Quantum Stocks 2026 Can Ionq Qbts Follow Nvda S Playbook

Bonisiwe Shabane

-Dec 25, 2025, 5:31 PM

quantum stocks 2026 can ionq qbts follow nvda s playbook

IBM Quick QuoteIBM NVDA Quick QuoteNVDA IONQ Quick QuoteIONQ QBTS Quick QuoteQBTS The global quantum computing market remains early-stage but is growing rapidly. Recent industry forecasts put total quantum computing revenues at around $1.08 billion in 2026, up from roughly $0.8 billion in 2025, with long-term projections to reach $16.3 billion by 2030 (Global Growth Insights report). Sentiment around quantum computing has also begun to shift among influential technology leaders — an important signal for long-cycle capital markets. NVIDIA (NVDA Quick QuoteNVDA - Free Report) CEO Jensen Huang, whose company sits at the center of the AI infrastructure boom, has acknowledged that quantum computing is approaching an “inflection point,” while emphasizing that... His view reflects a growing industry consensus: quantum is advancing meaningfully and at an accelerating pace, but on a fundamentally different adoption curve than generative AI.

In this article, we focus on two pure-play quantum stocks — IonQ (IONQ Quick QuoteIONQ - Free Report) and D-Wave Quantum (QBTS Quick QuoteQBTS - Free Report) , which are widely viewed as potential... Governments and Big Tech are backing quantum computing with real capital. Public sector commitments across the United States, EU, China and India run into billions of dollars, funding research, quantum infrastructure and workforce development — signaling long-term strategic alignment rather than speculative hype. In the United States, the Department of Energy’s Quantum Leadership Act of 2025 proposed $2.5 billion in funding for 2026–2030. China has committed around $15 billion to quantum initiatives under its national strategy (data by Quantum Canary). At the same time, India’s National Quantum Mission has allocated hundreds of millions of dollars to research, applications, talent development and its first full-stack quantum system.

The global quantum computing market remains early-stage but is growing rapidly. Recent industry forecasts put total quantum computing revenues at around $1.08 billion in 2026, up from roughly $0.8 billion in 2025, with long-term projections to reach $16.3 billion by 2030 (Global Growth Insights report). Sentiment around quantum computing has also begun to shift among influential technology leaders — an important signal for long-cycle capital markets. NVIDIA NVDA CEO Jensen Huang, whose company sits at the center of the AI infrastructure boom, has acknowledged that quantum computing is approaching an “inflection point,” while emphasizing that practical, large-scale impact will unfold... His view reflects a growing industry consensus: quantum is advancing meaningfully and at an accelerating pace, but on a fundamentally different adoption curve than generative AI. In this article, we focus on two pure-play quantum stocks — IonQ IONQ and D-Wave Quantum QBTS, which are widely viewed as potential beneficiaries as the sector matures further in 2026.

Governments and Big Tech are backing quantum computing with real capital. Public sector commitments across the United States, EU, China and India run into billions of dollars, funding research, quantum infrastructure and workforce development — signaling long-term strategic alignment rather than speculative hype. In the United States, the Department of Energy’s Quantum Leadership Act of 2025 proposed $2.5 billion in funding for 2026–2030. China has committed around $15 billion to quantum initiatives under its national strategy (data by Quantum Canary). At the same time, India’s National Quantum Mission has allocated hundreds of millions of dollars to research, applications, talent development and its first full-stack quantum system. Major corporations, including IBM IBM, Google, Microsoft, NVIDIA and JPMorgan, are actively investing in quantum research and commercial access.

Of these, hyperscale cloud players can monetize quantum services before full fault-tolerant machines arrive. 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... Looking at the universe of stocks we cover at Dividend Channel, on 12/29/25, Independent Bank Corp (Symbol: INDB), HA Sustainable Infrastructure Capital Inc (Symbol: HASI), and Micron Technology Inc.

(Symbol: MU) will all trade ex-dividend for their respective upcoming dividends. Independent Bank Corp will pay its quarterly dividend of $0.59 on 1/7/26, HA Sustainable Infrastructure Capital Inc will pay its quarterly dividend of $0.42 on 1/9/26, and Micron Technology Inc. will pay its quarterly dividend of $0.115 on 1/14/26. As a percentage of INDB's recent stock price of $75.71, this dividend works out to approximately 0.78%, so look for shares of Independent Bank Corp to trade 0.78% lower — all else being equal... Similarly, investors should look for HASI to open 1.27% lower in price and for MU to open 0.04% lower, all else being equal. Lean hog futures are showing losses of a tick to 65 cents at midday.

USDA’s national base hog price was not reported on Friday morning due to no volume so far. The CME Lean Hog Index was back down a penny on December 23 at $83.71. USDA’s pork carcass... Kentucky’s junior U.S. Senator Rand Paul, R-Bowling Green, has introduced the Health Marketplace and Savings Accounts for All Act, to make all Americans eligible for Health Savings Accounts (HSAs). I’ve lived in the same spot for 30 years, but lately, my Social Security check is gone before the month ends.

I was literally eating toast for dinner to save money. Then a friend at the senior center showed me Food Radar. I honestly couldn't believe my eyes. The map showed five different spots within 2 miles of my apartment giving away food today. I drove to the closest pin—a local church pantry. They filled my trunk with fresh vegetables, milk, and canned goods.

I didn't know this help was right under my nose the whole time. A bombshell came crashing into the White House health narrative Monday when longtime cardiologist Jonathan Reiner publicly rejected the official spin on President Trump’s recent MRI, calling the explanation “laughable” and suggesting the whole... IBM Quick QuoteIBM NVDA Quick QuoteNVDA IONQ Quick QuoteIONQ QBTS Quick QuoteQBTS The global quantum computing market remains early-stage but is growing rapidly. Recent industry forecasts put total quantum computing revenues at around $1.08 billion in 2026, up from roughly $0.8 billion in 2025, with long-term projections to reach $16.3 billion by 2030 (Global Growth Insights report). Sentiment around quantum computing has also begun to shift among influential technology leaders — an important signal for long-cycle capital markets. NVIDIA (NVDA Quick QuoteNVDA - Free Report) CEO Jensen Huang, whose company sits at the center of the AI infrastructure boom, has acknowledged that quantum computing is approaching an “inflection point,” while emphasizing that...

His view reflects a growing industry consensus: quantum is advancing meaningfully and at an accelerating pace, but on a fundamentally different adoption curve than generative AI. In this article, we focus on two pure-play quantum stocks — IonQ (IONQ Quick QuoteIONQ - Free Report) and D-Wave Quantum (QBTS Quick QuoteQBTS - Free Report) , which are widely viewed as potential... Governments and Big Tech are backing quantum computing with real capital. Public sector commitments across the United States, EU, China and India run into billions of dollars, funding research, quantum infrastructure and workforce development — signaling long-term strategic alignment rather than speculative hype. In the United States, the Department of Energy’s Quantum Leadership Act of 2025 proposed $2.5 billion in funding for 2026–2030. China has committed around $15 billion to quantum initiatives under its national strategy (data by Quantum Canary).

At the same time, India’s National Quantum Mission has allocated hundreds of millions of dollars to research, applications, talent development and its first full-stack quantum system. The global quantum computing market remains early-stage but is growing rapidly. Recent industry forecasts put total quantum computing revenues at around $1.08 billion in 2026, up from roughly $0.8 billion in 2025, with long-term projections to reach $16.3 billion by 2030 (Global Growth Insights report). Sentiment around quantum computing has also begun to shift among influential technology leaders — an important signal for long-cycle capital markets. NVIDIA NVDA CEO Jensen Huang, whose company sits at the center of the AI infrastructure boom, has acknowledged that quantum computing is approaching an “inflection point,” while emphasizing that practical, large-scale impact will unfold... His view reflects a growing industry consensus: quantum is advancing meaningfully and at an accelerating pace, but on a fundamentally different adoption curve than generative AI.

In this article, we focus on two pure-play quantum stocks — IonQ IONQ and D-Wave Quantum QBTS, which are widely viewed as potential beneficiaries as the sector matures further in 2026. Governments and Big Tech are backing quantum computing with real capital. Public sector commitments across the United States, EU, China and India run into billions of dollars, funding research, quantum infrastructure and workforce development — signaling long-term strategic alignment rather than speculative hype. In the United States, the Department of Energy’s Quantum Leadership Act of 2025 proposed $2.5 billion in funding for 2026–2030. China has committed around $15 billion to quantum initiatives under its national strategy (data by Quantum Canary). At the same time, India’s National Quantum Mission has allocated hundreds of millions of dollars to research, applications, talent development and its first full-stack quantum system.

Major corporations, including IBM IBM, Google, Microsoft, NVIDIA and JPMorgan, are actively investing in quantum research and commercial access. Of these, hyperscale cloud players can monetize quantum services before full fault-tolerant machines arrive. D-Wave Quantum Inc. (QBTS) has shown significant commercial momentum in 2025, with revenue and gross profit more than doubling year-over-year and cash reserves reaching over $836 million. The company is set to enter 2026 with a projected earnings growth of 7% on a revenue increase of 61.1%, and analysts estimate a 32.9% price target rise from its last close at $29.1. In contrast, IonQ (IONQ) reported 222% revenue growth in 2025 and is scheduled to deliver its 100-qubit Tempo system in 2026.

It is expected to achieve earnings growth of 65.8% and revenue growth of 83.3% in 2026, with price targets increasing by 46.9% from its last closing price of $51.4.

Quantum Stocks 2026 Can Ionq Qbts Follow Nvda S Playbook

People Also Search

IBM Quick QuoteIBM NVDA Quick QuoteNVDA IONQ Quick QuoteIONQ QBTS

In This Article, We Focus On Two Pure-play Quantum Stocks

The Global Quantum Computing Market Remains Early-stage But Is Growing

Governments And Big Tech Are Backing Quantum Computing With Real

Of These, Hyperscale Cloud Players Can Monetize Quantum Services Before