University of Kwazulu-Natal

Quantum Computing Stocks Are On Fire 3 Stocks To Watch

Bonisiwe Shabane
-
quantum computing stocks are on fire 3 stocks to watch

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... Futures higher, metals rebound, FTSE hits 10,000 — what’s moving markets FTSE 100 tops 10,000 for first time as 2026 trading begins

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 Daily stocks & crypto headlines, free to your inbox By continuing, I agree to the Market Data Terms of Service and Privacy Statement Pure-play quantum computing stocks got Wall Street's attention in 2025 as JPMorgan, Jefferies, Evercore ISI, Cantor Fitzgerald and Mizuho Securities initiated coverage on some companies while Barclays and Bank of America published in-depth reports... Heading into 2026, IonQ (IONQ) and D-Wave Quantum (QBTS) hold the most buy ratings along with the highest price targets on average…

9:00 AM ET The stock market fell to end a solid 2025. Palantir and Nvidia chipmaker Taiwan Semi were in focus. Tesla deliveries... 9:00 AM ET The stock market fell to end a solid 2025. Palantir... Get instant access to exclusive stock lists, expert market analysis and powerful tools with 2 months of IBD Digital for only $20!

Get market updates, educational videos, webinars, and stock analysis. Quantum computing stocks have erupted in recent months, with several names doubling or even tripling in value as speculative momentum grips the market. The rally isn’t tied to a single catalyst but fueled by surging investor enthusiasm, short-covering, and a growing belief that the industry is nearing its commercial breakthrough. The technology’s promise of revolutionizing drug discovery, cryptography, and artificial intelligence has reignited excitement, even as most companies remain largely pre-revenue. It’s been a classic high-risk, high-reward setup, with early believers and speculators being rewarded handsomely even though commercialization and sector-wide profitability remain significantly distant. Given the recent hype and momentum, let’s look at three quantum names leading the charge: Rigetti Computing, BTQ Technologies, and Churchill Capital Corp X.

Rigetti Computing (NASDAQ: RGTI) has been one of the most explosive quantum stocks in 2025, capturing retail traders’ attention with its massive volatility and momentum. Despite a recent 25% pullback from its 52-week high, the stock remains up roughly 183% year-to-date and more than 4,500% over the past 12 months. A truly astounding surge for a company still in its early stages of commercialization. However, the company’s fundamentals tell a different story. In Q2 2025, Rigetti reported $1.8 million in revenue, down 41.9% year-over-year, with net losses of $39.7 million. The company’s EPS of -5 cents slightly beat expectations, and it ended the quarter with $571.6 million in cash, thanks to a $350 million equity raise earlier this year.

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!

People Also Search

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...

Bitcoin Price Today: Rises To $89k But Trapped In Narrow

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 Daily stocks & crypto headlines, free to your inbox By continuing, I agree to the Market Data Terms of Service and Privacy Statement Pure-play quantum computing stocks got Wall Street's attention in 2025 as JPMorgan, Jefferies, Evercore ISI, Cantor Fi...

9:00 AM ET The Stock Market Fell To End A

9:00 AM ET The stock market fell to end a solid 2025. Palantir and Nvidia chipmaker Taiwan Semi were in focus. Tesla deliveries... 9:00 AM ET The stock market fell to end a solid 2025. Palantir... Get instant access to exclusive stock lists, expert market analysis and powerful tools with 2 months of IBD Digital for only $20!

Get Market Updates, Educational Videos, Webinars, And Stock Analysis. Quantum

Get market updates, educational videos, webinars, and stock analysis. Quantum computing stocks have erupted in recent months, with several names doubling or even tripling in value as speculative momentum grips the market. The rally isn’t tied to a single catalyst but fueled by surging investor enthusiasm, short-covering, and a growing belief that the industry is nearing its commercial breakthrough...