A message from our partners at i2i Marketing Group, LLC 
The Second Act of the Solar Boom Is Just Getting Started The first act of solar was about installation and growth. That phase is largely complete. The second act is about managing aging infrastructure, tightening regulation, and building the systems that were never planned for at scale. Historically, this is where durable, policy-driven businesses begin to matter - long after the headlines move on. Explore the next phase of the clean-energy story:
Additional Reading from MarketBeat Is This Quantum Outperformer a New Threat to D-Wave?Written by Nathan Reiff. Published: 2/17/2026. 
In Brief - Despite recent successes, D-Wave Quantum shares are down by about 30% year-to-date, part of a broader sell-off in the quantum space.
- While most pure-play quantum firms have been heavily impacted by the dip, rival Quantum Computing has fallen by less than some of its peers.
- However, despite outperforming others in the industry, Quantum Computing carries heavy risks for investors associated with its low revenue, strong reliance on stock sales, and mounting operating expenses.
D-Wave Quantum Inc. (NYSE: QBTS) is off to a strong start to 2026 in several respects. The company began the year by closing on its $550-million acquisition of Quantum Circuits, a move that strengthens its presence in the traditional gate-model quantum space. At the same time, D‑Wave has reported multiple new deals for its existing Advantage2 quantum annealing system, so it is not abandoning its original approach to quantum technology—the company is now a full-fledged dual‑tech operation, which sets it apart from many rivals. Finally, a renewed push into defense applications could open a new set of clients and projects going forward. Still, investors have punished D‑Wave shares, which are down about 30% year-to-date (YTD), despite these wins. The quantum industry more broadly has experienced a pronounced selloff so far this year, dragging share prices lower even as technological progress continues. Amid those declines, Quantum Computing Inc. (NASDAQ: QUBT) has avoided the worst of the slide. QUBT shares are down materially YTD, but not to the same extent as QBTS and several other pure‑play rivals. Is there something about this firm that stands out, and should investors view it as a viable alternative to D‑Wave? A Closer Look At Quantum Computing's Fundamentals While President Trump's official salary is $400,000 per year... his tax returns reveal he's been collecting up to $250,000 PER MONTH from one hidden source. Until recently, most Americans couldn't touch the type of investment that makes up this investment. But thanks to Executive Order 14330, that just changed. If you love investing in disruptive new companies... Discover how to invest in the fund Trump uses to collect this income >> On the surface, Quantum Computing looks like a contender among companies focused on quantum hardware and related products. The firm carries a Moderate Buy rating, with three of six analysts making a bullish assessment. Wall Street forecasts that Quantum Computing shares could more than double—up about 112% to $18 per share—and the newest rating, an optimistic Buy with a $22 price target, came just last month from Rosenblatt Securities. Digging deeper, however, the fundamentals are less convincing. The company generated just $384,000 in revenue in the most recently reported quarter, and just over $500,000 in revenue on a trailing 12‑month basis. That is tiny even compared with other quantum industry firms that are growing their sales—D‑Wave reported roughly $3.7 million in revenue in its latest quarter, which, while modest, is more substantial. With a year‑to‑date net loss exceeding $17 million as of the end of Q3 2025, Quantum Computing is spending far faster than it is generating revenue. Operating expenses continue to climb as the company pushes to commercialize products. It has financed much of that activity through a series of stock offerings—amounting to hundreds of millions of dollars in 2025—which have diluted existing shareholders. What Sets Quantum Computing Apart Quantum Computing has deliberately not pursued the strategy of building the largest, most powerful quantum machines. Instead, the company has prioritized smaller components—such as photonic integrated circuits—and developer tools that could bring quantum technology into commercial use sooner. The idea is that accessible, application‑focused products could help the firm reach profitability earlier than rivals chasing scale. So far, however, that approach has produced limited results. The company has not yet achieved widespread commercial success for its products and has struggled to secure significant long‑term contracts with recurring revenue. It is seeing pockets of interest—particularly in automotive, financial services, research, and government applications—but that interest has not translated into meaningful top‑ or bottom‑line improvement. For investors weighing a switch from D‑Wave to Quantum Computing, it's worth noting that neither company has yet delivered on the promise of mass‑market quantum computing. Both face steep challenges ahead. That said, D‑Wave currently holds some advantages—its Quantum Circuits acquisition, momentum with Advantage2, and stronger revenue generation—that may justify remaining invested despite the recent selloff. Given analyst forecasts that D‑Wave has upside of nearly 94%, the pullback could represent a buying opportunity for investors willing to accept the risks.
| 
No comments:
Post a Comment