University of Kwazulu-Natal

Institutional Investors Piled Into Ionq Rigetti Computing D Wave

Bonisiwe Shabane
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institutional investors piled into ionq rigetti computing d wave

For the better part of the last three years, artificial intelligence (AI) has been the driving trend on Wall Street. Empowering software and systems with the tools to make split-second decisions without the need for human intervention is a multitrillion-dollar opportunity that can positively alter the global growth arc for businesses. But AI isn't the only innovation moving markets. In fact, a strong argument can be made that AI hasn't even been the hottest trend on Wall Street in 2025. Quantum computing stocks IonQ (NYSE: IONQ), Rigetti Computing (NASDAQ: RGTI), D-Wave Quantum (NYSE: QBTS), and Quantum Computing Inc. (NASDAQ: QUBT) have respectively rallied by 69%, 1,720%, 1,300%, and 299% over the trailing year, as of the closing bell on Nov.

18. Early investors in the quantum computing revolution have potentially made life-altering profits -- and Wall Street professionals have taken notice. © All rights reserved. Stock prices are provided by BSB-Software This page uses Cookies. For proper functioning of the page Cookies are needed.

You agree to using Cookies by clicking "OK". More infos can be found in our Privacy declaration. If you disagree this service is only available in very limited ways. Quantum computing stocks are concluding 2025 with something the sector has lacked for years: real contracts, tangible revenue visibility and real institutional attention. The next year may start with a two-track market. Public players like IonQ IONQ, D-Wave Quantum QBTS and Rigetti Computing RGTI have each signaled through earnings disclosures, customer pipeline commentary, and government-backed collaborations that quantum is steadily transitioning from promise to paid, scalable...

Meanwhile, Honeywell’s HON Quantinuum’s recent $600 million funding round at a reported $10 billion valuation signals deep investor conviction and a likely path toward an IPO that will re-rate the sector. Going by a June 2025 McKinsey report, private and public investors are increasingly confident that QT start-ups will generate measurable value. In 2024, they poured nearly $2.0 billion into QT start-ups worldwide, a 50% increase compared to $1.3 billion in 2023. This momentum has likely accelerated significantly through 2025, reinforcing the sector’s shift toward commercially meaningful adoption. Together, these developments signal a new phase where the strength of real-world progress finally outweighs the hype around quantum computing. Quantum’s next chapter is being written through real customer contracts, deployment timelines, engineering milestones and a growing wave of government partnerships.

The market is finally starting to distinguish companies that are converting pilots into revenue from those still running on potential alone. And with the sector entering this new, more grounded phase, it’s becoming increasingly important for investors to pay attention and consider keeping at least a small, strategic portion of their portfolio exposed to quantum... IonQ: IonQ is the lowest-risk pure-play in the space right now. The company’s third-quarter 2025 revenues jumped to 222% year over year and management raised full-year 2025 revenue guidance to $106-$110 million, signaling commercial traction across cloud and systems sales. The company announced headline technical progress, a world-record two-qubit gate fidelity exceeding 99.99% and has a very strong cash position after recent financings, a combination that gives IonQ both the execution runway and credibility... Quantum computing stocks are concluding 2025 with things the sector has lacked for years: real contracts, tangible revenue visibility, and real institutional attention.

The next year may start with a two-track market. Public players like IonQ (IONQ - Free Report), D-Wave Quantum (QBTS - Free Report), and Rigetti Computing (RGTI - Free Report) have each signaled through earnings disclosures, customer pipeline commentary, and government-backed collaborations that... Meanwhile, Honeywell’s (HON - Free Report) recent $600 million funding round at a reported $10 billion valuation signals deep investor conviction and a likely path toward an IPO that would re-rate the sector. Going by a June 2025 McKinsey report, private and public investors are increasingly confident that quantum technology start-ups will generate measurable value. In 2024, they poured nearly $2.0 billion into QT start-ups worldwide, a 50% increase compared to $1.3 billion in 2023. This momentum has likely accelerated significantly through 2025, reinforcing the sector’s shift toward commercially meaningful adoption.

Together, these developments signal a new phase where the strength of real-world progress finally outweighs the hype around quantum computing. Quantum technology's next chapter is being written through real customer contracts, deployment timelines, engineering milestones, and a growing wave of government partnerships. Pure-play quantum computing stocks got Wall Street's attention in 2025 as JPMorgan, Jefferies, Evercore ISI, Cantor Fitzgerald and Mizuho Securities initiated coverage on some companies while Barclays and Bank of America published in-depth reports... Heading into 2026, IonQ (IONQ) and D-Wave Quantum (QBTS) hold the most buy ratings along with the highest price targets on average… 9:00 AM ET The stock market fell to end a solid 2025. Palantir and Nvidia chipmaker Taiwan Semi were in focus. Tesla deliveries...

9:00 AM ET The stock market fell to end a solid 2025. Palantir... NEW YORK, Dec. 28, 2025, 12:45 p.m. ET — Market closed (Weekend). Quantum computing stocks are heading into the final trading week of the year with a familiar mix of promise and turbulence—exactly the kind of setup that can amplify both opportunity and risk when liquidity...

In the most recent regular session (Friday), several of the best-known “pure-play” quantum names posted sharp declines even as the broader U.S. market largely drifted in quiet, post-holiday trade. IonQ (IONQ) finished at $46.00, down about 7.6%. Rigetti Computing (RGTI) closed at $22.38, down roughly 8.6%. D-Wave Quantum (QBTS) ended at $25.29, down about 8.1%. Quantum Computing Inc.

(QUBT) closed at $10.66, down around 6.5%. That kind of synchronized pullback is not unusual for the sector: quantum “pure plays” often trade like a single high-beta theme—moving together on sentiment, valuation, and market microstructure—especially when volumes are lighter than normal. Friday’s session came in the heart of the year-end “Santa Claus rally” window, when trading volumes often thin out and day-to-day moves can become exaggerated, particularly in smaller, story-driven stocks. [1] IonQ (IONQ), Rigetti Computing (RGTI) and D-Wave Quantum (QBTS) were in the spotlight on Thursday as investment firm Mizuho Securities initiated coverage on the quantum computing industry. IonQ, Rigetti and D-Wave Quantum were all given Outperform ratings and price targets of $90, $50

The final trading weeks of 2025 are witnessing a classic “Santa Rally” with a futuristic twist. Institutional desks have thinned out for the holiday season—the proverbial “smart money” taking a breather— and retail investors are driving a surge in quantum stocks. The “diamond hands” crowd has rotated into high-beta quantum stocks names. fueled by a series of strategic year-end milestones and bullish analyst coverage from Jefferies and Wedbush. Read Next: Trump Sends Space Stocks To The Moon (Literally) Historically, the period between Dec.

20 and New Year's often sees lower volume, allowing retail-driven momentum to move small-cap stocks more easily. The quantum “Santa Rally” is a seasonal gift and a reflection of retail belief that the quantum age could come as soon as 2026. October 22, 2025 — Shares of IonQ (IONQ) jumped sharply this week as investor enthusiasm around quantum computing stocks reignited following a string of new advancements and analyst optimism across the sector. The Maryland-based company, known for its pioneering work in trapped-ion quantum processors, continues to attract attention amid growing competition from rivals Rigetti Computing (RGTI) and D-Wave Quantum (QBTS). According to a recent Yahoo Finance report, the broader quantum computing market is witnessing renewed momentum as institutional investors look beyond short-term volatility and focus on the transformative potential of the technology. The rise in IonQ stock comes on the heels of increased activity from tech giants and defense contractors seeking partnerships to harness quantum power for AI acceleration, cybersecurity, and complex data modeling.

IonQ’s latest performance report revealed progress toward scaling its Fortuna quantum system, which aims to achieve 64 algorithmic qubits by mid-2026 — a key benchmark for practical quantum computing. Analysts see this as a sign of execution strength, with the company maintaining a clear lead in hardware stability compared to its superconducting counterparts. “IonQ remains one of the most promising pure-play quantum computing companies in the market,” said Mark Li, a technology analyst at Quantum Insights Research. “Its trapped-ion approach allows for higher coherence times and more reliable qubit connectivity, setting it apart from competitors like Rigetti.” The stock has rallied over 20% in the past month, buoyed by improved investor sentiment and a rebound in speculative tech names. The IonQ stock surge also follows reports that several government agencies are exploring contracts with the company for secure quantum data transmission.

Written by Zacks Equity Research for Zacks-> Chicago, IL – September 19, 2025– Today, Zacks Investment Ideas feature highlights IonQ IONQ, Rigetti Computing RGTI and D-Wave Quantum QBTS. Just two weeks ago (here), I laid out a tactical plan for trading the emerging leaders in the quantum space. Since then, IonQ, Rigetti Computing and D-Wave Quantum have delivered explosive rallies, rewarding traders who were positioned and pushing the group further into the spotlight. What was once considered a distant, almost science fiction theme is now moving rapidly toward commercialization, with major breakthroughs, expanding government support, and institutional investors beginning to take notice. While the quantum computing sector has exploded over the past year, the industry remains tiny compared to the broader market and its long-term potential.

So even if sentiment feels frothy at times, quantum is still a relatively small space with plenty of room to grow. In this piece, we'll break down the latest company developments, put the sector's scope and market value in perspective, and examine the technical setups that could determine whether this rally has more legs, or...

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