Quantum Computing Stocks
Introduction
Quantum computing harnesses qubits—units that can represent both 0 and 1 simultaneously—to tackle complex problems in cryptography, optimization, and materials science. While still nascent, the sector has attracted both pure-play startups and established technology giants. Quantum Computing Stocks are the stocks of companies focused on quantum computing technology research and development, hardware manufacturing, software development, or related services. According to a MarketsandMarkets report, the quantum computing market is expected to grow from $1.2 billion in 2023 to $12.5 billion by 2028, representing a compound annual growth rate (CAGR) of 54%. Investors should plan for a long-term horizon (10–20 years) and be prepared for volatility and ongoing technological uncertainty.
Key Categories of Quantum Computing Stocks
Quantum-related equities fall into three main groups: companies focused exclusively on quantum hardware or software, major technology firms with dedicated quantum divisions, and supporting technology providers that supply essential components or services.
Pure-Play Quantum Computing Companies
These firms derive most of their revenue from quantum initiatives and carry higher risk and upside potential.
- IonQ (IONQ)
• Market Cap: $1.8 billion (July 2025)
• 12-month Return: +22%
• Recent Funding: $650 million Series E; partnership with Oak Ridge National Laboratory - D-Wave Quantum (QBTS)
• Market Cap: $800 million
• 12-month Return: +18%
• Recent Product: Global rollout of Advantage2 quantum annealer - Rigetti Computing (RGTI)
• Market Cap: $450 million
• 12-month Return: +15%
• Focus: Superconducting qubits and multi-chip processors
Established Technology Companies
Investing in these names offers diversified exposure and more stable financials.
- IBM (IBM)
• Market Cap: $115 billion
• Quantum Roadmap: Fault-tolerant systems by 2027, 1,000-qubit processors by 2026 - Alphabet (GOOGL, GOOG)
• Market Cap: $1.6 trillion
• Quantum AI: Development of the Willow superconducting chip with improved error correction leveraged in quantum computing chip research - Microsoft (MSFT)
• Market Cap: $2.3 trillion
• Azure Quantum: Topological qubit research and hardware as a service - Amazon (AMZN)
• Market Cap: $1.5 trillion
• AWS Braket: Access to third-party quantum hardware and simulators
Supporting Technology Providers
These companies supply critical infrastructure, software, and services for quantum research.
- ASML (ASML) – Extreme ultraviolet lithography for qubit fabrication
- Oxford Instruments (OXIG) – Cryogenic systems and superconducting magnet technology
- Zapata Computing (private) – Quantum software, algorithms, and workflow orchestration
- Lam Research (LRCX) – Specialized semiconductor wafer-processing equipment
Investment Metrics Summary
Risk Assessment and Scenario Analysis
Investors should weigh optimistic and conservative scenarios to understand potential outcomes.
Technological Uncertainty
Optimistic case: By 2025–2027, error-corrected quantum processors enable early commercial applications in chemistry and logistics, generating initial revenues of $500 million–$1 billion.
Conservative case: Widespread adoption delayed until 2030 due to scaling challenges, limiting revenues to research grants and pilot programs.
Commercial Viability
• Adoption may be slow if classical supercomputers continue to improve.
• Monetization models (hardware sales, cloud subscriptions, software licensing) must prove profitable before pure-play startups reach breakeven.
Market and Valuation Risks
• High valuations relative to current revenue—average P/E ratios exceed 100× for pure-play names.
• Future funding needs could dilute existing shareholders.
• Market sentiment swings can lead to sharp share-price corrections.
Investment Strategies
Direct Investment Approach
• Focus on a small basket of pure-play quantum companies for maximum upside.
• Allocate no more than 5–10% of equity exposure to account for high volatility.
• Plan for a minimum 10-year hold period to weather technology development cycles.
Diversified Exposure Methods
• Invest in broad technology ETFs with quantum allocations, such as the quantum computing etf that tracks cutting-edge companies.
• Allocate a portion of the portfolio to large tech names (IBM, Alphabet, Microsoft) to reduce risk.
• Consider suppliers (ASML, Oxford Instruments) as indirect plays on sector growth.
Future Outlook of Quantum Computing Stocks
Near-Term Catalysts
• Demonstration of quantum advantage on commercial workloads.
• Major industry partnerships and government R&D contracts.
• New product launches, such as multi-chip processors or improved cryogenic systems.
Long-Term Potential
• Commercial applications in materials discovery, pharmaceuticals, and financial optimization.
• Quantum-secure cryptography services as cyber-threat mitigation grows urgent.
• Market size exceeding $50 billion by 2032 if key technical hurdles are overcome.
Tools & Resources
For efficient portfolio tracking and multi-account management, some investors use specialized tools that provide real-time alerts and customizable dashboards. GeeLark’s cloud phones enable you to manage multiple environments at once. You can create dozens, even hundreds of profiles, each completely separate. This means you can run multiple Stock Investment Project on the same device. Importantly, this reduces the risk of cross-account detection.
People Also Ask
What is the best quantum computing stock?
There’s no universally “best” quantum‐computing stock—your choice depends on risk tolerance, time horizon and portfolio mix.
• Pure‐play exposure: IonQ (NYSE: IONQ) leads in trapped‐ion hardware and commercial deployments.
• Hybrid models: D-Wave (NYSE: QBTS) offers annealing systems for specialized optimization.
• Big-tech backing: IBM and Microsoft bundle quantum R&D into broader cloud and AI services with steadier revenues.
For high growth but higher volatility, pure plays like IonQ may appeal. If you prefer diversification and cash flow, look to IBM or Microsoft. Always research fundamentals before investing.
Is quantum a good stock to buy?
Quantum computing stocks like IonQ (IONQ) or Quantum Computing Inc. (QUBT) are speculative, early-stage plays with high volatility and no guaranteed returns. If you have a high-risk appetite, deep-tech conviction and a 5–10-year horizon, a small allocation could deliver outsized gains. However, they lack steady cash flows and face stiff technical and competitive hurdles. Risk-averse or income-focused investors may prefer established tech giants with quantum divisions (IBM, Microsoft) instead. Always research the company’s balance sheet, partnerships and roadmap before buying.
Is IonQ stock a good buy?
IonQ (IONQ) offers pure-play exposure to trapped-ion quantum hardware, a promising but still nascent technology. It’s unprofitable, carries high valuation and faces commercialization hurdles. If you’re willing to accept extreme volatility, have a long-term (5–10 year) horizon and can stomach potential dilution or setbacks, a small position might reward you. Risk-averse or income-focused investors may prefer larger tech firms with quantum divisions. Always review IonQ’s balance sheet, cash-burn rate, partnerships and product roadmap before deciding.
What company is investing in quantum computing?
Many leading technology and industrial firms are investing heavily in quantum computing. Key examples include:
• IBM, which offers the IBM Quantum cloud service and Qiskit software.
• Google, known for its Sycamore processor and quantum supremacy claim.
• Microsoft, developing the Azure Quantum platform and Q# language.
• Intel, researching silicon-based qubits.
• Amazon, through Braket quantum-computing service.
Pure-play startups like IonQ, Rigetti and D-Wave also attract major corporate partnerships and funding.