Quantum Stocks Drop as Competitor Xanadu Pursues U.S. Listing
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 04 2025
0mins
Should l Buy QUBT?
Source: TipRanks
Xanadu's U.S. Listing Announcement: Shares of American quantum computing firms, including IonQ, Rigetti, D-Wave, and Quantum Computing, fell after Xanadu announced plans for a U.S. listing via a $3.6 billion SPAC deal, expected to raise nearly $500 million.
Xanadu's Photonic Technology: Xanadu's quantum computers utilize light particles (photons) for calculations, claiming advantages over competitors that use trapped ions or superconducting qubits, with a focus on scalability and error resistance.
Innovations in Quantum Computing: Xanadu's X-Series is the first photonic quantum computer available on the cloud, featuring error-resistant qubits that enhance stability and reliability, moving quantum computing closer to practical applications.
Analyst Ratings: Wall Street analysts have given a "Strong Buy" consensus rating to D-Wave Quantum and IonQ, with IonQ showing greater upside potential compared to D-Wave.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy QUBT?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on QUBT
Wall Street analysts forecast QUBT stock price to rise
4 Analyst Rating
2 Buy
2 Hold
0 Sell
Moderate Buy
Current: 8.190
Low
12.00
Averages
17.00
High
25.00
Current: 8.190
Low
12.00
Averages
17.00
High
25.00
About QUBT
Quantum Computing Inc. is an integrated quantum optics and nanophotonic technology company. The Company is utilizing integrated photonics and non-linear quantum optics to develop and deliver machines for quantum computing, reservoir computing, and remote sensing, imaging and cybersecurity applications. Its products are designed to operate at room temperature and low power. Its Entropy Quantum Computer is a full-stack system, incorporating the Company’s custom user interface software Qatalyst, which allows users to avoid the complexity of software development kits at the circuit level and has evolved from the Company’s primary Software as a Service offering to the software that powers its offerings. Its Reservoir Computer is a device that uses an integrated circuit that can be reprogrammed after manufacturing and optimized for recurrent neural network applications. Its Quantum Photonic Vibrometer is a proprietary, instrument for remote vibration detection, sensing, and inspection.
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 Stocks Face Major Risks Amidst Opportunities
- Market Potential: Quantum computing is projected to create between $450 billion and $850 billion in global economic value by 2040, offering substantial return potential for investors despite being significantly smaller than the trillion-dollar AI market.
- Stock Price Surge: As of October 2025, shares of IonQ, Rigetti Computing, D-Wave Quantum, and Quantum Computing Inc. have skyrocketed by 670%, 6,217%, 3,912%, and 2,798% respectively over the past 12 months, reflecting strong market confidence in quantum computing.
- Significant Financing Risks: These four quantum computing companies collectively issued over $4.1 billion in common stock and warrants in 2025 to raise capital, indicating their unproven operating models and posing dilution risks for existing shareholders.
- Increased Competitive Pressure: With major players like Amazon and Microsoft ramping up investments in quantum computing, the low barriers to entry could threaten the market position of pure-play quantum companies, potentially leading to their obsolescence as the technology matures.
See More
Quantum Computing Stocks Surge Up to 6,200% Over the Past Year
- Quantum Stock Performance: As of mid-October, stocks of IonQ, Rigetti Computing, D-Wave Quantum, and Quantum Computing Inc. surged by up to 6,200% over the past year, reflecting strong investor confidence and robust market demand for this nascent technology.
- Market Potential Analysis: According to a forecast by Boston Consulting Group, quantum computing could generate between $450 billion and $850 billion in global economic value by 2040, attracting significant investor interest despite its smaller market size compared to artificial intelligence.
- Risks and Challenges: While quantum computing stocks present substantial return potential, they face risks such as share dilution and slow commercialization; collectively, these four companies issued over $4.1 billion in common stock and warrants in 2025 to raise capital, which could negatively impact existing shareholders.
- Competitive Pressure: With the
See More
Quantum Computing Stocks Decline, QUBT Remains Only Buy Rated Stock
- Sector-Wide Retreat: Quantum computing stocks continued their decline on Thursday, with QUBT being the only U.S.-listed quantum company still holding a Buy rating, indicating a general market caution towards high-risk tech stocks.
- Poor Stock Performance: QUBT shares dipped 2.1% in late morning trading, bringing its year-to-date loss to approximately 19%, reflecting a waning investor confidence in the quantum computing sector.
- Peer Performance: Competitors IonQ, D-Wave Quantum, Rigetti Computing, and Arqit Quantum also faced declines of 2.5%, 3%, 6.5%, and 4.2% respectively, exacerbating the industry's downturn.
- Shifting Market Trends: As investors pull back from highly speculative tech stocks, quantum stocks have seen double-digit declines year-to-date, indicating that concerns over a prolonged high-interest rate environment are influencing investment decisions.
See More
Infleqtion Set to Go Public via SPAC Merger
- Quantum Technology Breakthrough: Infleqtion focuses on quantum computing and sensing powered by neutral-atom technology, boasting over 230 patents and leveraging Nobel Prize-winning technology, showcasing a strong technical foundation and market potential.
- Collaboration with Nvidia: Infleqtion is closely working with Nvidia to integrate its Sqale quantum computer with Nvidia's CUDA-Q and NVQLink technology, aiming to accelerate hybrid quantum-classical computing applications, potentially unlocking commercial quantum computing sooner.
- SPAC Merger Financing: The proposed merger with Churchill Capital Corp X is expected to generate approximately $540 million in gross proceeds, including over $125 million in new capital, reflecting strong market confidence in Infleqtion's future growth.
- Strong Market Performance: Churchill Capital shares rose 5.59% to $11.34 at the time of publication, indicating positive investor sentiment towards the merger, which may present a good opportunity for long-term holding.
See More
Quantum Computing Completes Acquisition of Luminar Semiconductor
- Acquisition Completed: Quantum Computing announced late Monday that it has finalized its acquisition of Luminar Semiconductor for $110 million in cash, aimed at enhancing its portfolio of core photonic technologies, patents, and engineering talent, thereby strengthening its competitive edge in the quantum computing sector.
- Stock Price Reaction: Shares of Quantum Computing rose 2.7% in premarket trading on Tuesday, reflecting a positive market response to the acquisition and indicating investor confidence in the company's future growth potential.
- Bankruptcy Context: Luminar Technologies filed for Chapter 11 bankruptcy protection in December after losing a key contract with Volvo, making Quantum Computing's acquisition particularly significant as it allows the company to acquire valuable assets and technologies.
- Strategic Implications: Being selected as the stalking horse bidder for Luminar's remaining assets highlights Quantum Computing's strategic position in the industry and its focus on future technology integration, which is expected to further enhance its positioning in the quantum computing market.
See More
Wall Street Bubble Warning: Silver Price Plummets
- Silver Price Plunge Warning: On January 30, silver futures dropped 31% in a single day, marking the worst performance since March 1980, highlighting the potential for severe losses due to excessive optimism among investors, particularly in hot sectors like AI and quantum computing.
- Impact of FOMO: Over the past 10 weeks, silver prices surged from around $50 per ounce to nearly $122, with a 140% increase attracting many investors; however, this bubble ultimately burst, serving as a reminder for market participants to be cautious of short-term speculative behavior.
- Risks of Technological Trends: While AI and quantum computing are seen as future growth engines, with PwC and Boston Consulting Group predicting trillions in economic value by 2030 and 2040 respectively, investors' overestimation of the optimization rates and practical applications of these technologies could lead to volatility similar to that of silver prices.
- Historical Lessons: The dramatic fluctuations in silver prices serve not only as a warning to investors but also reflect the market's excessive expectations for emerging technologies, with history indicating that investors should remain vigilant against the risks posed by FOMO to avoid significant losses in future investments.
See More
Quantum Computing Stocks Face Major Risks Amidst Opportunities
- Market Potential: Quantum computing is projected to create between $450 billion and $850 billion in global economic value by 2040, offering substantial return potential for investors despite being significantly smaller than the trillion-dollar AI market.
- Stock Price Surge: As of October 2025, shares of IonQ, Rigetti Computing, D-Wave Quantum, and Quantum Computing Inc. have skyrocketed by 670%, 6,217%, 3,912%, and 2,798% respectively over the past 12 months, reflecting strong market confidence in quantum computing.
- Significant Financing Risks: These four quantum computing companies collectively issued over $4.1 billion in common stock and warrants in 2025 to raise capital, indicating their unproven operating models and posing dilution risks for existing shareholders.
- Increased Competitive Pressure: With major players like Amazon and Microsoft ramping up investments in quantum computing, the low barriers to entry could threaten the market position of pure-play quantum companies, potentially leading to their obsolescence as the technology matures.
See More
Quantum Computing Stocks Surge Up to 6,200% Over the Past Year
- Quantum Stock Performance: As of mid-October, stocks of IonQ, Rigetti Computing, D-Wave Quantum, and Quantum Computing Inc. surged by up to 6,200% over the past year, reflecting strong investor confidence and robust market demand for this nascent technology.
- Market Potential Analysis: According to a forecast by Boston Consulting Group, quantum computing could generate between $450 billion and $850 billion in global economic value by 2040, attracting significant investor interest despite its smaller market size compared to artificial intelligence.
- Risks and Challenges: While quantum computing stocks present substantial return potential, they face risks such as share dilution and slow commercialization; collectively, these four companies issued over $4.1 billion in common stock and warrants in 2025 to raise capital, which could negatively impact existing shareholders.
- Competitive Pressure: With the
See More
Quantum Computing Stocks Decline, QUBT Remains Only Buy Rated Stock
- Sector-Wide Retreat: Quantum computing stocks continued their decline on Thursday, with QUBT being the only U.S.-listed quantum company still holding a Buy rating, indicating a general market caution towards high-risk tech stocks.
- Poor Stock Performance: QUBT shares dipped 2.1% in late morning trading, bringing its year-to-date loss to approximately 19%, reflecting a waning investor confidence in the quantum computing sector.
- Peer Performance: Competitors IonQ, D-Wave Quantum, Rigetti Computing, and Arqit Quantum also faced declines of 2.5%, 3%, 6.5%, and 4.2% respectively, exacerbating the industry's downturn.
- Shifting Market Trends: As investors pull back from highly speculative tech stocks, quantum stocks have seen double-digit declines year-to-date, indicating that concerns over a prolonged high-interest rate environment are influencing investment decisions.
See More
Infleqtion Set to Go Public via SPAC Merger
- Quantum Technology Breakthrough: Infleqtion focuses on quantum computing and sensing powered by neutral-atom technology, boasting over 230 patents and leveraging Nobel Prize-winning technology, showcasing a strong technical foundation and market potential.
- Collaboration with Nvidia: Infleqtion is closely working with Nvidia to integrate its Sqale quantum computer with Nvidia's CUDA-Q and NVQLink technology, aiming to accelerate hybrid quantum-classical computing applications, potentially unlocking commercial quantum computing sooner.
- SPAC Merger Financing: The proposed merger with Churchill Capital Corp X is expected to generate approximately $540 million in gross proceeds, including over $125 million in new capital, reflecting strong market confidence in Infleqtion's future growth.
- Strong Market Performance: Churchill Capital shares rose 5.59% to $11.34 at the time of publication, indicating positive investor sentiment towards the merger, which may present a good opportunity for long-term holding.
See More
Quantum Computing Completes Acquisition of Luminar Semiconductor
- Acquisition Completed: Quantum Computing announced late Monday that it has finalized its acquisition of Luminar Semiconductor for $110 million in cash, aimed at enhancing its portfolio of core photonic technologies, patents, and engineering talent, thereby strengthening its competitive edge in the quantum computing sector.
- Stock Price Reaction: Shares of Quantum Computing rose 2.7% in premarket trading on Tuesday, reflecting a positive market response to the acquisition and indicating investor confidence in the company's future growth potential.
- Bankruptcy Context: Luminar Technologies filed for Chapter 11 bankruptcy protection in December after losing a key contract with Volvo, making Quantum Computing's acquisition particularly significant as it allows the company to acquire valuable assets and technologies.
- Strategic Implications: Being selected as the stalking horse bidder for Luminar's remaining assets highlights Quantum Computing's strategic position in the industry and its focus on future technology integration, which is expected to further enhance its positioning in the quantum computing market.
See More
Wall Street Bubble Warning: Silver Price Plummets
- Silver Price Plunge Warning: On January 30, silver futures dropped 31% in a single day, marking the worst performance since March 1980, highlighting the potential for severe losses due to excessive optimism among investors, particularly in hot sectors like AI and quantum computing.
- Impact of FOMO: Over the past 10 weeks, silver prices surged from around $50 per ounce to nearly $122, with a 140% increase attracting many investors; however, this bubble ultimately burst, serving as a reminder for market participants to be cautious of short-term speculative behavior.
- Risks of Technological Trends: While AI and quantum computing are seen as future growth engines, with PwC and Boston Consulting Group predicting trillions in economic value by 2030 and 2040 respectively, investors' overestimation of the optimization rates and practical applications of these technologies could lead to volatility similar to that of silver prices.
- Historical Lessons: The dramatic fluctuations in silver prices serve not only as a warning to investors but also reflect the market's excessive expectations for emerging technologies, with history indicating that investors should remain vigilant against the risks posed by FOMO to avoid significant losses in future investments.
See More
