The Motley Fool
17 Jun 2026, 08:31 UTC · 2h ago
3 Quantum Computing Stocks Down Sharply -- but 1 Offers Exceptional Value
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
The Motley Fool
17 Jun 2026, 08:31 UTC · 2h ago
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
What the story claims
4 claims · each scored for market impact
Quantinuum has filed for an IPO with a valuation of $12.7 billion and backing from Honeywell. — The entry of a significantly better-funded competitor creates a 'sector reset' and puts downward pressure on the valuations of smaller pure-play quantum stocks.
-0.60IonQ reported Q1 revenue of $64.7 million (up 755% year over year) and raised full-year guidance to $260-$270 million. — Strong fundamental growth and increased guidance demonstrate clear commercial traction and market leadership in the quantum space.
+0.40The quantum computing sector is undergoing a valuation recalibration after prices moved ahead of underlying fundamentals. — A sector-wide shift from speculative run-ups to fundamental-based pricing typically leads to sustained volatility and price corrections.
-0.30Continue reading
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Rigetti Computing reported Q1 2026 revenue of $4.4 million and maintains a cash balance of over $569 million. — While the cash cushion prevents an existential crisis, the thin revenue base makes the current market capitalization difficult to justify fundamentally.
-0.20Which stocks this story touches
The author explicitly states they are buying the stock and notes the strategic acquisition of Quantum Circuits.
Despite technical progress, the author notes a thin revenue base and a market cap that implies traction not yet demonstrated.
The company has exceptional business fundamentals and growth, but the stock price is currently considered too high for a good entry point.
Mentioned as a backer of the well-funded competitor Quantinuum, which is viewed as a strength in the sector.
[mutual] Both are described as companies in the quantum computing sector undergoing a valuation recalibration.
[mutual] Both are described as companies in the quantum computing sector undergoing a valuation recalibration.
[mutual] Both are described as companies in the quantum computing sector undergoing a valuation recalibration.
[a_to_b] Honeywell provides backing for Quantinuum.
[mutual] Quantinuum is described as a better-funded competitor in the room relative to public market quantum stocks.
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