University of Kwazulu-Natal

3 Brilliant Quantum Computing Stocks I M Buying Now

Bonisiwe Shabane
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3 brilliant quantum computing stocks i m buying now

For equity investors looking beyond incremental AI investments, quantum computing is emerging as one of the most lucrative opportunities heading into 2026. Industry estimates show the global quantum computing market is expected to grow from $0.8 billion in 2025 to $1.08 billion in 2026, with a projected CAGR of 35.2% through 2035 as enterprises accelerate adoption... McKinsey estimates quantum computing-related revenues could reach up to $72 billion by 2035, driven by applications in optimization, materials science, drug discovery and complex financial modeling. For investors, this growth narrative has already translated into outsized stock performance, with several pure-play quantum stocks delivering quadruple-digit returns during 2024–2025 despite the absence of positive earnings, as revenues scaled from a small... The Defiance Quantum ETF QTUM gained 103.9% during this period. In this article, we discuss three stocks- IonQ IONQ, International Business Machines IBM and NVIDIA NVDA that are expected to deliver significant gains in 2026, banking on accelerating quantum adoption, expanding commercial pipelines and...

While revenues remain modest and profitability elusive, the convergence of accelerating enterprise interest, rising government and corporate funding and visible technical progress is positioning 2026 as a potential inflection year, when valuation dispersion between... For investors willing to tolerate volatility, quantum computing increasingly resembles a high-beta, early-cycle technology bet rather than a distant scientific experiment. Capital deployment into the sector is surging, with quantum funding more than doubling year over year in 2025. Going by SPINQ, total equity funding reached $3.77 billion across the first three quarters of 2025, positioning quantum computing among the fastest-growing deep-tech segments globally and setting the stage for further capital inflows in... Quantum computing is becoming the next big technology to hit the markets, and there are all sorts of ways investors can take advantage of this trend. While there are multiple pure-play quantum computing investments available, those are incredibly risky, as they already have premium valuations despite a high chance of not working out.

As a result, I think investors are better off looking at established tech players investing in quantum computing rather than a pure play. If one of these companies' quantum computing offerings doesn't pan out or a pure play beats a tech giant to this impressive technology, it will still have a base business to lean on. With that in mind, I've got three big tech companies that look like great buys right now and are competitors in the quantum computing arms race. First is Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL). Alphabet kicked off the latest round of investor interest in the quantum computing arms race last December, when it announced that its Willow quantum computing chip had an effective way to reduce calculation errors. This is critical, as the primary reason why quantum computing hasn't taken over yet is a fundamental problem with the technology.

Traditional computers transmit information in bits, which are 0s and 1s. There really isn't a way to screw this up, as it's indisputable what information is being transmitted when it's either a 0 or a 1. Quantum computing uses qubits to transmit information, and a qubit's value can be described as the probability of being a 0 or a 1. This inherently leads to errors, as there are infinite fractional or decimal numbers between 0 and 1. Quantum computing stocks are back in the spotlight. With Nvidia, Google, and IBM making splashy new investments, the sector is heating up again.

Quantum computers promise to solve problems beyond the reach of traditional systems, which could transform industries like cybersecurity, artificial intelligence (AI), and drug discovery. But most companies in this space are still years away from generating meaningful revenue. Check out the AI stocks that these quantum stocks might one day be powering! For traders, that means opportunity. These stocks move fast on news, partnerships, and breakthroughs in quantum technology. Below is a list of the top quantum computing stocks I’m watching right now.

Before you send in your orders, take note: I have NO plans to trade these stocks unless they fit my preferred setups. These are not recommendations. This is only a watchlist. Sign up for my NO-COST weekly watchlist newsletter to stay up to date! Quantum computing stocks are gaining attention as the technology promises to revolutionize industries with its unprecedented computational power. Smaller, "pure-play" quantum computing stocks are considered more speculative, as the technology is still in its early stages and widespread commercial applications are yet to be realized, but a number of larger and more...

Investors interested in quantum computing stocks should be prepared for volatility and long-term investment horizons. Honeywell stock is down 8% in 2025 and remains an attractive investment, given its majority stake in Quantinuum, a quantum computing company. D-Wave stock soared Monday after management announced plans of participating in the CES 2026. Jefferies sees QBTS shares hitting $45 in the coming year. IonQ grabbed headlines on a Trump investment prediction, yet the stock’s fate still hinges on execution, not speculation. IonQ’s stock has suffered a sharp decline amid a quantum computing sector cooldown despite analysts’ continued optimism for significant long-term growth potential.

technology transitions from theory to practical application."> The quantum computing sector is heating up in mid-2025, drawing significant attention from financial analysts and technology experts alike. As quantum technology moves increasingly towards real-world applications, identifying the best quantum computing stocks has become a crucial task for investors. Several companies are emerging as leaders, poised to capitalize on the burgeoning quantum revolution. Analysts are actively pinpointing those stocks best positioned for growth and long-term success. These firms are not just theoretical ventures; they are pioneering practical applications.

Did You Know?: Quantum computers, leveraging the principles of quantum mechanics, can solve complex problems that are unfeasible for classical computers. Investment firms are releasing their updated lists, highlighting specific quantum computing stocks showing strong potential. Factors considered include technological advancements, market positioning, and financial health. Market watchers suggest that now is the opportune moment to consider strategic investments in leading firms.

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For Equity Investors Looking Beyond Incremental AI Investments, Quantum Computing

For equity investors looking beyond incremental AI investments, quantum computing is emerging as one of the most lucrative opportunities heading into 2026. Industry estimates show the global quantum computing market is expected to grow from $0.8 billion in 2025 to $1.08 billion in 2026, with a projected CAGR of 35.2% through 2035 as enterprises accelerate adoption... McKinsey estimates quantum com...

While Revenues Remain Modest And Profitability Elusive, The Convergence Of

While revenues remain modest and profitability elusive, the convergence of accelerating enterprise interest, rising government and corporate funding and visible technical progress is positioning 2026 as a potential inflection year, when valuation dispersion between... For investors willing to tolerate volatility, quantum computing increasingly resembles a high-beta, early-cycle technology bet rath...

As A Result, I Think Investors Are Better Off Looking

As a result, I think investors are better off looking at established tech players investing in quantum computing rather than a pure play. If one of these companies' quantum computing offerings doesn't pan out or a pure play beats a tech giant to this impressive technology, it will still have a base business to lean on. With that in mind, I've got three big tech companies that look like great buys ...

Traditional Computers Transmit Information In Bits, Which Are 0s And

Traditional computers transmit information in bits, which are 0s and 1s. There really isn't a way to screw this up, as it's indisputable what information is being transmitted when it's either a 0 or a 1. Quantum computing uses qubits to transmit information, and a qubit's value can be described as the probability of being a 0 or a 1. This inherently leads to errors, as there are infinite fractiona...

Quantum Computers Promise To Solve Problems Beyond The Reach Of

Quantum computers promise to solve problems beyond the reach of traditional systems, which could transform industries like cybersecurity, artificial intelligence (AI), and drug discovery. But most companies in this space are still years away from generating meaningful revenue. Check out the AI stocks that these quantum stocks might one day be powering! For traders, that means opportunity. These st...