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Despite a Double Miss, D-Wave's Earnings Could Fuel a New Rally
By Nathan Reiff. Article Posted: 2/27/2026.
Key Points
- Despite quarterly losses and revenue that failed to meet analyst expectations, D-Wave Quantum's Q4 earnings report showed many promising signs of growth.
- One highlight was the company's bookings momentum, which surged by 471% on a sequential basis—and January 2026 bookings have only continued to accelerate.
- D-Wave also maintains a strong cash position with about $885 million on hand, giving it ample room to fund its aggressive R&D plans in 2026.
- Special Report: [Sponsorship-Ad-6-Format3]
After weeks of anticipation—and with the stock down nearly 29% year-to-date (YTD)—D-Wave Quantum Inc. (NYSE: QBTS) reported Q4 and full-year 2025 earnings, producing mixed results. The headline is that the company missed analyst expectations on both the top and bottom line for the quarter, even though both measures improved year over year (YOY).
Look a little closer, however, and there are several reasons investors might be optimistic. D-Wave showed notable gains in quarterly bookings, its cash position, full-year revenue and gross profit, among other metrics. Those wins—combined with the firm's pivotal acquisition of Quantum Circuits earlier this year and its repositioning as a dual-focus gate-model and annealing quantum tech company—could help cement D-Wave as one of the leading names in the space going forward.
D-Wave's Earnings Come Up Short—But Also Impress in Important Ways
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On the downside, D-Wave's adjusted quarterly loss of $0.09 per share was larger than the $0.05 Wall Street expected, and reported revenue of $2.75 million missed estimates by roughly $1 million—even though it was about 22% higher than the prior-year quarter.
The weak top-line quarter underscores that D-Wave remains a speculative play: there simply isn't much commercial business yet in the quantum space while other industries race to build broadly marketable products today.
That said, the full-year results show meaningful progress. D-Wave's 2025 revenue totaled $24.6 million, up about 179% YOY, and full-year gross profit improved roughly 265% YOY.
Much of that improvement came from strong bookings momentum. Q4 bookings were $13.4 million, a sequential increase of about 471%. Even more striking, management said January 2026 bookings topped $30 million—already ahead of the total for all of 2025.
Those bookings were driven by a small number of high-profile Advantage2 system sales, and the company still needs to expand into smaller customers. Nonetheless, the momentum in large deals could materially boost revenue and, eventually, profitability.
D-Wave's Cash Position Remains Healthy
Even after paying $550 million in cash and stock for Quantum Circuits—and after filing shelf registrations totaling $330 million early in the year—D-Wave ended the year with a surprisingly strong balance sheet. It held nearly $885 million in cash and marketable securities at year-end, which reflects a $250 million cash outlay for the acquisition.
Management says that cash is sufficient to fund the company's planned path to profitability. Investors remain skeptical, however, as reflected in the stock's YTD decline. Adding to investor concern, D-Wave expects aggressive R&D spending and go-to-market investments in the near term, which will likely make bookings and revenue lumpy for a while.
Still, the sizable cash cushion should provide stability as D-Wave pursues profitability, although whether it is enough to carry the company through a likely spend-heavy period remains uncertain.
The Market Reacts Positively
Shares spiked above $21.30 in the hours after the earnings release, though they later settled below $20. The stock is still down considerably YTD but remains up roughly 224% over the past 12 months following a large rally in 2025.
Analysts continue to favor D-Wave, assigning it a Moderate Buy rating based on 14 Buys, 1 Sell and 1 Hold. Needham & Co. was the first to update its view after the report, keeping a Buy rating but cutting its price target by $8 to $40. QBTS's consensus price target is $37.64, about 89% above the current price.
Can RSG Stock Turn Guidance Into Gains in 2026?
By Chris Markoch. Article Posted: 2/20/2026.
Key Points
- Republic Services posted an EPS beat but issued modest 2026 guidance, reinforcing its role as a steady, contract-driven business rather than a high-growth story.
- Ongoing acquisitions and sector consolidation support long-term positioning, though recent CapEx has pressured cash flow and buyback potential.
- As investors rotate toward defensive names, RSG shareholders could benefit from stable demand, dividends, and predictable revenue streams.
- Special Report: [Sponsorship-Ad-6-Format3]
Republic Services Inc. (NYSE: RSG) delivered a mixed fourth-quarter earnings report on Feb. 17. Earnings per share (EPS) of $1.76 beat the forecasted $1.62 and were 8% higher year-over-year (YOY). Revenue of $4.14 billion missed the forecast of $4.21 billion by about 1.6%, but still rose roughly 2.2% YOY.
More important was the company's forward guidance. Republic Services guided full-year 2026 revenue to $17.05 billion–$17.15 billion, with the midpoint implying roughly 3% growth YOY.
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Similarly, the company guided full-year 2026 EPS to $7.20–$7.28; the midpoint would be about a 3% increase from the $7.02 delivered in 2025.
Republic Services also expects approximately $1 billion in acquisitions in 2026, following about $1.1 billion in capital expenditures (CapEx) in 2025, underscoring ongoing consolidation in the sector.
This helps explain the lukewarm to bearish price action in RSG shares since the report. The earnings release showed softer operating cash flow after last year's CapEx, which could pressure free cash flow in the year ahead and potentially limit share buybacks.
RSG stock posted a negative total return of roughly 2.2% over the past 12 months, but it is showing signs of a bullish reversal. The question is whether there is enough upside for RSG to become a must-own name in 2026.
The Chart Looks Favorable
Investors reacted modestly to the report: RSG fell about 0.8% on the day, and sentiment turned more bearish the next session with the stock down roughly 5% in midday trading on Feb. 18. That pushed the stock below its 50-day simple moving average (SMA), and with an RSI in the low 40s, selling pressure may not be exhausted.
That said, RSG stock has shown clear signs of reversing a bearish pattern that began in June 2025. It's critical the stock holds the current level around $210; if it does, the pattern remains intact and investors will look for a climb toward the 200-day SMA near $228. Analysts' consensus targets are roughly in line with the highs recorded in late July.
Macroeconomic and Sector Tailwinds Are In Place
Republic Services stands to benefit from two trends. First, some investors are adopting a more defensive posture amid questions about the sustainability of growth in AI-related names. Second, waste management is a classic defensive sector: it provides an essential service and generates revenue often linked to long-term contracts.
Some analysts will note ongoing weakness in construction has weighed on volumes. Still, there are signs activity is improving as provisions from the Trump administration's One Big Beautiful Bill begin to take effect, along with planned spending to support reshoring tied to tariff negotiations.
Republic Services and Waste Management Inc. (NYSE: WM) effectively form a near-duopoly in the U.S. waste sector. Over the last three years, RSG has delivered an average total return of 24.5%, outpacing WM's 19.6% over the same period.
Several ETFs hold both stocks, and institutional interest is strong for each. However, institutional buying has outpaced selling only modestly, which may help explain the tepid performance of many non-tech stocks. Notably, the spread between buying and selling volume widened in the most recent quarter.
Analyzing the Upside for RSG Stock
Currently, analysts assign about 15% upside, with a consensus price target near $245.
With many analysts forecasting roughly a 12.5% total return for the S&P 500, a 16.7% return for Republic Services would move it from a market laggard in 2025 to a market leader.
That potential growth comes alongside a modest but reliable dividend that has increased by high single digits over the past two years.
Investors are paying a slight premium as of Feb. 18. RSG's current price-to-earnings (P/E) ratio of about 31.7x is not extreme relative to its history, but it is higher than the sector average and the S&P 500.
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