Üst Düzey Bir Analist 3 Kuantum Hesaplama Stokunun Yükselebileceğini Söyledi

3 Quantum Computing Stocks a Top Analyst Says Can Soar

TipRanks

Sun, August 2, 2026 at 9:00 PM GMT+3 13 min read

There's a concept in biology called adaptive radiation. It occurs when a species enters a new environment with unoccupied ecological niches and rapidly evolves into multiple distinct forms. We see a similar pattern in technology. When a breakthrough technology emerges, it often triggers a wave of innovation, with a growing number of companies developing competing approaches and quickly filling what was previously an empty market.

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Quantum computing appears to be following a similar path. The technology is still in its early stages, and a few companies are already racing to bring it into commercial reality, each pursuing different architectures and strategies. Unlike traditional computers, which process information as ones and zeros, quantum computers use quantum bits, or qubits, that can represent multiple states simultaneously. That allows them to tackle certain highly complex calculations much faster than conventional computers.

The commercial potential is hard to ignore, with Grand View Research projecting the quantum computing market will expand from about $1.9 billion in 2026 to more than $8 billion by 2033.

Benchmark analyst Gary Mobley, who ranks among the top 4% of Wall Street's analysts, has been watching the growth of quantum computing and is encouraged by the technology's long-term potential.

"We are bullish on the quantum computing sector. We see the legitimacy of the technology further building on the recent momentum (e.g., fault tolerance required to achieve universal Quantum Advantage, or QA, solving practical, real-world problems). In quantum computing, it is not a 'winner-takes-all' situation. In these still early days of quantum computing, and prior to the broad achievement of QA, the best strategy for investors may be to take a portfolio approach to investing in the sector (e.g., diversify bets). This is the logic behind our ratings for our covered companies," Mobley noted.

That 'portfolio approach' is reflected in three quantum computing stocks Mobley believes are well positioned to benefit as the industry moves closer to widespread commercial adoption. We've opened up the TipRanks database to take a closer look at his picks and what he sees as the key drivers behind each investment.

IonQ (IONQ)

The first quantum computing stock we'll look at, IonQ, is based out of College Park, Maryland, giving the company easy access to both the campus of a major research university – the University of Maryland – and to the ring of research and contract agencies that surround nearby Washington, DC. It's a prime location for a cutting-edge tech company in an emerging field.

IonQ has taken an unusual approach to developing and deploying quantum computer technology. The company builds its quantum circuits using trapped ion technology, a method that taps into the natural quantum states of charged atomic particles and uses them to store the qubits that serve as the basic units of quantum information. This approach takes advantage of the quantum properties of ions, whose electric charge allows them to be trapped and precisely manipulated with electromagnetic fields and lasers, making them well suited for use as qubits.

Ions are atoms that have gained or lost electrons, giving them a net electric charge. IonQ uses electromagnetic fields to trap these charged ions, and manipulates them with lasers, a technique that allows the naturally fluctuating quantum state of the ions to be used in working quantum computers. The company prefers to use ytterbium as its element of choice for producing ions.

IonQ has several quantum computers available for commercial use. The Forte and Forte Enterprise systems are 36-qubit machines, and mark upgrades from the older Aria 25-qubit system. Forte Enterprise is also optimized for data center use and designed to fit the existing standardized rack installations in these facilities. That ability to 'fit' into current infrastructure builds has allowed IonQ to make its quantum computers adaptable to current cloud computing systems, and accessible through partners such as AWS and Azure.

The company's latest, and fastest, quantum computer is the Tempo. This is a 100-qubit-rated machine, and is designed to be 'commercial advantage capable.' According to the company, Tempo is significantly faster than comparable publicly available quantum computers.

Early this year, IonQ announced that it had entered into a $1.8 billion agreement to acquire SkyWater, and the deal officially closed on July 31. SkyWater is a US-based semiconductor foundry, a pure-play semi producer, and the acquisition brings a solid, fully domestic chip manufacturing capability under IonQ's umbrella, making IonQ the only quantum hardware company with a Pentagon-accredited, wholly US-based foundry. IonQ conducted the transaction in both stock and cash, with SkyWater shareholders receiving $15.00 in cash plus 0.4883 shares of IonQ common stock for each share held.

Turning to IonQ's last quarterly report, which covered 1Q26, we find that the company had revenues of $64.7 million. That was almost $15 million better than had been expected, and skyrocketed year-over-year, rising by over 700%. That figure reflects contributions from recent acquisitions alongside continued commercial growth. The company ran a net loss, however, of ($0.34) per share, 9 cents per share more than the forecast called for.

That combination of technological breadth and expanding commercial reach is what attracts top analyst Mobley, who writes, "We believe IONQ's strategy to build a complete quantum capability across computing, networking, sensing, and security is highly differentiated and positions the company as a foundational technology platform on which the broader industry can build, enabling IONQ to become the dominant standard across the full ecosystem. In our view, IonQ has evolved from a single-product company into a fully integrated quantum solutions provider spanning each major domain of the ecosystem but remains underappreciated."

Mobley believes IonQ's position could become even stronger following the SkyWater acquisition, adding, "The company is already the largest merchant supplier to the industry, selling atomic clocks and quantum networking equipment, giving it a commercial footprint that touches many of the major participants in the space. With the addition of SkyWater, that embedded position expands further through foundry services, reaching across the industry and, in our view, creating a structural advantage through its diversified exposure to the sector."

Based on that outlook, Mobley assigns IONQ shares a Buy rating and a $60 price target, implying ~65% upside over the next 12 months. (To watch Mobley's track record, click here)

Wall Street is even more optimistic. IonQ sports a Strong Buy consensus rating based on 9 analyst reviews, including 7 Buys and 2 Holds. At its current share price of $36.44, the average price target of $69.31 points to potential upside of 90% over the coming year. (See IONQ stock forecast)

Rigetti Computing (RGTI)

For the second quantum pick, Mobley chose Rigetti Computing. This quantum computing firm has been in business since 2013. From its headquarters in Berkeley, California, the company has established a reputation as a designer and builder of a key piece of hardware in the quantum computing field: the superconducting quantum integrated circuit. In addition, Rigetti also produces quantum processor chips and dilution refrigerators, the latter creating the ultra-low temperatures required for the chips to operate in useful quantum states.

Rigetti has set itself a mission: to develop and build the world's most powerful quantum computers and to put them to work in fields including climate simulation, drug discovery, fusion energy, logistics optimization, and quantitative finance. The company is taking an integrated systems approach to quantum computing development, an approach that includes chips, hardware, and software, to bring its quantum computers to commercial availability as rapidly as possible. Rigetti has also created the QCS, or Quantum Cloud Services, a platform that is able to connect quantum computers to any public, private, or hybrid cloud server system.

The company's latest, and most advanced, quantum computer is the Cepheus-1-108Q. This is a modular architecture design, based on 12 interlinked 9-qubit chiplets. The Cepheus system was designed to get the best performance from Rigetti's existing modular architecture design, and it has triple the qubit count of the company's previously released large quantum computers.

Rigetti's modular approach is also reflected in its Novera quantum processing unit. This is a 9-qubit QPU, with modularity built in from the start. A 9-qubit Novera unit can act as a stand-alone quantum computer – but it can also be connected to additional Novera units and act in concert as a linked system. This flexible design aims to make quantum computing more scalable and commercially accessible.

We should note that, on July 27, Rigetti announced an expansion of its collaboration with HPE and the Pittsburgh Supercomputing Center. The collaborative expansion will involve integrating Rigetti's 9-qubit Novera quantum system with a 'classical' high-performance computer to create a hybrid supercomputer system.

In the first quarter of this year, Rigetti reported $4.4 million in revenue, exceeding forecasts by $272,000 and surging 199% year-over-year. The company remains unprofitable, however, reporting a net loss per share of $0.04, in line with expectations.

Turning to Mobley, the top analyst is clearly impressed by the company's approach to developing quantum computing technology.

"In our view, RGTI remains one of the most focused pure-play quantum computing chip companies in the public markets. The firm's modular architecture leverages the expertise of ecosystem partners across cloud infrastructure (e.g., AWS, Azure), hybrid software orchestration (e.g., NVIDIA CUDA Quantum), real-time error correction (e.g., Riverlane), control system hardware (e.g., Quanta Computer), and emerging interconnect technologies. This capital-efficient approach allows the company to dedicate resources to its core focus of quantum chip design and fabrication. We believe RGTI's technology and pure play computing focus is compelling as the company continues to execute against its roadmap toward quantum advantage, demonstrating record-setting fidelity, a differentiated chiplet architecture, and a capital efficient partner ecosystem," Mobley opined.

These comments back up Mobley's Buy rating on RGTI, and his $25 price target points to a 67% upside potential for the year ahead.

Wall Street, generally, is also upbeat on Rigetti. The stock has a Moderate Buy consensus rating, based on 9 analyst reviews that split 6 to 3 in favor of Buys over Holds. The shares are currently priced at $14.95, and their $30.71 average target price implies a one-year gain of 105%. (See RGTI stock forecast)

D-Wave Quantum (QBTS)

Last on today's radar is D-Wave Quantum, a company that has spent more than two decades at the forefront of quantum computing. As a full-stack developer, D-Wave designs both the hardware and software that power its quantum systems, while also delivering complete solutions built from the ground up for customers spanning science, research, and industry.

This company is following a dual-mode approach to quantum computing, basing its technology on both annealing and gate-model quantum systems. Under the quantum annealing approach, the company tackles complex optimization problems, while its gate-model systems are designed to run more general-purpose quantum algorithms by applying quantum logic gates to qubits. Combining these approaches is a way of wringing the best results from an emerging technology by addressing different types of computational challenges.

In practical terms, gate-model and annealing systems offer different strengths for different computational tasks. Gate-model systems have been found more amenable in fields such as molecular design, energy storage, and chemistry; annealing systems have been found useful in materials simulations – and in AI applications.

Like many of its peers, D-Wave has applied quantum computing to the cloud, as the most efficient way of making an expensive new tech more widely available in the public realm. The company's Leap platform is a quantum cloud system operating in real time, targeting business clients with demanding computational workloads that may benefit from quantum computing. Leap allows access to some of the world's most advanced quantum computing systems.

At the end of June, D-Wave announced that it was on the list to receive a grant of more than $1.5 million from the U.S. National Science Foundation, for work on a project 'developing foundational technologies for fault-tolerant quantum computing and strengthening U.S. leadership in quantum innovation.' The award also highlights D-Wave's dual-platform strategy, combining annealing and gate-model quantum computing.

D-Wave expanded its capabilities earlier this year, when it completed a $550 million stock and cash acquisition of Quantum Circuits, Inc., a developer of error-corrected superconducting gate-model quantum computing systems. Quantum Circuits' approach was a natural fit for D-Wave, and the acquisition has accelerated D-Wave's gate-model quantum computer development.

In another notable development, D-Wave rang the Nasdaq opening bell on July 27, marking the company's move to the tech-heavy stock index after voluntarily transferring its listing from the New York Stock Exchange. On the same day, D-Wave also announced an expanded agreement with AT&T, under which the telecom leader will increase its use of D-Wave's quantum computing technology.

We saw D-Wave's 1Q26 results back in May, when the company reported $2.9 million in revenue, missing the forecast by almost $1.3 million and falling more than 80% year-over-year. The company reported a GAAP net loss of 5 cents per share, a nickel better than analysts expected. On an important note for future business, D-Wave's bookings in Q1 jumped an astounding 2,000% year-over-year, to reach $33.4 million.

Taken together, these developments have convinced Mobley that D-Wave is well positioned for the next phase of quantum computing.

"D-Wave Quantum is unique in that it is the only company developing both annealing and gate-model quantum computing systems, which we believe uniquely positions the company to participate in the full addressable quantum computing market over time. Additionally, annealing quantum systems, such as those developed by QBTS, are the only quantum technology today delivering a quantum advantage to users, helping solve real-world practical problems (e.g., optimization problems). Lastly, QBTS' dual-rail gate-model quantum technology, the result of the January 2026 acquisition of Quantum Circuits, changes the game for QBTS and the industry," Mobley stated.

Mobley quantifies his bullish position on QBTS with a Buy rating, while his $30 price target indicates his confidence in a 66% one-year upside.

All in all, D-Wave has earned a Strong Buy rating from the Street based on 14 analyst reviews that include 13 Buys and just 1 Hold. The shares are currently trading at $18.05, and the average price target of $37.58 implies a 108% gain over the next 12 months. (See QBTS stock forecast)

Disclaimer: The opinions expressed in this article are solely those of the featured analyst. The content is intended to be used for informational purposes only. It is very important to do your own analysis before making any investment.

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