QBTS vs. PLTR vs. VRT: Which Growth Stock Is the Best Pick, According to Wall Street?
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D-Wave Quantum (NYSE:QBTS) Stock
D-Wave Quantum boasts of being the world's first commercial supplier of quantum computers, and the only company building both annealing and gate-model quantum computers. It recently reported mixed results for the second quarter of 2025. While QBTS' Q2 revenue grew 42% year-over-year to $3.1 million and surpassed expectations, the adjusted loss of $0.08 per share was wider than the consensus estimate of a loss of $0.05 per share.
Nonetheless, D-Wave Quantum remains confident about the road ahead, given that it has signed a number of new and renewing customer engagements for both commercial and research applications and the traction for its Advantage2 quantum computer.
Is QBTS a Good Stock to Buy Now?
Following the Q2 print, Piper Sandler analyst Harsh Kumar increased the price target for D-Wave Quantum stock to $22 from $13 and reiterated a Buy rating. The 5-star analyst noted the company's better-than-expected Q2 revenue and stated that it is currently benefiting from the availability of its Advantage2 system and general quantum computing adoption.
Kumar added that QBTS continues to work on quantum initiatives with key stakeholders on both the commercial and government sides, with the customer count remaining over 100. Overall, Kumar continues to view QBTS' quantum progress as positive and believes that the company is executing strongly on its initiatives.
Interestingly, Wall Street has a Strong Buy consensus rating on D-Wave Quantum stock based on 11 unanimous Buys. The average QBTS stock price target of $22.18 indicates 31.2% upside potential from current levels. QBTS stock has skyrocketed 101% year-to-date.
Palantir Technologies (NASDAQ:PLTR) Stock
Palantir Technologies stock has rallied by an impressive 147% so far this year, thanks to the data analytics company's solid fundamentals and strong demand for its artificial intelligence (AI)-powered tools. PLTR delivered better-than-expected Q2 results, with revenue rising 48% and crossing the $1 billion mark for the first time.
Backed by robust growth across its government and commercial businesses, Palantir raised its full-year guidance. The company's impressive growth rates and AI-led tailwinds have fueled a strong rally in PLTR stock. It now ranks among the top 20 most valuable U.S. companies based on market capitalization.
What Is the Price Target for Palantir Stock?
Impressed by the Q2 results, UBS analyst Karl Keirstead increased the price target for Palantir Technologies stock to $165 from $110, while maintaining a Hold rating. The analyst noted that the company reported its eighth straight quarter of revenue growth acceleration. Keirstead stated that this is 'a turnaround that we've never seen before, from 13% growth in 2Q23 to a just-reported 2Q25 growth rate of 48%, while at a $4 billion revs scale.'
The analyst highlighted that Palantir increased its full-year revenue growth guidance to 45% from 36%, without compromising on the adjusted margin target. Keirstead added that PLTR is benefiting from a confluence of mega-trends in AI application development, investments at the data layer, and the modernization of defense tech. Despite these positives, Keirstead continues to have a neutral stance on PLTR due to valuation concerns, with the stock trading at 136x 2026 free cash flow estimate.
With 13 Holds, four Buys, and two Sell recommendations, Wall Street has a Hold consensus rating on Palantir Technologies stock. The average PLTR stock price target of $152.12 indicates a possible downside of about 19% from current levels.
Vertiv Holdings (NYSE:VRT) Stock
The ongoing artificial intelligence (AI) boom is driving demand for AI infrastructure, benefiting companies like Vertiv Holdings. The company offers power, cooling, and IT infrastructure solutions, which are seeing huge demand due to rapid growth in data centers.
Vertiv recently delivered better-than-expected results for the second quarter of 2025 and raised its full-year guidance. It impressed investors with a 35% growth in Q2 revenue and a 42% rise in adjusted earnings per share (EPS). Further, the company ended the quarter with a solid backlog of $8.5 billion. While tariffs and operational inefficiencies impacted Q2 operating margin, Vertiv is confident about navigating these temporary challenges and capitalizing on AI-induced opportunities.
Is VRT a Good Stock to Buy?
Impressed by the Q2 print, Mizuho analyst Brett Linzey increased the price target for Vertiv Holdings stock to $165 from $150 and reaffirmed a Buy rating. The 5-star analyst noted that the company delivered solid Q2 results, with organic growth guidance (at the midpoint) increasing to 24% from 18% on significant outperformance in the Americas. He also highlighted that growth in orders accelerated slightly on a year-over-year basis to 15% from 13%. The analyst contends that despite some weakness in EMEA, sequential growth in the order pipeline and an improving regulatory environment indicate a better 2026.
With 15 Buys and one Hold recommendation, Vertiv Holdings stock earns a Strong Buy consensus rating on TipRanks. The average VRT stock price target of $153.64 implies about 10% upside potential from current levels. VRT stock has risen 23% year-to-date.
Conclusion
Wall Street is bullish on D-Wave Quantum and Vertiv Holdings stocks, while being cautious on Palantir Technologies. Analysts see higher upside potential in QBTS stock compared to the other two growth stocks. D-Wave Quantum is making notable strides in the quantum computing space, driving unanimous buy ratings from all analysts covering the stock. Investors should be aware that QBTS is a high-risk, high-reward play, given that quantum computing is still in its nascent stage.
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