

Quantum computing excitement is very real, with trailing two-year returns for Rigetti and D-Wave approaching 1,200% and 1,500%, respectively. Insiders at this quantum computing trio have been decisive net sellers of their companies' stock over the trailing five years.

D-Wave Quantum can offer both annealing and gate-model quantum computers. Revenue is still quite small, but could grow over the next couple of years.

D-WAVE QUANTUM (QBTS) has become technically an oversold stock now, which implies exhaustion of the heavy selling pressure on it. This, combined with strong agreement among Wall Street analysts in revising earnings estimates higher, indicates a potential trend reversal for the stock in the near term.

CEO Alan Baratz disposed of 52,320 shares valued at ~$976k based on the July 14, 2026 transaction price. The transaction reduced the insider's direct equity position by 2%.

Ken Griffin, the CEO of Citadel, has evolved his view about AI.

The sharp pullback in D-Wave Quantum QBTS this month has shifted investor attention from the quantum computing sector's long-term promise to its near-term execution risks. After delivering substantial gains earlier this year, the stock has fallen 29.4% month to date, underperforming the Computer and Technology sector's 1.4% decline and the S&P 500's 1.2% gain.

Quantum Computing stocks QBTS, RGTI, IONQ, QUBT and QNT lagged in 2026 but carry sizable brokerage upside as U.S. policy shifts toward commercialization.

D-Wave Quantum Inc. has typically been known for annealing, a unique approach best suited to helping customers solve optimization problems. That sets it apart from other quantum firms. Citing Boston Consulting Group, QBTS says this will amount to $100-$220 billion out of an $800+ billion total quantum market. That sounds like more than a mere "niche." Also, QBTS is going big into the “gate model,” the approach used by the other quantum firms. That will let it compete for the entire quantum market.
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Transcripts source: company-published earnings calls. Speaker attribution and formatting are processed in-app.