D-Wave's Commercial Momentum Is Real, but a Critical Gap Remains
D-Wave's commercial momentum is accelerating, but the gap between bookings, recurring revenue, and valuation could decide what comes next for the stock.
Overview
D-Wave (NASDAQ: QBTS) is showing real signs of commercial momentum as bookings, RPO, and production quantum usage climb. But revenue remains small and uneven, leaving investors with a crucial question: can growing QCaaS usage turn today's customer commitments into the recurring business needed to support the stock's valuation?
Stock prices used were the market prices of Aug. 26, 2026. The video was published on Sept. 13, 2026.
Details
Source
Originally published at www.fool.com.
Related Articles
- Josh Brown says investors are (re)learning how profitable these financial stocks are, including one on his list
- There Is Now An 83% to 90% Chance the Fed Raises Interest Rates on Sept. 16. Here's What History Says Would Happen to the S&P 500 Index Next.
- Anthropic Just Asked the AI Industry to Slow Down. Nothing in It Asks Anyone to Buy Fewer Nvidia Chips.