Wall Street is Still Bullish on D-Wave, Roku, and EssilorLuxotica
Briefly

Wall Street is Still Bullish on D-Wave, Roku, and EssilorLuxotica
"Nowadays, we're told quantum computing will be the next big thing. All with the ability to solve problems far too complex for typical computers within minutes, or even seconds. In fact, "Overall, the global quantum computing market is expected to grow from $1.6 billion in 2025 to $7.3 billion by 2030, according to BCC Research. That represents a compound annual growth rate of 34.6% over the next five years," added U.S. News & World Report."
"Given the surge of interest and potential in quantum computing, it would also help explain why analysts at Jefferies say D-Wave Quantum ( NASDAQ: QBTS) could surge 90% higher in 2026. The firm now has a buy rating and a $45 price target. It also cited roadmap execution, commercial traction, and technical proof points as catalysts. In addition, the firm says QBTS has a strong balance sheet with solid liquidity."
Global quantum computing revenue is forecast to increase from $1.6 billion in 2025 to $7.3 billion by 2030, implying a 34.6% compound annual growth rate. Jefferies upgraded D-Wave Quantum (NASDAQ: QBTS) to buy with a $45 price target, citing roadmap execution, commercial traction, technical proof points, and strong liquidity, and suggested the stock could rise about 90% in 2026. Mizuho assigned QBTS an outperform rating and a $46 target while estimating the company holds roughly 20% of the quantum market. Morgan Stanley upgraded Roku (NASDAQ: ROKU) to overweight with a $135 target based on sustained platform revenue growth drivers, and Jefferies also upgraded Roku to buy.
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