QBTS D-Wave Quantum Loading... : Bullish and Bearish Analyst Opinions
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Top Calls
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02:47
Jun 03
Jun 03
Explicitly named and valued (~$11B) in comparative context to Quantinuum IPO; cited as part of the quantum sector that gets repriced when a large IPO forces allocator attention.
MED
00:03
Jun 02
Jun 02
D-Wave lifted by Quantum IPO
D-Wave will get a boost when Quantum (Honeywell spin-off) comes public, might be worth owning.
LOW
22:14
Jun 01
Jun 01
D-Wave is leading quantum computing
D-Wave is uniquely positioned in quantum computing by developing both annealing and gate-model approaches, enabling it to address the full market with commercial adoption already underway, offering a competitive edge over peers like IBM and Google.
MED
16:18
May 22
May 22
Portfolio disclosure — speaker owns $QBTS as part of 30-40% portfolio allocation to Robotics/AI/Quantum theme.
HIGH
00:17
May 22
May 22
Quantum computing stocks benefit from US government investment.
The Trump administration announced a $2 billion equity investment in nine quantum computing companies, including D-Wave, IonQ, Rigetti Computing, and IBM, signaling strong government backing for quantum computing as a national security and economic priority. This policy catalyst drives significant upside for these stocks, despite current lack of profits.
HIGH
18:29
May 21
May 21
Government investment accelerates D-Wave scaling.
The $100M U.S. government equity investment in D-Wave is a significant endorsement that will accelerate the company's ability to bring scaled versions of its annealing and gate-model quantum computing products to market by several years, enhancing its competitive position.
HIGH
10:41
May 21
May 21
The author argues quantum computing is too early for private markets and recommends allocating capital to AI or space instead, dismissing the $2B U.S. investment as insufficient VC-level funding.
HIGH
00:18
May 07
May 07
D-Wave is top quantum stock.
D-Wave Quantum is the best pure-play quantum computing stock. Cramer identifies it as the leader in the space, noting that IBM and Honeywell are also involved but D-Wave is the one he likes most.
MED
11:13
May 03
May 03
Watch QBTS and RGTI as IONQ earnings will drive sentiment across quantum names. All move in tandem, making IONQ's report a primary catalyst for these tickers.
HIGH
19:34
Apr 23
Apr 23
The author argues that INFQ is an undervalued defense-focused quantum stock with significant upside potential compared to its overvalued peers.
18:27
Apr 14
Apr 14
Re-shorted $QBTS at $16.7 — overvalued speculative name with no business model.
HIGH
20:04
Apr 13
Apr 13
Added to $QBTS short into the close as market hit huge volume resistance.
HIGH
17:00
Apr 13
Apr 13
Portfolio Update — short $QBTS at $15.6, already realized significant profits from high $18's short.
HIGH
17:17
Nov 26
Nov 26
1. THE FACT: Quantinuum (private) was the only company included in Project Genesis, and the speaker states that AI does not intersect with quantum.
2. THE BRIDGE: The exclusion of these public quantum computing companies from a significant project, coupled with the speaker's belief that quantum and AI are separate, suggests these companies may not benefit from the AI boom and could be overvalued if investors are conflating the two.
3. THE VERDICT: Avoid public quantum computing stocks as they were excluded from a key project and the speaker believes quantum and AI are distinct, implying limited upside from AI integration.
15:29
Nov 24
Nov 24
1. THE FACT: Shkreli is shorting more quantum stocks, stating "if NVDA catches a cold, they die of marburg."
2. THE BRIDGE: This implies that quantum computing stocks are highly correlated with, and dependent on, the performance of NVIDIA. A downturn in NVIDIA's stock, or the broader tech sector, would disproportionately impact these quantum companies, leading to significant declines.
3. THE VERDICT: Short quantum stocks ($IONQ, $QBTS, $RGTI) due to their high correlation and dependency on NVIDIA's performance, making them vulnerable to a tech downturn.
HIGH
About QBTS Analyst Coverage
Buzzberg tracks QBTS (D-Wave Quantum) across 9 sources. 6 bullish vs 17 bearish calls from 9 analysts. Sentiment: mixed to bearish. 27 total trade ideas tracked.