Quantum Computing Drives Cost Savings in Energy and Logistics
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 2 hours ago
0mins
Should l Buy RGTI?
Source: PRnewswire
- Quantum Market Potential: Analysts forecast that the global quantum computing market will grow from just over $1 billion today to over $20 billion by 2030, indicating significant competitive advantages for companies leveraging quantum technology across various industries.
- VisionWave Project Launch: VisionWave Holdings Inc. has signed a $10 million Statement of Work with a third-party vendor to develop the qSpeed-Mine™ platform, with full revenue expected in 2026, marking a significant step in the company's commercialization of quantum acceleration.
- Mining Operations Optimization: Quantum-enhanced optimization tools enable mining facilities to process vast datasets in real-time, dynamically allocating power and optimizing hardware performance, thereby improving profit margins in the highly competitive cryptocurrency mining sector.
- Strategic Acquisitions: Quantum Computing Inc. has acquired Luminar Semiconductor for $110 million, further solidifying its strategic positioning in photonics and quantum technology, which is expected to add substantial annual revenue to the company.
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Analyst Views on RGTI
Wall Street analysts forecast RGTI stock price to rise
10 Analyst Rating
7 Buy
3 Hold
0 Sell
Moderate Buy
Current: 16.090
Low
30.00
Averages
39.75
High
51.00
Current: 16.090
Low
30.00
Averages
39.75
High
51.00
About RGTI
Rigetti Computing, Inc. is a full-stack quantum computing company. The Company operates quantum computers over the cloud and serves global enterprise, government, and research clients through its Rigetti Quantum Cloud Services platform. The Company’s quantum-classical infrastructure provides high-performance integration with public and private clouds for practical quantum computing. It has developed a multi-chip quantum processor for scalable quantum computing systems. Through the Company’s Quantum Computing as a Service (QCaaS) platform, its machines can be integrated into any public, private or hybrid cloud. It is also engaged in the sale of quantum processing units (QPUs) and custom computing components, and development contracts and other services. Its QPUs contain fabricated silicon-based chips featuring superconducting qubits. The Company designs and manufactures its chips in-house at Fab-1, an integrated quantum device manufacturing facility.
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.
Quantum Computing Drives Cost Savings in Energy and Logistics
- Quantum Market Potential: Analysts forecast that the global quantum computing market will grow from just over $1 billion today to over $20 billion by 2030, indicating significant competitive advantages for companies leveraging quantum technology across various industries.
- VisionWave Project Launch: VisionWave Holdings Inc. has signed a $10 million Statement of Work with a third-party vendor to develop the qSpeed-Mine™ platform, with full revenue expected in 2026, marking a significant step in the company's commercialization of quantum acceleration.
- Mining Operations Optimization: Quantum-enhanced optimization tools enable mining facilities to process vast datasets in real-time, dynamically allocating power and optimizing hardware performance, thereby improving profit margins in the highly competitive cryptocurrency mining sector.
- Strategic Acquisitions: Quantum Computing Inc. has acquired Luminar Semiconductor for $110 million, further solidifying its strategic positioning in photonics and quantum technology, which is expected to add substantial annual revenue to the company.
See More
Quantum Computing Stocks Struggle in 2026
- Stock Decline: Rigetti Computing's stock has dropped 27% year-to-date as of February 13, 2026, raising concerns among investors about its future performance, especially following a strong showing last year, potentially indicating a larger market correction.
- Minimal Revenue: With only $1.9 million in sales reported for Q3 2025, Rigetti's figure appears insignificant against its $5 billion market cap, highlighting the high-risk nature of pure-play quantum computing companies.
- Technical Strengths and Limitations: While Rigetti's quantum systems achieve gate speeds of 50 nanoseconds, its largest 108-qubit system has a gate fidelity of only 99%, significantly below the 99.99% threshold needed for commercial viability, limiting its market application potential.
- Uncertain Future Outlook: In a January 2026 investor presentation, Rigetti's management projected a 1,000-qubit system with over 99.9% fidelity in three to five years, but given the current market environment, investors may prefer to consider tech stocks with present-day commercial applications instead.
See More
Amazon Reinvests in IonQ, But Future Looks Uncertain
- Portfolio Dynamics: As of the end of 2025, Amazon's investment portfolio totals $3.5 billion, and while its stake in quantum computing is relatively small, it reflects a strategic interest in emerging technologies that could influence its long-term positioning.
- Quantum Market Potential: Analysts from Boston Consulting Group estimate that the global opportunity for quantum computing could reach between $450 billion and $850 billion by 2040, indicating significant investor interest despite the market being in its infancy.
- Historical Investment Review: Amazon's purchase of 6,671 shares of IonQ stock worth nearly $300,000 in Q4 2025 follows a complete divestment of 854,207 shares in Q3, highlighting its focus on short-term gains and response to market fluctuations.
- Changing Competitive Landscape: With giants like Amazon and Microsoft launching their own quantum processing units, IonQ's market leadership is under threat, prompting investors to carefully assess its future profitability and sustainability of market share.
See More
Small-Cap Semiconductor Stocks Face Sell Ratings
- Valuation Risks: Rigetti Computing, Inc. (RGTI) leads the small- and mid-cap semiconductor sector with a staggering price-to-sales (P/S) ratio of 567.63x, coupled with a Strong Sell rating, indicating significant downside risk for investors concerned about future performance.
- Negative Quant Signals: Universal Display Corporation (OLED) and Impinj, Inc. (PI) exhibit P/S multiples of 9.42x and 8.95x respectively, alongside Sell and Strong Sell ratings, suggesting these companies may struggle to maintain competitive positions, potentially impacting stock price stability.
- Market Watchlist: Datavault AI Inc. (DVLT) and CEVA, Inc. (CEVA) are also highlighted, with P/S ratios of 6.93x and 4.99x, respectively, indicating unfavorable quantitative scores that suggest investors should reassess their portfolios in light of these valuations.
- Industry Trends: The list also includes indie Semiconductor, Inc. (INDI) and Alpha and Omega Semiconductor Limited (AOSL), with P/S ratios of 3.28x and 0.90x, reflecting a broader downturn in the small-cap semiconductor sector amid current market conditions.
See More
Quantum Computing Stocks Plummet Amid Downgrades
- Stock Price Plunge: Rigetti Computing's stock has fallen approximately 75% from last year's autumn highs, with a further 15.4% drop this week, indicating a retreat from the market's previous over-optimism regarding quantum computing.
- Analyst Downgrade: TD Cowen analyst Krish Sinkar downgraded Rigetti's stock, suggesting that investors have overly optimistic expectations for the company's future, particularly regarding revenue estimates for 2027.
- Revenue vs. Valuation: Rigetti reported only $1.9 million in third-quarter revenue, while the market values the company at nearly $5 billion, a significant drop from over $18 billion last fall, yet still appears inflated.
- Future Demand Outlook: Rigetti's management believes that the demand and value for quantum computing will materialize post-2030, and the current stock decline reflects investor caution regarding potential returns in the coming years.
See More
Rigetti's Q3 Revenue Falls Below $2 Million Amid Market Cap Concerns
- Disappointing Revenue: Rigetti reported only $1.9 million in Q3 revenue, significantly below market expectations, indicating slow commercialization progress in the quantum computing sector, which may undermine investor confidence.
- Market Cap Decline: Despite Rigetti's market cap still being nearly $5 billion, it has drastically decreased from over $18 billion last fall, reflecting growing concerns about its future growth potential among investors.
- Analyst Downgrade: TD Cowen analyst Krish Sinkar downgraded Rigetti's stock, suggesting that investors have overly optimistic expectations for future earnings, particularly regarding the aggressive revenue forecasts for 2027.
- Shifting Market Sentiment: The enthusiasm for quantum computing stocks has waned, with Rigetti's shares down approximately 75% from last year's highs, indicating that the market's previous overexcitement about quantum technology is cooling, prompting investors to be cautious in selecting future winners.
See More
Quantum Computing Drives Cost Savings in Energy and Logistics
- Quantum Market Potential: Analysts forecast that the global quantum computing market will grow from just over $1 billion today to over $20 billion by 2030, indicating significant competitive advantages for companies leveraging quantum technology across various industries.
- VisionWave Project Launch: VisionWave Holdings Inc. has signed a $10 million Statement of Work with a third-party vendor to develop the qSpeed-Mine™ platform, with full revenue expected in 2026, marking a significant step in the company's commercialization of quantum acceleration.
- Mining Operations Optimization: Quantum-enhanced optimization tools enable mining facilities to process vast datasets in real-time, dynamically allocating power and optimizing hardware performance, thereby improving profit margins in the highly competitive cryptocurrency mining sector.
- Strategic Acquisitions: Quantum Computing Inc. has acquired Luminar Semiconductor for $110 million, further solidifying its strategic positioning in photonics and quantum technology, which is expected to add substantial annual revenue to the company.
See More
Quantum Computing Stocks Struggle in 2026
- Stock Decline: Rigetti Computing's stock has dropped 27% year-to-date as of February 13, 2026, raising concerns among investors about its future performance, especially following a strong showing last year, potentially indicating a larger market correction.
- Minimal Revenue: With only $1.9 million in sales reported for Q3 2025, Rigetti's figure appears insignificant against its $5 billion market cap, highlighting the high-risk nature of pure-play quantum computing companies.
- Technical Strengths and Limitations: While Rigetti's quantum systems achieve gate speeds of 50 nanoseconds, its largest 108-qubit system has a gate fidelity of only 99%, significantly below the 99.99% threshold needed for commercial viability, limiting its market application potential.
- Uncertain Future Outlook: In a January 2026 investor presentation, Rigetti's management projected a 1,000-qubit system with over 99.9% fidelity in three to five years, but given the current market environment, investors may prefer to consider tech stocks with present-day commercial applications instead.
See More
Amazon Reinvests in IonQ, But Future Looks Uncertain
- Portfolio Dynamics: As of the end of 2025, Amazon's investment portfolio totals $3.5 billion, and while its stake in quantum computing is relatively small, it reflects a strategic interest in emerging technologies that could influence its long-term positioning.
- Quantum Market Potential: Analysts from Boston Consulting Group estimate that the global opportunity for quantum computing could reach between $450 billion and $850 billion by 2040, indicating significant investor interest despite the market being in its infancy.
- Historical Investment Review: Amazon's purchase of 6,671 shares of IonQ stock worth nearly $300,000 in Q4 2025 follows a complete divestment of 854,207 shares in Q3, highlighting its focus on short-term gains and response to market fluctuations.
- Changing Competitive Landscape: With giants like Amazon and Microsoft launching their own quantum processing units, IonQ's market leadership is under threat, prompting investors to carefully assess its future profitability and sustainability of market share.
See More
Small-Cap Semiconductor Stocks Face Sell Ratings
- Valuation Risks: Rigetti Computing, Inc. (RGTI) leads the small- and mid-cap semiconductor sector with a staggering price-to-sales (P/S) ratio of 567.63x, coupled with a Strong Sell rating, indicating significant downside risk for investors concerned about future performance.
- Negative Quant Signals: Universal Display Corporation (OLED) and Impinj, Inc. (PI) exhibit P/S multiples of 9.42x and 8.95x respectively, alongside Sell and Strong Sell ratings, suggesting these companies may struggle to maintain competitive positions, potentially impacting stock price stability.
- Market Watchlist: Datavault AI Inc. (DVLT) and CEVA, Inc. (CEVA) are also highlighted, with P/S ratios of 6.93x and 4.99x, respectively, indicating unfavorable quantitative scores that suggest investors should reassess their portfolios in light of these valuations.
- Industry Trends: The list also includes indie Semiconductor, Inc. (INDI) and Alpha and Omega Semiconductor Limited (AOSL), with P/S ratios of 3.28x and 0.90x, reflecting a broader downturn in the small-cap semiconductor sector amid current market conditions.
See More
Quantum Computing Stocks Plummet Amid Downgrades
- Stock Price Plunge: Rigetti Computing's stock has fallen approximately 75% from last year's autumn highs, with a further 15.4% drop this week, indicating a retreat from the market's previous over-optimism regarding quantum computing.
- Analyst Downgrade: TD Cowen analyst Krish Sinkar downgraded Rigetti's stock, suggesting that investors have overly optimistic expectations for the company's future, particularly regarding revenue estimates for 2027.
- Revenue vs. Valuation: Rigetti reported only $1.9 million in third-quarter revenue, while the market values the company at nearly $5 billion, a significant drop from over $18 billion last fall, yet still appears inflated.
- Future Demand Outlook: Rigetti's management believes that the demand and value for quantum computing will materialize post-2030, and the current stock decline reflects investor caution regarding potential returns in the coming years.
See More
Rigetti's Q3 Revenue Falls Below $2 Million Amid Market Cap Concerns
- Disappointing Revenue: Rigetti reported only $1.9 million in Q3 revenue, significantly below market expectations, indicating slow commercialization progress in the quantum computing sector, which may undermine investor confidence.
- Market Cap Decline: Despite Rigetti's market cap still being nearly $5 billion, it has drastically decreased from over $18 billion last fall, reflecting growing concerns about its future growth potential among investors.
- Analyst Downgrade: TD Cowen analyst Krish Sinkar downgraded Rigetti's stock, suggesting that investors have overly optimistic expectations for future earnings, particularly regarding the aggressive revenue forecasts for 2027.
- Shifting Market Sentiment: The enthusiasm for quantum computing stocks has waned, with Rigetti's shares down approximately 75% from last year's highs, indicating that the market's previous overexcitement about quantum technology is cooling, prompting investors to be cautious in selecting future winners.
See More
