Rivas David sold $152K of RGTI

Quantum computing stocks IonQ (IONQ), Rigetti (RGTI), and D-Wave (QBTS) rebounded 2-3% after a dilution scare. IonQ's $2B equity offering priced below market, causing a drop. Despite a 28% YTD decline, IonQ reported Q2 2026 revenue of $80.05M, up 286.8% YoY, and raised FY 2026 guidance to $280-290M. The company remains unprofitable with a $3.43 per share loss over the past year.

IonQ (IONQ) stock fell 6% to $32.76 after a $2B equity offering, following a $1.3B all-stock deal for Elisity. D-Wave (QBTS) and Rigetti (RGTI) also declined 4%. IonQ's Q2 2026 revenue grew 286.8% YoY to $80.05M, with a raised 2026 outlook of $280M-$290M. Dilution concerns persist due to increased share count.

IonQ (IONQ) stock fell 9.33% after announcing a $1.3B all-stock acquisition of Elisity, raising dilution concerns. Rigetti Computing (RGTI) also dropped 5.42%. Major shareholders include Vanguard and Fidelity. Analysts rate IonQ as Strong Buy with $71 target, Rigetti as Moderate Buy with $29.50 target.

Quantum computing stocks like IONQ, QBTS, RGTI, and QUBT fell sharply on Wednesday due to rising U.S. Treasury yields, which increased borrowing costs and affected valuations of speculative tech companies. The 10-year Treasury yield briefly hit 5.36%, its highest since 2002. IonQ announced a $300 million DARPA agreement after market close, unrelated to the day's decline.

IonQ (NYSE:IONQ) rose 12% after testing a quantum error decoder and partnering with NVIDIA. Rigetti (NASDAQ:RGTI) also gained. IonQ's Q2 revenue was $80M, up 287% YoY, with 2026 guidance raised to $280-290M. IonQ has $2B in pro-forma cash, while Rigetti has $540M. IonQ's market cap is $17.48B, with a 39x forward P/S multiple.

IonQ (IONQ), Rigetti (RGTI), and D-Wave (QBTS) stocks are rising pre-market. IonQ announced progress in quantum error correction, boosting sentiment. Analysts see significant upside: IONQ ($71 avg. target, 74% upside), RGTI ($29.50 avg. target, 79% upside), QBTS ($35.79 avg. target, 104% upside).