LOSS-6.9%-1.0R|SHORTLow Conviction|$19.03$20.359.4h

QBTS

NYSEBEARISH CONSENSUS
Swing · Multi-day confirmation3 Models · Analysis Snapshot: Feb 6, 2026, 3:33 PM · Valid for ~12h
CompletedRe-run
BEARISH CONSENSUSLow Conviction
3 models· Low conviction
1 Long2 Short
Stop$20.35–$21.50
Entry$19.03
Target$14.50–$16.92
LowConditionalHigh
Key Disagreement
  • GPT-4o(75% LONG): "D-WaveQuantumInc. is positioned in the rapidly evolving quantum computing sector, which is attracting significant attention and investment due to its potential to revolutionize computational capabilities across industries. The broader market regime is currently strong bullish, with a high confidence level of 95, indicating a favorable environment for equities, including high beta and cyclical sectors. The stock recently showed positive earnings surprises, suggesting operational improvements and potential upward momentum as the company continues to pioneer advancements in quantum computing technology. "
BEAR (2)
BULL (1)
0%0%
Bear Case(2 models)
Gemini-3-Flash0%

QBTS is currently exhibiting extreme technical weakness, characterized by a 'strong bearish' signal and price trading below both the 20-day and 50-day SMAs. The recent $275 million SEC filing has introduced significant dilution concerns, which historically acts as a heavy ceiling on price appreciation for speculative growth stocks. Furthermore, the stock is trading nearly 60% off its 52-week high, and with the current price of $19.03 sitting well below the Point of Control (POC) at $26.44, there is a clear lack of buyer support in the immediate vicinity.

Claude-Haiku-4.50%

QBTS is in a severe technical breakdown with strong bearish signals across all timeframes: RSI at 35.28 (deeply oversold but trending lower), SMA20 below SMA50 confirming downtrend, and price down 59% from 52-week high of $46.75. Volume profile shows price is far below the point of control ($26.44) and high-volume nodes ($25.68-$27.20), indicating weak support below current levels. Most critically, a $275M SEC filing on Feb 2 sparked significant selling pressure and raised dilution concerns—this is a concrete negative catalyst that has shifted sentiment from bullish to moderately bearish. The company is unprofitable (EPS -$0.05 most recent, -$1.44 TTM) with negative earnings surprises including a massive -685% miss in August 2025. Recent price action shows a sharp 7.38% daily drop, and the stock is now trading far below the value area, suggesting capitulation selling and a potential multi-week downtrend continuation. The parabolic rally is exhausted and \"lofty hype meeting reality\" is driving the revaluation lower.

Bull Case(3 models)
GPT-4o0%

D-WaveQuantumInc. is positioned in the rapidly evolving quantum computing sector, which is attracting significant attention and investment due to its potential to revolutionize computational capabilities across industries. The broader market regime is currently strong bullish, with a high confidence level of 95, indicating a favorable environment for equities, including high beta and cyclical sectors. The stock recently showed positive earnings surprises, suggesting operational improvements and potential upward momentum as the company continues to pioneer advancements in quantum computing technology.

Gemini-3-Flash0%

The long-term case for QBTS rests on its leadership in the quantum computing sector and recent White House initiatives aimed at accelerating quantum technology adoption. Despite the recent pullback, the company maintains a high average volume, suggesting institutional interest remains, and some analysts maintain price targets significantly above current levels (near $37). If the stock can hold the current support zone near $17.00, it could set the stage for a mean-reversion trade back toward the high-volume node at $26.00.

Claude-Haiku-4.50%

QBTS has benefited from long-term institutional interest in quantum computing and a new White House Quantum Strategy announced Feb 6, 2026, which provides government-level support for the sector. The company maintains analyst consensus price target of $37.58, and the broader quantum computing theme remains intact as a multi-year secular tailwind. Recent 1-year returns of 1,600%+ demonstrate significant capital inflows into the space, and D-Wave's hybrid quantum solutions addressing real-world problems in manufacturing, logistics, and pharmaceuticals show legitimate commercial applications."

What Would Invalidate
  • A daily close above the 50-day SMA (currently $19.68) or a breakout above the $22.00 level with high volume.
  • Close below $16.92 would invalidate the bullish thesis as it would breach the key support level.
  • Close above $21.50 (stop level) on volume, or announcement of major partnership/funding deal that re-ignites institutional buying. Alternatively, if the stock holds above $20 for more than 3 consecutive trading days with volume expansion, the downtrend may be stabilizing and the short thesis would be compromised.
Claude Haiku 4.5Fast
Analysis Outcome
SHORT
1.83R·72% confidence
Entry
$19.03
Target
$14.50
Stop
$21.50

QBTS is in a severe technical breakdown with strong bearish signals across all timeframes: RSI at 35.28 (deeply oversold but trending lower), SMA20 below SMA50 confirming downtrend, and price down 59% from 52-week high of $46.75. Volume profile shows price is far below the point of control ($26.44) and high-volume nodes ($25.68-$27.20), indicating weak support below current levels. Most critically, a $275M SEC filing on Feb 2 sparked significant selling pressure and raised dilution concerns—this is a concrete negative catalyst that has shifted sentiment from bullish to moderately bearish. The company is unprofitable (EPS -$0.05 most recent, -$1.44 TTM) with negative earnings surprises including a massive -685% miss in August 2025. Recent price action shows a sharp 7.38% daily drop, and the stock is now trading far below the value area, suggesting capitulation selling and a potential multi-week downtrend continuation. The parabolic rally is exhausted and \"lofty hype meeting reality\" is driving the revaluation lower.

Bull/Bear CompetitionWinner: BEAR
Bear 72%Δ 4%Bull 68%
Bear Case

QBTS is in a severe technical breakdown with strong bearish signals across all timeframes: RSI at 35.28 (deeply oversold but trending lower), SMA20 below SMA50 confirming downtrend, and price down 59% from 52-week high of $46.75. Volume profile shows price is far below the point of control ($26.44) and high-volume nodes ($25.68-$27.20), indicating weak support below current levels. Most critically, a $275M SEC filing on Feb 2 sparked significant selling pressure and raised dilution concerns—this is a concrete negative catalyst that has shifted sentiment from bullish to moderately bearish. The company is unprofitable (EPS -$0.05 most recent, -$1.44 TTM) with negative earnings surprises including a massive -685% miss in August 2025. Recent price action shows a sharp 7.38% daily drop, and the stock is now trading far below the value area, suggesting capitulation selling and a potential multi-week downtrend continuation. The parabolic rally is exhausted and \"lofty hype meeting reality\" is driving the revaluation lower.

Bull Case

QBTS is positioned for a bounce from deeply oversold technical levels within a strong macro bull regime. The stock is trading at RSI 35.28 (oversold territory), just 12.5% above support at $16.92, with the VIX in extreme contango (0.517) and credit spreads tightening—indicating a risk-on environment favoring small-cap and high-beta plays. The volume profile shows a point of control at $26.44 with significant high-volume nodes between $24.92–$30.25, providing a clear technical target that represents 39% upside. Recent news of a White House Quantum Strategy (Feb 6, 2026) provides long-term sector tailwinds, while analyst consensus price targets remain elevated at $37.58 (97% upside from current), suggesting institutional conviction despite recent volatility. The recent $275M SEC filing and 7% daily drop have created a capitulation-like setup typical of swing trade reversals in high-beta tech stocks during risk-on regimes.

Analysis Notes

Thesis Competition: BEAR case won (72% vs 68%).

1m 29s29 tools
Gemini 3 FlashFast
Analysis Outcome
SHORT
1.60R·75% confidence
Entry
$19.03
Target
$16.92
Stop
$20.35

QBTS is currently exhibiting extreme technical weakness, characterized by a 'strong bearish' signal and price trading below both the 20-day and 50-day SMAs. The recent $275 million SEC filing has introduced significant dilution concerns, which historically acts as a heavy ceiling on price appreciation for speculative growth stocks. Furthermore, the stock is trading nearly 60% off its 52-week high, and with the current price of $19.03 sitting well below the Point of Control (POC) at $26.44, there is a clear lack of buyer support in the immediate vicinity.

Bull/Bear CompetitionWinner: BEAR
Bear 75%Δ 7%Bull 68%
Bear Case

QBTS is currently exhibiting extreme technical weakness, characterized by a 'strong bearish' signal and price trading below both the 20-day and 50-day SMAs. The recent $275 million SEC filing has introduced significant dilution concerns, which historically acts as a heavy ceiling on price appreciation for speculative growth stocks. Furthermore, the stock is trading nearly 60% off its 52-week high, and with the current price of $19.03 sitting well below the Point of Control (POC) at $26.44, there is a clear lack of buyer support in the immediate vicinity.

Bull Case

QBTS is currently testing a critical support zone near $16.92-$18.00, which aligns with a low-volume node on the volume profile, suggesting a potential exhaustion of the recent sell-off. The stock is deeply oversold with an RSI of 35.28, and the broader market regime is in a 'Strong Bull' phase with a high confidence level of 95%, favoring high-beta small-cap stocks like QBTS. Furthermore, the newly announced White House Quantum Strategy provides a powerful fundamental tailwind that could trigger a rapid mean-reversion move back toward the Point of Control (POC) at $26.44.

Analysis Notes

Thesis Competition: BEAR case won (75% vs 68%).

41s24 tools
GPT-4oFast
Analysis Outcome
LONG
3.32R·75% confidence
Entry
$19.03
Target
$26.03
Stop
$16.92

D-WaveQuantumInc. is positioned in the rapidly evolving quantum computing sector, which is attracting significant attention and investment due to its potential to revolutionize computational capabilities across industries. The broader market regime is currently strong bullish, with a high confidence level of 95, indicating a favorable environment for equities, including high beta and cyclical sectors. The stock recently showed positive earnings surprises, suggesting operational improvements and potential upward momentum as the company continues to pioneer advancements in quantum computing technology.

Bull/Bear CompetitionWinner: BULL
Bull 75%Δ 3%Bear 72%
Bull Case

D-WaveQuantumInc. is positioned in the rapidly evolving quantum computing sector, which is attracting significant attention and investment due to its potential to revolutionize computational capabilities across industries. The broader market regime is currently strong bullish, with a high confidence level of 95, indicating a favorable environment for equities, including high beta and cyclical sectors. The stock recently showed positive earnings surprises, suggesting operational improvements and potential upward momentum as the company continues to pioneer advancements in quantum computing technology.

Bear Case

QBTS is currently facing significant downward pressure, with a strong bearish sentiment in the short term. The stock has recently pulled back significantly, and technical indicators such as the RSI below 50 and SMA20 below SMA50 suggest a bearish trend. Recent news of a $275 million SEC filing has raised concerns about potential share dilution, adding to the negative sentiment. The stock is currently trading well below its high-volume nodes, indicating weak support at current levels.

Analysis Notes

Thesis Competition: BULL case won (75% vs 72%).

53s22 tools
QBTS Analysis | TradeHorde