D-Wave Quantum盘后新闻仅复盘股价回落与既有合作、评级消息

D-Wave Quantum (QBTS) shares fell approximately 10% on Tuesday, pulling back after a 20% surge the previous session. Monday's rally followed the company's expanded partnership with AT&T and a bullish analyst initiation.
The stock finished the day at $17.64, a drop of $1.88. Overall, the stock remains lower by 25% over the past month.
What Happened to D-Wave Quantum
The stock jumped on Monday, driven by two developments. D-Wave announced an agreement with AT&T to broaden the telecom giant's deployment of D-Wave's quantum annealing technology across network operations.
Meanwhile, Benchmark initiated coverage on QBTS with a Buy rating and a $30 price target, alongside similar initiations on peers Rigetti (RGTI) and IonQ (IONQ). The analyst cited growing commercial legitimacy for the quantum computing sector.
Other Recent News: D-Wave Quantum
July 23: D-Wave announced it will report Q2 2026 financial results on August 6, 2026, before market open. Read more
July 20: ClearBridge Small-Cap Growth Strategy disclosed a new Q2 position in QBTS. Read more
July 14: D-Wave announced it would transfer its stock listing from NYSE to Nasdaq, effective after market close on July 24, 2026. Read more
Latest Analyst Commentary on D-Wave Quantum
Melissa Tucker (July 27): Tucker argues QBTS trades at a stretched 171x price-to-sales multiple versus peers, with projected 2026 revenue near $35 million and a fair value estimate of $9.50 per share — implying roughly 40% downside from current levels — citing a delayed technology roadmap and the company's reliance on SkyWare amid IonQ's pending acquisition of that supplier. Read more
Marc Gerstein (July 16): Gerstein highlights D-Wave's dual-platform approach spanning both annealing and gate-model quantum computing as a competitive differentiator, viewing the combination as a strategic advantage over single-method peers. Read more
What SA Users Are Saying About D-Wave Quantum
Sentiment among Seeking Alpha community members appeared mixed to cautious, with users acknowledging the AT&T deal as a positive development while raising concerns about undisclosed contract terms, stretched valuation, and long-term uncertainty over which quantum technology will ultimately prevail.
One SA user questioned the substance of the AT&T announcement, noting that no contract value or timeline was disclosed. Read more
Another commenter explained that D-Wave now offers quantum-as-a-service rather than requiring customers to purchase machines outright, though annealing addresses a specific subset of optimization problems. Read more
One SA user said they sold their position after profiting from the AT&T-driven rally, expecting the enthusiasm to fade and characterizing quantum stocks as "another name for high Beta." Read more
A separate SA user cited the 171x price-to-sales ratio as a reason for caution on capital allocation. Read more
One SA community member commented that the stock could rise further in the near term but that meaningful revenue generation remains the key missing ingredient. Read more
One reader holding a small position noted that their original 3-to-5-year investment thesis may need to extend to 7-to-10 years before quantum computing achieves meaningful commercial traction. Read more