Analysts are intrested in these 5 stocks: ( (QBTS) ), ( (RGTI) ), ( (KHC) ), ( (COIN) ) and ( (TSLA) ). Here is a breakdown of their recent ratings and the rationale behind them.
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Trade QBTS with leverageAnalysts are turning increasingly optimistic on D-Wave Quantum as it cements its position in quantum annealing and makes a bold push into next‑generation gate-based systems. Krish Sankar initiates coverage with a Buy rating, highlighting strong revenue growth potential from its Advantage systems, high-margin cloud services, and the QCI Dual-Rail Qubit technology that could accelerate AI and cryptography use cases later this decade.
Sankar argues D-Wave is already one of the few quantum players generating commercial revenue, forecasting sales to grow from about $26 million in 2025 to roughly $135 million by 2028. While he sees big upside as D-Wave tackles a wider share of the quantum market, he also flags real risks around manufacturing the new DRQ gate chips and stiff competition from trapped-ion, neutral atom, and photonics-based rivals.
Rigetti Computing gets a cooler reception as Krish Sankar cuts the stock from Buy to Hold, warning that the risk/reward now looks balanced rather than compelling. He points to a rich valuation, the likelihood of hefty new funding needs for a 200 mm fabrication facility, and rising competitive pressures, including Rigetti’s exclusion from the next phase of DARPA’s Quantum Benchmarking Initiative.
The analyst still acknowledges Rigetti’s technological ambition, including its roadmap to a 1,000‑plus qubit processor by 2027 with high fidelity, but stresses that execution risk is rising. Building or upgrading fabs could cost hundreds of millions of dollars, and with cash burn and a delayed 108‑qubit chip, investors may face dilution or strategic compromises just as industry competition intensifies.
In the consumer staples space, sentiment on Kraft Heinz has turned negative, with Thomas Palmer downgrading the shares to Sell (Underweight) and cutting his price target to $22. Despite a recent earnings beat helped by lower costs and taxes, he sees a worrying long-term pattern: North American volumes have been falling more than 3% year over year for 19 straight quarters, even as the company spends heavily on marketing and innovation.
Palmer warns that Kraft Heinz’s plans to lean further into advertising and pricing support may take a long time to pay off, if they work at all. With the dividend expected to soak up nearly 80% of free cash flow and the balance sheet slowly weakening, he questions how much flexibility management really has to fix market share losses in key categories like packaged lunch meat while also supporting a generous payout.
Crypto favorite Coinbase Global is also under pressure, as analyst Gustavo Gala shifts to a tactical Sell and trims his price target to $120. He argues that expectations for a quick recovery in trading activity through 2026 were unrealistic, given how long and deep past crypto downturns have run, and now sees softer revenue, EBITDA, and EPS for 2026 and 2027 than the market is assuming.
Gala remains positive on Coinbase’s long-term role in stablecoins and tokenized assets but thinks investors are underestimating how painful the current downcycle could still be. With trading volumes slipping versus rival exchanges, mobile user metrics weakening, and regulatory momentum around the CLARITY Act seemingly stalled, he believes better entry points will emerge after earnings estimates reset lower.
By contrast, Tesla is back in favor with Ivan Feinseth, who resumes coverage with a Buy rating and a 12‑month target price of $550. He argues Tesla is no longer just an electric vehicle maker but is transforming into a “physical AI” platform, where self‑driving software, robotaxis, and humanoid robots become powerful, high-margin engines on top of its existing EV and energy businesses.
Feinseth sees Tesla’s recent pivot toward autonomy, energy storage, and its Optimus robot as the start of a new multi-year growth cycle. With the Semi truck ramping production in 2026 and the company redirecting cash flows into AI, robotics, and energy, he expects rising returns on capital and believes this broader platform strategy can unlock substantial shareholder value over time.