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Does IonQ's Standout Earnings Give It an Advantage Over D-Wave?
Reported by Nathan Reiff. Date Posted: 3/3/2026.
Key Points
- IonQ is down about 18% year-to-date (YTD), while D-Wave shares have shed roughly a third of their value.
- This is despite both companies issuing earnings reports with many positive signals, including growing bookings and revenue (D-Wave) and expectation-beating revenue and guidance (IonQ).
- While both firms face profitability challenges, IonQ appears to have an advantage over its smaller rival in many ways.
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Despite having shed a third of its share price so far this year, quantum computing firm D-Wave Quantum Inc. (NYSE: QBTS) appears intent on cementing its reputation in a hotly contested market. One catalyst for that push was D-Wave's acquisition of Quantum Circuits, which quickly expanded its reach and made it the largest pure-play quantum company with a dual focus on quantum annealing and gate-model technology.
Competition remains fierce, and several lesser-known firms are threatening to gain dominant positions. One notable rival is IonQ Inc. (NYSE: IONQ), which has nearly twice D-Wave's market capitalization. While IonQ has also declined this year, its shares are down roughly 18% year-to-date (YTD), or about half the decline D-Wave has suffered.
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Both companies recently gave investors a window into their operations through earnings reports. D-Wave posted a miss on both earnings and revenue, though management highlighted several positive signs. By contrast, IonQ delivered notably strong results, putting it on investors' radars.
Is D-Wave's Earnings Success Enough to Support Ambitious Plans?
D-Wave's latest earnings report showed smaller-than-expected improvements in losses per share and revenue, although both metrics improved year over year. Bookings, however, grew rapidly through the end of 2025 and into early 2026, with the company noting multiple eight-figure bookings in January alone.
D-Wave remains the cash leader among pure-play quantum companies even after paying $550 million in cash and stock to acquire Quantum Circuits. After accounting for the cash portion of the purchase, the company finished the quarter with roughly $900 million in cash and equivalents.
The key question for investors—and a broader industry concern—is whether D-Wave can convert growing customer interest into materially higher revenue and, ultimately, consistent profitability.
The fact that both outcomes remain elusive helps explain why many investors have cooled on D-Wave shares this year.
IonQ Could Be a New Industry Standout
Compared with D-Wave's mixed report, IonQ's latest earnings were impressive. IonQ posted nearly $62 million in revenue, about 55% above its guidance midpoint and up approximately 429% year over year.
Even more striking was IonQ's full-year 2026 guidance, which rose to a range of $225 million to $245 million. That outlook is well above prior analyst estimates and implies revenue could nearly double in 2026 after tripling the previous year.
Back-to-back years of substantial revenue growth are notable in any industry, and in the nascent quantum market they are particularly meaningful. Demand for IonQ's technology appears strong among both government and commercial customers.
IonQ is already generating substantial revenue—a milestone D-Wave has not yet reached to the same degree.
That said, IonQ is still burning cash and is not yet profitable, with an expected adjusted loss of up to $310 million in 2026. But its cash position is far stronger: IonQ closed 2025 with about $3.3 billion in liquid assets, dwarfing D-Wave's balance. That financial cushion reduces the near-term need to raise capital through share issuance, helping avoid dilution and enabling options such as acquisitions, supply-chain investments, and heavier R&D spending.
D-Wave Vs. IonQ
There is no clear single winner in the quantum tech race yet. Both D-Wave and IonQ face the same fundamental hurdle: translating technological leadership and growing revenues into sustainable profitability. Analysts generally expect mass-market quantum computing to be many years away, and large tech firms with broader resources still have advantages. Still, within the crowded quantum field, investors are increasingly focused on these two names as potential leaders.
Salesforce: A Week After Earnings, the Market Has Spoken
Reported by Sam Quirke. Date Posted: 3/6/2026.
Key Points
- Salesforce shares have rebounded nearly 15% from their pre-earnings low, having fallen 50% from last year’s highs.
- Despite growing fears that artificial intelligence will disrupt traditional software companies, Salesforce remains the dominant enterprise CRM platform.
- Analysts remain firmly bullish, with Needham’s $400 price target highlighting roughly 100% in potential upside.
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Software giant Salesforce Inc (NYSE: CRM) has spent the past year on the defensive. Its shares fell as much as 50% from last year's highs before recovering and currently trade around $200 per share, reflecting widespread concerns that artificial intelligence (AI) could disrupt parts of the company's traditional business model. These worries are not unique to Salesforce, but the company has been one of the more visible victims of the shift in sentiment.
Salesforce's latest earnings report, released on Feb. 25, may have marked a turning point. The firm again beat analyst expectations and reported record revenue, a reminder that demand for its platform remains strong even as the broader software sector grapples with rapid technological change.
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One week after those results, the market appears to be sending a clear signal. Shares have rebounded roughly 15% from their pre-earnings lows and have so far held those gains, suggesting investors may finally be starting to look past the worst-case AI narrative. Let's jump in and see what else Salesforce has going for it, and what makes the risk/reward profile so attractive right now.
Core Business Remains Strong
The fundamental case for Salesforce has not changed nearly as much as the stock price would suggest. The company remains the dominant customer relationship management (CRM) platform in the enterprise space, with its tools deeply embedded in the sales, marketing and customer service operations of thousands of large organizations.
Investors are right to question how AI might automate some functions, but Salesforce's latest results indicate demand for its platform remains resilient. Visibility into growth may have softened, yet revenue continues to increase and the company once again beat expectations.
Another important point is Salesforce's entrenched market position. It is not a niche provider but a mission-critical operational system for many enterprises. Replacing that kind of infrastructure is neither simple nor quick, and if AI displaces certain software platforms, there are likely many less entrenched—and therefore easier—targets than Salesforce.
AI Concerns May Be Overdone
The rise of AI is the dominant narrative across the technology sector, and investors understandably fear that AI-powered tools could reduce demand for traditional enterprise software or enable cheaper competitors. That worry has weighed heavily on CRM stock and its peers over the past year.
However, as MarketBeat has highlighted, the dynamic between AI and established enterprise players may prove more complementary than destructive. As companies adopt AI more widely, the need to manage customer data, workflows and automated processes could actually increase, making platforms like Salesforce even more mission-critical. If that scenario plays out, current skepticism toward the stock could look overstated.
Analysts See Significant Upside
Many Wall Street analysts appear to agree with the favorable risk/reward setup. Immediately following the company's latest earnings report, several firms reiterated bullish ratings.
Piper Sandler, Oppenheimer and Needham all maintained Buy or equivalent ratings. Needham's refreshed $400 price target is particularly notable, implying more than 100% upside from the stock's current level.
Even investors who believe AI will eventually disrupt parts of the SaaS market may find the timing and risk/reward here difficult to ignore.
Price Action Suggests Sentiment May Be Shifting
Perhaps the most important signal is coming directly from the market. After a prolonged period of heavy selling, Salesforce shares have begun to stabilize and show signs of recovery.
The stock has climbed roughly 15% from its pre-earnings low and, importantly, has not set a new low since. That change in price behavior suggests the intense selling pressure that defined the past year may be easing.
If the stock can continue to consolidate above the $200 level in the weeks ahead, it could form a solid base for a broader recovery rally. After a 50% decline, this combination of improving price action and continued analyst support may be exactly what Salesforce needs to rebuild investor confidence.
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