Why D-Wave Quantum Stock Jumped 60%?

QBTS: D-Wave Quantum logo
QBTS
D-Wave Quantum

D-Wave Quantum (QBTS)’s stock surged 64%, fueled by a sharp revenue lift and a soaring P/S multiple—sparked by a Q3 earnings beat, new major contracts, and fresh government ventures. With analyst upgrades and a robust cash position backing the rally, the company’s momentum is impossible to ignore.

Below is an analytical breakdown of stock movement into key contributing metrics.

  9042025 12032025 Change
Stock Price ($) 15.3 25.1 64.0%
Change Contribution By LTM LTM
Total Revenues ($ Mil) 22.3 24.1 8.4%
P/S Multiple 207.5 355.5 71.3%
Shares Outstanding (Mil) 302.3 342.2 -13.2%
Cumulative Contribution 61.2%

So what is happening here? The stock jumped 64%, driven by an 8.4% revenue lift and a 71% boost in the P/S multiple. These shifts set the stage for the key updates and developments ahead.

Here Is Why D-Wave Quantum Stock Moved

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  • Q3 Earnings Beat: EPS of -$0.05 beat estimates of -$0.07; revenue grew 105.6% YoY to $3.74M.
  • Major Contract Wins: €10M Advantage2 deal in Italy & $12M in new bookings show strong commercial momentum.
  • Strong Cash Position: Q3 cash balance hit record $836M; warrant redemption added $54.6M cash.
  • US Govt Unit Launch: New unit formed to drive US government adoption; Advantage2 deployed for defense.
  • Analyst Upgrades: Multiple firms like Cantor Fitzgerald & Rosenblatt raised price targets.

Our Current Assesment Of QBTS Stock

Opinion: We currently find QBTS stock unattractive. Why so? Have a look at the full story. Read Buy or Sell QBTS Stock to see what drives our current opinion.

Risk: A good way to gauge risk is to see how QBTS performed during major market downturns. It plunged nearly 97% in the inflation shock, far worse than many other crashes. This shows that no matter how solid a stock looks on paper, steep losses can still happen. Even if other crises showed smaller declines, such a sharp drop reminds us that risk is always present when markets turn sour.

QBTS stock may have seen strong gains recently, but investing in a single stock without detailed, thorough analysis can be risky. The Trefis High Quality (HQ) Portfolio, with a collection of 30 stocks, has a track record of comfortably outperforming its benchmark that includes all 3 — the S&P 500, S&P mid-cap, and Russell 2000 indices. Why is that? As a group, HQ Portfolio stocks provided better returns with less risk versus the benchmark index; less of a roller-coaster ride, as evident in HQ Portfolio performance metrics.