7 Quantum Computing Stocks That Could Supercharge Your Portfolio

Source The Motley Fool

Imagine computers so powerful they can solve problems in seconds that would take today's fastest supercomputers thousands of years to crack. This is the promise of quantum computing, a revolutionary technology that harnesses the strange properties of subatomic particles to process information in entirely new ways.

Unlike traditional computers that use bits (1s and 0s), quantum computers use "qubits" that can represent multiple states simultaneously. This enables them to tackle complex calculations at unprecedented speeds.

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Companies developing this technology are working to transform disparate industries, from drug discovery to financial modeling to cybersecurity. With experts predicting quantum technologies could generate trillions in economic value by 2035, investors have a rare opportunity to get in relatively early on what could be one of the most significant technological shifts of their lifetimes.

A humanoid robot working at a laptop.

Image source: Getty Images.

If you're looking to add some quantum potential to your portfolio, several publicly traded companies offer exposure to this emerging field. From tech giants making significant investments in quantum research to specialists focused exclusively on quantum solutions, the following seven stocks represent different ways to participate in the quantum computing revolution. Read on to find out more about these top quantum computing stocks.

Four diversified tech giants

Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) represents one of the safest ways to gain exposure to the quantum theme. While quantum computing is definitely a major area of emphasis for the tech giant, its core business in search continues to generate massive cash flow, while its rapidly growing cloud computing division and strategic investments in artificial intelligence (AI) position it for future growth. The tech behemoth's recently unveiled "Willow" chip marks a breakthrough in quantum error correction -- the biggest hurdle facing practical applications.

For investors seeking quantum computing exposure, Alphabet delivers a compelling balance of meaningful participation in quantum advancement with minimal downside risk. The company can sustain quantum research indefinitely through its robust free cash flow, while any setbacks in quantum development would have a negligible impact on the stock's overall performance. This combination of quantum potential and financial stability creates an attractive risk-reward profile for long-term investors.

International Business Machines Corporation (NYSE: IBM) offers investors the most established quantum play among major tech companies. While many competitors treat quantum as a side project, IBM has committed billions toward commercializing the technology and integrating it into future service offerings.

IBM represents the clearest quantum-focused turnaround story on Wall Street. Thanks to the company's generous dividend (2.5%) and improving cloud business, investors get paid to wait while IBM positions itself to dominate the quantum-as-a-service market, which could transform enterprise computing over the next decade.

Microsoft (NASDAQ: MSFT) may have secured a game-changing advantage in the quantum race with its breakthrough "Majorana 1" chip. Unlike competitors struggling with error-prone qubits, Microsoft has developed so-called "topological qubits" that are inherently stable without extensive error correction, potentially solving quantum computing's biggest challenge.

Microsoft's newly validated approach perfectly complements the company's core businesses in cloud and enterprise software. With a clear path to scale, Microsoft could deliver practical quantum capabilities to Azure cloud customers years ahead of rivals, cementing its position as the enterprise-computing provider of the future.

Nvidia (NASDAQ: NVDA) offers a brilliant "pick and shovel" play in quantum computing without betting on any single approach. The company's graphics processing units (GPUs) and cuQuantum SDK are becoming essential infrastructure for designing and testing quantum systems, positioning Nvidia to profit regardless of which quantum technology ultimately prevails.

What makes Nvidia particularly compelling is the dual revenue opportunity throughout the quantum computing lifecycle. The massive computing requirements for error correction in quantum systems virtually guarantee Nvidia hardware will remain central to quantum infrastructure even as the field matures, providing investors exposure to quantum upside with substantially less technical risk.

Three pure-play quantum stocks

D-Wave Quantum (NYSE: QBTS) is an early pioneer in commercializing quantum computing with a specialized approach. Unlike competitors that initially focused on general-purpose quantum computers, D-Wave developed quantum annealing systems specifically designed for optimization problems. Since the mid-2010s, these specialized systems have found practical applications for major clients, giving D-Wave a head start in bringing quantum technology to market.

For aggressive investors seeking immediate quantum exposure, D-Wave offers a compelling case. The quantum specialist sports actual commercial traction, a growing customer base, and a head start in the optimization niche that represents quantum's most immediate commercial opportunity. Financial constraints remain a concern for this small-cap player, but successful commercialization could deliver outsized returns before other quantum approaches reach maturity.

IonQ (NYSE: IONQ) represents the purest bet on trapped-ion quantum computing, widely considered the leading approach for near-term quantum applications. The company sports industry-leading qubit quality and has secured partnerships with tech giants including Microsoft, Google, and Amazon to make IonQ's systems available via cloud platforms.

IonQ combines speculative appeal with technological credibility, which has attracted both institutional investors and government contracts. With trapped-ion technology showing promise for earlier commercial applications than competing approaches, IonQ could reward investors well before the broader quantum computing market matures.

Rigetti Computing (NASDAQ: RGTI) represents one of the highest-risk, highest-potential reward options among publicly traded quantum stocks. Following the same superconducting approach as quantum leaders Google and IBM, Rigetti aims to deliver cost-effective quantum systems that can achieve quantum advantage for specific applications more quickly than competitors.

For speculative investors comfortable with volatility, Rigetti offers compelling acquisition potential, in addition to technological promise. As major tech companies race to secure quantum talent and intellectual property (IP), Rigetti's full-stack quantum capabilities and experienced team could make it an attractive target, potentially delivering outsized shareholder returns in the process.

Investment considerations

When building a quantum computing portfolio, consider combining established tech giants with pure-play quantum companies, based on your investment goals and risk tolerance.

For conservative investors, Alphabet and Microsoft offer the best balance of safety and quantum potential. Both companies generate substantial cash flow from their core businesses while funding quantum research that could eventually deliver game-changing growth. This approach provides quantum exposure backed by some of the most profitable businesses on the planet.

Income-focused investors may find IBM particularly appealing with its 2.5% dividend yield. IBM has committed to quantum more thoroughly than any other dividend-paying stock, allowing investors to collect regular income while waiting for quantum initiatives to potentially accelerate the company's broader turnaround story.

For those allocating capital to higher-growth opportunities, consider diversifying across multiple pure-play quantum companies like D-Wave, IonQ and Rigetti, rather than concentrating on just one. Each company is pursuing different quantum technologies, and diversification helps manage the substantial risks these early-stage companies face.

Regardless of how you structure your quantum computing investments, a long-term perspective is essential. Consider allocating only funds you're comfortable holding for five years or more, as even the most optimistic industry timelines suggest that widespread practical quantum computing applications remain several years away.

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John Mackey, former CEO of Whole Foods Market, an Amazon subsidiary, is a member of The Motley Fool's board of directors. Suzanne Frey, an executive at Alphabet, is a member of The Motley Fool's board of directors. George Budwell has positions in IonQ, Microsoft, and Nvidia. The Motley Fool has positions in and recommends Alphabet, Amazon, International Business Machines, Microsoft, and Nvidia. The Motley Fool recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy.

Disclaimer: For information purposes only. Past performance is not indicative of future results.
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