$QBTSIn a December 3, 2025 press release, D-Wave Quantum Inc. announced a significant strategic initiative aimed at accelerating growth within a key market segment. The company has formed a dedicated new business unit focused exclusively on driving the adoption of its quantum computing products and services across the U.S. government. This unit will be led by Jack Sears Jr., an experienced executive with a background in government and public sector business development. The initiative underscores D-Wave's commitment to leveraging its technological leadership to secure contracts and partnerships within a substantial and stable institutional customer base. As a pioneer and the world's first commercial supplier of quantum computers—and the sole company developing both annealing and gate-model systems—D-Wave is positioning itself to address complex computational challenges for government agencies. The company's platforms, which can be deployed on-premises or accessed via its high-availability cloud service, are already trusted by over 100 organizations to solve problems in optimization, artificial intelligence, and advanced research.
Technical Analysis and Trade Framework
From a technical perspective, D-Wave's stock (QBTS) exhibits a defined structure that outlines potential areas for risk management and profit-taking, providing a roadmap for swing traders and investors monitoring the stock's reaction to this new strategic direction.
Key Support Levels: The chart identifies $15.00 as an initial, or secondary, support zone. This level represents a potential area where buying interest may emerge to halt a decline. More significantly, $20.00 stands as the primary and major support level. A sustained hold above $20.00 would be viewed as a strong technical foundation for any future upward movement, while a decisive break below could signal a shift in market structure and necessitate a reevaluation of the bullish thesis.
Profit-Taking Targets: In the event of a bullish price reversal or continuation, two primary resistance zones are projected as logical take-profit targets.
The first target is set at $30.00. This level represents a significant intermediate resistance point where earlier price action or psychological barriers may induce selling pressure or consolidation.
The second and higher target is identified at $36.00. Achieving this level would signify a more substantial bullish move and could align with a broader market re-rating based on successful execution of the new government-focused strategy or other positive catalysts.
Conclusion
In summary, D-Wave's establishment of a dedicated U.S. government business unit marks a strategic effort to tap into a major new revenue stream, potentially de-risking its growth profile. Technically, the stock's price action suggests a framework defined by critical support at $20.00 (with a secondary zone at $15.00) and upward objectives at $30.00 and $36.00. Traders and investors may consider these levels when structuring entries, managing risk, and planning exit strategies, while closely monitoring the company's progress in capitalizing on its new government initiative.
Qbts
D-Wave: Quantum Leap or Valuation Bubble?D-Wave Quantum (QBTS) has outperformed peers in 2025, but a divergence between practical defense contracts and insider selling signals a critical pivot point for 2026.
D-Wave Quantum has emerged as the surprise breakout of the year, decoupling from competitors like IonQ and Rigetti to deliver triple-digit gains before a recent correction. While the stock has pulled back from its October highs, the fundamental thesis has shifted from speculative "science projects" to deployable national security assets. The question for 2026 is whether revenue execution can catch up to an $8 billion market cap that currently trades at a premium to reality.
Geostrategy & Geopolitics: The Huntsville Stronghold
The most significant development for D-Wave is not in Silicon Valley, but in Huntsville, Alabama. The installation of the Advantage2™ system at Davidson Technologies places D-Wave at the heart of the US missile defense ecosystem. In a geostrategic landscape defined by US-China technological decoupling, D-Wave has effectively become a "dual-use" asset. The system is now operational for Department of Defense (DoD) applications, specifically targeting contested logistics and radar resource deployment—problems where seconds determine survival.
Technology & Science: The Annealing Advantage
While competitors chase the "gate-model" holy grail, D-Wave’s dominance in quantum annealing offers immediate utility. The sixth-generation Advantage2 system is not theoretical; it is solving energy-minimization problems today. This scientific pragmatism was validated when Fast Company recognized D-Wave in its "Next Big Things in Tech" awards. The technology's ability to handle 20-way connectivity allows for higher-fidelity modeling of real-world chaos, distinguishing it from peers still stuck in error-correction limbo.
Business Models & Innovation: Quantum-as-a-Service (QaaS)
D-Wave is successfully transitioning from hardware sales to a high-margin recurring revenue model via its Leap™ cloud service . By offering "Quantum-as-a-Service," the company allows clients like NTT DOCOMO to access solvers remotely, reducing paging signal traffic by 15% without capital-intensive hardware purchases. This business model innovation mirrors the early SaaS evolution, creating sticky ecosystems where customers build proprietary hybrid applications on top of D-Wave’s architecture, increasing switching costs and lifetime value.
Macroeconomics & Economics: The Valuation Disconnect
Despite the bullish narrative, the economic fundamentals demand caution. D-Wave trades at a price-to-sales ratio exceeding 300x, a valuation that assumes flawless execution. While third-quarter revenue doubled to $3.7 million, the company reported a $27.7 million operating loss. However, the balance sheet is a fortress: with **$836.2 million in cash**, D-Wave is insulated from the high-interest-rate environment that crushes capital-poor tech firms. This capital buffer allows them to burn cash on R&D through 2027 without immediate dilution risks.
Management & Leadership: Vision vs. Execution
Leadership signals are currently mixed. CEO Alan Baratz has been a vocal defender of the company's "commercial-first" strategy, effectively countering skeptics in *The Wall Street Journal*. However, insider activity paints a complex picture. Baratz sold approximately $3.9 million in stock in mid-November, a move that often rattles retail sentiment. Investors must weigh this liquidity event against the strategic clarity the governing council has provided regarding the company's roadmap toward profitability.
Industry Trends & Cyber: The Real-World ROI
The industry is moving from "quantum supremacy" experiments to ROI-driven case studies. D-Wave is leading this trend across multiple verticals:
* Public Safety: A joint project with **North Wales Police** reduced incident response planning from months to minutes.
* Cyber-Logistics: The US Army utilizes the tech to optimize fuel breaks for wildfire management, a critical infrastructure protection capability.
These applications prove that D-Wave is solving "NP-hard" optimization problems that classical supercomputers struggle to process efficiently.
Patent Analysis & Intellectual Property
D-Wave has constructed a formidable defensive moat with over 250 U.S. patents . Their IP strategy focuses heavily on the hybridization of quantum and classical processing, ensuring they own the interface where business problems meet quantum solvers. This patent portfolio makes them a potential acquisition target for hyperscalers seeking to bypass years of R&D in the annealing space.
Strategic Outlook
D-Wave is no longer a penny stock gamble; it is a capitalized institutional play with backing from the Swiss National Bank . However, the current valuation prices are based on years of growth upfront. The stock is a "Hold" for conservative portfolios but a strategic "Buy" on dips for those betting on the US defense sector’s rapid adoption of quantum logistics.
Can Quantum Annealing Reshape Global Power?D-Wave Quantum Inc. has emerged as a distinctive player in commercial quantum computing by focusing on immediate utility through quantum annealing rather than waiting for fault-tolerant gate systems. The company's Advantage2™ system, featuring over 4,400 qubits, delivers production-grade solutions for complex optimization problems today, generating measurable ROI for clients like Ford Otosan, which reduced vehicle production scheduling from 30 minutes to under five minutes. This hybrid strategy of monetizing mature annealing technology while developing gate-model capabilities positions D-Wave to capture revenue now while hedging technological risk for the future. The quantum computing market's projected growth to $20.20 billion by 2030 (41.8% CAGR) and JPMorgan Chase's $1.5 trillion initiative, which explicitly includes quantum as a critical security technology, validate this sector beyond speculative investment.
D-Wave's recent scientific milestone, demonstrating "beyond-classical computation" on a magnetic materials simulation published in Science, marks a pivotal moment. The Advantage2™ prototype completed in minutes what would have required nearly one million years on classical supercomputers like Frontier, representing the first quantum supremacy claim on a commercially relevant, real-world problem. While classical researchers dispute aspects of the claim, the peer-reviewed validation drives enterprise confidence and accelerates bookings across manufacturing, pharmaceuticals, and energy sectors. Japan Tobacco's proof-of-concept using D-Wave's quantum-AI workflow generated drug candidates with superior properties compared to classical methods, addressing the pharmaceutical industry's 90%+ failure rate crisis.
Geopolitically, D-Wave has strategically embedded itself in European digital sovereignty initiatives, co-founding Italy's Q-Alliance to establish what aims to be the world's most powerful quantum hub. This dual-vendor partnership with IonQ provides Italy and the EU immediate access to D-Wave's production-ready annealing technology while hedging against future gate-model capabilities. Additional strategic deployments include Swiss Quantum Technology's €10 million investment and extended partnerships with Aramco Europe. The company's concentrated portfolio of 208 patent families in superconducting annealing creates defensible IP barriers, though significant risks remain: wider-than-expected losses despite 40% revenue growth, the Advantage2™ system's high cost barrier to adoption, and critical dependence on rare helium-3 supplies subject to geopolitical volatility.
QBTS — RS 99 Leader in a Leading Group | Textbook Bull Flag This chart highlights a classic bull flag continuation setup on D-Wave Quantum (QBTS) — a high Relative Strength (RS 99) name within the Computer–Hardware/Peripheral industry group, one of the top-ranked sectors in the current market.
Even though QBTS’s earnings don’t fully meet traditional CANSLIM criteria, this setup shows why focusing on leading themes, strong groups, and RS leadership can be just as powerful in identifying potential big winners.
Key Leadership Factors:
✅ High RS (99)
✅ Leading Industry Group
✅ Part of the 2025 AI/Quantum Theme
Following a sharp 100%+ move (the flagpole), NYSE:QBTS consolidated in a tight, downward-sloping flag with low-volume pullbacks — a textbook structure signaling healthy digestion of gains.
The breakout came on expanding volume, confirming renewed institutional buying pressure.
Key Technical Traits:
-Strong flagpole with explosive volume
-Pullback of ~19% on lighter volume
-Rising key moving averages
-Breakout on heavy volume
This is a Qullamaggie-style momentum continuation setup — clean, structured, and high risk/reward.
QBTS in the macro resistance
Price managed to post the higher low from the mid-term support mentioned in the Jul update and rallied into the macro resistance target at 23–38, where I am watching for a potential macro top formation and uptrend reversal.
Chart (Daily):
Chart (Weekly):
As long as price holds above local support at 24–22/20, I remain on the lookout for one more push higher into the top of the macro resistance zone.
If price manages to sustain a breakout above 38, the door opens for a blow-off top toward 45 and even 59 macro resistance levels.
Previously:
• On mid-term support (Sep 5):
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• On important resistance (Jul 22):
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• On upside potential (Jul 10): s3.tradingview.com
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• On macro trend (Jun 30): s3.tradingview.com
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QBTS bull flag dailyBetter look at quantum computing ticker QBTS bull flag on the daily timeframe. Previous post looked at the weekly timeframe to highlight the bullish momentum. Lots of retail money piled into this one in the last few months, a breakout of this bull flag will likely be followed by a parabolic move.
Beautiful textbook breakout by IONQIONQ has become quite the stock with a personality recently. Massive percentage swings from key level to key level occur regularly and fast. The stock seems to rush to its most logical target with no time to spare. I've personally been watching this stock very closely since the CEO hype breakout after jumping ship from QBTS. I've seen beautiful head and shoulders plays on this stock, as well as flawless pennant breakouts and liquidity sweeps. Let's hope the dark cloud of world war and insider selling doesnt punish this stock too hard.. happy trading folks. My target for this stock is $44
Beyond Bits: Is D-Wave Quantum the Unseen Power?D-Wave Quantum is rapidly solidifying its position as a transformative force in the burgeoning field of quantum computing. The company recently achieved a significant milestone with its Advantage2 system, demonstrating "beyond-classical computation." This breakthrough involved solving a complex simulation problem for magnetic materials in minutes, a task that would have required nearly a million years and the equivalent of the world's annual electricity consumption from the most powerful classical supercomputers. This distinct achievement, rooted in D-Wave's specialized quantum annealing approach, sets it apart from other industry players, including Google, which primarily focuses on gate-model quantum architectures.
D-Wave's unique technological focus translates into a formidable commercial advantage. It stands as the sole provider of commercially available quantum computers, which excel at solving intricate optimization problems—a substantial segment of the overall quantum computing market. While competitors grapple with the long-term development of universal gate-model systems, D-Wave's annealing technology delivers immediate, practical applications. This strategic differentiation allows D-Wave to capture and expand its market share within an industry poised for exponential growth.
Beyond its commercial prowess, D-Wave plays a critical role in national security. The company maintains deep ties with elite U.S. national security entities, notably through its backing by In-Q-Tel, the CIA's venture capital arm. Recent installations, such as the Advantage2 system at Davidson Technologies for defense applications, underscore D-Wave's strategic importance in addressing complex national security challenges. Despite its groundbreaking technology and strategic partnerships, D-Wave's stock experiences considerable volatility. This reflects both the speculative nature of a nascent, complex industry and potential market manipulations by investment houses with conflicting interests, highlighting the intricate dynamics surrounding disruptive technological advancements.
Time to take profits on $QBTS
I Have been bullish on most of the quantum computing stocks for awhile now. NYSE:QBTS
For about a year or so now, trump winning the election didn't change my thoughts at all. I'm not surprised at all that NYSE:QBTS is performing so well however it is important to know when to take profits, and this is one of those times. You're free to leave a small percentage of some QC stocks in your portfolio, I will leave some with trailing stops though for the most part I have taken profits, and quite nice profits they were.
QBTS Flat top Breakout setupAfter qbts earnings report we have a little flag building under this 12.25-12.40 zone along with a bigger flat top breakout in the works.
This stock has the volume and the price break along with sector momentum.
Playing this with calls on the 12 strike for next week around .9 stop under 9ema on the daily chart on the equity. Think this one has some legs
QQQ down today but quantum is looking good liking ionq also potentially
QBTS trend reversal comingSee this beautiful trend forming here, time to get out only to dip back in once levels hit the right Fib levels. Line of resistance is evident, holding around $11 while line of support firmly at $5.70/6-ish. I'd ride this down to $7-ish, then buy back long at those levels. Enjoy the ride!!!!
D-Wave Quantum (QBTS): Seeking New All-Time Highs!
Stocks such as Rigetti Computing Inc., Quantum Computing Inc., D-Wave Quantum Inc., and IonQ Inc. have all seen triple-digit gains over the past six months and over the past year. The exchange-traded fund that tracks these stocks, the Defiance Quantum ETF, increased 26.29% over the past six months and 53.69% over the past year. Specifically, D-Wave Quantum Inc. (NYSE: QBTS) increased 405.22% over the past six months and 718.31% over the past year.
Since these quantum computing companies are still in their growth phase and currently have negative earnings, it is not possible to use the price-earnings ratio to estimate their valuation. However, the price-to-sales ratio, which is found by dividing a company's market capitalization by its total sales, can be used to value these companies.
According to Bloomberg data, QBTS's P/S ratio is 104.63.
---> What is the company's technical outlook?
Looking at the table, the company is CLEARLY BULLISH on its main timeframes. Today, it stopped right at a VERY IMPORTANT RESISTANCE level located at 11.97, which also coincided with the day's PIVOT POINT R2.
If it breaks above the 12 level, it would directly test the 13.26 level, its all-time high reached on August 8, 2022.
--> What risks do we face?
The biggest risks observed are:
1) Bad news that may come out about the company or its sector (quantum computing).
2) The high appreciation they have experienced over the last year.
3) That today it reached its first major resistance to overcome and could begin a pullback to attack the zone again.
--> What happens if it starts to pull back?
I've drawn the Fibonacci retracements on the chart to give us an idea of the areas the price could fall to if it were to start a pullback, but as long as it doesn't lose the 7 zone, its upward trend will remain intact.
Best regards and good trading to all.
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**** The small chart above is the WEEKLY timeframe to get a global view of the price.
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$NVDA down Nvidia's inaugural Quantum Day, scheduled for March 20 during its GTC 2025 conference, underscores the company's commitment to advancing quantum computing. This event brings together industry leaders to discuss current capabilities and future potential, highlighting Nvidia's recognition of quantum technology's growing significance.
Impact on Technology Stocks:
The announcement of Quantum Day has already influenced the stock market. Quantum computing companies like D-Wave Quantum, Rigetti Computing, and IonQ have experienced notable stock price increases, reflecting investor optimism about upcoming developments and collaborations that may be unveiled during the event.
Implications for Quantum Computing and AI:
By dedicating a day to quantum computing, Nvidia signals its intent to integrate quantum advancements with artificial intelligence (AI). This integration could lead to significant breakthroughs in processing capabilities, enabling more complex AI models and applications. The focus on quantum computing at GTC 2025 suggests that Nvidia aims to position itself at the forefront of this convergence, potentially accelerating the commercialization of quantum technologies in AI.
In summary, Nvidia's Quantum Day signifies a strategic move to embrace and promote quantum computing, with anticipated positive effects on technology stocks and the future landscape of AI and computational technologies.
Will Quantum Computing Make Our Digital Fortresses Crumble?In the race toward quantum supremacy, D-Wave Systems stands as a testament to humanity's relentless pursuit of computational boundaries. Their latest Advantage2 processor, boasting over 4,400 qubits, doesn't just represent an incremental step forward—it demonstrates quantum computing's transformation from theoretical promise to practical reality. With processing capabilities 25,000 times faster than its predecessors in materials science applications, we're witnessing the dawn of a new computational era.
This quantum revolution extends far beyond laboratory walls. NASA and Google's collaborative Quantum Artificial Intelligence Lab exemplifies how quantum computing is already reshaping our approach to complex challenges. From simulating planetary atmospheres to optimizing space missions, these systems tackle problems that traditional computers find insurmountable. The technology's ability to explore multiple solutions simultaneously opens doors to possibilities we're only beginning to imagine.
However, recent developments from Chinese researchers using D-Wave systems to breach encryption algorithms present a double-edged sword. While showcasing quantum computing's extraordinary potential, these breakthroughs signal a fundamental shift in cybersecurity paradigms. As we stand at this technological crossroads, the question isn't whether quantum computing will transform our world, but how we'll adapt to its profound implications for security, science, and society. The future isn't just approaching—it's already unfolding at quantum speed.
QBTS | It's Time | LONGD-Wave Quantum, Inc. engages in the development and delivery of quantum computing systems, software, and services. It provides customers with access to the company's quantum computing systems via the cloud in the form of quantum computing as a service. It offers professional services such as customer assistance in identifying and implementing quantum-computing applications. The company was founded on January 25, 2022 and is headquartered in Palo Alto, CA.
D-Wave Quantum (QBTS) Analysis Company Overview:
D-Wave Quantum NYSE:QBTS is a pioneer in commercial quantum computing, leveraging its annealing-based quantum technology to address complex computational challenges. Its first-mover advantage in quantum solutions positions it as a key player in this emerging industry.
Key Catalysts:
Differentiated Technology:
D-Wave’s annealing-based quantum model sets it apart from competitors focused on gate-based systems, enabling practical, near-term solutions for optimization problems across industries.
Government and Defense Partnerships:
Increasing traction with key clients like the U.S. Department of Defense and other government agencies validates D-Wave’s credibility and enhances its potential for lucrative long-term contracts.
Strong Revenue Projections:
Wall Street forecasts a nearly 70% revenue growth to $14.8 million by 2025, reflecting rising demand for D-Wave’s quantum solutions and marking progress toward scalability and profitability.
Investment Outlook:
Bullish Outlook: We are bullish on QBTS above the $3.75-$3.80 range, supported by its competitive technology, increasing adoption, and strategic partnerships.
Upside Potential: Our upside target for QBTS is $9.00-$10.00, driven by expanding commercial applications, strong revenue growth, and continued government traction.
🚀 QBTS—Harnessing Quantum Power to Solve Tomorrow’s Challenges Today. #QuantumComputing #Innovation #TechGrowth
Is Quantum Computing the next Big Boom? QUBT, QBTS, QTUM, IONQQuantum Computing ( NASDAQ:QUBT ) rose 65% yesterday. QUBT is only around $11. Is this the start of a boom for quantum computing? Google came out with news of the Willow Quantum computing chip. Did this news swing the focus over to quantum computing? Will the big trade houses start to invest? We will see? Add QUBT to your watchlist along with GOOGL, QBTS, IONQ, QTUM. This could be the start of something big?
Can Computation Transcend Its Own Limits?In the vast, unexplored terrain of technological innovation, D-Wave Quantum Inc. emerges as a pioneering navigator, challenging the fundamental constraints of computational science. Their groundbreaking 4,400+ qubit Advantage2™ processor represents more than a technological milestone—it is a quantum leap that promises to redefine the very boundaries of problem-solving across complex domains like materials science, artificial intelligence, and optimization.
The true marvel of this quantum revolution lies not merely in processing speed but in a fundamental reimagining of computational potential. Where classical computers navigate problems sequentially, quantum computing exploits the bizarre, counterintuitive properties of quantum mechanics—enabling simultaneous multiple-state calculations that can solve intricate challenges up to 25,000 times faster than traditional systems. This isn't incremental improvement; it's a paradigm shift that transforms computational impossibility into potential reality.
Backed by visionary investors like Jeff Bezos and strategic partners including NASA and Google, D-Wave is not simply developing a technology—it is architecting the future's computational infrastructure. By doubling qubit coherence time, increasing energy scale, and expanding quantum connectivity, the company is methodically dismantling the barriers that have historically confined computational thinking. Each breakthrough represents a portal to unexplored intellectual territories, where problems once deemed unsolvable become navigable landscapes of potential insight.
The quantum frontier beckons not just as a technological challenge, but as an intellectual invitation—a profound question of how far human knowledge can stretch when we liberate ourselves from conventional computational thinking. D-Wave's Advantage2 processor is more than a machine; it is a testament to human imagination, a bridge between what is known and what remains tantalizingly unexplored.






















