RGTI Rigetti Computing, Inc.

MIXED Impact: 6/10 8-K
Horizon weeks Filed Mar 4, 2026 Processed 2mo ago SEC 0001104659-26-023446
8-K Item 2.02: Earnings release
Latest settled — T+20d ⚠ clustered
RGTI ▼ -16.38% at T+20d
NEUTRAL call ✗ call lost -16.38% · α vs SPY -12.59% · entry $16.97 → $14.19
Next anchor: T+60d in 8d
Currently $21.25 · +25.22% from $16.97 entry
Entry anchored
Mar 4, 03:59 PM ET
via Databento tick
T+1d
+0.24%
call +0.24% · α +1.55%
$17.01
settled 3mo ago
T+5d
-5.30%
call -5.30% · α -3.07%
$16.07
settled 2mo ago
T+20d
-16.38%
call -16.38% · α -12.59%
$14.19
settled 7w ago
T+60d
call — · α —
in 8d

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Executive Summary

Rigetti Computing reported Q4 and full-year 2025 financial results, showing declining revenue and significant net losses, but announced major new orders totaling $14.1 million from C-DAC and Novera. The company highlighted technical progress in quantum computing fidelity and chiplet architecture, with anticipated revenue growth in Q1 2026 from shipment of existing orders.

Key Financial Metrics

Revenue
$7.1M
-34.3% YoY
Adj. EPS
$-0.16
GAAP: $-0.70
Free Cash Flow
-$58.5M
Gross Margin
29.1%

Actionable Insight

While current financial performance shows declining revenue and significant losses, the $14.1 million in new orders provide near-term revenue visibility. Traders should monitor Q1 2026 revenue recognition from the Novera system shipments and watch for progress on the C-DAC deployment, which could signal growing commercial adoption of quantum computing technology.

Key Facts

  • Q4 2025 revenue was $1.9 million, down from $2.3 million in Q4 2024
  • Full-year 2025 revenue was $7.1 million, down from $10.8 million in 2024
  • GAAP net loss for 2025 was $216.2 million
  • Announced $8.4 million purchase order from India's C-DAC for a 108-qubit system
  • Continuing delivery of $5.7 million in Novera system orders
  • Cash position of $589.8 million provides runway despite ongoing losses

Financial Impact

Revenue declined 34% YoY to $7.1 million in 2025, with Q4 down 18% YoY. However, $14.1 million in new orders announced provide near-term revenue visibility.

revenuenet losscash positionbacklog

Risk Factors

  • Continuing revenue decline and significant net losses raise sustainability concerns
  • Dependence on government and research institution customers creates concentration risk
  • Execution risk in delivering complex quantum systems on schedule
  • High cash burn rate despite strong cash position

Market Snapshot

Exchange
Nasdaq

Documents Analyzed

This report is based on 3 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001104659-26-023446
Document: 0001104659-26-023446-index.html0001104659-26-023446
Document: 0001104659-26-023446.txt0001104659-26-023446
4 reports for RGTI
Performance horizon
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Reports for RGTI — sortable, filterable
Type Now
May 21, 2026
today
Press Release
BULLISH ★ 7/10
$19.47 awaiting T+5awaiting T+5$21.25 (+9.14%)
Apr 27, 2026
23d ago
Press Release
NEUTRAL ★ 2/10
$16.39 $17.70▲ +7.99%▲ +6.30%$21.25 (+29.65%)
Mar 4, 2026
11w ago
8-K
MIXED ★ 6/10
$16.97 $16.07▼ −5.30%▼ −3.07%$21.25 (+25.22%)
Mar 4, 2026
11w ago
Press Release
MIXED ★ 6/10
$16.97 $16.07▼ −5.30%▼ −3.07%$21.25 (+25.22%)
Showing 4 of 4

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