
Quantum Stocks: February 2026 Outlook After January's Sell-Off
After January's sell-off, quantum stocks face a selective February, with IonQ aided by a $1.8B SkyWater deal as macro pressure lingers.
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After January's sell-off, quantum stocks face a selective February, with IonQ aided by a $1.8B SkyWater deal as macro pressure lingers.

It has been a big year so far for D-Wave Quantum Inc. NYSE: QBTS, as the company closed on its $550-million cash and stock acquisition of Quantum Circuits in January, dramatically increasing D-Wave's capabilities in the gate-model quantum tech space. While investors may increasingly see D-Wave as a leading quantum computing player with key advantages over its competitors in the wake of the acquisition, shelf registrations totaling $330 million in the first month of the year may also set off alarm bells about further dilution risk.

D-Wave Quantum (QBTS) disclosed the issuance of about $275 million in common stock tied to a completed acquisition.The filing was made on Form D with the U.S. S

IonQ has struggled recently, although may draw investors with its lower valuation. D-Wave Quantum made gains of nearly 400% over the last year.

There are some red flags with this stock that investors shouldn't ignore.

Analysts and corporate leaders have asserted that commercially viable quantum computers could be available by the decade's end. D-Wave Quantum is a small pure play trying to compete with massive tech sector incumbents.

Dr. Alan Baratz, CEO of D-Wave Quantum (QBTS), joins Opening Bell with a slew of updates on the company's growth picture. He shares details of new deals, including a 2-year $10M agreement with a Fortune 100 company.

Calgary, Alberta--(Newsfile Corp. - January 29, 2026) - SuperQ Quantum Computing Inc. (CSE: QBTQ) (OTCQB: QBTQF) (FSE: 25X) ("SuperQ Quantum", "SuperQ", or the "Company") is pleased to announce that Brian Beveridge, the Company's Director of Post-Quantum Cybersecurity and Partnerships, engaged with customers and partners at Qubits 2026, D-Wave Quantum Inc.'s ("D-Wave") (NYSE: QBTS) flagship annual quantum computing conference from January 27-28, 2026 in Boca Raton, Florida. Qubits convenes leading enterprises, researchers and developers to showcase how quantum computing is moving from experiment to production, with real-world applications across logistics, manufacturing, financial services, government and life sciences.

BOCA RATON, Fla.--(BUSINESS WIRE)--CP Group, an owner-operator of office properties across the Sunbelt, along with DRA Advisors, today announced it has signed a landmark lease agreement with D-Wave Quantum Inc. (NYSE: QBTS), the only dual-platform quantum computing company, that provides annealing and gate-model systems, software, and services. D-Wave will relocate its global headquarters and establish a major U.S. Research and Development (R&D) facility at the Boca Raton Innovation Campus.

Investors view the quantum computing market as having significant long-term upside. D-Wave Quantum is currently a minor player in this nascent market, and it has an uncertain future.

As of mid-October 2025, pure-play stocks IonQ, Rigetti Computing, D-Wave Quantum, and Quantum Computing Inc. had soared by as much as 6,200% on a trailing 12-month basis. Although quantum computers offer intriguing real-world use cases, this technology is years away from solving practical problems more cost-effectively than classical computers.

QBTS may offer a steadier quantum rebound than peers after January's sell-off, backed by real revenues, deployments and improving loss estimates.

D-Wave Quantum lands a system sale and its “first large enterprise deal,” a sign that commercialization is inching forward in the quantum sector.

DâWave Quantum Inc. (QBTS) stock climbed about 3% Tuesday following announcements of significant commercial agreements and technology progress.Florida Atlanti

PALO ALTO, Calif.--(BUSINESS WIRE)--D-Wave Quantum Inc. (NYSE: QBTS) (“D-Wave” or the “Company”), the only dual-platform quantum computing company, providing annealing and gate-model systems, software, and services, today announced a $10 million, two-year enterprise Quantum Computing as a Service (QCaaS) agreement with a leading Fortune 100 company. Under the agreement, the companies plan to collaborate to develop and deploy several quantum-powered applications. “This agreement marks a signific.

PALO ALTO, Calif. & BOCA RATON, Fla.--(BUSINESS WIRE)--D-Wave Quantum Inc. (NYSE: QBTS) (“D-Wave” or the “Company”), the only dual-platform quantum computing company, providing annealing and gate-model systems, software, and services, today announced that Florida Atlantic University (FAU) has signed an agreement to purchase and install an Advantage2TM annealing quantum computer at its Boca Raton campus. The agreement represents a $20 million commitment from FAU, aiming to accelerate and solidif.

PALO ALTO, Calif. & BOCA RATON, Fla.--(BUSINESS WIRE)--D-Wave Quantum Inc. (NYSE: QBTS) (“D-Wave” or the “Company”), the only dual-platform quantum computing company, providing annealing and gate-model systems, software, and services, today announced that it has selected Boca Raton, Florida as the location of its new corporate headquarters and a key U.S. research and development (R&D) facility. A U.S. company since going public on the New York Stock Exchange in 2022, D-Wave plans to transit.

PALO ALTO, Calif. & HUNTSVILLE, Ala. & COSTA MESA, Calif.--(BUSINESS WIRE)--D-Wave Quantum Inc. (NYSE: QBTS) (“D-Wave” or the “Company”), the only dual-platform quantum computing company, providing annealing and gate-model systems, software, and services; Davidson Technologies, Inc. (“Davidson”), a mission-driven technology company supporting U.S. Department of Defense and aerospace customers; and Anduril Industries Inc. (“Anduril”), a defense technology company focused on advanced autonomous s.

PALO ALTO, Calif.--(BUSINESS WIRE)--D-Wave Quantum Inc. (NYSE: QBTS) (“D-Wave” or the “Company”), the only dual-platform quantum computing company, providing annealing and gate-model systems, software, and services, today announced key product and technology milestones that underscore accelerating customer adoption and progress. At Qubits 2026, D-Wave's annual user conference today, the Company will introduce new hybrid solver capabilities that enable customers to incorporate machine learning m.

RGTI is leaning on strategic partnerships, hybrid computing and public-sector ties to speed progress toward scalable quantum systems.