QBTS D-Wave Quantum Inc.

NEUTRAL Impact: 4/10 Insider Cluster (2 insiders)
Horizon days Filed May 27, 2026 Processed 10d 6h ago
Insider cluster: 2 insiders, $10.5M total
Latest settled — T+5d
QBTS ▼ -6.58% at T+5d
NEUTRAL call ✗ call lost -6.58% · α vs SPY -6.53% · entry $29.49 → $27.55
Next anchor: T+20d in 18d
Last close $23.85 (close Jun 5) · -19.13% from $29.49 entry
Entry anchored
May 27, 05:12 PM ET
via Databento tick
T+1d
+2.20%
call +2.20% · α +1.96%
$30.14
settled 10d ago
T+5d
-6.58%
call -6.58% · α -6.53%
$27.55
settled 4d ago
T+20d
call — · α —
in 18d
T+60d
call — · α —
in 2mo

Price Chart

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Executive Summary

CFO Markovich and EVP Nguyen sold a combined $10.1M in open-market sales within two days, with the CFO's sale ($9.1M) following a same-day derivative exercise at $0.92. The CFO's sale represents ~0.09% of market cap, just below the 0.1% materiality threshold, but the cluster pattern and C-suite involvement warrant attention. The derivative exercise at $0.92 and sale at $27.70 captures a massive gain, suggesting tax/planning motives rather than a bearish signal, though the timing near a potential earnings or offering event (per cross-filing amplifiers) merits monitoring.

Key Financial Metrics

Direction
selling
Total Value
$10.1M
Insiders
2

Actionable Insight

The CFO's sale is likely tax/compensation-driven given the massive gain from a $0.92 exercise price, not a bearish signal. However, the cluster of two C-suite officers selling within 2 days, combined with cross-filing amplifiers pointing to potential offering or press context, suggests monitoring for a capital markets event (secondary offering or earnings) in the coming weeks. The 10b5-1 plan status is unknown — if these were pre-planned trades, the signal is even weaker.

Key Facts

  • CFO Markovich sold 328,752 shares at $27.70 for $9.11M on 2026-05-22, after exercising derivatives at $0.92 per share on the same day
  • EVP Nguyen sold 40,000 shares at $25.01 for $1.00M on 2026-05-21
  • Total open-market sales: $10.11M, representing ~0.099% of $10.2B market cap
  • CFO's derivative exercise was non-cash (code M); the sale was open-market (code S)
  • Cross-filing amplifiers (cluster-insider-trades + cluster-offering-context, cluster-insider-trades + cluster-press-context) suggest elevated predictive power for this cluster pattern

Financial Impact

Total insider sales of $10.11M, ~0.1% of market cap — below the 0.1% materiality threshold but near it

dilutioninsider ownership

Risk Factors

  • CFO sold 328K shares in a single day — large absolute size could indicate planned diversification, but may spook retail investors
  • Cross-filing amplifiers flag elevated predictive power for this cluster pattern, suggesting non-random timing
  • Historical performance on QBTS reports shows poor win rate (29% T+20) and negative average alpha (-6.27%), indicating the stock often moves against the model's prior calls

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-1779917504221
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 43m)

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