Investing In Quantum S Next Wave Ionq Qbts Rgti Positioned Nasdaq

Bonisiwe Shabane

-Dec 31, 2025, 1:02 AM

investing in quantum s next wave ionq qbts rgti positioned nasdaq

Quantum computing stocks are concluding 2025 with something the sector has lacked for years: real contracts, tangible revenue visibility and real institutional attention. The next year may start with a two-track market. Public players like IonQ IONQ, D-Wave Quantum QBTS and Rigetti Computing RGTI have each signaled through earnings disclosures, customer pipeline commentary, and government-backed collaborations that quantum is steadily transitioning from promise to paid, scalable... Meanwhile, Honeywell’s HON Quantinuum’s recent $600 million funding round at a reported $10 billion valuation signals deep investor conviction and a likely path toward an IPO that will re-rate the sector. Going by a June 2025 McKinsey report, private and public investors are increasingly confident that QT start-ups will generate measurable value. In 2024, they poured nearly $2.0 billion into QT start-ups worldwide, a 50% increase compared to $1.3 billion in 2023.

This momentum has likely accelerated significantly through 2025, reinforcing the sector’s shift toward commercially meaningful adoption. Together, these developments signal a new phase where the strength of real-world progress finally outweighs the hype around quantum computing. Quantum’s next chapter is being written through real customer contracts, deployment timelines, engineering milestones and a growing wave of government partnerships. The market is finally starting to distinguish companies that are converting pilots into revenue from those still running on potential alone. And with the sector entering this new, more grounded phase, it’s becoming increasingly important for investors to pay attention and consider keeping at least a small, strategic portion of their portfolio exposed to quantum... IonQ: IonQ is the lowest-risk pure-play in the space right now.

The company’s third-quarter 2025 revenues jumped to 222% year over year and management raised full-year 2025 revenue guidance to $106-$110 million, signaling commercial traction across cloud and systems sales. The company announced headline technical progress, a world-record two-qubit gate fidelity exceeding 99.99% and has a very strong cash position after recent financings, a combination that gives IonQ both the execution runway and credibility... Quantum computing stocks are concluding 2025 with things the sector has lacked for years: real contracts, tangible revenue visibility, and real institutional attention. The next year may start with a two-track market. Public players like IonQ (IONQ - Free Report), D-Wave Quantum (QBTS - Free Report), and Rigetti Computing (RGTI - Free Report) have each signaled through earnings disclosures, customer pipeline commentary, and government-backed collaborations that... Meanwhile, Honeywell’s (HON - Free Report) recent $600 million funding round at a reported $10 billion valuation signals deep investor conviction and a likely path toward an IPO that would re-rate the sector.

Going by a June 2025 McKinsey report, private and public investors are increasingly confident that quantum technology start-ups will generate measurable value. In 2024, they poured nearly $2.0 billion into QT start-ups worldwide, a 50% increase compared to $1.3 billion in 2023. This momentum has likely accelerated significantly through 2025, reinforcing the sector’s shift toward commercially meaningful adoption. Together, these developments signal a new phase where the strength of real-world progress finally outweighs the hype around quantum computing. Quantum technology's next chapter is being written through real customer contracts, deployment timelines, engineering milestones, and a growing wave of government partnerships. Quantum computing stocks are gaining traction in 2025 with significant contracts and revenue visibility.

Companies like IonQ, D-Wave Quantum, and Rigetti Computing are reporting customer growth and government partnerships, marking a shift from experimental to commercial applications. A June 2025 McKinsey report indicates that $2 billion was invested in quantum technology start-ups globally in 2024, a 50% increase from 2023. IonQ reported a 222% year-over-year revenue increase in Q3 2025, raising its full-year guidance to $106-$110 million. D-Wave also saw its revenues double to $3.7 million for the same quarter, while Rigetti, although generating only $1.9 million, boasts a cash reserve of $600 million as of November 2025. This transformative phase in quantum computing reflects growing institutional interest and real-world application, compelling investors to reassess their portfolios for opportunities in this burgeoning sector. Quantum computing stocks are concluding 2025 with something the sector has lacked for years: real contracts, tangible revenue visibility and real institutional attention.

The next year may start with a two-track market. Public players like IonQ IONQ, D-Wave Quantum QBTS and Rigetti Computing RGTI have each signaled through earnings disclosures, customer pipeline commentary, and government-backed collaborations that quantum is steadily transitioning from promise to paid, scalable... Meanwhile, Honeywell’s HON Quantinuum’s recent $600 million funding round at a reported $10 billion valuation signals deep investor conviction and a likely path toward an IPO that will re-rate the sector. Going by a June 2025 McKinsey report, private and public investors are increasingly confident that QT start-ups will generate measurable value. In 2024, they poured nearly $2.0 billion into QT start-ups worldwide, a 50% increase compared to $1.3 billion in 2023. This momentum has likely accelerated significantly through 2025, reinforcing the sector’s shift toward commercially meaningful adoption.

Together, these developments signal a new phase where the strength of real-world progress finally outweighs the hype around quantum computing. Quantum’s next chapter is being written through real customer contracts, deployment timelines, engineering milestones and a growing wave of government partnerships. The market is finally starting to distinguish companies that are converting pilots into revenue from those still running on potential alone. And with the sector entering this new, more grounded phase, it’s becoming increasingly important for investors to pay attention and consider keeping at least a small, strategic portion of their portfolio exposed to quantum... IonQ: IonQ is the lowest-risk pure-play in the space right now. The company’s third-quarter 2025 revenues jumped to 222% year over year and management raised full-year 2025 revenue guidance to $106-$110 million, signaling commercial traction across cloud and systems sales.

The company announced headline technical progress, a world-record two-qubit gate fidelity exceeding 99.99% and has a very strong cash position after recent financings, a combination that gives IonQ both the execution runway and credibility... IONQ Quick QuoteIONQ RGTI Quick QuoteRGTI QBTS Quick QuoteQBTS Quantum computing has quickly emerged as one of the most exciting new narratives in the market, producing some of the best-performing stocks over the past year. Shares of D-WAVE QUANTUM ((QBTS Quick QuoteQBTS - Free Report) ), IonQ ((IONQ Quick QuoteIONQ - Free Report) ), and Rigetti Computing ((RGTI Quick QuoteRGTI - Free Report) ), three of the industry’s leading... More recently, however, momentum has cooled. Throughout much of 2025, the sector has traded sideways, with QBTS still showing gains while others have flattened or pulled back.

The developments in quantum remain thrilling, but these stocks are still highly speculative, and success for investors depends as much on timing and risk management as on the technology itself. In this article, I’ll break down the technical picture for each of these quantum leaders and outline how investors may want to approach trading strategies and risk management in this rapidly evolving sector. D-Wave Quantum is one of the pioneers of quantum computing, known for its annealing-based quantum systems designed to solve optimization problems. While its approach differs from the gate-based systems pursued by rivals, D-Wave has built a strong base of commercial partnerships and continues to expand its cloud-accessible quantum services. NEW YORK, Dec. 28, 2025, 12:45 p.m.

ET — Market closed (Weekend). Quantum computing stocks are heading into the final trading week of the year with a familiar mix of promise and turbulence—exactly the kind of setup that can amplify both opportunity and risk when liquidity... In the most recent regular session (Friday), several of the best-known “pure-play” quantum names posted sharp declines even as the broader U.S. market largely drifted in quiet, post-holiday trade. IonQ (IONQ) finished at $46.00, down about 7.6%. Rigetti Computing (RGTI) closed at $22.38, down roughly 8.6%.

D-Wave Quantum (QBTS) ended at $25.29, down about 8.1%. Quantum Computing Inc. (QUBT) closed at $10.66, down around 6.5%. That kind of synchronized pullback is not unusual for the sector: quantum “pure plays” often trade like a single high-beta theme—moving together on sentiment, valuation, and market microstructure—especially when volumes are lighter than normal. Friday’s session came in the heart of the year-end “Santa Claus rally” window, when trading volumes often thin out and day-to-day moves can become exaggerated, particularly in smaller, story-driven stocks. [1]

Investing In Quantum S Next Wave Ionq Qbts Rgti Positioned Nasdaq

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