Why Investors Are Selling Quantum Computing Stocks Ionq Qbts Rgti Toda

Bonisiwe Shabane
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why investors are selling quantum computing stocks ionq qbts rgti toda

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... High-risk, high-reward stocks are declining in tandem today as investors are moving out of these assets ahead of the August tariff deadline. The Trump administration seems set on letting the tariffs expire to pressure dozens of trading partners, who have yet to conclude trade deals with the U.S. In turn, this may send the stock market down once more, and stocks in the quantum computing sector may see the sharpest declines. These stocks have been bought more on technicals than fundamentals, and a bearish broader market will cause pain.

IONQ (NYSE:IONQ), Rigetti Computing (NASDAQ:RGTI), and D-Wave Quantum (NYSE:QBTS) have declined by 4.2%, 5.3%, and 6.9%, respectively. These stocks have been the poster child of the industry and have handed their investors triple-digit gains. Many of these companies rely on thin supply chains that thread through many Chinese companies for specialized components. Any hint that those components could become more expensive or harder to source is enough to rattle these stocks. A bear market is even worse, since this would put an end to the trend of these companies raising hundreds of millions with share offerings to acquire and expand aggressively. IONQ Quick QuoteIONQ RGTI Quick QuoteRGTI QBTS Quick QuoteQBTS

Just two weeks ago (here), I laid out a tactical plan for trading the emerging leaders in the quantum space. Since then, IonQ ((IONQ Quick QuoteIONQ - Free Report) ), Rigetti Computing ((RGTI Quick QuoteRGTI - Free Report) ), and D-Wave Quantum ((QBTS Quick QuoteQBTS - Free Report) ) have delivered explosive rallies, rewarding... 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...

Since my last piece, each of the leading quantum stocks has delivered fresh developments that highlight both the growth and the speculative nature of the sector. Skyrocketing Quantum Stocks: Quantum Computing Inc. (QUBT) surged 1,500% over the past year, with IonQ (IONQ) and other quantum stocks delivering exceptional returns. AWS Quantum Embark's Impact: Amazon's Quantum Embark program has catalyzed investor enthusiasm, driving significant stock gains in the quantum computing sector. Future vs. Fundamentals: IonQ's revenue growth and technological advances highlight real-world adoption, but speculative activity around less profitable players suggests a potential bubble.

Market Momentum: The quantum chip market is projected to expand from $480M in 2023 to $5.6B by 2030, with applications like AI and cryptography leading demand. High Risk, High Reward: With unprecedented stock price growth, quantum computing represents a transformative opportunity but carries significant risks for investors.

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Just two weeks ago (here), I laid out a tactical plan for trading the emerging leaders in the quantum space. Since then, IonQ ((IONQ Quick QuoteIONQ - Free Report) ), Rigetti Computing ((RGTI Quick QuoteRGTI - Free Report) ), and D-Wave Quantum ((QBTS Quick QuoteQBTS - Free Report) ) have delivered explosive rallies, rewarding... What was once considered a distant, almost science fiction theme is ...