D Wave Stock Surges As New U S Government Quantum Unit Boosts Outlook

Bonisiwe Shabane

-Jan 2, 2026, 3:23 PM

d wave stock surges as new u s government quantum unit boosts outlook

With a market cap of 7.74B, D-Wave Quantum (QBTS) trades at $22.11. The stock has a price-to-earnings ratio of -15.85. As of 2025-12-02, D-Wave Quantum (QBTS) stock has fluctuated between $21.42 and $22.91. This market trend was accompanied by the introduction of a special United States government-focused business unit. The project is expected to tap into the growing federal quantum technology demand, thus helping capitalize an already existing market, and justifying analysts to declare a Strong/Buy rating. Led by Jack Sears Jr., a 25-year government contracting veteran with historic ties to Precise Systems, Parsons is focusing more on market entry strategy, secure application development and products that meet federal standards.

Sears is the current holder of the position of Vice-President, United States Government Solutions and, therefore, strategically positioned D-Wave to take on the challenge presented by the national-security by its Advantage2 quantum computing platform... D-Wave Quantum Inc. (NYSE: QBTS) is ending 2025 the way many momentum names do: loudly. After a sharp rally on Monday, QBTS is now at the center of a fresh news cycle tied to CES 2026, a growing pile of bullish Wall Street initiations, and a broader “quantum trade”... Below is a roundup of the key headlines and the most-cited forecasts and analyses circulating as of December 23, 2025—plus what they suggest (and what they don’t) for QBTS stock. QBTS closed Monday, Dec.

22 at $32.19, up $5.37 (+20.02%), after trading as high as $32.39 on the session and seeing volume of roughly 62.5 million shares—a notable burst of activity even for a stock that has been... [1] Early Tuesday indicators cooled slightly: one widely followed market data page showed pre-market trading around $31.63 (-1.74%) in the pre-dawn hours of Dec. 23 (U.S. Eastern Time). [2]

The big picture: this isn’t a slow-and-steady accumulation story right now. It’s a headline-and-sentiment story, with price action that can lurch on a single catalyst. In a significant step toward deepening its relationship with the federal government, D-Wave Quantum Inc. (NYSE:QBTS) has launched a business unit solely dedicated to serving U.S. government needs. The move comes as demand accelerates from agencies across the Department of Defense and other public sectors seeking advanced quantum computing capabilities to address logistics, transportation, and national security challenges.

Jack Sears Jr., a veteran in government contracting with over 25 years of experience, will lead the unit as Vice President of U.S. Government Solutions. Sears has previously managed sales and project pipelines exceeding $3 billion, and brings expertise in defense industry compliance, proposal strategy, and growth planning. He is tasked with building out D-Wave’s go-to-market approach, specialized application development, and customer support to align with the unique demands of the U.S. government—especially as quantum technologies are designated a critical priority by top military officials. Senior officials including the Undersecretary of War for Research and Engineering and Secretary of the Army have explicitly highlighted quantum applications as essential to future-proofing defense infrastructure.

D-Wave’s latest quantum computer, the Advantage2™ system, is now operational at the Alabama headquarters of Davidson Technologies, positioning it to address mission-critical problems for U.S. defense clients and eventually run sensitive workloads. The launch of the dedicated unit underlines D-Wave’s intent to fast-track the use of quantum technologies across a growing portfolio of U.S. government programs. Sears’ track record in leading organizational growth, M&A integration, and federal contracting readiness will be key in pursuing large-scale projects. D-Wave’s competitive edge rests in being the only company currently building both annealing and gate-model quantum systems, with the capacity to serve classified and high-security use cases.

D-Wave’s move is a timely response to calls from military leaders for innovation in problem-solving and infrastructure resilience. The new government-focused unit, bolstered by real deployments and seasoned leadership, signals D-Wave’s ambition to become a quantum computing partner of choice for the U.S. government. As federal priorities shift further toward technological modernization, investors and technology watchers will want to keep an eye on how quickly quantum applications translate into large-scale contracts and mission outcomes. Quantum computing is widely viewed as the force poised to ignite a new wave of technological expansion. Bank of America Corporation (BAC) analysts even suggest the field could represent “humanity’s biggest breakthrough since the discovery of fire,” underscoring the magnitude of expectations surrounding this next computing revolution.

Within this landscape, D-Wave Quantum (QBTS) stands out as a leading pure-play contender. As the world’s first commercial provider of quantum computers, the company recently created a dedicated business unit tasked with accelerating the adoption of its quantum technologies across U.S. government agencies. The division is headed by seasoned government and public-sector executive Jack Sears Jr., who will guide D-Wave’s broader government-focused initiatives. With federal interest in quantum capabilities rising rapidly, the expansion positions D-Wave to benefit meaningfully as agencies seek advanced tools for national-interest missions. Following the announcement, the stock jumped approximately 5% on Dec.

2, added another 11.5% the next day, and climbed 14.6% as of Dec. 4. Now up 224% year-to-date (YTD), the stock leaves investors weighing whether D-Wave’s momentum still has room to run or if enthusiasm has already been priced in. Headquartered in Palo Alto, D-Wave Quantum builds quantum computing hardware, software, and cloud-based solutions. With a market cap of over $10 billion, its portfolio includes the Advantage quantum systems, Ocean developer tools, and the Leap platform, which blends quantum and classical resources to tackle complex, real-world computational challenges. 02 Dec 2025 – D-Wave Quantum Inc.

has launched a dedicated business unit to accelerate quantum adoption across U.S. government agencies. Led by newly appointed VP Jack Sears Jr., a defense contracting veteran, the unit will focus on logistics, transportation, and national security applications in response to growing federal interest in quantum solutions. D-Wave’s CEO Alan Baratz says the “call to use quantum technologies to address our nation’s interests is increasing” amid complex challenges requiring more powerful problem-solving resources This move underscores the government’s push to harness quantum computing for practical impact. D-Wave, known as the first commercial quantum computing provider, uniquely develops both quantum annealing systems for optimization and gate-model quantum processors for general computing.

By offering annealing (useful for complex scheduling and routing problems) alongside gate-based machines, D-Wave aims to meet diverse federal needs from improving military logistics to enhancing cybersecurity. The company recently deployed its latest Advantage2 quantum annealer at a defense contractor’s facility in Alabama to support sensitive government projects. Why it matters: D-Wave’s closer alignment with the U.S. government signals a maturation in the quantum industry from research to real-world deployment. The U.S. Department of Defense and other agencies have been urging faster progress in quantum for strategic advantage, and D-Wave’s new unit is poised to translate advances into mission-specific tools.

With strong revenue growth and analysts boosting its valuation on commercialization prospects, D-Wave is leveraging public-sector demand to sustain its momentum. By embedding quantum computing into federal operations now, the U.S. aims to secure early quantum readiness – potentially outpacing rivals in applying quantum optimization to defense and supply chain problems. D-Wave’s initiative also reflects a broader trend: closer public-private collaboration to ensure domestic quantum capabilities (hardware, software, and talent) are in place for national security. As global competition in quantum heats up, such partnerships could prove pivotal in maintaining a competitive edge. My company - Applied Quantum - helps governments, enterprises, and investors prepare for both the upside and the risk of quantum technologies.

We deliver concise board and investor briefings; demystify quantum computing, sensing, and communications; craft national and corporate strategies to capture advantage; and turn plans into delivery. We help you mitigate the cquantum risk by executing crypto‑inventory, crypto‑agility implementation, PQC migration, and broader defenses against the quantum threat. We run vendor due diligence, proof‑of‑value pilots, standards and policy alignment, workforce training, and procurement support, then oversee implementation across your organization. Contact me if you want help.

D Wave Stock Surges As New U S Government Quantum Unit Boosts Outlook

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