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This Month's Featured Story
2 Stocks to Watch as the Quantum Space Gets More CrowdedAuthor: Nathan Reiff. Publication Date: 5/3/2026. 
Key Points
- Cisco has unveiled a new quantum switch that could have a sizable impact on quantum infrastructure, potentially incentivizing new entrants to the space.
- Existing quantum companies also face increasing pressure as Honeywell's Quantinuum looks ahead to an IPO.
- The growing expectation that quantum will present a major cybersecurity threat in the years to come is both an affirmation of the technology's power and a complicating factor for existing companies.
- Special Report: Elon’s “Hidden” Company
A mid-April surge to nearly $22 a share was short-lived, and now D-Wave Quantum Inc. (NYSE: QBTS) is once again trending downward, as it has for much of the year so far. There's no doubt that this is a difficult time for quantum computing stocks. Investors are pressuring pure-play companies to prove their mettle by demonstrating that they can generate real sales and profits. Despite some important progress in this direction, those goals remain elusive for D-Wave and many of its rivals.
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Another challenge facing D-Wave is a wave of new entrants into the space, as novel quantum players reach the market and legacy tech companies not previously involved in quantum computing begin expanding into the area. Two recent developments highlight how quickly the quantum ecosystem is becoming more crowded, and a third, longer-term risk could draw even more companies into the space. Cisco's Universal Quantum Switch Could Be a Game Changer, But in What Way?Global hardware, software, and telecom giant Cisco Systems Inc. (NASDAQ: CSCO) may not be a direct competitor of D-Wave and other pure-play quantum companies, but its growing presence in the space is nonetheless a complicating factor. Cisco recently introduced its Universal Quantum Switch, a key quantum networking tool designed to direct quantum information between systems without destroying it in the process. That has previously been a major obstacle in quantum architecture. Cisco's new switch helps cement it as an essential provider of quantum infrastructure, but in a different way from the quantum systems that D-Wave and other rivals build. In that sense, there may not be significant direct competition, and Cisco's newest product could even provide a major boost to those other systems. At the same time, the lower the barriers to entry into the quantum space, the more likely it is that other legacy tech firms will expand their quantum operations, crowding the field even further. Honeywell's Quantinuum Looks Ahead to Ambitious IPOAutomation and aerospace firm Honeywell International Inc. (NASDAQ: HON) is not known as a quantum company, but it is preparing to bring one to investors via IPO. Quantinuum, which was formed about five years ago after separating from Honeywell, filed in mid-April for a U.S. IPO after being valued at $10 billion in a fundraising round last fall. Honeywell remains the majority owner of Quantinuum. Beyond the addition of yet another new quantum computing business to the U.S. equities market, the fact that Quantinuum is going public via IPO rather than through a special purpose acquisition company suggests company leaders are confident it will withstand heightened scrutiny during the process. The backing of $135-billion Honeywell certainly helps in that regard. However, Quantinuum's aspirations go beyond that, as it aims to be the "largest standalone integrated quantum computing" firm. Quantinuum's Helios quantum computing system launched in 2025 and may be an increasingly viable alternative to D-Wave's Advantage2 system or similar offerings from rivals. The soon-to-be-public company also tallied up some $600 million in investments late last year and won a partnership with NVIDIA Corp. (NASDAQ: NVDA). It appears poised to be a major player in quantum. The Cybersecurity FactorAnother major consideration for investors trying to identify future quantum winners is the growing threat the technology poses to cybersecurity. Everything from traditional security systems to Bitcoin may be vulnerable to security risks thanks to the power of quantum computing, with analysts speculating that the biggest impact may still be years away. Again, this may not seem to directly affect an investment in a pure-play quantum company like D-Wave right now. But cybersecurity is big business across virtually every globally connected industry. As the scope of the risk posed by ultra-powerful quantum systems to existing security tools becomes clearer, there will undoubtedly be an incentive for new companies to enter the quantum space as a way of adapting. The quantum computing field will likely become even more crowded, making it that much harder for individual firms to stand out. Despite its slump in recent months, D-Wave stock is still up by over 190% over the last 12 months. That impressive rally has already reversed in 2026 and could face further challenges going forward based on factors entirely outside the company's control. This makes the race toward marketability and profitability even more urgent for D-Wave and its peers. |
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