3 Quantum Computing Stocks That Could Deliver Decades Of Explosive

Bonisiwe Shabane

-Jan 2, 2026, 5:21 PM

3 quantum computing stocks that could deliver decades of explosive

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... While IonQ has been grabbing headlines in the quantum computing space, we think the smartest long-term opportunities are quietly building in companies you already know. These aren’t speculative small caps hoping to hit it big — they’re established giants with the resources, talent, and patience to stay at the forefront of quantum technology for decades to come.

Here’s a closer look at three major players worth paying attention to. Nvidia isn’t making quantum chips — but that’s exactly what makes its approach so compelling. Instead of diving into hardware, Nvidia is developing the software and tools needed to connect today’s high-performance computing systems with the quantum processors of tomorrow. With its strength in artificial intelligence and data center infrastructure, Nvidia is uniquely positioned to shape how quantum systems integrate into mainstream computing. CEO Jensen Huang recently reminded investors that meaningful commercial quantum breakthroughs may still be 20 years away — and Nvidia’s patient, steady approach looks built for that kind of horizon. The stock, trading at around $171, has risen nearly 24% year to date, reflecting both its AI leadership and its long-term positioning in emerging tech.

IBM has been one of the earliest movers in quantum computing, offering cloud-based access to quantum hardware for years. The company develops and operates its own quantum processors, but what really sets IBM apart is its unmatched patent portfolio — it leads all American companies in quantum-related patents. IBM’s global research network and longstanding reputation in enterprise tech make it a key name to watch as quantum moves from the lab toward commercialization. As of July 16, IBM shares are trading at around $282, up around 28% year to date, and the company pays a 4.1% dividend yield, adding income to the innovation story. Alphabet’s Google Quantum AI team has been making waves since last November, when it demonstrated an error-correction breakthrough that brought the quantum dream a little closer to reality. Google’s researchers ran benchmark tasks that would be virtually impossible for even the world’s fastest supercomputers — and that’s exactly the kind of leap that can reshape industries down the line.

With a market cap of $2 trillion and a gross margin of 58.5%, Alphabet has the balance sheet to keep funding quantum research for years. As of July 16th, shares trade at $184, down 3% YTD, and the company recently initiated a 0.5% dividend, making it an increasingly shareholder-friendly tech giant. Quantum computing stocks delivered explosive gains until the start of the year. Investors invested in them as the AI rally pushed most tech-related stocks to record highs, and quantum computing was seen as the next big beneficiary of AI. Quantum computing chips could allow for a much more rapid scaling up in performance, but the technology is likely over a decade away. It’s so early that there’s no agreed-upon pathway to how quantum computing could be commercially viable.

Almost every quantum computing startup is researching its own independent method. In that sense, I see quantum computing stocks as similar to those in the biotech industry. You’re making very speculative bets, and many of these companies will likely go bust before they make a dime in profit. However, that doesn’t mean you should stay away. If you think that the AI rally is going to restart and recover from the current pessimism, this article is for you. The following three quantum computing stocks could deliver triple-digit gains from their current price:

The biggest quantum computing pure-play. Posted by Ian Cooper | Dec 23, 2024 | Inside Trading | 0 | Quantum computing stocks could see higher highs. If you’re new to quantum computing, it may be able to help solve problems far too complex for typical computers within minutes, or even seconds. It could even be used to discover new drugs, quicker than even imagined. For example, according to ZDNet.com, the discovery of new drugs relies on molecular simulation, which is complex and time-consuming with all of the calculations needed.

“It’s expected that modeling a molecule with only 70 atoms would take a classical computer up to 13 billion years,” they added. Meanwhile, a quantum computer may be able to figure it all out in minutes. Most investors think quantum computing is science fiction. They're wrong -- it's a scientific fact, with quantum stock gains from the leading pure-play developers ranging from 504% to 1,220% over the past 12 months: Yes, this market is nascent. Yes, the technology faces massive hurdles.

But that's exactly why the opportunity is so compelling for investors willing to think in decades, not quarters. Yet the quantum computing market remains largely uncharted territory -- a vast expanse where no single technology or company yet holds commercial dominance. This nascent frontier, with its diverse approaches racing toward a revolutionary goal, presents a compelling opportunity for investors thinking in decades. Here are three companies pushing the boundaries from different angles. IonQ (NYSE: IONQ) takes the precision approach to quantum computing. Instead of fighting with finicky superconducting circuits, IonQ traps individual atoms with electromagnetic fields and manipulates them with lasers.

The result? Superior qubit coherence and connectivity that could prove decisive when building fault-tolerant quantum systems. Quantum computing is one of the most promising frontiers in technology, but it is also one of the most misunderstood. While headlines often focus on far-off breakthroughs, a select group of companies is already converting quantum potential into real, verifiable revenue. Some are pure-play quantum hardware innovators securing contracts with governments, tech giants, and research labs. Others are “pick-and-shovel” suppliers providing the critical tools, fabrication capabilities, and testing systems needed to make quantum computing a reality, no matter which platforms win out in the long run.

This dual positioning gives them diversified growth drivers and a better chance of thriving through the inevitable hype cycles. Most of these stocks remain lightly covered by Wall Street, creating the possibility of undervaluation despite their rapid growth. Here are five quantum computing stocks that are already generating revenue and are positioned to benefit from emerging innovations in quantum computing technology. Unlock our Free Report: 5 undervalued compounders with upside based on Wall Street’s growth estimates that could deliver market-beating returns (Sign up for TIKR, it’s free) >>> FormFactor (FORM) is a leading provider of advanced probe cards and semiconductor test solutions used by chipmakers worldwide. Its technology is essential in ensuring the performance and reliability of cutting-edge chips, including those used in AI, data centers, and mobile devices.

Analytics Insight is an award-winning tech news publication that delivers in-depth insights into the major technology trends that impact the markets. The content produced on this website is for educational purposes only and does not constitute investment advice or recommendation. Always conduct your own research or check with certified experts before investing, and be prepared for potential losses. Opinions expressed herein are those of the authors and not necessarily those of Analytics Insight, or any of its affiliates, officers or directors. © Analytics Insight 2025. All rights reserved.

Quantum computing stocks had an explosive 2024 - with some showing huge returns. The market is transitioning from research to commercialization. No on knows when consistent profits will come, but these stocks could be potential opportunities for some investors. Companies like Google are trading in regular computers for quantum computers. Why? These computers are so powerful they may be able to do things like break the blockchain in the future.

3 Quantum Computing Stocks That Could Deliver Decades Of Explosive

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