Comprare azioni D-Wave Quantum (QBTS)? Analisi degli YouTuber di finanza

The YouTuber highlights D-Wave's significant revenue growth, with early 2026 contracts exceeding all of 2025. He also notes their recent acquisition of gate model capability, expanding their technological approach beyond annealing, which he sees as a positive development for their future prospects.

“In January and February alone, D-Wave booked more in new contracts than their entire 2025 annual revenue.” — ▶ 4:00

The YouTuber views D-Wave Quantum as a leader in the early stages of quantum computing, an area with extreme growth potential. He expects revenue and margins to grow as they push for government adoption, noting they've beaten forecasts regularly. He advises buying on dips due to stock price volatility.

“I see quantum computing as being an area of extreme growth over time. And in my opinion, we're in the early innings of this particular game. And they've already been beating forecasts semi-regular in the lower right. And analysts see D-Wave with over 50% upside.” — ▶ 10:00

The YouTuber advises against investing in D-Wave Quantum, citing its poor financial health. Despite having $9.4 million in revenue, the company suffers from negative $61 million in free cash flow and trades at a high price-to-sales multiple of 227, suggesting its valuation is not supported by its current business performance.

“d-wave Quantum $9.4 million in Revenue so there is revenue coming into the business but negative $61 million in free cash flow and that price to sales multiple 227” — ▶ Guarda clip