Surging export prices in South Korea suggest global buyers are willing to pay up for advanced tech inputs, which keeps attention on next generation computing. Quantum computing stocks sit at the crossroads of this demand for more processing power and specialised hardware. This article looks at three stocks from the Quantum Computing Stocks screener that show how different companies are trying to turn this long term tech shift into potential shareholder value.

The three quantum computing stocks covered below are just a starting sample, and the full screen surfaced 21 more companies with equally compelling narratives that are not included in this article.

To go deeper into this theme, identify your own ideas, and analyze potential opportunities side by side, head straight to the Quantum Computing Stocks screener.

IonQ (IONQ)

Overview: IonQ is a US based quantum computing company that sells access to its trapped ion quantum computers through major cloud platforms and its own services, while also building quantum safe communications, detection systems, and specialized hardware for government and commercial clients. It complements this core business with maintenance, consulting, semiconductor manufacturing services, and research collaborations such as its agreement with the University of Chicago.

Operations: IonQ currently reports all of its roughly US$246 million in revenue from Computer Services, with customers spread across the United States, Switzerland and other international markets.

Market Cap: US$17.1b

IonQ attracts attention because it sits at the heart of quantum computing hardware and services, but is also racing to become a vertically integrated platform after acquiring SkyWater Technology and building out its own quantum internet and sensing capabilities. The company is winning sizable government and defense contracts, including multi year DARPA and National Reconnaissance Office work, which helps support its long term roadmap for 256 qubit and eventually 10,000 qubit systems. At the same time, IonQ is still loss making, relies on higher risk funding sources, has a relatively inexperienced leadership team and a history of share dilution, so investors are paying for a story where execution and governance still have plenty to prove.

IonQ’s mix of government contracts and big ambitions for 10,000 qubit systems can make the story look bigger than the core business. Put that in context with the full 1 key reward and 3 important warning signs

Build your own quantum opportunity shortlist

IonQ and the two other quantum computing stocks in this article all came from a single Simply Wall St screen, but the most useful ideas often come from filters tuned to your own preferences. Use our flexible Screener to mix metrics like valuation, future growth, quality and risks, or take a shortcut with any of our curated Investing Ideas.

Quantinuum (QNT)

Overview: Quantinuum is a US based quantum computing company that builds a full stack platform, combining its own hardware, middleware and software tools so enterprises, governments and researchers can run real world quantum applications through cloud and data center partners.

Operations: Quantinuum currently reports all of its roughly US$23 million in revenue from Computer Hardware.

Market Cap: US$18.0b

Quantinuum is interesting if you want exposure to quantum computing that is tightly linked to existing cloud and AI workflows, with its Helios system now tied into Oracle Cloud and a joint program with Quanta Computer aimed at large scale manufacturing. The company is still in a heavy investment phase and reported a GAAP net loss of US$596.5 million in Q2 2026, so the gap between a large bookings pipeline and guided 2026 revenue of US$28 million to US$32 million matters. Analysts have price targets above the current share price, and that view depends on Quantinuum executing its Sol and Apollo hardware roadmap and scaling higher margin software and cloud services over time.

Quantinuum’s heavy Q2 2026 loss and relatively modest revenue guidance can make its story easy to misread. The real question is how that spending aligns with its cloud and hardware roadmap in the analysis report for Quantinuum.

Rigetti Computing (RGTI)

Overview: Rigetti Computing builds and operates superconducting quantum computers and sells access to its quantum processing units and systems through the cloud and on premises, serving commercial, government, and research customers across the United States, Europe, Asia and other regions. It also offers quantum cloud services, foundry services for superconducting chips, and professional services such as algorithm development and quantum application programming.

Operations: Rigetti Computing generates about US$13 million in revenue from Internet Software & Services, with customers spread across the United States, Europe, Asia and other regions.

Market Cap: US$6.2b

Rigetti Computing sits at the center of the superconducting quantum race, with a roadmap toward 150 plus qubit and 1,000 plus qubit systems, a letter of intent for up to US$100 million in CHIPS Act funding, and partnerships with groups like NVIDIA, HPE and the Pittsburgh Supercomputing Center. This combination of government backing, high performance hardware and growing hybrid quantum classical projects gives the company a chance to convert strong forecast revenue growth into a larger role in real world workloads. At the same time, Rigetti is still loss making, has a high P/B multiple, relies heavily on public sector contracts and has a volatile share price with recent insider selling. For investors, the appeal lies in the potential payoff if the technology roadmap and government support translate into sustainable commercial demand.

Rigetti’s race toward larger systems and government backed funding often grabs attention, but the risk reward profile is harder to see at a glance. Get the full picture in the 1 key reward and 3 important warning signs (1 is major!)

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.