2026 Q2 - tulosraportti
92 päivää sitten
‧59 min
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä |
|---|---|---|
| - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastoja ja ETF:iä jotka omistavat osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 10.11. | 4 päivää |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 6.8. | ||
Vuosittainen yhtiökokous 2026 4.6. | ||
2026 Q1 - tulosraportti 12.5. | ||
2025 Q4 - tulosraportti 26.2. | ||
2025 Q3 - tulosraportti 6.11.2025 |
Uutiset
Ei uutisia tällä hetkellä
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Foorumi
Liity keskusteluun Nordnet Socialissa
·9 t sittenD-Wave Quantum ($QBTS) – Make or break on Tuesday? 🎰📉 We have witnessed a brutal free fall in D-Wave lately. Today alone the stock is down over 15 %, and looking at the past three months a staggering 60 % of the market cap has been shaved off. The share price currently stands at 8.78 USD, and with only 5 days left until the Q3 report (Tuesday November 10) the nervousness is palpable in here. Why has the sentiment turned so extremely, and what can we expect? Here is a quick summary of the risk picture and the triggers you should be aware of before the bell rings on Tuesday. 🚨 BEARS: Why the shoe pinches right now 1. The warning about Q3 revenue: Wall Street's official consensus sits at 4.37 million USD in revenue. But remember what the departed CFO signaled in August: Q3 revenue will only increase modestly from the previous quarter's weak 3.1 million USD. The reason is that the company's two major key systems will only be delivered and recognized as revenue in Q4. The market is therefore steeling itself for an ugly "miss" on the short-term numbers. 2. Accelerating Cash Burn: The company is burning cash fast. Free cash flow (FCF) for the past 12 months was minus 120 million USD. At the end of June they sat on 546 million USD in cash (down from 819 million the year before). If the operating loss continues to grow without revenues following suit, the company will be forced into a new, dilutive share issue within 12–18 months. 3. The class-action lawsuit: The ongoing class-action lawsuit (deadline December 15) accuses management of having embellished the commercial prospects early in 2026. This, combined with the sudden CFO exit in August, acts as a lead weight on management's credibility and keeps institutional investors on the fence. 🚀 BULLS: Why the spring is coiled extremely hard 1. Commercial lead: While competitors like IonQ and Rigetti burn money on theoretical "gate-model" research that lies decades into the future, D-Wave is delivering working "quantum annealing" systems today. They capture real enterprise budgets via the cloud platform Leap (Quantum-as-a-Service). Recently, Japanese Shionogi won first place in a prestigious research ranking by using D-Wave's tech for molecular design – with 24 % better results than classical supercomputers. 2. The US government at its back: D-Wave recently secured a final deal worth up to 100 million dollars funded directly via the US CHIPS and Science Act. This cements D-Wave's critical role within the US military's advanced computing network. 3. Extremely oversold: The stock has fallen without technical support, and RSI is pushed well below 30. Historically, QBTS is a "powder keg" on report days. In May 2025 the stock bounced over 50 % in a single day, and in November 2024 it flew up 65.5 %. Since the market has already priced in so extremely much misery the last few weeks, the threshold for a positive relief rally is historically low. If the guidance for Q4 confirms that bookings are actually converted to cash, the short squeeze could be fierce. Conclusion: 60 % Bear / 40 % Bull in the short term The fundamental technological foundation and the patent wall (over 800 patents globally) is rock solid. The problem is the timing of the revenues and the danger of dilution. The options market is pricing in a move of around 11 % on Tuesday, but history shows that QBTS can easily move double that. This is a binary play. Are you sitting tight through the report, are you averaging down now, or are you waiting until the dust has settled on Wednesday? Feel free to discuss below! 👇 #QBTS #QuantumComputing #D-Wave #NordnetThat anyone can generate text with AI today, we completely agree on. The technology has come extremely far, and if used correctly to extract raw data, structure layouts and translate heavy reports, it often does a more efficient job than a single person has time for in a busy everyday life. But why is it so wrong to use it as a tool to create information flow and engagement here on the forum, WaveDrop? For my part, it is about saving time. Instead of me having to sit for hours digging through American court documents about the lawsuit, comb through CHIPS Act agreements and chew my way through the balance sheet of D-Wave, I use tools to do the legwork and summarize the most important points. The result is that we get updated figures, historical context and a concrete overview of the bull/bear cases gathered in one place. The analysis and risk assessment itself must be done by oneself anyway - robot owner or not. The fact that the information is structured by an algorithm does not change the fact that D-Wave is burning cash and facing an extremely important week. Isn't it better that we share data and spar around the case, instead of arguing about the keyboard that wrote it? What do you actually think about the stock itself and the Q3 figures on Tuesday?
·10 t sittenWhat the fuck is happening today???
@Morit_7 tomorrow it could be that it drops 15% or say 30. Follow the trend and hope for a new man over there🙄
1 päivä sittenD-Wave julkaisi 4.11.2026 merkittävän päivityksen Stride-hybridisolvertiinsa. Yhtiö on parantanut solvertin algoritmeja, joiden avulla se yhdistää kvantti- ja perinteistä laskentaa optimointiongelmien ratkaisemiseen. D-Waven vertailutesteissä enintään 10 000 kohteen kauppamatkustajaongelmat ratkesivat keskimäärin 0,02 prosentin päähän parhaasta tunnetusta tuloksesta 15 sekunnissa. Yli 10 000 kohteen ongelmissa tulokset olivat keskimäärin 3,8 prosentin päässä parhaasta tuloksesta 120 sekunnissa. Yksinkertaisissa tuotantolinjojen tasapainotusongelmissa uusi versio saavutti 15 sekunnissa paremman ratkaisun kuin vanha versio 120 sekunnissa. Lisäksi D-Wave julkaisi kolmiosaisen Applied Quantum Optimization-koulutusohjelman, jonka tarkoituksena on auttaa kehittäjiä rakentamaan käytännön sovelluksia Stride-solvertin avulla. Päivitetty ratkaisu on saatavilla Leap-pilvipalvelussa. Kyseessä on ennen kaikkea ohjelmiston ja optimointikyvykkyyden kehitysaskel, ei uusi asiakassopimus. Tulokset ovat yhtiön omia vertailutestejä. https://www.dwavequantum.com/company/newsroom/press-release/d-wave-boosts-stride-hybrid-solver-performance-launches-developer-training-to-accelerate-quantum-optimization-adoption/?utm- ·3 päivää sittenHere is the final, complete post ready to be pasted directly into Nordnet / Shareville, where the conclusion and probability assessment are seamlessly baked into the end: 💡 Q3 UPDATE ON D-WAVE QUANTUM ($QBTS) – WHAT CAN WE EXPECT ON NOVEMBER 10? The stock in quantum pioneer D-Wave has had a tough time lately, with a drop of over 35% in the last month. The price is now hovering just above $10.60–$10.80. But on November 10, the Q3 figures drop with a bang. Here is a quick summary of the expectations, and why this report will be a nail-biter. 📊 Expectations for the numbers (Consensus) • Expected revenue: $4.37 million (An expected growth of approx. 17% compared to the same quarter last year). • Earnings per share (EPS): Expected loss of -$0.096. 🔮 Probability estimate: Do they beat expectations? 1. Beat the revenue target of $4.37 mil. USD? (Probability: ~65% 🟢) D-Wave experienced extreme growth in signed contracts ("bookings") in the first half of the year. With fresh commercial agreements (including with South Korean LG CNS) and increased use of the new Advantage2 system via the cloud, the revenue requirement for Q3 is relatively manageable. 2. Burn less cash than feared? (Probability: ~35% 🔴) The quantum industry is a money pit. D-Wave is now developing two parallel technologies (Annealing and Gate-Model) to fight competitors like IonQ ($IONQ). R&D costs are sky-high, and it is unlikely that the capital flight will slow down seriously just yet - unless funds from the US CHIPS Act have already hit the accounts. 📈 What happens to the share price the first week? (Estimate) Historically, QBTS is an extremely volatile stock around the allocation of quarterly figures, and the options market often prices in large double-digit fluctuations. • Historical statistics: Looking at historical data, the stock fluctuates on average ±12.1% on the very first trading day after the report. • The two possible scenarios for the first week: • Bull scenario: The company beats the revenue target and shows control over cash reserves → The price recovers much of the lost ground with an estimated growth of +10% to +15%. • Bear scenario: The report disappoints and the burn rate accelerates further → The market reacts ruthlessly and sends the stock down another -8% to -12%. 🎯 My analytical assessment: Which scenario occurs? I estimate a 60% probability for the Bull scenario (+10% to +15%) rather than the Bear scenario (40%). The reasoning is threefold: 1. Expectations have crashed in advance: With a drop of over 35% in the last month, much of the fear of the deficit is already priced in at these levels. It takes less to trigger a "relief rally". 2. The top line steals the headlines: Algorithms and traders react first if revenue beats expectations (Revenue Beat). Since the chance of this is good (65%), the immediate momentum will likely be positive. 3. CHIPS Act as a safety net: Capital usage is high, but with a framework of up to $100 million in approved US government support at its back, the acute fear of share issues is subdued. This gives investors the courage to buy the bottom. 🔎 Insider status before the report No open market purchases or panic sales by management in the last month. There have been the usual automatic sales to cover tax obligations upon the allocation of stock compensation in mid-October. Management still sits heavily loaded – CEO Alan Baratz alone owns over 3.1 million shares, so the incentives to deliver are definitely present. I have set up automatic monitoring of the report on November 10 and will share the figures here as soon as they are released! What do the rest of you think about QBTS before the numbers? #QBTS #QuantumComputing #Kvantedatabehandling #Investering #USA
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 - tulosraportti
92 päivää sitten
‧59 min
Uutiset
Ei uutisia tällä hetkellä
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Foorumi
Liity keskusteluun Nordnet Socialissa
- ·9 t sittenD-Wave Quantum ($QBTS) – Make or break on Tuesday? 🎰📉 We have witnessed a brutal free fall in D-Wave lately. Today alone the stock is down over 15 %, and looking at the past three months a staggering 60 % of the market cap has been shaved off. The share price currently stands at 8.78 USD, and with only 5 days left until the Q3 report (Tuesday November 10) the nervousness is palpable in here. Why has the sentiment turned so extremely, and what can we expect? Here is a quick summary of the risk picture and the triggers you should be aware of before the bell rings on Tuesday. 🚨 BEARS: Why the shoe pinches right now 1. The warning about Q3 revenue: Wall Street's official consensus sits at 4.37 million USD in revenue. But remember what the departed CFO signaled in August: Q3 revenue will only increase modestly from the previous quarter's weak 3.1 million USD. The reason is that the company's two major key systems will only be delivered and recognized as revenue in Q4. The market is therefore steeling itself for an ugly "miss" on the short-term numbers. 2. Accelerating Cash Burn: The company is burning cash fast. Free cash flow (FCF) for the past 12 months was minus 120 million USD. At the end of June they sat on 546 million USD in cash (down from 819 million the year before). If the operating loss continues to grow without revenues following suit, the company will be forced into a new, dilutive share issue within 12–18 months. 3. The class-action lawsuit: The ongoing class-action lawsuit (deadline December 15) accuses management of having embellished the commercial prospects early in 2026. This, combined with the sudden CFO exit in August, acts as a lead weight on management's credibility and keeps institutional investors on the fence. 🚀 BULLS: Why the spring is coiled extremely hard 1. Commercial lead: While competitors like IonQ and Rigetti burn money on theoretical "gate-model" research that lies decades into the future, D-Wave is delivering working "quantum annealing" systems today. They capture real enterprise budgets via the cloud platform Leap (Quantum-as-a-Service). Recently, Japanese Shionogi won first place in a prestigious research ranking by using D-Wave's tech for molecular design – with 24 % better results than classical supercomputers. 2. The US government at its back: D-Wave recently secured a final deal worth up to 100 million dollars funded directly via the US CHIPS and Science Act. This cements D-Wave's critical role within the US military's advanced computing network. 3. Extremely oversold: The stock has fallen without technical support, and RSI is pushed well below 30. Historically, QBTS is a "powder keg" on report days. In May 2025 the stock bounced over 50 % in a single day, and in November 2024 it flew up 65.5 %. Since the market has already priced in so extremely much misery the last few weeks, the threshold for a positive relief rally is historically low. If the guidance for Q4 confirms that bookings are actually converted to cash, the short squeeze could be fierce. Conclusion: 60 % Bear / 40 % Bull in the short term The fundamental technological foundation and the patent wall (over 800 patents globally) is rock solid. The problem is the timing of the revenues and the danger of dilution. The options market is pricing in a move of around 11 % on Tuesday, but history shows that QBTS can easily move double that. This is a binary play. Are you sitting tight through the report, are you averaging down now, or are you waiting until the dust has settled on Wednesday? Feel free to discuss below! 👇 #QBTS #QuantumComputing #D-Wave #NordnetThat anyone can generate text with AI today, we completely agree on. The technology has come extremely far, and if used correctly to extract raw data, structure layouts and translate heavy reports, it often does a more efficient job than a single person has time for in a busy everyday life. But why is it so wrong to use it as a tool to create information flow and engagement here on the forum, WaveDrop? For my part, it is about saving time. Instead of me having to sit for hours digging through American court documents about the lawsuit, comb through CHIPS Act agreements and chew my way through the balance sheet of D-Wave, I use tools to do the legwork and summarize the most important points. The result is that we get updated figures, historical context and a concrete overview of the bull/bear cases gathered in one place. The analysis and risk assessment itself must be done by oneself anyway - robot owner or not. The fact that the information is structured by an algorithm does not change the fact that D-Wave is burning cash and facing an extremely important week. Isn't it better that we share data and spar around the case, instead of arguing about the keyboard that wrote it? What do you actually think about the stock itself and the Q3 figures on Tuesday?
- ·10 t sittenWhat the fuck is happening today???@Morit_7 tomorrow it could be that it drops 15% or say 30. Follow the trend and hope for a new man over there🙄
- 1 päivä sittenD-Wave julkaisi 4.11.2026 merkittävän päivityksen Stride-hybridisolvertiinsa. Yhtiö on parantanut solvertin algoritmeja, joiden avulla se yhdistää kvantti- ja perinteistä laskentaa optimointiongelmien ratkaisemiseen. D-Waven vertailutesteissä enintään 10 000 kohteen kauppamatkustajaongelmat ratkesivat keskimäärin 0,02 prosentin päähän parhaasta tunnetusta tuloksesta 15 sekunnissa. Yli 10 000 kohteen ongelmissa tulokset olivat keskimäärin 3,8 prosentin päässä parhaasta tuloksesta 120 sekunnissa. Yksinkertaisissa tuotantolinjojen tasapainotusongelmissa uusi versio saavutti 15 sekunnissa paremman ratkaisun kuin vanha versio 120 sekunnissa. Lisäksi D-Wave julkaisi kolmiosaisen Applied Quantum Optimization-koulutusohjelman, jonka tarkoituksena on auttaa kehittäjiä rakentamaan käytännön sovelluksia Stride-solvertin avulla. Päivitetty ratkaisu on saatavilla Leap-pilvipalvelussa. Kyseessä on ennen kaikkea ohjelmiston ja optimointikyvykkyyden kehitysaskel, ei uusi asiakassopimus. Tulokset ovat yhtiön omia vertailutestejä. https://www.dwavequantum.com/company/newsroom/press-release/d-wave-boosts-stride-hybrid-solver-performance-launches-developer-training-to-accelerate-quantum-optimization-adoption/?utm
- ·3 päivää sittenHere is the final, complete post ready to be pasted directly into Nordnet / Shareville, where the conclusion and probability assessment are seamlessly baked into the end: 💡 Q3 UPDATE ON D-WAVE QUANTUM ($QBTS) – WHAT CAN WE EXPECT ON NOVEMBER 10? The stock in quantum pioneer D-Wave has had a tough time lately, with a drop of over 35% in the last month. The price is now hovering just above $10.60–$10.80. But on November 10, the Q3 figures drop with a bang. Here is a quick summary of the expectations, and why this report will be a nail-biter. 📊 Expectations for the numbers (Consensus) • Expected revenue: $4.37 million (An expected growth of approx. 17% compared to the same quarter last year). • Earnings per share (EPS): Expected loss of -$0.096. 🔮 Probability estimate: Do they beat expectations? 1. Beat the revenue target of $4.37 mil. USD? (Probability: ~65% 🟢) D-Wave experienced extreme growth in signed contracts ("bookings") in the first half of the year. With fresh commercial agreements (including with South Korean LG CNS) and increased use of the new Advantage2 system via the cloud, the revenue requirement for Q3 is relatively manageable. 2. Burn less cash than feared? (Probability: ~35% 🔴) The quantum industry is a money pit. D-Wave is now developing two parallel technologies (Annealing and Gate-Model) to fight competitors like IonQ ($IONQ). R&D costs are sky-high, and it is unlikely that the capital flight will slow down seriously just yet - unless funds from the US CHIPS Act have already hit the accounts. 📈 What happens to the share price the first week? (Estimate) Historically, QBTS is an extremely volatile stock around the allocation of quarterly figures, and the options market often prices in large double-digit fluctuations. • Historical statistics: Looking at historical data, the stock fluctuates on average ±12.1% on the very first trading day after the report. • The two possible scenarios for the first week: • Bull scenario: The company beats the revenue target and shows control over cash reserves → The price recovers much of the lost ground with an estimated growth of +10% to +15%. • Bear scenario: The report disappoints and the burn rate accelerates further → The market reacts ruthlessly and sends the stock down another -8% to -12%. 🎯 My analytical assessment: Which scenario occurs? I estimate a 60% probability for the Bull scenario (+10% to +15%) rather than the Bear scenario (40%). The reasoning is threefold: 1. Expectations have crashed in advance: With a drop of over 35% in the last month, much of the fear of the deficit is already priced in at these levels. It takes less to trigger a "relief rally". 2. The top line steals the headlines: Algorithms and traders react first if revenue beats expectations (Revenue Beat). Since the chance of this is good (65%), the immediate momentum will likely be positive. 3. CHIPS Act as a safety net: Capital usage is high, but with a framework of up to $100 million in approved US government support at its back, the acute fear of share issues is subdued. This gives investors the courage to buy the bottom. 🔎 Insider status before the report No open market purchases or panic sales by management in the last month. There have been the usual automatic sales to cover tax obligations upon the allocation of stock compensation in mid-October. Management still sits heavily loaded – CEO Alan Baratz alone owns over 3.1 million shares, so the incentives to deliver are definitely present. I have set up automatic monitoring of the report on November 10 and will share the figures here as soon as they are released! What do the rest of you think about QBTS before the numbers? #QBTS #QuantumComputing #Kvantedatabehandling #Investering #USA
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä |
|---|---|---|
| - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastoja ja ETF:iä jotka omistavat osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 10.11. | 4 päivää |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 6.8. | ||
Vuosittainen yhtiökokous 2026 4.6. | ||
2026 Q1 - tulosraportti 12.5. | ||
2025 Q4 - tulosraportti 26.2. | ||
2025 Q3 - tulosraportti 6.11.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 - tulosraportti
92 päivää sitten
‧59 min
Uutiset
Ei uutisia tällä hetkellä
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 10.11. | 4 päivää |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 6.8. | ||
Vuosittainen yhtiökokous 2026 4.6. | ||
2026 Q1 - tulosraportti 12.5. | ||
2025 Q4 - tulosraportti 26.2. | ||
2025 Q3 - tulosraportti 6.11.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
Foorumi
Liity keskusteluun Nordnet Socialissa
- ·9 t sittenD-Wave Quantum ($QBTS) – Make or break on Tuesday? 🎰📉 We have witnessed a brutal free fall in D-Wave lately. Today alone the stock is down over 15 %, and looking at the past three months a staggering 60 % of the market cap has been shaved off. The share price currently stands at 8.78 USD, and with only 5 days left until the Q3 report (Tuesday November 10) the nervousness is palpable in here. Why has the sentiment turned so extremely, and what can we expect? Here is a quick summary of the risk picture and the triggers you should be aware of before the bell rings on Tuesday. 🚨 BEARS: Why the shoe pinches right now 1. The warning about Q3 revenue: Wall Street's official consensus sits at 4.37 million USD in revenue. But remember what the departed CFO signaled in August: Q3 revenue will only increase modestly from the previous quarter's weak 3.1 million USD. The reason is that the company's two major key systems will only be delivered and recognized as revenue in Q4. The market is therefore steeling itself for an ugly "miss" on the short-term numbers. 2. Accelerating Cash Burn: The company is burning cash fast. Free cash flow (FCF) for the past 12 months was minus 120 million USD. At the end of June they sat on 546 million USD in cash (down from 819 million the year before). If the operating loss continues to grow without revenues following suit, the company will be forced into a new, dilutive share issue within 12–18 months. 3. The class-action lawsuit: The ongoing class-action lawsuit (deadline December 15) accuses management of having embellished the commercial prospects early in 2026. This, combined with the sudden CFO exit in August, acts as a lead weight on management's credibility and keeps institutional investors on the fence. 🚀 BULLS: Why the spring is coiled extremely hard 1. Commercial lead: While competitors like IonQ and Rigetti burn money on theoretical "gate-model" research that lies decades into the future, D-Wave is delivering working "quantum annealing" systems today. They capture real enterprise budgets via the cloud platform Leap (Quantum-as-a-Service). Recently, Japanese Shionogi won first place in a prestigious research ranking by using D-Wave's tech for molecular design – with 24 % better results than classical supercomputers. 2. The US government at its back: D-Wave recently secured a final deal worth up to 100 million dollars funded directly via the US CHIPS and Science Act. This cements D-Wave's critical role within the US military's advanced computing network. 3. Extremely oversold: The stock has fallen without technical support, and RSI is pushed well below 30. Historically, QBTS is a "powder keg" on report days. In May 2025 the stock bounced over 50 % in a single day, and in November 2024 it flew up 65.5 %. Since the market has already priced in so extremely much misery the last few weeks, the threshold for a positive relief rally is historically low. If the guidance for Q4 confirms that bookings are actually converted to cash, the short squeeze could be fierce. Conclusion: 60 % Bear / 40 % Bull in the short term The fundamental technological foundation and the patent wall (over 800 patents globally) is rock solid. The problem is the timing of the revenues and the danger of dilution. The options market is pricing in a move of around 11 % on Tuesday, but history shows that QBTS can easily move double that. This is a binary play. Are you sitting tight through the report, are you averaging down now, or are you waiting until the dust has settled on Wednesday? Feel free to discuss below! 👇 #QBTS #QuantumComputing #D-Wave #NordnetThat anyone can generate text with AI today, we completely agree on. The technology has come extremely far, and if used correctly to extract raw data, structure layouts and translate heavy reports, it often does a more efficient job than a single person has time for in a busy everyday life. But why is it so wrong to use it as a tool to create information flow and engagement here on the forum, WaveDrop? For my part, it is about saving time. Instead of me having to sit for hours digging through American court documents about the lawsuit, comb through CHIPS Act agreements and chew my way through the balance sheet of D-Wave, I use tools to do the legwork and summarize the most important points. The result is that we get updated figures, historical context and a concrete overview of the bull/bear cases gathered in one place. The analysis and risk assessment itself must be done by oneself anyway - robot owner or not. The fact that the information is structured by an algorithm does not change the fact that D-Wave is burning cash and facing an extremely important week. Isn't it better that we share data and spar around the case, instead of arguing about the keyboard that wrote it? What do you actually think about the stock itself and the Q3 figures on Tuesday?
- ·10 t sittenWhat the fuck is happening today???@Morit_7 tomorrow it could be that it drops 15% or say 30. Follow the trend and hope for a new man over there🙄
- 1 päivä sittenD-Wave julkaisi 4.11.2026 merkittävän päivityksen Stride-hybridisolvertiinsa. Yhtiö on parantanut solvertin algoritmeja, joiden avulla se yhdistää kvantti- ja perinteistä laskentaa optimointiongelmien ratkaisemiseen. D-Waven vertailutesteissä enintään 10 000 kohteen kauppamatkustajaongelmat ratkesivat keskimäärin 0,02 prosentin päähän parhaasta tunnetusta tuloksesta 15 sekunnissa. Yli 10 000 kohteen ongelmissa tulokset olivat keskimäärin 3,8 prosentin päässä parhaasta tuloksesta 120 sekunnissa. Yksinkertaisissa tuotantolinjojen tasapainotusongelmissa uusi versio saavutti 15 sekunnissa paremman ratkaisun kuin vanha versio 120 sekunnissa. Lisäksi D-Wave julkaisi kolmiosaisen Applied Quantum Optimization-koulutusohjelman, jonka tarkoituksena on auttaa kehittäjiä rakentamaan käytännön sovelluksia Stride-solvertin avulla. Päivitetty ratkaisu on saatavilla Leap-pilvipalvelussa. Kyseessä on ennen kaikkea ohjelmiston ja optimointikyvykkyyden kehitysaskel, ei uusi asiakassopimus. Tulokset ovat yhtiön omia vertailutestejä. https://www.dwavequantum.com/company/newsroom/press-release/d-wave-boosts-stride-hybrid-solver-performance-launches-developer-training-to-accelerate-quantum-optimization-adoption/?utm
- ·3 päivää sittenHere is the final, complete post ready to be pasted directly into Nordnet / Shareville, where the conclusion and probability assessment are seamlessly baked into the end: 💡 Q3 UPDATE ON D-WAVE QUANTUM ($QBTS) – WHAT CAN WE EXPECT ON NOVEMBER 10? The stock in quantum pioneer D-Wave has had a tough time lately, with a drop of over 35% in the last month. The price is now hovering just above $10.60–$10.80. But on November 10, the Q3 figures drop with a bang. Here is a quick summary of the expectations, and why this report will be a nail-biter. 📊 Expectations for the numbers (Consensus) • Expected revenue: $4.37 million (An expected growth of approx. 17% compared to the same quarter last year). • Earnings per share (EPS): Expected loss of -$0.096. 🔮 Probability estimate: Do they beat expectations? 1. Beat the revenue target of $4.37 mil. USD? (Probability: ~65% 🟢) D-Wave experienced extreme growth in signed contracts ("bookings") in the first half of the year. With fresh commercial agreements (including with South Korean LG CNS) and increased use of the new Advantage2 system via the cloud, the revenue requirement for Q3 is relatively manageable. 2. Burn less cash than feared? (Probability: ~35% 🔴) The quantum industry is a money pit. D-Wave is now developing two parallel technologies (Annealing and Gate-Model) to fight competitors like IonQ ($IONQ). R&D costs are sky-high, and it is unlikely that the capital flight will slow down seriously just yet - unless funds from the US CHIPS Act have already hit the accounts. 📈 What happens to the share price the first week? (Estimate) Historically, QBTS is an extremely volatile stock around the allocation of quarterly figures, and the options market often prices in large double-digit fluctuations. • Historical statistics: Looking at historical data, the stock fluctuates on average ±12.1% on the very first trading day after the report. • The two possible scenarios for the first week: • Bull scenario: The company beats the revenue target and shows control over cash reserves → The price recovers much of the lost ground with an estimated growth of +10% to +15%. • Bear scenario: The report disappoints and the burn rate accelerates further → The market reacts ruthlessly and sends the stock down another -8% to -12%. 🎯 My analytical assessment: Which scenario occurs? I estimate a 60% probability for the Bull scenario (+10% to +15%) rather than the Bear scenario (40%). The reasoning is threefold: 1. Expectations have crashed in advance: With a drop of over 35% in the last month, much of the fear of the deficit is already priced in at these levels. It takes less to trigger a "relief rally". 2. The top line steals the headlines: Algorithms and traders react first if revenue beats expectations (Revenue Beat). Since the chance of this is good (65%), the immediate momentum will likely be positive. 3. CHIPS Act as a safety net: Capital usage is high, but with a framework of up to $100 million in approved US government support at its back, the acute fear of share issues is subdued. This gives investors the courage to buy the bottom. 🔎 Insider status before the report No open market purchases or panic sales by management in the last month. There have been the usual automatic sales to cover tax obligations upon the allocation of stock compensation in mid-October. Management still sits heavily loaded – CEO Alan Baratz alone owns over 3.1 million shares, so the incentives to deliver are definitely present. I have set up automatic monitoring of the report on November 10 and will share the figures here as soon as they are released! What do the rest of you think about QBTS before the numbers? #QBTS #QuantumComputing #Kvantedatabehandling #Investering #USA
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä |
|---|---|---|
| - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastoja ja ETF:iä jotka omistavat osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Välittäjätilasto
Dataa ei löytynyt