Benchmark重启量子计算板块覆盖并给予Rigetti、IonQ、D-Wave买入评级

Rigetti Computing (RGTI), IonQ (IONQ), and D-Wave Quantum (QBTS) were in focus on Monday as Benchmark restarted coverage on the quantum computing space.
The firm put Buy ratings on all three stocks and price targets of $25, $60, and $30, respectively.
“To be clear, we are bullish on the quantum computing sector,” analyst Gary Mobley wrote in a note to clients. “We see the legitimacy of the technology further building on the recent momentum (e.g., fault tolerance required to achieve universal Quantum Advantage, or QA, solving practical, real-world problems). In quantum computing, it is NOT a 'winner-takes-all' situation. In these still early days of quantum computing, and prior to the broad achievement of QA, the best strategy for investors may be to take a portfolio approach to investing in the sector (e.g., diversify bets). This is the logic behind our ratings for our covered companies.”
Mobley continued: “In our view, 2025 and 2026 will go down as the years of legitimacy for the quantum computing sector. The sector experienced record capital inflows from venture capital, public equity markets, and even government/sovereign investments, including a $2.0 billion investment from the U.S. government. Additionally, the United Nations’ designation of 2025 as the International Year of Quantum Science and Technology and the 2025 Nobel Prize in Physics being awarded for quantum physics experiments helped elevate the industry by promoting international collaboration and encouraging policymakers and institutions to highlight quantum technologies in their research and innovation agendas. The quantum computing industry is shifting from pure physics experiments to early enterprise-scale production. However, the dream of a broadly transformative, 'fault-tolerant' machine that solves every problem is still years away.”