Quantum Computing Stocks Rally as 2026 Bull Run Anticipated

Quantum Computing Stocks Rally as D-Wave Prepares CES 2026 Showcase Amid Positive Investor Sentiment and Sector Recovery

  • Quantum computing stocks like Rigetti, IonQ, and D-Wave Quantum have shown strong gains as 2025 ends.
  • D-Wave Quantum will showcase its technology at CES 2026 on January 7, highlighting hybrid quantum-classical solvers and real-world applications.
  • Investor outlook on D-Wave Quantum is improving due to increased customer adoption and revenue potential.
  • Analysts have mixed opinions on Rigetti Computing, while IonQ receives positive ratings and significant price targets.
  • The quantum computing sector reversed a late-2025 decline and is expected to recover fully in early 2026.

Shares of Rigetti (RGTI), IonQ, and D-Wave Quantum (QBTS) rose sharply at the start of the trading week, showing double-digit gains as 2025 draws to a close. Quantum computing stocks overall have outperformed the broader market this year. Market sentiment suggests expectations of continued growth in 2026, driving recent price increases.

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D-Wave Quantum (QBTS) announced plans to participate in CES 2026 on January 7. The company will present “its award-winning annealing quantum computing technology, hybrid quantum-classical solvers, and real-world customer use cases.” Murray Thom, Vice President of quantum technology evangelism, will discuss the “potential for synergy between quantum, AI and blockchain” at the event. These are advanced technologies aimed at solving complex problems by combining quantum computing processes with classical computing methods.

Following this announcement, investor sentiment toward D-Wave Quantum has turned more optimistic. Analysts note growing adoption among customers and the potential for significant future revenue linked to quantum computing developments.

After experiencing a market slump late in 2025, the quantum computing sector has recently recovered. Experts project this downturn will be fully reversed early next year. For IonQ, analysts remain positive, with Jefferies setting a price target of $100 per share, indicating strong upside potential. In contrast, opinions on Rigetti Computing vary: B. Riley Securities issued a Neutral rating with a $35 price target, while Needham and Benchmark maintain Buy ratings with targets of $18 and $40, respectively.

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