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Theme watch · maturing

quantum computing stocks to watch · August 2026

As of 2026-08-09

#Name3-mo price move
1

Broken gov-capital quantum leg, now publicly capitulated: seven-plus down weeks, an inverse-ETF complex up to +108%, and Cramer warning it off air…

2

Two unpriced agreements in six sessions — AT&T 07-27, Nasdaq Verafin 08-03 — carried QBTS back over the AT&T spike high on half the volume, but it…

3

Sector bid extended a second session on 2026-08-04 — QUBT $9.23, +26.4% from the 2026-07-29 close of $7.30 with no company news since 07-27 — but…

4

Quantum pure-play basket is in outright hype-cycle deflation: RGTI ~$14.19 (2026-07-17), -27% MoM, and the $14 shelf that held the May CHIPS-stake…

"3-mo price move" is the stock's market price change, not an orbyd return.

How this page is built

These are the names orbyd covers in the quantum computing stocks cluster — each with a dated research dossier. Names currently on the move rank first by 3-month price momentum, then the rest of the covered roster. Cluster membership is assigned by a frontier model, currently read as maturing.

Earnings split the group: IonQ beat and raised its 2026 outlook with Benchmark reiterating Buy at $60 (08-06), while Rigetti ($5.10M vs $5.15M) and D-Wave ($3.08M vs $4.03M) both missed and sold off (08-06). The narrative held elsewhere D-Wave signed a Nasdaq Verafin deal (08-03) but revenue at these scales cannot distinguish a trend from a single contract, so this is tracked, not called.

Questions

What quantum computing stocks does orbyd cover?
As of 2026-08-09, the quantum computing stocks orbyd tracks are led by IONQ, QBTS, QUBT, RGTI, each with a dated research dossier. Names already moving rank first by 3-month price momentum; this is research, not a recommendation.
Is the quantum computing stocks theme accelerating or slowing?
orbyd's model reads this cluster as maturing as of 2026-08-09. Earnings split the group: IonQ beat and raised its 2026 outlook with Benchmark reiterating Buy at $60 (08-06), while Rigetti ($5.10M vs $5.15M) and D-Wave ($3.08M vs $4.03M) both missed and sold off (08-06). The narrative held elsewhere D-Wave signed a Nasdaq Verafin deal (08-03) but revenue at these scales cannot distinguish a trend from a single contract, so this is tracked, not called.
How does orbyd rank quantum computing stocks?
Every name links to its dated research dossier. Those currently on the move rank first by cross-sectional 3-month price momentum, then the rest of the covered roster by conviction. Methodology is open; this is research, not advice.

Related

As of 2026-08-09 · research, not advice.