Analysts break down the case for quantum tech and highlight four stocks poised to benefit
Quantum computing is no longer just a laboratory experiment or a speculative headline. It is emerging as one of the most closely watched sectors in advanced technology. While the industry remains in its early stages, recent developments have sparked fresh interest on Wall Street and brought a small group of quantum stocks into the spotlight.
Over the past year, shares of companies in the quantum space have rallied. The sector has quietly benefited from the broader wave of excitement around artificial intelligence. With some of the biggest names in tech doubling down on quantum, investors are beginning to take note.
Firms like Nvidia, Google, and IBM have made significant moves into the sector, signaling a growing belief that quantum computing will play a central role in the next wave of computational progress.
What Makes Quantum Different
Quantum computers rely on qubits, which unlike classical bits can exist in multiple states simultaneously. This makes them theoretically capable of solving certain problems that would take classical computers years or even centuries to compute.
That advantage remains largely aspirational. But according to John Levy, chief executive of SEEQC, momentum is building rapidly.
“Advances are being made, one after another, that are propelling the quantum industry forward,” Levy told Business Insider. “We are systematically taking risk off the table and getting closer to the time when we can see quantum advantage.”
Why Investors Are Paying Attention
Levy pointed to recent milestones such as Google’s Willow chip and Microsoft’s work on topological qubits as signs that the field is maturing. He emphasized the distinction between large technology firms with quantum initiatives and smaller companies entirely focused on quantum.
According to Levy, both types of exposure have value. He named IonQ, D-Wave Systems, and Rigetti Computing as standout examples of pure-play quantum stocks. Each of the three companies is advancing a different modality of quantum computing, from trapped ion systems to quantum annealing and superconducting circuits.
“If you want to invest in this space, each of those companies represents a unique quantum technology,” Levy said. “With those firms, you are investing in the specific method they are developing.”
Balancing Risk and Reward
Other market experts agree with the long-term thesis but caution against chasing high-volatility names.
Henry Yoshida, chief executive of Rocket Dollar, said he prefers the lower-risk approach of investing in tech giants with heavy quantum research arms.
“IBM, Alphabet, and Microsoft are all investing aggressively in quantum as part of their next-generation computing strategy,” Yoshida said. “These three stocks give you exposure to quantum without taking on the same level of risk that comes with the smaller names.”
David Materazzi, chief executive of Galileo FX, takes a more balanced view. He sees opportunity in both ends of the spectrum.
“The best public quantum computing stocks are IonQ and IBM,” Materazzi said. “IonQ is the only pure-play with a working machine on the cloud and a long pipeline of government contracts.”
He added that owning early intellectual property in the quantum space could offer “asymmetric payoff” over the next decade. If IBM wins the race, he argued, it could become the dominant force in a new computing paradigm.
Looking Ahead
Levy believes quantum computing will eventually become tightly integrated with artificial intelligence, creating entirely new types of hybrid systems. SEEQC itself is working with Nvidia on a quantum supercomputing acceleration project.
“The next thing people are looking at is quantum, and then looking at how quantum and AI will work together,” Levy said.
The number of investable quantum names remains small, but the opportunity could grow quickly. If the technology lives up to its promise, today’s bets may offer a front-row seat to the next great computing revolution.