RGTI Vs QBTS Vs INFQ Vs IONQ: Which Quantum Computing Stock Is Retail Most Bullish On? - Stocktwits

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Earnings Call Data by Quartr. Crypto data provided by Coingecko. Earnings Summary data by Fiscal.ai Stocktwits, Inc. (“Stocktwits”) is not a securities broker-dealer, investment adviser, or any other type of financial professional. No content on the Stocktwits platform should be considered an offer, solicitation of an offer, or advice to buy or sell securities or any other type of investment or financial product. By using the Stocktwits platform, you understand and agree that Stocktwits does not provide investment advice, recommend any security, transaction, or order, issue securities, produce or provide research. For additional disclosures, please see here. Quantum computing stocks are on fire, with major players posting double-digit climbs on Thursday after the Trump administration announced a $2 billion equity bet across nine major U.S. quantum computing companies in a bid to compete with China. Rigetti Computing (RGTI), D-Wave Quantum (QBTS), Infleqtion (INFQ), and  IonQ Inc. (IONQ) jumped onto the retail radar after the announcement. RGTI, QBTS, and INFQ shares were up by over 30% at close, while IONQ shares closed up by over 12%. According to a Stocktwits poll gauging investor interest in quantum stocks over the next five years, a majority of users were bullish on IONQ, with 30% picking the company over the others. Meanwhile, QBTS ranked second, garnering 25% of user votes, while 23% voted for RGTI and the remaining 22% picked INFQ. Some users also added International Business Machines Corp. (IBM) to the list, since the company received the largest proportion of the grants. The Trump administration has allocated $1 billion to support a new quantum computing venture from the company. Retail sentiment around RGTI, QBTS, INFQ, and IBM stocks jumped into the ‘extremely bullish’ territory, while it improved from ‘bearish’ to ‘neutral’ territory for IONQ. Users actively discussed the best bet among all, following the government’s funding. One bullish user on IONQ said, “This is the only quantum cheapest stock out there every other one ran 40% today alone.” Another user said on INFQ, “Do we get new highs here?  This could easily be a 10b company and be valued like it's peers, atm , I think is the most undervalued quantum play that got USA stamp of approval.” On RGTI, one bullish user predicted a price of $300, calling it a “stock in long term hold.” A user dismissed the four companies listed in the poll, saying, “IBM. None of these 4.” Meanwhile, another user predicted Wall Street coverage on IBM, saying, “There should be analysts upgrades very soon.  As soon as tomorrow.” The U.S. Department of Commerce awarded $2.013 billion in federal incentives under the CHIPS and Science Act to nine quantum companies. IBM emerged as the biggest beneficiary, with $1 billion earmarked for a dedicated quantum foundry business, positioning it as the backbone of quantum manufacturing in the country. Meanwhile, RGTI and QBTS are each set to receive about $100 million to scale superconducting quantum systems and improve qubit performance, coherence, and infrastructure. Infleqtion also received $100 million to advance neutral-atom quantum computing and optical integration systems. While IONQ was notably absent from the funding list, shares of the company still rallied as the department said it would continue to “solicit proposals from eligible applicants for research, prototyping and commercial solutions that advance microelectronics technology in the U.S.” RGTI, QBTS, and INFQ stocks alone added nearly $4.9 billion in combined market value on Thursday. RGTI, which develops superconducting quantum computers and focuses on scaling qubit performance and modular quantum systems for commercial applications, has had a strong year, surging about 59% in the last 12 months. According to Koyfin data, the stock has a long-term price target of $29.24, implying more than 32% upside from its last close. QBTS, touted as the first commercial supplier of quantum computing solutions and specializing in quantum annealing, a form of quantum computing optimized for complex optimization problems, has gained more than 35% in the past year. It has a long-term price target of $35.17, per Koyfin, indicating another 36% gain from its last close. INFQ specializes in neutral-atom quantum solutions, and its shares have declined more than 5% in the last year. However, analysts see nearly 43% upside in the stock. IONQ uses trapped-ion technology for real-world quantum applications. The company’s shares have gained more than 28% over the last year and have room for nearly 15% growth over the next 12 months, according to analysts covering the stock. For updates and corrections, email newsroom[at]stocktwits[dot]com. Lockheed Martin (LMT) stock heads for a second week of gain after a series of major defense announcements drew investors’ attention to the company’s expanding role in global military programs amid rising geopolitical uncertainties. On Thursday, the defense and aerospace manufacturer said it has begun construction on a major new manufacturing facility in Troy, Alabama, as the company ramps up missile production capacity to support growing demand from the United States and allied nations. The company said the new Munitions Production Center will add approximately 87,000 square feet of operational space dedicated to missile manufacturing programs, including Terminal High Altitude Area Defense interceptors (THAAD) and future Next Generation Interceptor (NGI) work. The Alabama project forms part of Lockheed Martin’s broader multibillion-dollar manufacturing expansion initiative. The company plans to invest more than $9 billion through 2030 to strengthen production capabilities and modernize more than 20 facilities across the U.S. Lockheed Martin stock edged 0.4% higher overnight, heading into Friday. Lockheed Martin faced heavy selling pressure after reporting fiscal first-quarter earnings per share of $6.44 last month, below Wall Street expectations of $6.73, according to Fiscal AI data. Investors also reacted negatively to softer near-term execution and flat revenue trends during the quarter. As a result, Lockheed Martin stock plunged over 14%, making April its worst month in over seven years. However, analysts and long-term shareholders have since focused on the company’s expanding backlog of military contracts and production investments. Leading to teh stock’s recovery. On Monday, LMT was selected as the preferred combat systems integrator for Australia’s future nuclear submarine fleet under the AUKUS security partnership involving the U.S., Australia and the United Kingdom. The agreement is expected to support decades of defense-related software integration, maintenance and training work tied to Virginia-class submarine systems in the Indo-Pacific region. On Stocktwits, retail sentiment around the stock remained in ‘bearish’ territory. A user said, “AI meeting sovereign security: Unmanned defense is the endgame. This 2030+ outlook is spot on—defense tech is turning into global critical infrastructure.” Another user said, “$LMT remains central to defense technology, aerospace innovation, and military modernization programs.” Also See: WMT Stock Heads For Worst Week In 3 Months Despite Earnings Beat — Here’s Why This Analyst Still Sees 10% Upside For updates and corrections, email newsroom[at]stocktwits[dot]com. Nvidia’s stock has lagged several peer chipmakers in recent months and drew a muted response following its blowout quarterly report on Wednesday — a pattern that has repeated over the past several quarters. Shares of the AI chipmaker edged up just 0.3% in overnight trading ahead of Friday, even as more than a dozen analysts raised their price targets, citing the company’s record-breaking performance. Even CEO Jensen Huang is perplexed, saying in a post-earnings interview with CNBC that the move is “one of the mysteries of the universe.” He, however, said the company’s strong fundamentals would eventually reflect in the price. “I think all of this is going to get sorted out. In the end, they can’t hold back performance… In time, I think people will recognize our position in the marketplace, the value we deliver, and how we're supporting the ecosystem to create this new industry; everything will get sorted out,” Huang said. Nvidia’s first-quarter beat was received well by most analysts, who highlighted the strength in the data center business, expansion to non-hyperscaler customers, push into the CPU market, and the $80 billion buyback as standout items. At least 17 analysts raised their price targets on Nvidia, with Baird's $500 target the highest, according to The Fly. That’s 128% higher than NVDA’s last close. For the full list of analysts’ revised targets, see below. Benchmark analysts said the $200 billion CPU market opportunity Nvidia discussed is incremental to the $1 trillion sales forecast through 2027 that the chipmaker announced earlier this year. “The company now expects $20B of FY27 standalone Vera CPU revenue that is not included in the $1T Blackwell/Rubin framework," they said, adding that “Vera is (a) potential additive revenue layer rather than a replacement for GPU demand." On the muted stock move, they said, “the more likely explanation is that investors have simply become increasingly complacent in their expectations of Nvidia's outsized execution, making almost any degree of outperformance look like a normal course business rather than a catalyst for a positive re-rating." Morgan Stanley analysts said Nvidia is likely to maintain its pole position in the server market because its chips are best in class and customers want the longest useful life, adding that both the Blackwell and the next-gen Vera Rubin systems will remain in high demand. XTB SA's Kathleen Brooks said Nvidia’s share buyback suggests that the chip maker might be out of fresh investment ideas. “This money must be diverted from somewhere, and although there is only a small chance of this happening, it could stifle innovation at the firm," Brooks wrote in an investor note. Nvidia’s fiscal first-quarter revenue increased 85% to $81.62 billion, and adjusted earnings came in at $1.87 per share. Analysts had expected $78.86 billion in revenue and a $1.76. per share profit. Nvidia also disclosed $30 billion worth of cloud computing ⁠agreements, up sequentially ​from $27 billion. The company increased its quarterly cash dividend to $0.25 per share from $0.01 per share and approved an $80 billion share buyback. More importantly, Nvidia for the first time broke down its data center segment, its core data center segment – where revenue surged 92% to a better-than-expected $75.25 billion – into Hyperscale and ACIE (AI Clouds, Industrial, and Enterprise). It said that sales to non-hyperscaler customers were as much as those to hyperscalers. Another standout item the company’s CPU business. With the launch of the Vera CPU and AI workloads moving to CPUs from the standard GPU options, Nvidia said it expected $20 billion in CPU sales this year and a total addressable market worth $200 billion. Investors appear to be waiting patiently for gains in the NVDA stock. Year to date, INTC more than tripled and STX tripled, while WDC, ARM, and MU gained over 150% – pushing the iShares Semiconductor ETF (SOXX) 73% higher. In comparison, NVDA stock has gained a mere 17%. Interestingly, Nvidia has held up better within the “Magnificent Seven” group. It is the second-best performer in the cohort this year, behind Alphabet, while Meta, Tesla, and Microsoft have slipped into negative territory. In terms of the 12-month forward price-to-earnings ratio, it is the second cheapest among the Mag7s. Currently, 59 of 62 analysts covering NVDA have a ‘Buy’ or higher rating, two have ‘Hold,’ and one has ‘Sell,’ per Koyfin data. Their average price target of $292.35 implies an upside of 33% from the stock’s last close. On Stocktwits, retail sentiment for NVDA has remained ‘extremely bullish’ since last Friday. For updates and corrections, email newsroom[at]stocktwits[dot]com. Read Next: IBM Stock Rallies On Trump Administration’s $1B Grant: Analysts Say ‘Big Blue’ Could Become First U.S.

Quantum Foundry Walmart (WMT) received a stock upgrade from Freedom Broker, even as the stock heads for its worst week in three months after investors reacted negatively to rising fuel costs, overshadowing stronger-than-expected earnings and continued gains in digital commerce. Walmart's stock ended Thursday’s trading session 7% lower despite its fiscal first-quarter (Q1) revenue of $177.8 billion, surpassing the Wall Street estimate of $174.84 billion. Following the earnings, Freedom Broker analyst Georgy Vashchenko upgraded the stock to ‘Hold’ from ‘Sell’ while sharply increasing the price target to $133 from $87, according to TheFly. The new price target implies nearly a 10% upside potential to the stock’s closing price on Thursday. Vashchenko pointed to durable shopping demand, increased store visits, and continued growth in digital sales as reasons for his improved stance. According to Vashchenko, Walmart’s decision to maintain its fiscal 2027 outlook signaled confidence in the company’s long-term strategy. Walmart stock edged up 0.5% overnight ahead of Friday. The Bentonville, Arkansas-based company said its U.S. comparable sales increased 4.1%, while customer transactions rose 3%. Global e-commerce revenue jumped 26% during the quarter. However, company executives said higher fuel costs added about $175 million in expenses to its operations during the quarter. Investors worried that ongoing inflation and shipping costs could hurt profit margins in the months ahead. Despite the inflationary concerns and higher logistics expenses, Walmart left its fiscal 2027 guidance, provided first in February, unchanged. “We said at that time that we believed the first quarter operating income growth would be the lowest of any quarter and profitability would improve thereafter. We still believe that to be the case,” said CFO John Rainey during the Q1 earnings call. On Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory with message volume surging 613% in a 24-hour period. A user said, “I bought the dip today just a little. I plan to add if it goes down again the next few days. I liked earnings. Walmart has really been advancing itself and  looks more promising on todays dip.” Another user wondered, “$WMT how is this down?  Every broke person shops there.” A third user quipped, “My local Walmart is packed and the stock is down.” Also See: BlackBerry Goes From Burning Cash To Powering Physical AI: Why Bulls Suddenly Can’t Stop Talking About QNX And Robots For updates and corrections, email newsroom[at]stocktwits[dot]com. Shares of Hims & Hers Health, Inc. (HIMS) jumped 1% in overnight trading heading into Friday after the telehealth firm launched a generic Semaglutide offering in Canada, capitalizing on a rare patent lapse by Novo Nordisk that has opened a major international GLP-1 market to lower-cost competition. HIMS stock jumped 4% on Thursday to end at $24.01, marking its third straight session of gains. Shares also rose marginally in after-hours trading. Hims said Canadians can now access generic Semaglutide, the active ingredient behind Novo’s blockbuster diabetes and weight-loss drugs Ozempic and Wegovy, through its telehealth platform as part of its weight-loss program. The launch comes after Novo Nordisk's failure to pay a C$250 patent maintenance fee in Canada, allowing its Semaglutide patent to lapse years earlier than expected. Earlier this month, Health Canada approved the first generic semaglutide product in the G7, authorizing versions from companies including Dr. Reddy's Laboratories and Canada-based Apotex. Hims & Hers said the generic drug offered through its platform is manufactured by Apotex, marking the company’s first international rollout of a generic GLP-1. The company’s personalized treatment plans in Canada will start at C$149 per month if prescribed by a licensed healthcare provider, significantly below the estimated C$200-C$400 monthly cost range for branded Ozempic, depending on dosage and insurance coverage. The obesity-care program offered by Hims combines access to medication with ongoing support and evidence-based guidance on nutrition, movement, and sleep. The Canadian expansion also marks another turn in Hims & Hers’ rapidly growing GLP-1 strategy. The company had previously leaned heavily into compounded weight-loss drugs during U.S. shortages for Wegovy and Eli Lilly’s Zepbound. Hims struck a deal with Novo Nordisk earlier this year to offer branded GLP-1 drugs directly through its U.S. telehealth platform after the companies resolved a Novo patent infringement lawsuit for compounded Semaglutide marketing. Hims has since expanded its partnerships with major drugmakers, offering branded therapies, including Wegovy, Ozempic, Zepbound, and Mounjaro, through its platform, alongside newer generic offerings. Beyond GLP-1s, Hims has expanded into hormone health with offerings such as Testosterone Rx+, a daily hormone-support pill that combines enclomiphene with zinc, vitamins, and L-arginine. Peptides are also a potential future growth category for Hims, particularly ahead of upcoming FDA discussions around peptide compounds that may remain eligible for compounding. The Canadian generic rollout also comes as the race between Novo Nordisk and Eli Lilly heats up in the global GLP-1 market, which has quickly become one of the pharma industry’s red-hot sectors. Novo’s Semaglutide portfolio, including Ozempic, Wegovy, and Rybelsus, is one of the largest GLP-1 franchises in the U.S. market, with the country accounting for over two-thirds of global Semaglutide revenue. Meanwhile, Lilly has gained ground with Zepbound and Mounjaro, with Mounjaro recently overtaking Keytruda as the world’s top-selling drug. Competition escalated further on Thursday after Lilly released new late-stage data for its newer obesity drug, Retatrutide, showing that patients lost an average of 28.3% of their body weight after 18 months of treatment. Lilly said that about 45% of patients receiving the highest dose lost at least 30% of their body weight. Lilly is positioning Retatrutide as a more powerful therapy for patients with severe obesity, potentially giving Lilly another advantage over Novo. On Stocktwits, retail sentiment for HIMS and NVO was ‘bearish’ amid ‘low’ message volume, while LLY retail sentiment was also ‘bearish’ but with ‘normal’ message volume. Over the past year, HIMS shares are down 59% and NVO stock has fallen 33%, while LLY shares have risen 45%. For updates and corrections, email newsroom[at]stocktwits[dot]com. Read Next: SLS Stock Tanks Hard: Retail Traders Blame Warrant Holders, 'Flippers' Cashing Out Before AML Catalyst Michael Burry, the contrarian investor best known for predicting the 2008 subprime mortgage crisis, does not believe that blockbuster public listings of SpaceX, OpenAI, and Anthropic will mark the top of the current bull market, even as other market participants tout liquidity concerns. “I do not believe they will have that impact,” Burry said in a Substack chat in response to a question about whether the massive IPOs would mark the top of the current bull market. Major U.S. stock market benchmark indexes have clocked records in recent months, driven higher by robust technology growth and a mounting frenzy around artificial intelligence.

The Dow Jones Industrial Average closed at a record high of 50,285.66 on Thursday. The S&P 500 and the tech-heavy Nasdaq Composite have also notched new records this month. Burry’s comments indicate that he believes investor sentiment and narratives will have a bigger impact than supply-driven pressures. “If they were truly being IPO’d maybe — from a supply angle it could change the technicals and trends,” he said. “But the way IPOs are done, with just a small little bit put out to get a big pop, the market impact is minimal. The narratives will far outweigh,” he added. The investor’s comments are at odds with those of several other Wall Street participants, who believe the wave of mega IPOs could drain liquidity from broader markets and signal overheated investor sentiment. Last week, CNBC’s Jim Cramer flagged concerns of speculative excess in the IPO market ahead of SpaceX’s massive IPO. The space company is expected to list on Nasdaq in early June and raise roughly $75 billion at a valuation of about $1.75 trillion. “If SpaceX issues just a sliver of stock...this company could have a $5 trillion valuation,” Cramer reportedly said, adding that “SpaceX would create a bubble unto its own.” Cramer also warned that upcoming listings from OpenAI and Anthropic could further pressure the broader market. “The stock market, like any other market, is all about supply and demand. Too much supply and the market breaks down,” he said. Other market analysts have echoed similar concerns. In April, Matt Kennedy, senior strategist at Renaissance Capital, reportedly told Reuters that SpaceX’s mega IPO could “suck up the oxygen in the market,” citing the example of Facebook’s debut in 2022. Data from the IPO-focused researcher indicated that public listing activity was down 37.5% from a year earlier, as of April, and Renaissance Capital believes that could worsen in the months ahead. "IPOs are a major marketing event, and companies wouldn't want the noise from a SpaceX offering to drown out coverage of their own deals. So, listing activity may die down a bit during the weeks surrounding the SpaceX IPO," Kennedy told Reuters. Meanwhile, other analysts are touting ripple effects across the global financial markets following SpaceX’s listing. “Liquidity conditions may become unfavorable for IPO markets, including Hong Kong,” Wang Zheng, chief investment officer at Jingxi Investment Management in Shanghai, reportedly told the South China Morning Post. “Lots of investors will have their eyes on the SpaceX IPO and that may cause some outflows from the markets across emerging nations and the Asia-Pacific region in preparation for subscriptions,” Zheng said. SpaceX’s IPO is touted to be the largest public offering in history, surpassing the record set by Saudi Aramco in 2019. SpaceX recently filed IPO paperwork and disclosed rapid growth across its satellite, launch and AI infrastructure businesses, and offered a rare glimpse into its financials. The company reported $18.67 billion in full-year 2025 revenue, with first-quarter 2026 revenue of $4.69 billion. In its S-1 filing, SpaceX estimated its total addressable market at $28.5 trillion, spanning space services, global connectivity, and AI. It also confirmed that Musk will remain CEO, chief technical officer and chairman following the listing. Meanwhile, OpenAI is reportedly laying the groundwork for a public debut as early as September, with a valuation reportedly approaching $1 trillion. Recent reports suggest that ChatGPT developer OpenAI has been working with bankers, including Goldman Sachs and Morgan Stanley, to draft its IPO prospectus. Anthropic, the maker of Claude AI, has reportedly surged to a pre-IPO valuation of $1.2 trillion, with some reports suggesting it is targeting a public listing at the end of 2026. Meanwhile, at the time of writing, the SPDR S&P 500 ETF (SPY), which tracks the S&P 500 index, was up 0.36%, and the Invesco QQQ Trust ETF (QQQ) gained 0.47% amid ‘extremely bullish’ sentiment on Stocktwits. The SPDR Dow Jones Industrial Average ETF Trust (DIA) was 0.38% higher amid ‘neutral’ retail sentiment. For updates and corrections, email newsroom[at]stocktwits[dot]com. These cookies are necessary for the website to function and cannot be switched off in our systems. They are usually only set in response to actions made by you which amount to a request for services, such as setting your privacy preferences, logging in or filling in forms. You can set your browser to block or alert you about these cookies, but some parts of the site will not then work. 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