QBTS D-Wave Quantum Inc.

NEUTRAL Impact: 3/10 Insider Cluster (2 insiders)
Horizon days Filed Jun 10, 2026 Processed 2d 14h ago
Insider cluster: 2 insiders, $1.5M total

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Executive Summary

D-Wave CFO John Markovich sold ~$1.34M worth of stock and a director sold another $192K, totaling $1.53M in open-market selling within a week. The cluster is 99.9% by dollar value driven by the CFO's sale, and recent grant/award transactions to directors have no cash economic impact. At a $8.6B market cap, the sales represent only ~0.02% of market cap — a trivial amount, not a material signal. The net direction is selling, but the absolute magnitude relative to company size is noise.

Key Financial Metrics

Direction
selling
Total Value
$1.5M
Insiders
2

Actionable Insight

The CFO's sale is routine pattern compliance (May 2026 equity grant vesting quarter-end). The $0.02% of market cap sold means zero market-impact signal. Ignore this cluster — treat it as rescheduled liquidity sale after last week's pre-offering blackout window lifted. Monitor next quarterly filing for progress on quantum computing revenue ramp; insider grants (non-cash) suggest board is aligning long-term incentives, not signaling distress.

Key Facts

  • CFO Markovich sold 51,049 shares for ~$1.34M across two days (June 8 and June 9)
  • Director DiLullo sold 7,850 shares for ~$192K on June 5
  • All 5 non-executive directors received 9,357 shares each as grants on June 4 — $0 cash value
  • Total open-market selling = ~$1.53M, representing just 0.018% of $8.6B market cap
  • Cluster is 2 insiders selling; 5 grants are non-cash and carry no economic signal
  • Historical performance on QBTS reports shows very high win rate (100% at T+20) and positive average alpha, but prior neutral calls also showed positive drift — this is a volatile stock where any small cluster may be inflated by noise

Financial Impact

Total insider selling of $1.53M is trivial relative to $8.6B market cap (~0.02%). No material financial impact.

insider holdingsdilution

Risk Factors

  • CFO selling near high share price ($26+) could be read negatively by retail unaware of proportionality — potential short-term noise
  • Stock is highly volatile (recent T+5 moves of -18% and +14% on similar neutral reads) — any insider activity may get exaggerated

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-1781122098670
18 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 12, 2026
today
144
BEARISH ★ 5/10
$23.46 awaiting T+1awaiting T+1$23.37 (+0.38%)
Jun 11, 2026
2d ago
Institutional Cluster
BULLISH ★ 5/10
$22.55 awaiting T+1awaiting T+1$23.37 (+3.64%)
Jun 10, 2026
2d ago
Insider Cluster
NEUTRAL ★ 3/10
$22.90 awaiting T+1awaiting T+1$23.37 (+2.05%)
Jun 9, 2026
3d ago
144
BEARISH ★ 5/10
$23.40 awaiting T+1awaiting T+1$23.37 (+0.13%)
Jun 8, 2026
4d ago
144
NEUTRAL ★ 3/10
$25.84 awaiting T+1awaiting T+1$23.37 (−9.56%)
Jun 8, 2026
4d ago
144
BEARISH ★ 6/10
$25.78 awaiting T+1awaiting T+1$23.37 (+9.35%)
Jun 5, 2026
7d ago
144
NEUTRAL ★ 2/10
$23.56 awaiting T+1awaiting T+1$23.37 (−0.81%)
Jun 2, 2026
10d ago
144
NEUTRAL ★ 2/10
$27.55 $27.64▲ +0.33%▼ −0.08%$23.37 (−15.17%)
Jun 1, 2026
11d ago
8-K
BULLISH ★ 6/10
$29.18 $29.91▲ +2.50%▲ +2.36%$23.37 (−19.91%)
May 27, 2026
16d ago
Insider Cluster
NEUTRAL ★ 4/10
$29.49 $30.14▲ +2.20%▲ +1.96%$23.37 (−20.75%)
Showing 10 of 18

US Market Status

Market Closed — Opens Mon (50h 41m)

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