What is quantum computing and why is it important for investors?

Quantum computing is a revolutionary technology that uses quantum physics principles to process information in ways traditional computers cannot. Instead of using bits (0s and 1s), quantum computers use quantum bits or "qubits" that can exist in multiple states simultaneously. This allows them to solve certain complex problems exponentially faster than today's most powerful supercomputers. For investors, quantum computing represents a potentially massive new market that could transform industries from drug discovery and materials science to cryptography and financial modeling. While widespread commercial applications are still developing, getting early exposure to this sector could position your portfolio to benefit from this technological revolution.

What triggered the renewed interest in quantum computing stocks?

The recent surge of interest was catalyzed by an analyst upgrade from Cantor Fitzgerald for Rigetti Computing, a key player in the quantum space. This professional validation signals that financial institutions are beginning to recognize the long-term potential of quantum technology, despite it being in relatively early stages of development. When established financial analysts issue positive outlooks on emerging technologies, it often attracts new capital to the entire sector, not just individual companies. This can create a positive feedback loop where increased investment accelerates development, potentially benefiting all companies in the ecosystem.

Why does this collection include both pure quantum companies and traditional tech firms?

The quantum computing ecosystem is diverse and interconnected. Pure-play quantum companies (like QUBT and QBTS) are directly developing quantum computers and algorithms, but they rely on a network of suppliers and partners to succeed. Established tech companies (like IBM, Google, and NVIDIA) bring crucial resources, research capabilities, and potential commercial applications to the quantum field. Semiconductor and hardware manufacturers provide the specialized components needed for quantum systems. By including this full spectrum, the collection offers comprehensive exposure to quantum computing's growth, allowing you to benefit regardless of which specific approach or company ultimately dominates the market.

What are "analyst ratings" and why do they matter for these stocks?

Analyst ratings are professional evaluations of stocks made by financial experts who deeply study specific companies and sectors. These ratings (like "Buy," "Hold," or "Sell") reflect their view of a stock's potential performance. For emerging technologies like quantum computing, positive analyst ratings are particularly significant because they signal that financial professionals see legitimate long-term value, not just hype. When a respected firm upgrades a quantum computing stock, it validates the entire sector, potentially attracting institutional investors who previously considered the technology too speculative. This influx of "smart money" can benefit all companies in the space as market perception shifts from viewing quantum as purely experimental to seeing it as a future commercial reality.

Is investing in quantum computing considered high risk?

Yes, investing in quantum computing generally carries higher risk than more established sectors. Many pure-play quantum companies are still pre-profit or even pre-revenue, developing technologies that may take years to achieve widespread commercial adoption. The field also faces significant technical challenges and uncertainty about which specific approaches will ultimately succeed. However, this risk comes with potential for substantial long-term rewards if the technology delivers on its promise. This collection helps manage risk by including diverse companies across the quantum ecosystem, from early-stage developers to established tech firms with quantum divisions, giving you exposure to the sector's growth potential without depending on any single company's success.

15 handpicked stocks

Quantum Leap Forward

Discover companies positioned to benefit from the quantum computing revolution. Our analysts have handpicked stocks across the entire quantum ecosystem, from pioneering developers to critical hardware suppliers, giving you access to this transformative technology's growth potential.

Han Tan | Market Analyst

Published on July 3

Top Picks from This Group

Here are a few of the assets in this group. Create an account to unlock the full list.

International Business Machines Corp.

IBM

Current price

$286.72

A legacy tech giant with a major quantum computing research division, IBM benefits from rising enterprise interest in the technology spurred by analys...

A legacy tech giant with a major quantum computing research division, IBM benefits from rising enterprise interest in the technology spurred by analyst upgrades.

Alphabet Inc. - Class C Shares

GOOG

Current price

$246.43

Alphabet's quantum division is a leader in research, and positive sector sentiment enhances the value of its long-term R&D investments.

NVIDIA Corporation

NVDA

Current price

$188.89

Provides essential GPUs and simulation software for quantum research, positioning it as a key supplier to the growing ecosystem.

Quantum Computing Inc

QUBT

Current price

$19.98

D Wave Quantum Inc

QBTS

Current price

$29.21

ARQIT QUANTUM INC

ARQQ

Current price

$48.59

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12 Month Growth Potential

Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitive Ltd.

If you invested across these assets:

≈

In 12 months it might be worth:

$1,000.00

+267.12%

≈

About This Group of Stocks

Our Expert Thinking

Recent analyst upgrades for key quantum computing players signal growing institutional confidence in this revolutionary technology. We've assembled a comprehensive collection spanning the entire quantum ecosystem, positioning you to benefit from increased investment flowing into this transformative sector.

What You Need to Know

This collection represents a long-term, tactical opportunity in a high-growth, early-stage technology. While commercial applications are still developing, institutional validation suggests the market is beginning to recognize the immense strategic value quantum computing will deliver across industries.

Why These Stocks

We've selected companies across the full quantum computing value chain: pure-play quantum developers, specialized hardware manufacturers, photonics suppliers, and tech giants with significant quantum research divisions. This diversified approach provides comprehensive exposure to the sector's growth potential.

Group Performance Snapshot

267.12%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 267.12% over the next year.

10 of 15

Stocks Rated Buy by Analysts

10 of 15 assets in this group are rated Buy by professional analysts.

Group Growth

This group averaged a 2% return last month.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Why You'll Want to Watch These Stocks

🚀

Early Days, Massive Potential

Quantum computing is still in its infancy but could create $850 billion in annual value by 2040. Getting in early on transformative technologies can lead to significant long-term gains.

🔍

The Smart Money Is Moving In

Recent analyst upgrades signal that institutional investors are starting to recognize quantum computing's value. When big players begin positioning themselves, it often precedes broader market interest.

🌐

Beyond Just Computing

This collection gives you exposure to the entire quantum ecosystem, from specialized hardware to software and applications, positioning you to benefit regardless of which specific technology wins out.

Get the full story on this Basket. Read our detailed article on its risks and potential.

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