D-Wave Quantum Inc.
QBTS · Technology
$16.54
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QUBT Bets on Scale as Rising Costs Weigh on Profitability
Quantum Computing Inc. (QUBT) reported strong revenue growth to $5.6M in Q2 2026 but remains unprofitable with a $1.2M gross loss. The company spent $180M on three acquisitions, expanding capabilities but introducing integration risks. Operating expenses surged 114% YoY. Peers D-Wave and Rigetti also face challenges with uneven revenues tied to large contracts and high expense intensity relative to their revenue bases.
D-Wave Quantum's Massive Upside Meets a High-Stakes Valuation Reality
D-Wave Quantum is transitioning from demonstrations to live enterprise workloads with growing production revenue and contracted revenue. However, the stock's current valuation already prices in a much larger future business, leaving little room for error. The company faces a tension between its promising operational progress and its high-stakes valuation.
Why I Wouldn't Touch IonQ, Even With Quantum Computing Stocks Soaring
Despite IonQ's impressive 287% year-over-year revenue growth and record quarterly results, analyst Matt DiLallo advises against investing in the quantum computing stock due to its massive losses (operating costs 5x revenue), rich valuation (55x forward sales), and high volatility. He suggests considering quantum computing ETFs instead as a safer way to gain sector exposure.
Is D-Wave Quantum a Buy?
D-Wave Quantum is a rare pure-play quantum computing company with paying customers running production workloads, including AT&T's network optimization task. However, the company faces significant challenges: it's burning cash rapidly (-$119M free cash flow over last four quarters), has doubled its share count in two years through dilution, and carries a lofty 500x price-to-sales valuation that leaves no room for error. While D-Wave is the most defensible pure-play quantum stock, investors seeking quantum exposure should consider tech giants like IBM or Alphabet instead.
Quantum Computing Stocks IonQ, Rigetti Computing, and D-Wave Quantum Have Put Wall Street on Notice With This $863 Million Warning
Insiders at pure-play quantum computing companies IonQ, Rigetti Computing, and D-Wave Quantum have sold nearly $863 million in stock over the past three years with virtually no insider buying, signaling potential overvaluation concerns. The companies trade at extreme price-to-sales ratios (59, 398, and 542 respectively) far exceeding historical norms for game-changing technologies, raising the risk of a bubble-bursting event.