Particle.news
Download on the App Store

Analysts Reevaluate Quantum Bets as New Screens Favor Both Pure‑Plays and Platform Giants

Fresh recommendations and updated targets spotlight early bookings and fortified cash positions against persistent questions on scalability and profits.

Overview

  • D‑Wave Quantum drew a Benchmark price‑target hike to $35 with a Buy rating after Q3 bookings of $2.4 million, $3.7 million in revenue, and a post‑quarter €10 million deal to place an Advantage2 system in Europe.
  • Quantum Computing Inc. reported Q3 revenue of about $384,000 and net income of $2.4 million driven by a derivative liability mark‑to‑market and interest income, and later raised funds to bring liquid resources to more than $1.5 billion.
  • Grok‑curated lists highlighted mixed exposure across IonQ, Rigetti, NVIDIA, Microsoft, and IBM, reflecting investor preference for both pure‑play upside and lower‑risk participation through diversified tech platforms.
  • Current targets cited by data providers include IonQ at a Moderate Buy with a $76.11 average target, Rigetti at $40.50, NVIDIA at $254.80, and Microsoft with a Strong Buy consensus and a $628.03 target.
  • Sector screens referenced a quantum market outlook of roughly $7.3 billion by 2030 and noted technical differentiation—such as IonQ’s trapped‑ion systems versus superconducting and annealing approaches—alongside ongoing commercialization hurdles.