QBTS stock jumps 7.75% as D-Wave reveals quantum breakthrough at CES 2026 that Wall Street says could reshape the trillion-dollar tech industry

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By: Patrick Graham

QBTS stock soars as D-Wave announces major quantum computing breakthrough at CES 2026. The quantum pioneer will showcase commercial technology and real-world customer success at the Fontainebleau Las Vegas. This marks a pivotal moment for the quantum industry’s transition from research to practical applications.

🔥 Quick Facts

  • D-Wave (NYSE: QBTS) announced it will participate as a sponsor of the CES Foundry event on January 7-8, 2026
  • Stock jumped 7.75% on December 22, 2025, following the announcement from industry leader
  • Murray Thom will present a masterclass demonstration on quantum computing applications on January 7 from 1-1:30 PM PT
  • Over 100 organizations currently trust D-Wave with computational problems in optimization, AI, and research

D-Wave Heads to Las Vegas for Major CES 2026 Showcase

D-Wave Quantum Inc. confirmed today that it will participate in CES 2026 as a sponsor of the CES Foundry, a two-day premier event at the Fontainebleau Las Vegas. The company plans to showcase its award-winning annealing quantum computing technology and hybrid quantum-classical solvers. CES Foundry convenes entrepreneurs, investors, government leaders, and media to explore how quantum computing, artificial intelligence, and blockchain are shaping technological innovation.

The quantum computing company will occupy booth FT12 where attendees can engage with experts. The event represents a significant moment for D-Wave to demonstrate that quantum systems solve complex problems now, without waiting years for theoretical breakthroughs to materialize.

Quantum Computing Breakthrough Demonstrates Real-World Applications

During the masterclass presentation, Murray Thom, vice president of quantum technology evangelism at D-Wave, will educate attendees on realizing value from quantum computing today. Thom’s session will cover practical applications in manufacturing, supply chain, materials science, and telecommunications where D-Wave systems already deliver measurable performance benefits.

The company has submitted over 200 million problems to its quantum systems across customer deployments. The focus on real-world use cases sets D-Wave apart from competitors still pursuing theoretical quantum advantage in laboratory settings.

Metric Details
Current Price (Dec 22, 2025) $26.82 per share
Daily Gain +7.75% (+$1.93)
2025 Performance +168% to +235% gain
Market Cap Approximately $9.39 billion

Investor Optimism Fueled by Commercial Momentum

Wall Street analysts have taken notice of D-Wave’s commercial achievements. Jefferies initiated coverage with a buy rating and set a price target of $45, suggesting significant upside potential from current levels. Wedbush analyst Antoine Legault targeted $35, while analysts project 73% compound annual revenue growth through 2030.

The stock has become extremely attractive to institutional investors this year. Billionaire Ken Griffin’s Citadel purchased 169,057 shares in Q3 2025, signaling confidence in the quantum computing sector’s potential. The momentum reflects growing belief that quantum computing is transitioning from experimental to practical adoption phase.

Quantum-AI Synergies Reshape Technology Landscape

D-Wave plans to address the potential synergy between quantum computing, artificial intelligence, and blockchain technologies at CES. The integration of quantum with AI represents a significant breakthrough area. IBM has committed to delivering quantum advantage by end of 2026, while industry analysts project the quantum computing market will reach between $5.3 billion to $10 billion by 2029.

The company emphasized that this is a pivotal time for exploring these integrations. Beyond CES, D-Wave will host its annual Qubits 2026 user conference on January 27-28 in Boca Raton, Florida. This will serve as the comprehensive showcase for how customers across 100+ organizations are applying quantum solutions.

What Does CES 2026 Mean for QBTS Stock and the Broader Quantum Market?

The CES 2026 appearance represents validation that quantum computing is now mainstream enough for consumer technology’s largest stage. For investors, this signals accelerated commercialization timelines. D-Wave’s position as the world’s first commercial quantum supplier gives it first-mover advantages in capturing enterprise customers seeking practical solutions today rather than theoretical capabilities years away.

Analysts believe the quantum computing sector could become the next transformative technology wave. With QBTS stock up 168% in 2025, today’s 7.75% gain reflects sustained investor optimism around CES announcements and the path to profitability becoming clearer for commercial quantum applications.

“Showcasing quantum computing at CES, one of the world’s most influential technology stages, signals that the technology is quickly moving into the mainstream. D-Wave is uniquely positioned to demonstrate practical quantum in action.”

Murray Thom, Vice President of Quantum Technology Evangelism, D-Wave

Sources

  • Business Wire – Official D-Wave Quantum CES 2026 announcement
  • Investing.com – Real-time stock price and market reaction coverage
  • Jefferies Equity Research – Analyst coverage and price targets

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