Quantum Computing Stocks That Could Soar in 2025

TLDR

Major tech companies including Alphabet, Microsoft, and IBM are leading quantum computing development with billions in investments IonQ and D-Wave represent pure-play quantum computing stocks with impressive revenue growth Industry estimates suggest quantum computing could reach a $170 billion market by 2040 Microsoft’s Majorana 1 chip and Alphabet’s Willow processor represent recent breakthroughs Long-term investors may find more security in established tech giants rather than speculative pure-plays

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Quantum computing is rapidly emerging as one of the most promising technological frontiers, with major corporations and startups alike racing to develop commercially viable systems. Despite being in its early stages, the quantum computing industry is already attracting substantial investment and could represent a $170 billion market by 2040.

Alphabet (GOOG), Google’s parent company, has been quietly advancing quantum technology for over a decade. In 2024, the company introduced its Willow quantum processor, which reportedly achieved “quantum supremacy” by performing calculations beyond the capabilities of conventional supercomputers. This breakthrough could position Alphabet as a leader in the quantum space.

Alphabet Inc. (GOOG)

Microsoft (MSFT) made headlines with its Majorana 1 quantum chip, which uses innovative topological superconductors. CEO Satya Nadella has highlighted this development as a key step toward reaching a million-qubit processing target, widely considered necessary for transformative enterprise-scale quantum applications.

Microsoft Corporation (MSFT)

IBM (IBM) has established itself as an early commercial leader in the quantum space. Since 2017, the company has generated nearly $1 billion in revenue from its IBM Quantum offerings. This success stems from its comprehensive approach, covering hardware development, hybrid-cloud solutions, and open-source software tools.

International Business Machines Corporation (IBM)

Pure-Play Quantum Stocks vs. Tech Giants

For investors seeking more focused exposure to quantum computing, several pure-play companies offer intriguing opportunities. IonQ, which utilizes trapped-ion quantum technology, has demonstrated strong growth momentum. The company has doubled its revenue each year since 2021 and projects revenue between $75 million and $95 million for 2025, representing a 97% increase year-over-year.

D-Wave Quantum (QBTS) employs quantum annealing technology that has proven effective for solving complex optimization problems in industries like logistics and manufacturing. The company ended 2024 with 153 customers and saw bookings increase by 128% to $24 million, suggesting accelerated revenue growth in 2025.

Rigetti Computing (RGTI) distinguishes itself with a full-stack strategy that encompasses chip design, fabrication, and cloud-based access. The recent launch of its 84-qubit Ankaa processor positions the company to potentially capture new growth in the evolving quantum computing landscape.

However, industry experts urge caution regarding near-term expectations. Jensen Huang, CEO of Nvidia (NVDA), has suggested that truly useful quantum computers may be approximately 20 years away. This realistic timeline contrasts with the market enthusiasm that briefly drove quantum computing stocks to soaring heights in late 2024.

For investors considering quantum computing stocks, the choice between pure-play companies and established tech giants presents different risk-reward profiles. While companies like IonQ (IONQ) offer focused exposure to quantum technology, their business operations remain limited and their future success uncertain.

In contrast, major technology companies like Alphabet, IBM, and Nvidia bring substantial resources, diverse revenue streams, and established market positions to their quantum computing initiatives. These companies can better withstand research setbacks and are positioned to commercialize quantum technologies once they mature.

IonQ’s stock performance exemplifies the volatility of pure-play quantum investments. The stock rose from under $7 to over $51 in just four months during 2024, before declining after industry experts tempered expectations about the timeline for practical quantum computing applications.

The quantum computing industry remains in its early stages, with many technical challenges to overcome before reaching widespread commercial adoption. Investors should approach this sector with a long-term perspective and consider how quantum computing fits within a diversified portfolio strategy.

Current stock prices reflect the market’s assessment of future potential rather than present commercial reality. As quantum technology continues to develop, companies demonstrating superior technological approaches and strong commercial adoption will likely reward long-term shareholders.

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