2025 Q4 -tulosraportti
43 päivää sitten
‧1 t 4 min
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Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 7.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 26.2. | ||
2025 Q3 -tulosraportti 6.11.2025 | ||
2025 Q2 -tulosraportti 7.8.2025 | ||
2025 Q1 -tulosraportti 8.5.2025 | ||
2024 Q4 -tulosraportti 13.3.2025 |
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Shareville
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·17 t sittenTranslation of article below. http://www.investing.com/analysis/is-dwave-the-latest-threat-to-bitcoin-200678013 Is D-Wave the latest threat to Bitcoin? Bitcoin has traded sideways for approximately two months and is still below its 2025 peak. At the same time, a new potential risk is emerging in the background: quantum computers, especially from companies like D-Wave. A new document from Alphabet suggests that the so-called “Q-Day” – the day when quantum computers can break today's encryption – may be closer than many previously thought. Bitcoin relies on cryptography to secure transactions and protect users' assets. The system is based on private and public keys. If quantum computers reach a sufficiently advanced level, they could theoretically calculate private keys from public keys, which would grant access to wallets. In such a scenario, it could happen very quickly, in some cases in just minutes. This has led to speculation that capital may shift from cryptocurrencies to quantum technology. If investors begin to doubt the security of Bitcoin and other cryptocurrencies, they may choose to sell their holdings and instead invest in companies developing quantum computers. D-Wave is highlighted as one of the most interesting companies in this sector. The company is considered one of the few pure-play quantum companies on the stock market and has simultaneously shown signs of increasing business activity and new contracts. It is important to note, however, that even if quantum computers could break today's cryptography, it does not necessarily mean the end for cryptocurrencies. New solutions, so-called post-quantum cryptography, can be developed to resist these threats. This could also lead to new blockchains being built with quantum-safe technology. D-Wave is already positioning itself in this area and can benefit from the development if quantum computers become more practically usable. At the same time, the company is still in an early stage. It is not yet profitable, and the stock has been volatile, with sharp fluctuations despite positive news regarding deals and collaborations. In summary, D-Wave could be a winner if quantum computers develop quickly enough to pose a real threat to cryptocurrencies. But the investment is associated with high risk and is dependent on future technological breakthroughs.
·3 päivää sittenWould you have invested a good sum now if you could have sold what you had at the peak and reinvested now?
·6.4.Largest current investors The largest investors (Institutional backing) When large funds buy in, it is often seen as a sign of confidence in the technology. The latest reports show: Vanguard Group: Is now the largest institutional investor with an ownership stake of approx. 9,2%. BlackRock: Has significantly increased their position in the first quarter of 2026 and now owns around 7,5%. ARK Invest (Cathie Wood): Has recently added QBTS to their Autonomous Technology & Robotics ETF, which has given the stock significant attention among growth investors. Morgan Stanley: Has also increased their exposure by 12% in March 2026.
·21 t sittenThanks for the review – but I think there's an important nuance here. Most of the “institutional backing” you mention (Vanguard, BlackRock etc.) is in practice passive ownership via index funds. They don't buy D-Wave because they necessarily believe in the case – they own it because it's part of an index. Therefore, it's misleading to interpret it as a seal of approval or strong conviction. ARK Invest is probably the only one that can be interpreted as an active buyer – but their strategy is precisely to take high-risk bets on future technology, which doesn't necessarily say anything about fundamental strength. So I wouldn't put too much weight on “institutional backing” in this case. The most important things are still: • Free cash flow • Commercial traction • Ability to become self-financing And D-Wave is still not there yet.- ·5.4.D-Wave Quantum (QBTS) — Review (performed by Claude AI) I asked Claude (Anthropic's AI) to do a proper review of QBTS based on current data. Here is the compilation. Company in brief: D-Wave builds quantum computers — specifically annealing systems (optimization) and now also gate-model after the acquisition of Quantum Circuits in January for ~$550M. The only company with both technologies. Offers cloud service (Leap), system sales, and consulting services. Moving HQ to Boca Raton, Florida. Financials (FY2025): Revenue $24,6M (+179% YoY). Gross margin 82,6%. Net loss $355M. Cash $884M, which provides good runway — but OpEx is expected to increase 15% sequentially per quarter during 2026. Q4 in isolation was weak. Revenue $2,75M vs. expected $3,72M. EPS -$0,09 vs. expected -$0,06. Misses on both lines. Pros: ∙ Pipeline +1 500% YoY. The company closed more in new bookings in January 2026 alone than in all of FY2025. ∙ Concrete deals: $20M system sales to Florida Atlantic University, $10M two-year QCaaS agreement with a Fortune 100 company. ∙ Collaboration with Anduril (defense) showed 10x faster solution and 9–12% better threat reduction in missile simulation. Quantifiable result, not theory. ∙ Only company to demonstrate quantum advantage on a practical real-world problem. ∙ All 15 analysts have a buy recommendation. Average price target ~$38,55 (range $30–$45). Cons: ∙ Trades at ~215x P/S. $24,6M in annual revenue vs. ~$5,3B market cap. Conventionally hard to justify. ∙ 27% share dilution in the past year. CEO and CFO have net sold shares for ~$1,7M in the past 90 days. ∙ Overhang: 10M+ shares from early investors could come onto the market. ∙ Global helium shortage creates uncertainty around production schedules. ∙ The Quantum Circuits acquisition ($550M) entails significant integration risk. ∙ Google, IBM, and Microsoft are investing in the same technology area with significantly larger resources. The stock today: ~$14,26. Down ~41% since the turn of the year. 52-week high $46,75, low $5,77. High volatility. Claude's summary: QBTS is likely the most commercially mature pure-play quantum company. The booking momentum and defense validation via Anduril are substantial. But at 215x P/S, the market is pricing in a future that is far from secured. Insider selling, dilution, and the Q4 miss should be taken seriously. Interesting as a speculative position with a 3–5 year horizon. Not suitable as a core holding. Next catalyst: Q1 report ~April 10, gate-model delivery H2 2026, and whether the January pace of bookings holds up. Analysis performed by Claude (Anthropic) on April 5, 2026, based on publicly available information. Not investment advice.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen 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.
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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.
2025 Q4 -tulosraportti
43 päivää sitten
‧1 t 4 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.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·17 t sittenTranslation of article below. http://www.investing.com/analysis/is-dwave-the-latest-threat-to-bitcoin-200678013 Is D-Wave the latest threat to Bitcoin? Bitcoin has traded sideways for approximately two months and is still below its 2025 peak. At the same time, a new potential risk is emerging in the background: quantum computers, especially from companies like D-Wave. A new document from Alphabet suggests that the so-called “Q-Day” – the day when quantum computers can break today's encryption – may be closer than many previously thought. Bitcoin relies on cryptography to secure transactions and protect users' assets. The system is based on private and public keys. If quantum computers reach a sufficiently advanced level, they could theoretically calculate private keys from public keys, which would grant access to wallets. In such a scenario, it could happen very quickly, in some cases in just minutes. This has led to speculation that capital may shift from cryptocurrencies to quantum technology. If investors begin to doubt the security of Bitcoin and other cryptocurrencies, they may choose to sell their holdings and instead invest in companies developing quantum computers. D-Wave is highlighted as one of the most interesting companies in this sector. The company is considered one of the few pure-play quantum companies on the stock market and has simultaneously shown signs of increasing business activity and new contracts. It is important to note, however, that even if quantum computers could break today's cryptography, it does not necessarily mean the end for cryptocurrencies. New solutions, so-called post-quantum cryptography, can be developed to resist these threats. This could also lead to new blockchains being built with quantum-safe technology. D-Wave is already positioning itself in this area and can benefit from the development if quantum computers become more practically usable. At the same time, the company is still in an early stage. It is not yet profitable, and the stock has been volatile, with sharp fluctuations despite positive news regarding deals and collaborations. In summary, D-Wave could be a winner if quantum computers develop quickly enough to pose a real threat to cryptocurrencies. But the investment is associated with high risk and is dependent on future technological breakthroughs.
- ·3 päivää sittenWould you have invested a good sum now if you could have sold what you had at the peak and reinvested now?
- ·6.4.Largest current investors The largest investors (Institutional backing) When large funds buy in, it is often seen as a sign of confidence in the technology. The latest reports show: Vanguard Group: Is now the largest institutional investor with an ownership stake of approx. 9,2%. BlackRock: Has significantly increased their position in the first quarter of 2026 and now owns around 7,5%. ARK Invest (Cathie Wood): Has recently added QBTS to their Autonomous Technology & Robotics ETF, which has given the stock significant attention among growth investors. Morgan Stanley: Has also increased their exposure by 12% in March 2026.·21 t sittenThanks for the review – but I think there's an important nuance here. Most of the “institutional backing” you mention (Vanguard, BlackRock etc.) is in practice passive ownership via index funds. They don't buy D-Wave because they necessarily believe in the case – they own it because it's part of an index. Therefore, it's misleading to interpret it as a seal of approval or strong conviction. ARK Invest is probably the only one that can be interpreted as an active buyer – but their strategy is precisely to take high-risk bets on future technology, which doesn't necessarily say anything about fundamental strength. So I wouldn't put too much weight on “institutional backing” in this case. The most important things are still: • Free cash flow • Commercial traction • Ability to become self-financing And D-Wave is still not there yet.
- ·5.4.D-Wave Quantum (QBTS) — Review (performed by Claude AI) I asked Claude (Anthropic's AI) to do a proper review of QBTS based on current data. Here is the compilation. Company in brief: D-Wave builds quantum computers — specifically annealing systems (optimization) and now also gate-model after the acquisition of Quantum Circuits in January for ~$550M. The only company with both technologies. Offers cloud service (Leap), system sales, and consulting services. Moving HQ to Boca Raton, Florida. Financials (FY2025): Revenue $24,6M (+179% YoY). Gross margin 82,6%. Net loss $355M. Cash $884M, which provides good runway — but OpEx is expected to increase 15% sequentially per quarter during 2026. Q4 in isolation was weak. Revenue $2,75M vs. expected $3,72M. EPS -$0,09 vs. expected -$0,06. Misses on both lines. Pros: ∙ Pipeline +1 500% YoY. The company closed more in new bookings in January 2026 alone than in all of FY2025. ∙ Concrete deals: $20M system sales to Florida Atlantic University, $10M two-year QCaaS agreement with a Fortune 100 company. ∙ Collaboration with Anduril (defense) showed 10x faster solution and 9–12% better threat reduction in missile simulation. Quantifiable result, not theory. ∙ Only company to demonstrate quantum advantage on a practical real-world problem. ∙ All 15 analysts have a buy recommendation. Average price target ~$38,55 (range $30–$45). Cons: ∙ Trades at ~215x P/S. $24,6M in annual revenue vs. ~$5,3B market cap. Conventionally hard to justify. ∙ 27% share dilution in the past year. CEO and CFO have net sold shares for ~$1,7M in the past 90 days. ∙ Overhang: 10M+ shares from early investors could come onto the market. ∙ Global helium shortage creates uncertainty around production schedules. ∙ The Quantum Circuits acquisition ($550M) entails significant integration risk. ∙ Google, IBM, and Microsoft are investing in the same technology area with significantly larger resources. The stock today: ~$14,26. Down ~41% since the turn of the year. 52-week high $46,75, low $5,77. High volatility. Claude's summary: QBTS is likely the most commercially mature pure-play quantum company. The booking momentum and defense validation via Anduril are substantial. But at 215x P/S, the market is pricing in a future that is far from secured. Insider selling, dilution, and the Q4 miss should be taken seriously. Interesting as a speculative position with a 3–5 year horizon. Not suitable as a core holding. Next catalyst: Q1 report ~April 10, gate-model delivery H2 2026, and whether the January pace of bookings holds up. Analysis performed by Claude (Anthropic) on April 5, 2026, based on publicly available information. Not investment advice.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen 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 | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 7.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 26.2. | ||
2025 Q3 -tulosraportti 6.11.2025 | ||
2025 Q2 -tulosraportti 7.8.2025 | ||
2025 Q1 -tulosraportti 8.5.2025 | ||
2024 Q4 -tulosraportti 13.3.2025 |
2025 Q4 -tulosraportti
43 päivää sitten
‧1 t 4 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: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 7.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 26.2. | ||
2025 Q3 -tulosraportti 6.11.2025 | ||
2025 Q2 -tulosraportti 7.8.2025 | ||
2025 Q1 -tulosraportti 8.5.2025 | ||
2024 Q4 -tulosraportti 13.3.2025 |
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·17 t sittenTranslation of article below. http://www.investing.com/analysis/is-dwave-the-latest-threat-to-bitcoin-200678013 Is D-Wave the latest threat to Bitcoin? Bitcoin has traded sideways for approximately two months and is still below its 2025 peak. At the same time, a new potential risk is emerging in the background: quantum computers, especially from companies like D-Wave. A new document from Alphabet suggests that the so-called “Q-Day” – the day when quantum computers can break today's encryption – may be closer than many previously thought. Bitcoin relies on cryptography to secure transactions and protect users' assets. The system is based on private and public keys. If quantum computers reach a sufficiently advanced level, they could theoretically calculate private keys from public keys, which would grant access to wallets. In such a scenario, it could happen very quickly, in some cases in just minutes. This has led to speculation that capital may shift from cryptocurrencies to quantum technology. If investors begin to doubt the security of Bitcoin and other cryptocurrencies, they may choose to sell their holdings and instead invest in companies developing quantum computers. D-Wave is highlighted as one of the most interesting companies in this sector. The company is considered one of the few pure-play quantum companies on the stock market and has simultaneously shown signs of increasing business activity and new contracts. It is important to note, however, that even if quantum computers could break today's cryptography, it does not necessarily mean the end for cryptocurrencies. New solutions, so-called post-quantum cryptography, can be developed to resist these threats. This could also lead to new blockchains being built with quantum-safe technology. D-Wave is already positioning itself in this area and can benefit from the development if quantum computers become more practically usable. At the same time, the company is still in an early stage. It is not yet profitable, and the stock has been volatile, with sharp fluctuations despite positive news regarding deals and collaborations. In summary, D-Wave could be a winner if quantum computers develop quickly enough to pose a real threat to cryptocurrencies. But the investment is associated with high risk and is dependent on future technological breakthroughs.
- ·3 päivää sittenWould you have invested a good sum now if you could have sold what you had at the peak and reinvested now?
- ·6.4.Largest current investors The largest investors (Institutional backing) When large funds buy in, it is often seen as a sign of confidence in the technology. The latest reports show: Vanguard Group: Is now the largest institutional investor with an ownership stake of approx. 9,2%. BlackRock: Has significantly increased their position in the first quarter of 2026 and now owns around 7,5%. ARK Invest (Cathie Wood): Has recently added QBTS to their Autonomous Technology & Robotics ETF, which has given the stock significant attention among growth investors. Morgan Stanley: Has also increased their exposure by 12% in March 2026.·21 t sittenThanks for the review – but I think there's an important nuance here. Most of the “institutional backing” you mention (Vanguard, BlackRock etc.) is in practice passive ownership via index funds. They don't buy D-Wave because they necessarily believe in the case – they own it because it's part of an index. Therefore, it's misleading to interpret it as a seal of approval or strong conviction. ARK Invest is probably the only one that can be interpreted as an active buyer – but their strategy is precisely to take high-risk bets on future technology, which doesn't necessarily say anything about fundamental strength. So I wouldn't put too much weight on “institutional backing” in this case. The most important things are still: • Free cash flow • Commercial traction • Ability to become self-financing And D-Wave is still not there yet.
- ·5.4.D-Wave Quantum (QBTS) — Review (performed by Claude AI) I asked Claude (Anthropic's AI) to do a proper review of QBTS based on current data. Here is the compilation. Company in brief: D-Wave builds quantum computers — specifically annealing systems (optimization) and now also gate-model after the acquisition of Quantum Circuits in January for ~$550M. The only company with both technologies. Offers cloud service (Leap), system sales, and consulting services. Moving HQ to Boca Raton, Florida. Financials (FY2025): Revenue $24,6M (+179% YoY). Gross margin 82,6%. Net loss $355M. Cash $884M, which provides good runway — but OpEx is expected to increase 15% sequentially per quarter during 2026. Q4 in isolation was weak. Revenue $2,75M vs. expected $3,72M. EPS -$0,09 vs. expected -$0,06. Misses on both lines. Pros: ∙ Pipeline +1 500% YoY. The company closed more in new bookings in January 2026 alone than in all of FY2025. ∙ Concrete deals: $20M system sales to Florida Atlantic University, $10M two-year QCaaS agreement with a Fortune 100 company. ∙ Collaboration with Anduril (defense) showed 10x faster solution and 9–12% better threat reduction in missile simulation. Quantifiable result, not theory. ∙ Only company to demonstrate quantum advantage on a practical real-world problem. ∙ All 15 analysts have a buy recommendation. Average price target ~$38,55 (range $30–$45). Cons: ∙ Trades at ~215x P/S. $24,6M in annual revenue vs. ~$5,3B market cap. Conventionally hard to justify. ∙ 27% share dilution in the past year. CEO and CFO have net sold shares for ~$1,7M in the past 90 days. ∙ Overhang: 10M+ shares from early investors could come onto the market. ∙ Global helium shortage creates uncertainty around production schedules. ∙ The Quantum Circuits acquisition ($550M) entails significant integration risk. ∙ Google, IBM, and Microsoft are investing in the same technology area with significantly larger resources. The stock today: ~$14,26. Down ~41% since the turn of the year. 52-week high $46,75, low $5,77. High volatility. Claude's summary: QBTS is likely the most commercially mature pure-play quantum company. The booking momentum and defense validation via Anduril are substantial. But at 215x P/S, the market is pricing in a future that is far from secured. Insider selling, dilution, and the Q4 miss should be taken seriously. Interesting as a speculative position with a 3–5 year horizon. Not suitable as a core holding. Next catalyst: Q1 report ~April 10, gate-model delivery H2 2026, and whether the January pace of bookings holds up. Analysis performed by Claude (Anthropic) on April 5, 2026, based on publicly available information. Not investment advice.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen 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.
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Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Välittäjätilasto
Dataa ei löytynyt