University of Kwazulu-Natal

Looking For The Next Nvda Top Analyst Flags 3 Quantum Computing Stocks

Bonisiwe Shabane
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looking for the next nvda top analyst flags 3 quantum computing stocks

As Wall Street’s AI darling, Nvidia (Nasdaq: NVDA) is one of those wonders that appear to come along once in a lifetime. And while NVDA stock has been the wealth creator of the decade, given its multi-trillion-dollar market capitalization, there are new opportunities emerging for investors who are willing to look. Technology innovation never sleeps, as evidenced by the rise of market disruptors like Bitcoin, generative AI-powered chatbots and now quantum computing. Savvy investors who are timing these phenomena right are being rewarded, and there are seemingly more gains to go around. One emerging white-hot segment of technology that is gathering steam is quantum computing as the experts inch closer to making these supercomputers accessible to the masses. If there’s one sector whose excitement comes close to rivaling Nvidia, it’s quantum computing.

McKinsey & Company forecasts that ballooning investments coupled with burgeoning demand could catapult the size of the quantum computing market to $100 billion in as soon as one decade. Fortunately, there are a few quantum computing stocks you might want to consider for your portfolio that could prove to be the next Nvidia, including IonQ (NYSE: IONQ), Rigetti Computing (Nasdaq: RGTI) and D-Wave... IonQ is one of those stocks you probably want to keep on your radar as it has the potential of becoming the next Nvidia. The stock has run up 82% year-to-date. Over the past 12-month stretch, IONQ stock is even more impressive, skyrocketing by approximately 700% as of Q2 2025. If you are wondering if there’s more runway for gains, consider the Wall Street analyst consensus.

Six analysts have a “strong buy” rating attached to the stock, with bullish price targets stretching as high as $100 per share, suggesting that IONQ could be undervalued still. The key to remember is that quantum computers haven’t yet hit the mainstream, suggesting that when they do IonQ will be strategically positioned to ride the demand wave similar to Nvidia riding the AI... IonQ is also on the growth path, with its recent acquisition of Vector Atomic architected to bolster its quantum technology capabilities further. Through the deal, IonQ tacks on expertise in “atomic clocks, inertial sensors and synchronization hardware” to its already robust technology stack. In Q2 2025, IonQ surpassed the top end of its internal revenue forecast range by 15% to $20.7 million. The company is operating at a net loss as it continues to pursue its growth strategy.

Management predicts that the company will achieve profitability by 2030, giving investors an incentive to hold on until it more closely resembles Nvidia stock. On the risk side, IonQ recently experienced an executive shakeup in which Peter Chapman resigned as executive chairman, replaced by president and CEO Niccolo de Masi. Incidentally, Nvidia CEO Jensen Huang also serves as chairman of the company he founded. 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, though still in its early stages, is expected to be the next big revolution after artificial intelligence (AI).

This emerging technology can tackle complex problems more quickly than traditional computers due to its ability to process information using quantum bits (qubits) instead of regular bits. Thus, investing in quantum computing stocks could give long-term investors a chance to benefit from new technology and market growth. To find such stocks, take a look at TipRanks’ Quantum Computing Stocks page. It allows you to compare stocks based on analyst consensus, price targets, and key technical indicators, among others. Today, we have picked stocks that carry an Outperform Smart Score (i.e., 8, 9, or 10) on TipRanks, which indicates that these stocks have the potential to beat the market. Here are today’s top quantum computing stock picks.

Click on any ticker to thoroughly research the stock before you decide whether to add it to your portfolio. Nvidia (NVDA) – Nvidia is making big moves in quantum computing with its ABCI-Q supercomputer, the largest quantum research system. Also, it is setting up a quantum research hub in Boston, working with Harvard and MIT to improve quantum error correction and hybrid computing. The stock has earned an analyst consensus of Strong Buy. Also, NVDA stock has a Smart Score of eight. Arqit Quantum (ARQQ) – Arqit Quantum focuses on improving quantum encryption and cybersecurity.

The company is known for its QuantumCloud platform, which delivers quantum-safe encryption to protect data against future quantum computing threats. Interestingly, the ARQQ stock has an analyst consensus of Moderate Buy and has a Smart Score of eight. In this article, we will look at the 10 Best Performing Quantum Computing Stocks in 2025. On November 12, Ray Harishankar, IBM Fellow at IBM Research, appeared on a CNBC interview to discuss how quantum computing is quickly transitioning towards daily use. Harishankar noted that the world has made immense progress in quantum technology in the last decade, compared to other times in history. He noted that one recent example of quantum computing progress occurred a few months ago when HSBC announced its use of IBM’s quantum computing to develop a quantum model for calculating bond derivatives.

Notably, this model resulted in a 35% improvement in performance. Harishankar noted that this is just one incident among many others that suggest that quantum computing is real, already delivering results, and progressing every day. He added that, in addition to HSBC, several other financial institutions, including Wells Fargo and Vanguard, have been experimenting with quantum computing to enhance their daily performance. Harishankar noted that they made the first quantum computer available at IBM Cloud in 2016. Since then, the company has deployed more than 80 quantum computers on the cloud, which are available for general use. In addition, the company has over 9 quantum computers deployed at specific client locations.

Harishankar noted that currently, quantum computers experience certain errors or faults. He added that looking ahead, he expects the technology to be flawless and ready to use for daily business use by 2028 to 2029. With that, let’s take a look at the 10 Best Performing Quantum Computing Stocks in 2025. To curate the list of 10 Best Performing Quantum Computing Stocks in 2025, we used Defiance Quantum ETF and rankings by other reputable financial media to aggregate a list of companies associated with the... From this list, we shortlisted the stocks that have performed more than 30% year-to-date and are also popular among hedge funds. Lastly, we ranked the stocks in ascending order of the year-to-date performance.

We have added the hedge fund sentiment around each stock sourced from Insider Monkey’s Q3 2025 database.

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