What Is The Smartest Quantum Computing Stock To Buy In 2026

Bonisiwe Shabane

-Dec 28, 2025, 1:16 AM

what is the smartest quantum computing stock to buy in 2026

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... Pure-play developers like IonQ, Rigetti Computing, and D-Wave Quantum are the hottest quantum computing stocks right now. Big tech giants are also exploring quantum computing in addition to their established generative artificial intelligence (AI) products.

Nvidia is quietly building a quantum AI ecosystem that stands to benefit, no matter which systems succeed in the long run. One of the hottest pockets of the artificial intelligence (AI) realm in 2025 was quantum computing. Shares of pure-play quantum developers such as IonQ, Rigetti Computing, and D-Wave Quantum each handily trounced the S&P 500 this year. What many investors might not fully realize is that several members of the "Magnificent Seven" are also exploring quantum computing technology alongside their existing generative AI efforts. While Alphabet, Amazon, and Microsoft have received some notoriety around their custom quantum processors, I think there's a more lucrative opportunity hiding in plain sight. One of the hottest pockets of the artificial intelligence (AI) realm in 2025 was quantum computing.

Shares of pure-play quantum developers such as IonQ, Rigetti Computing, and D-Wave Quantum each handily trounced the S 500 this year. What many investors might not fully realize is that several members of the "Magnificent Seven" are also exploring quantum computing technology alongside their existing generative AI efforts. While Alphabet, Amazon, and have received some notoriety around their custom quantum processors, I think there's a more lucrative opportunity hiding in plain sight. I'll detail how Nvidia (NASDAQ: NVDA) is quietly building a full-spectrum quantum computing suite, and explain why this could be a major catalyst for the company as the artificial intelligence (AI) infrastructure era begins. © All rights reserved. Stock prices are provided by BSB-Software

This page uses Cookies. For proper functioning of the page Cookies are needed. You agree to using Cookies by clicking "OK". More infos can be found in our Privacy declaration. If you disagree this service is only available in very limited ways. Crypto experts who have monitored the situation for decades know that quantum computing is not a cybersecurity threat to take lightly.

Regulatory bodies have already moved to suggest mitigation measures, and NIST has finalized its principal set of encryption algorithms. The national security community has also provided a target: The NSA wants all national security systems quantum-resistant by 2035, which pushes procurement today. Post-quantum cryptography (PQC) is thus now a product decision. For investors, that turns quantum risk into a near-term demand driver for vendors that can help enterprises migrate cryptography risks and modernize security stacks. Let's explore the landscape of opportunities stemming from addressing these looming cybersecurity gaps. The market for quantum technologies could be as large as $97 billion by 2035, with quantum computing being the biggest share of the market over the next decade.

Meanwhile, the industry leans into hybrid workflows where classical systems steer quantum jobs, as seen in IBM’s work on error mitigation at utility scale. The near-term opportunity is less about breaking RSA tomorrow, and more about software, where algorithmic advances are shifting attention from raw qubits to tools and stacks, a trend highlighted by the software pivot in... Put differently, the investment case for quantum computing stocks in 2026 centers on quantum-safe deployments and real customers rather than science experiments or hyped claims. Cloud vendors and networks are already enabling PQC security measures. Google has enabled hybrid Kyber key exchange in Chrome, and Cloudflare has rolled out post-quantum support to origins. These deployments are not a guarantee of stock returns by investing in solutions vendors, but they validate a market that quantum computing and cybersecurity stocks can sell into.

And that market is almost certainly going to be growing.

What Is The Smartest Quantum Computing Stock To Buy In 2026

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