AT&T Partnership Surge: Market participants on social media are highlighting D-Wave Quantum's recent agreement with AT&T to deploy annealing quantum computing for network optimization tasks, noting significant reductions in processing times from one hour to under 15 seconds in initial tests.
Sector Momentum Build: Discussions emphasize how this commercial validation is driving gains across quantum names, with investors pointing to expanded applications in outage management and traffic routing as evidence of real-world traction ahead of upcoming earnings.
Technical Outlook Focus: Observers are tracking price action closely, discussing potential volatility around earnings while acknowledging the long-term sector thesis amid broader market interest in quantum advancements.
Note: This discussion summary was generated from an AI condensation of post data.
D-Wave Quantum Insider Trading Activity
D-Wave Quantum insiders have traded $QBTS stock on the open market 19 times in the past 6 months. Of those trades, 0 have been purchases and 19 have been sales.
Here’s a breakdown of recent trading of $QBTS stock by insiders over the last 6 months:
- ALAN E BARATZ (President & CEO) sold 687,627 shares for an estimated $17,967,693
- JOHN M. MARKOVICH (Chief Financial Officer) has made 0 purchases and 8 sales selling 639,458 shares for an estimated $16,974,557.
- DIANE NGUYEN (EVP, Chief Legal Officer & GC) has made 0 purchases and 3 sales selling 43,983 shares for an estimated $1,073,864.
- SOPHIE C AMES (Exec. Vice President & CHRO) has made 0 purchases and 3 sales selling 29,165 shares for an estimated $554,524.
- ROHIT GHAI has made 0 purchases and 2 sales selling 23,518 shares for an estimated $533,222.
- JOHN D DILULLO has made 0 purchases and 2 sales selling 15,850 shares for an estimated $335,906.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
D-Wave Quantum Revenue
D-Wave Quantum had revenues of $2.9M in Q1 2026. This is a decrease of -80.95% from the same period in the prior year.
You can track QBTS financials on Quiver Quantitative's QBTS stock page.
You can access data on QBTS stock through the Quiver Quantitative API.
D-Wave Quantum Hedge Fund Activity
We have seen 251 institutional investors add shares of D-Wave Quantum stock to their portfolio, and 218 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- MAREX GROUP PLC removed 3,599,466 shares (-78.4%) from their portfolio in Q1 2026, for an estimated $51,940,294
- HRT FINANCIAL LP added 3,359,551 shares (+inf%) to their portfolio in Q1 2026, for an estimated $48,478,320
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO removed 3,192,837 shares (-99.9%) from their portfolio in Q1 2026, for an estimated $46,072,637
- JANE STREET GROUP, LLC added 2,369,236 shares (+18135.6%) to their portfolio in Q1 2026, for an estimated $34,188,075
- VOLORIDGE INVESTMENT MANAGEMENT, LLC added 2,124,315 shares (+inf%) to their portfolio in Q1 2026, for an estimated $30,653,865
- BLACKROCK, INC. added 1,955,487 shares (+6.9%) to their portfolio in Q1 2026, for an estimated $28,217,677
- TRYBE CAPITAL MANAGEMENT LP removed 1,936,922 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $27,949,784
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
D-Wave Quantum Analyst Ratings
Wall Street analysts have issued reports on $QBTS in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Needham issued a "Buy" rating on 05/13/2026
To track analyst ratings and price targets for D-Wave Quantum, check out Quiver Quantitative's $QBTS forecast page.
D-Wave Quantum Price Targets
Multiple analysts have issued price targets for $QBTS recently. We have seen 8 analysts offer price targets for $QBTS in the last 6 months, with a median target of $40.0.
Here are some recent targets:
- Vijay Rakesh from Mizuho set a target price of $35.0 on 06/15/2026
- John McPeake from Rosenblatt set a target price of $43.0 on 06/11/2026
- N. Quinn Bolton from Needham set a target price of $40.0 on 06/02/2026
- Craig Ellis from B. Riley Securities set a target price of $40.0 on 06/02/2026
- Suji Desilva from Roth Capital set a target price of $40.0 on 06/02/2026
- Troy Jensen from Cantor Fitzgerald set a target price of $40.0 on 05/13/2026
- Kingsley Crane from Canaccord Genuity set a target price of $41.0 on 05/13/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.