QBTS D-Wave Quantum Inc.

NEUTRAL Impact: 3/10 Insider Cluster (2 insiders)
Horizon immediate Filed May 22, 2026 Processed 15d 7h ago
Insider cluster: 2 insiders, $1.4M total
Latest settled — T+5d
QBTS ▲ +4.89% at T+5d
NEUTRAL call ✓ call won +4.89% · α vs SPY +3.80% · entry $27.82 → $29.18
Next anchor: T+20d in 16d
Last close $23.85 (close Jun 5) · -14.27% from $27.82 entry
Entry anchored
May 22, 04:33 PM ET
via Databento tick
T+1d
-0.11%
call -0.11% · α -0.06%
$27.79
settled 12d ago
T+5d
+4.89%
call +4.89% · α +3.80%
$29.18
settled 6d ago
T+20d
call — · α —
in 16d
T+60d
call — · α —
in 2mo

Price Chart

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Executive Summary

Two senior executives (EVP/Chief Legal Officer and EVP/CHRO) sold a combined $1.44M worth of QBTS stock at $19-$25 per share over two days. The sales occurred 10 days after the company reported an 81% YoY revenue decline in Q1 2026 ($2.9M vs $15.0M), despite record bookings of $33.4M. At a $9.4B market cap, the sales represent roughly 0.015% of market value — well below the 0.1% materiality threshold, making this a routine liquidity/vesting event.

Key Financial Metrics

Direction
selling
Total Value
$1.4M
Insiders
2

Actionable Insight

The dollar amounts are immaterial relative to the $9.4B market cap and both sellers are non-CEO/CFO executives, consistent with routine diversification or tax-planning sales. The cluster does not alter the Q1 earnings narrative (record bookings vs GAAP revenue decline). The upcoming Investor Day (June 1, 2026) is a more significant near-term catalyst. Do not read into these sales as a bearish signal.

Key Facts

  • Two insiders sold a combined $1.44M in open-market transactions over 2 days
  • Sellers are the EVP/Chief Legal Officer (40K shares at $25.01) and EVP/CHRO (23K shares at $18.98)
  • Sales occurred 10 days after Q1 2026 earnings: revenue down 81% YoY, but record Bookings of $33.4M
  • Total cluster value is ~0.015% of the $9.4B market cap — insignificant relative to company size
  • Both sellers are executive-level but neither is CEO or CFO — less informative per literature
  • Prior insider activity (30d) shows $1.4M in sells — this cluster doubles that but remains noisy

Financial Impact

Total insider sales of $1.44M, representing ~0.015% of market cap

insider_holdings

Risk Factors

  • Insider sales may accelerate if the stock continues to rally from $19 to $25 within the cluster window
  • The Q1 revenue decline (81% YoY) remains a fundamental headwind despite bookings strength

Market Snapshot

Exchange
NYSE
Sector
Services-Computer Processing & Data Preparation
Analyst Consensus
86% bullish (22 analysts)

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-QBTS-1779482357883
12 reports for QBTS
Performance horizon
100% Hit rate 4 of 4 directional calls best @ T+60▲ +46.88%Feb 28, 2026
Filters
Rows
Reports for QBTS — sortable, filterable
Type Now
Jun 5, 2026
1d ago
144
NEUTRAL ★ 2/10
$23.56 awaiting T+1awaiting T+1$23.85 (+1.23%)
Jun 2, 2026
4d ago
144
NEUTRAL ★ 2/10
$27.55 $27.64▲ +0.33%▼ −0.08%$23.85 (−13.43%)
Jun 1, 2026
5d ago
8-K
BULLISH ★ 6/10
$29.18 $29.91▲ +2.50%▲ +2.36%$23.85 (−18.27%)
May 27, 2026
10d ago
Insider Cluster
NEUTRAL ★ 4/10
$29.49 $30.14▲ +2.20%▲ +1.96%$23.85 (−19.13%)
May 26, 2026
11d ago
8-K
NEUTRAL ★ 4/10
$27.82 $27.48▼ −1.22%▼ −1.24%$23.85 (−14.27%)
May 22, 2026
15d ago
Insider Cluster
NEUTRAL ★ 3/10
$27.82 $27.79▼ −0.11%▼ −0.06%$23.85 (−14.27%)
May 21, 2026
16d ago
8-K
BULLISH ★ 7/10
$25.74 $29.40▲ +14.22%▲ +13.77%$23.85 (−7.34%)
May 12, 2026
25d ago
8-K
MIXED ★ 6/10
$22.35 $21.44▼ −4.07%▼ −4.65%$23.85 (+6.71%)
May 4, 2026
4w ago
8-K
NEUTRAL ★ 2/10
$21.54 $21.54· 0.00%▼ −1.38%$23.85 (+10.72%)
Mar 13, 2026
12w ago
Insider Cluster
NEUTRAL ★ 3/10
$17.55 $17.46▼ −0.51%▼ −1.54%$23.85 (+35.90%)
Showing 10 of 12

US Market Status

Market Closed — Opens Mon (9h 44m)

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