Latest news with #Zourmpanos
Business Insider
25-06-2025
- Business
- Business Insider
Top Investor Bangs the Drum on D-Wave Quantum Stock
D-Wave Quantum (NYSE:QBTS) has become one of the most explosive names in the quantum computing space – and the numbers speak for themselves; shares have skyrocketed a staggering 1,225% over the past year. Confident Investing Starts Here: Easily unpack a company's performance with TipRanks' new KPI Data for smart investment decisions Receive undervalued, market resilient stocks right to your inbox with TipRanks' Smart Value Newsletter Much of this momentum is driven by excitement over quantum computing's long-term promise – the potential to solve problems that are virtually impossible for classical systems. However, skeptics argue that realizing this vision could take years, as truly general-purpose quantum computers remain largely theoretical. D-Wave, however, has taken a different approach – one that may explain why investors are paying such close attention. Rather than waiting for full-fledged universal quantum systems to mature, the company has focused on quantum annealing, a specialized subset of the field. And it claims to have already reached a critical breakthrough: what it calls ' practical quantum supremacy.' Using its 1,200-qubit Advantage2 annealing quantum computer, D-Wave says it successfully solved a real-world materials simulation problem – modeling a complex magnetic spin system – in mere minutes. According to the company, this is a task that would take even the world's fastest supercomputers millions of years and more energy than the planet produces in a year. As such, being the only company to have shown 'quantum supremacy on a meaningful problem,' top investor Yiannis Zourmpanos thinks the company is now 'distinguished from competitors like IonQ and Rigetti, whose gate-based quantum systems remain years away from delivering comparable commercial applications and value.' The technical capabilities of D-Wave's Advantage2 system further strengthen its 'competitive edge.' With over 4,400 qubits and improved 20-way connectivity, it offers faster, higher-quality solutions thanks to doubled coherence time and a 40% energy scale boost. These upgrades enable it to tackle more complex problems, as seen in Ford Otosan's use of the system which resulted in a sixfold reduction in scheduling time. Features like Fast Anneal and error mitigation further enhance performance, making Advantage2 well-suited for optimization in sectors like pharma, logistics, and manufacturing. Meanwhile, the company reported Q1 FY25 revenue of $15 million, a 509% year-over-year jump, driven primarily by a $12.6 million Advantage system sale to the Julich Supercomputing Center. While that is an impressive gain, Zourmpanos does note a weakness in its revenue model: lumpy income and long sales cycles, especially from system sales to government and research institutions. Yet, this weakness is driving the company to diversify its revenue streams and strengthen its 'go-to-market strategy.' D-Wave is expanding its revenue base through the Leap Quantum Launchpad program, which provides a three-month trial of quantum computing access and expert support. Early conversions from these trials to paid engagements highlight the potential for growing recurring revenue from its quantum computing-as-a-service (QCaaS) model. Additionally, D-Wave's push into blockchain and AI applications – using quantum computing to enhance blockchain security and cut energy consumption by as much as 1,000x – could create new, recurring revenue streams. 'Despite lumpy sales and lofty valuation, its edge in annealing tech, rising QCaaS revenue, and growing client base point to long-term upside,' the 5-star investor summed up. Accordingly, Zourmpanos, who is among the top 1% of TipRanks' stock pros, rates QBTS shares a Buy. (To watch Zourmpanos's track record, click here) The Street's analysts unanimously agree with that take. Based on Buys only – 6, in total – the stock claims a Strong Buy consensus rating. Going by the $16.80 average target, a year from now, shares will be changing hands for a 12% premium. (See QBTS stock forecast) To find good ideas for stocks trading at attractive valuations, visit TipRanks' Best Stocks to Buy, a tool that unites all of TipRanks' equity insights.
Globe and Mail
08-04-2025
- Business
- Globe and Mail
‘An Overlooked Tariff Play,' Says Investor About Intel Stock
Intel (NASDAQ:INTC) shares have fallen by ~11% since President Trump's 'Liberation Day' announcement of unprecedented tariffs, which triggered a wave of market volatility as trade partners threatened retaliation. While the broader market faced massive pressure over the past week, the S&P 500 bounced back today with a 2.5% gain. Stay Ahead of the Market: Discover outperforming stocks and invest smarter with Top Smart Score Stocks. Filter, analyze, and streamline your search for investment opportunities using Tipranks' Stock Screener. 'Misery loves company,' the saying goes – and at least this time, Intel investors could take some comfort in knowing that the bloodbath was widespread. This marked a shift from most of 2024 when INTC shareholders were forced to sit on the sidelines (green with envy) as many of their AI-powered peers shot into the stratosphere. The past few months, however, have been a different story. Markets have been reeling in 2025, and even the industry-dominating Nvidia has lost 24% of its value year-to-date. By comparison, Intel's losses of 2.5% since January 1st don't seem quite so bad. So, amid a storm of tariffs, could Intel be quietly positioning itself for a comeback? Investor Yiannis Zourmpanos foresees a silver lining. 'Tariffs are quietly rewriting the chip war, and Intel stands to gain the most, leveraging U.S. reshoring, defense contracts, and domestic fabs,' notes the investor. Zourmpanos believes that Trump's policies will generate a preference for U.S.-made semiconductors, particularly when it comes to more sensitive tasks required by the U.S. government's security establishment. These defense-related contracts tend to be both higher-margin and more stable. In addition, Zourmpanos predicts plenty of industry players in the private sector will be wary of depending on foreign-based suppliers, and will therefore look to shift their procurement and supply chains stateside. On that note, Nvidia and AMD, whose supply chains are in China and Taiwan, could face some serious headwinds – potentially giving Intel a leg up. The investor also suggests that a weaker dollar, which has been dropping, could help with Intel's exports. 'These fundamentals can help Intel gain market share in both AI PC and data center segments while building market momentum for its US-based foundry business,' adds Zourmpanos. While the full implications of Trump's tariff play remain unknown, the investor argues that they offer a compelling reason to take another look at INTC. 'Amid volatility and transformation, this underdog may offer an asymmetric upside the market hasn't fully priced in,' concludes Zourmpanos, who rates INTC a Buy. (To watch Zourmpanos' track record, click here) Wall Street, on the other hand, isn't quite convinced. The stock carries a consensus Hold rating, with 27 analysts sitting on the fence, compared to just 1 Buy and 4 Sell recommendations. The average 12-month price target stands at $23.11, implying a potential upside of around 18% — but for now, most analysts are staying cautious. (See INTC stock forecast) To find good ideas for stocks trading at attractive valuations, visit TipRanks' Best Stocks to Buy, a tool that unites all of TipRanks' equity insights. Disclaimer: The opinions expressed in this article are solely those of the featured investor. The content is intended to be used for informational purposes only. It is very important to do your own analysis before making any investment.
