuming less power, which is projected to drive revenue from $24.6 million in 2025 to $146.5 million by 2028, reflecting an 81.3% CAGR.
- IonQ's Market Positioning: IonQ aims to enhance its quantum computing capabilities with the new Tempo system, expecting revenue to surge from $130 million in 2025 to $568.4 million by 2028, representing a robust 63.5% CAGR, showcasing its strong growth potential in the quantum computing sector.
- QCi's Production Outlook: Quantum Computing Inc. anticipates a revenue leap from $0.7 million in 2025 to $59.5 million by 2028 through mass production of its first photonic chips, achieving a staggering 339.7% CAGR, positioning it favorably in the competitive landscape.
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Analyst Views on QBTS
Wall Street analysts forecast QBTS stock price to rise
13 Analyst Rating
13 Buy
0 Hold
0 Sell
Strong Buy
Current: 13.900
Low
35.00
Averages
40.67
High
48.00
Current: 13.900
Low
35.00
Averages
40.67
High
48.00
About QBTS
D-Wave Quantum Inc. is a quantum computing company, which is engaged in the development and delivery of quantum computing systems, software, and services. The Company builds and delivers systems, cloud services, application development tools, and professional services to support the end-to-end quantum computing journey for enterprises and developers. The Company's products include Cloud Platform, Systems, Professional Services, and others. Under its Cloud Platform, the Leap quantum cloud service delivers immediate, real-time access to its quantum computers and hybrid solvers services. Under its Systems, the Advantage quantum system is a quantum computer designed for business. It also offers quantum applications to a range of customers, including resource scheduling, factory scheduling, industrial construction design, drug discovery, and others. It offers solutions across workforce scheduling, production scheduling, vehicle routing, resource optimization, and cargo loading.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Xanadu Quantum Successfully Goes Public Amid Market Turbulence
- IPO Performance: Xanadu Quantum's shares rose 15% on their debut on Nasdaq and the Toronto Stock Exchange, although they fell over 10% in after-hours trading, indicating a mix of market interest and caution towards quantum computing firms.
- SPAC Merger: Xanadu went public through a merger with the special purpose acquisition company Crane Harbor Acquisition, a method that provides a quicker financing route for quantum startups, reflecting growing market confidence in quantum technology.
- Industry Breakthroughs: Significant advancements in quantum computing over the past 18 months, including improvements in quantum error correction and increased qubit counts, lay the groundwork for commercial applications, with expectations for larger-scale quantum computing capabilities by the mid-2030s.
- Market Potential: The quantum computing market is estimated to be worth between $100 billion and $250 billion, attracting investments from tech giants like Alphabet and Microsoft, indicating a positive long-term outlook from investors in this sector.
See More
Quantum Computing Market Poised for Massive Growth
- Market Potential: McKinsey & Company estimates that the quantum computing market opportunity could reach $72 billion annually by 2035, a massive market expected to emerge over the next decade, drawing attention from long-term investors.
- Investment Advice: Although investing in early-stage quantum computing companies is inherently risky, it is recommended that investors allocate 1% to 3% of their portfolios to this emerging technology to capture potential massive gains, especially following the AI investment boom.
- Leading Company Performance: IonQ's revenue surged 429% year-over-year in its latest quarter, and it holds the world record for the most accurate quantum computer, making it a frontrunner in the quantum computing space and attracting significant investor interest.
- Competitive Landscape Analysis: D-Wave Quantum focuses on quantum annealing, aiming to optimize problem-solving solutions; while success is not guaranteed, its specialized market positioning may provide a competitive edge in certain areas.
See More
Quantum Computing Investment Opportunities Are Expanding
- Market Potential: McKinsey & Company estimates that the quantum computing market could reach $72 billion annually by 2035, highlighting the investment value of this emerging technology and attracting long-term investors' interest.
- Portfolio Recommendation: Investors are advised to allocate 1% to 3% of their portfolios to quantum computing, as early-stage investments carry risks but offer enormous potential returns, especially before the technology matures.
- Leading Company Performance: IonQ has seen a 429% year-over-year revenue increase and holds the world record for quantum computing accuracy, demonstrating its leading position in the market and attracting significant investor interest.
- Competitive Landscape Analysis: D-Wave Quantum focuses on quantum annealing technology to optimize problem-solving solutions, and while different from IonQ, its specialized strategy may provide a competitive edge in certain areas, making it worth investors' attention.
See More
MarketBeat Weekly Recap – March 23 to March 27
Market Trends: Following recent uncertainty, stocks have pulled back, with the Trump administration's pause in hostilities with Iran initially easing investor anxiety, but rising energy prices and inflation concerns are complicating the market outlook.
Investment Opportunities: Analysts are highlighting potential opportunities in various sectors, including energy stocks and companies like Advanced Micro Devices (AMD), which is expected to see growth due to strong institutional buying and planned product launches.
Stock Performance: Companies like Rivian Automotive and Tesla are under scrutiny, with Rivian showing quiet performance while Tesla faces regulatory challenges, impacting investor sentiment and stock prices.
Consumer Sector Insights: Retail stocks, particularly Gap and Macy's, are experiencing mixed reactions post-earnings reports, with some showing recovery while others face caution from investors regarding their future strategies.
See More
Quantum Computing Stocks Face Turbulence Amid Optimism
- Insider Selling Surge: As of mid-October 2025, insiders at IonQ, Rigetti Computing, and D-Wave Quantum have collectively sold over $930 million in stock, indicating a lack of confidence from executives regarding the companies' future prospects, which could negatively impact investor sentiment.
- Market Volatility: Over the past 12 months, stocks of IonQ, Rigetti, and D-Wave surged between 670% and 6,217%, yet recent declines, including a 6.85% drop for IonQ, reflect short-term concerns about quantum computing's viability.
- Optimistic Investment Outlook: Despite the selling trend, analysts project that quantum computing could add between $450 billion and $850 billion in global economic value by 2040, highlighting its long-term potential.
- Warning from Insider Transactions: Over the last five years, insider purchases totaled only $3.35 million for IonQ, $625,000 for Rigetti, and just over $309,000 for D-Wave, suggesting executives may not view their stocks as undervalued, potentially diminishing investor interest.
See More
Quantum Computing Stocks Surge Amid Insider Selling Warnings
- Stock Surge: As of mid-October 2025, shares of IonQ, Rigetti Computing, and D-Wave Quantum have skyrocketed between 670% and 6,217% over the past year, reflecting strong market interest in quantum computing, although this growth may be overly optimistic.
- Insider Trading Dynamics: Over the past five years, insiders at quantum computing firms have collectively sold more than $930 million in stock, indicating a lack of confidence from executives and board members in their company's shares, which may suggest future financial pressures.
- Investment Outlook Analysis: While the long-term prospects for quantum computing are promising, with analysts projecting an addition of $450 billion to $850 billion in global economic value by 2040, the current high valuations and lack of insider buying could lead to short-term price corrections.
- Market Warning Signals: Insider purchases in the quantum computing sector totaled only $3.35 million (IonQ), $625,000 (Rigetti), and just over $309,000 (D-Wave), indicating a lack of confidence among executives regarding future stock price increases, prompting investors to carefully assess risks.
See More
Xanadu Quantum Successfully Goes Public Amid Market Turbulence
- IPO Performance: Xanadu Quantum's shares rose 15% on their debut on Nasdaq and the Toronto Stock Exchange, although they fell over 10% in after-hours trading, indicating a mix of market interest and caution towards quantum computing firms.
- SPAC Merger: Xanadu went public through a merger with the special purpose acquisition company Crane Harbor Acquisition, a method that provides a quicker financing route for quantum startups, reflecting growing market confidence in quantum technology.
- Industry Breakthroughs: Significant advancements in quantum computing over the past 18 months, including improvements in quantum error correction and increased qubit counts, lay the groundwork for commercial applications, with expectations for larger-scale quantum computing capabilities by the mid-2030s.
- Market Potential: The quantum computing market is estimated to be worth between $100 billion and $250 billion, attracting investments from tech giants like Alphabet and Microsoft, indicating a positive long-term outlook from investors in this sector.
See More
Quantum Computing Market Poised for Massive Growth
- Market Potential: McKinsey & Company estimates that the quantum computing market opportunity could reach $72 billion annually by 2035, a massive market expected to emerge over the next decade, drawing attention from long-term investors.
- Investment Advice: Although investing in early-stage quantum computing companies is inherently risky, it is recommended that investors allocate 1% to 3% of their portfolios to this emerging technology to capture potential massive gains, especially following the AI investment boom.
- Leading Company Performance: IonQ's revenue surged 429% year-over-year in its latest quarter, and it holds the world record for the most accurate quantum computer, making it a frontrunner in the quantum computing space and attracting significant investor interest.
- Competitive Landscape Analysis: D-Wave Quantum focuses on quantum annealing, aiming to optimize problem-solving solutions; while success is not guaranteed, its specialized market positioning may provide a competitive edge in certain areas.
See More
Quantum Computing Investment Opportunities Are Expanding
- Market Potential: McKinsey & Company estimates that the quantum computing market could reach $72 billion annually by 2035, highlighting the investment value of this emerging technology and attracting long-term investors' interest.
- Portfolio Recommendation: Investors are advised to allocate 1% to 3% of their portfolios to quantum computing, as early-stage investments carry risks but offer enormous potential returns, especially before the technology matures.
- Leading Company Performance: IonQ has seen a 429% year-over-year revenue increase and holds the world record for quantum computing accuracy, demonstrating its leading position in the market and attracting significant investor interest.
- Competitive Landscape Analysis: D-Wave Quantum focuses on quantum annealing technology to optimize problem-solving solutions, and while different from IonQ, its specialized strategy may provide a competitive edge in certain areas, making it worth investors' attention.
See More
MarketBeat Weekly Recap – March 23 to March 27
Market Trends: Following recent uncertainty, stocks have pulled back, with the Trump administration's pause in hostilities with Iran initially easing investor anxiety, but rising energy prices and inflation concerns are complicating the market outlook.
Investment Opportunities: Analysts are highlighting potential opportunities in various sectors, including energy stocks and companies like Advanced Micro Devices (AMD), which is expected to see growth due to strong institutional buying and planned product launches.
Stock Performance: Companies like Rivian Automotive and Tesla are under scrutiny, with Rivian showing quiet performance while Tesla faces regulatory challenges, impacting investor sentiment and stock prices.
Consumer Sector Insights: Retail stocks, particularly Gap and Macy's, are experiencing mixed reactions post-earnings reports, with some showing recovery while others face caution from investors regarding their future strategies.
See More
Quantum Computing Stocks Face Turbulence Amid Optimism
- Insider Selling Surge: As of mid-October 2025, insiders at IonQ, Rigetti Computing, and D-Wave Quantum have collectively sold over $930 million in stock, indicating a lack of confidence from executives regarding the companies' future prospects, which could negatively impact investor sentiment.
- Market Volatility: Over the past 12 months, stocks of IonQ, Rigetti, and D-Wave surged between 670% and 6,217%, yet recent declines, including a 6.85% drop for IonQ, reflect short-term concerns about quantum computing's viability.
- Optimistic Investment Outlook: Despite the selling trend, analysts project that quantum computing could add between $450 billion and $850 billion in global economic value by 2040, highlighting its long-term potential.
- Warning from Insider Transactions: Over the last five years, insider purchases totaled only $3.35 million for IonQ, $625,000 for Rigetti, and just over $309,000 for D-Wave, suggesting executives may not view their stocks as undervalued, potentially diminishing investor interest.
See More
Quantum Computing Stocks Surge Amid Insider Selling Warnings
- Stock Surge: As of mid-October 2025, shares of IonQ, Rigetti Computing, and D-Wave Quantum have skyrocketed between 670% and 6,217% over the past year, reflecting strong market interest in quantum computing, although this growth may be overly optimistic.
- Insider Trading Dynamics: Over the past five years, insiders at quantum computing firms have collectively sold more than $930 million in stock, indicating a lack of confidence from executives and board members in their company's shares, which may suggest future financial pressures.
- Investment Outlook Analysis: While the long-term prospects for quantum computing are promising, with analysts projecting an addition of $450 billion to $850 billion in global economic value by 2040, the current high valuations and lack of insider buying could lead to short-term price corrections.
- Market Warning Signals: Insider purchases in the quantum computing sector totaled only $3.35 million (IonQ), $625,000 (Rigetti), and just over $309,000 (D-Wave), indicating a lack of confidence among executives regarding future stock price increases, prompting investors to carefully assess risks.
See More
