University of Kwazulu-Natal

Quantum Computing Stocks 3 Picks For Long Term Growth

Bonisiwe Shabane
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quantum computing stocks 3 picks for long term growth

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. 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... Bitcoin price today: rises to $89k but trapped in narrow range amid ETF outflows Asia stocks rise; Hong Kong, S.Korea lead gains as chipmakers rally Breaking down Citi’s 2026 outlook for S&P 500 Tesla stock forecast: Baird previews 2026

Watch for these 3 quantum computing stocks as the quantum revolution continues to grow Imagine if years ago you got into quantum computing stocks and made loads of money from companies that are heavily invested in AI and quantum technology. You’d be sitting pretty! This doesn’t mean you missed the boat, however. This rise of quantum technology has confirmed that the technology has real world utility and is being adopted worldwide. The National Quantum Initiative Act includes government spending to speed up the study and growth of quantum physics.

The Department of Energy also set aside $24 million for quantum network testing. So the government is already backing it. In fact, the U.S. and Germany have agreed to work together on the quantum computer projects coming in the future. But we are still very early in this game. 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. Daily stocks & crypto headlines, free to your inbox By continuing, I agree to the Market Data Terms of Service and Privacy Statement Quantum advantage underpins the valuation of quantum stocks.

By replacing bits (0s or 1s) with qubits, which can be simultaneously 0s and 1s, quantum computers could leapfrog the performance of even the most powerful classical supercomputer. In turn, simulating the physical world at exponential speedups of either molecules or complex human systems could push the envelope of productivity. A year ago, Boston Consulting Group (BSG) forecasted that broad quantum advantage between 2030 and 2040 could bring $90-$170 billion annual value in operating income. With unpredictable AI advances this may even be accelerated. After all, quantum computing has many hurdles yet to be solved. Foremost, error-correction techniques have to scale and overcome interaction of qubits with the environment, leading to decoherence.

To that end on the software side, quantum algorithms have to interfere to amplify correct outputs.For investors, the revolutionary quantum potential makes for even greater speculative exposure than AI, owing to quantum uncertainty, but... Here are the top three quantum stocks, showing the greatest potential long-term. Year-to-date, IONQ stock is down nearly 7% to the $40 price range per share. However, over the last three months, IONQ shares surged by 100%. Most recently on Monday, the company announced the acquisition of UK-based Oxford Ionics for $1.075 billion. Ionics specializes in ion-trap technology.

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