Quantum computing sits at the crossroads of advanced research and real-world problem solving, at a time when inflation trends, energy volatility and shifting central bank signals are keeping markets on edge. While traditional sectors respond to changing rates and commodity swings, quantum hardware and software companies are focused on building the next generation of computing tools, from superconducting qubits to new algorithms. To help cut through the noise, this screener filters for quantum leaders already active in this space. In this article, you will see 3 stocks from the screener that capture different angles of this theme.

Wall Street's queuing for one rocket. While SpaceX counts down to its IPO, other companies tied to the new space race are already in orbit. → 20 Compelling Space Companies watchlist · Global Space Race Investing Ideas screener · Scan the sector by valuation on Rocket Lab's valuation page.

Meta Platforms (META)

Overview: Meta Platforms runs some of the largest social and messaging services in the world, including Facebook, Instagram, WhatsApp and Messenger, and is expanding into virtual and augmented reality through its Reality Labs unit with products such as Quest headsets and AI glasses. The company is also investing heavily in artificial intelligence infrastructure and tools that sit across its apps, devices and new hardware.

Operations: Meta generates the vast majority of its revenue from its Family of Apps segment at about US$212.8b, with Reality Labs contributing around US$2.2b.

Market Cap: US$1.52t

Investors looking at quantum and AI infrastructure may pay attention to Meta because it pairs a large advertising business and 3.58 billion daily users with an aggressive build out of compute, custom chips and data centers to support large scale AI models and new products such as enterprise AI agents. The stock currently sits below Simply Wall St’s DCF value and analyst targets. At the same time, the company is committing roughly US$125b to US$145b of AI related capex and taking on higher spend, regulatory risk and Reality Labs losses in support of these initiatives. That combination of cash generation, significant AI investment and legal and regulatory pressure is an area where careful research can matter for investors considering the company.

Meta’s significant AI capital expenditures, custom chips and global reach could be masking a more nuanced story around value and risk, so it is worth reading the 4 key rewards and 1 important warning sign

Rigetti Computing (RGTI)

Overview: Rigetti Computing builds and operates superconducting quantum computers, selling access to its quantum processing units through the cloud and on premises systems to governments, enterprises and research institutions, while also offering software, foundry and professional services to support quantum research and application development.

Operations: Rigetti generates about US$10.0m of revenue from internet software and services, split across the United States at roughly US$4.1m, Europe at about US$2.7m, and Asia and other regions at around US$3.1m.

Market Cap: US$8.9b

Rigetti sits at the heart of “pure play” quantum computing, with chips and systems already deployed into government, defense and research programs, and access to its 36 qubit and 84 qubit hardware available through major cloud platforms. Forecast revenue growth around 47% a year and potential access to up to US$100m in CHIPS Act support show how public funding and demand for high performance computing are pulling this company into bigger projects, even though it is still loss making and dependent on government work. Add in insider selling, volatile price moves around funding headlines and high cash burn, and there is more to this story than a simple growth stock label suggests for investors following the screener’s quantum theme.

Rigetti’s accelerating government and research work, potential CHIPS Act support, and volatile funding headlines suggest a much richer story than the revenue line shows, and the 1 key reward and 3 important warning signs might reveal the twist investors are missing

Infleqtion (INFQ)

Overview: Infleqtion develops quantum technology based on neutral atoms, offering computing, sensing, timing and security products for customers across defense, space, energy, finance and telecommunications. Its systems power use cases such as secure timing, GPS free navigation, quantum networking, quantum RF sensing and quantum ready software for AI and machine learning workloads.

Operations: Infleqtion generates about US$33.6m of revenue from computer services, with the United States contributing roughly US$25.2m and the United Kingdom, Australia, Japan and other regions making up the balance.

Market Cap: US$4.34b

Infleqtion operates at the intersection of government backed quantum programs and real world demand for secure timing, sensing and GPS free navigation, with US$32.5m of 2025 revenue tied closely to defense and national security work in the US, UK and Asia. Recent US$100m CHIPS Office funding, rising revenue guidance to at least US$40m for 2026 and expansion of UK facilities indicate that governments are committing capital to its neutral atom hardware, even while the company is still loss making and reliant on external borrowing. For investors following the quantum theme, the combination of room temperature neutral atom systems, quantum sensing products such as RF receivers and clocks, and deeper ties with programs from NASA to the U.S. Navy raises important questions about how durable this growth could be and what risks around execution, funding priorities and competition might mean for the stock over time.

Infleqtion’s neutral atom hardware, sensing products and government backed contracts hint at a quantum platform investors may be underestimating, and the full narrative for Infleqtion could clarify whether that promise is masking a far bigger tension

The three stocks in this article are just a starting point, and the full screener uncovered 26 more companies in the Quantum Computing Stocks screener that come with equally compelling quantum stories waiting to be unpacked. Use Simply Wall St to identify and analyze the specific catalysts and narratives that matter to you so you can focus on the highest conviction ideas in this fast moving space.

Take Control of Your Investment Journey

If Meta Platforms or any of these companies have caught your attention, register for FREE with Simply Wall St and add your companies to a Watchlist to monitor the share price against the fair value and track any new developments as they happen. Once you've made your move, manage your holdings with our Portfolio Command Center that filters out the noise to deliver only the most critical, actionable updates. Throughout your journey, our Community allows you to filter the best ideas from thousands of investor perspectives. By uncovering hidden catalysts and risks early, you'll accelerate your decision-making and stay one step ahead of the market.

Seeking Fresh Alternatives Before They Fly?

Some of the most interesting ideas start moving quietly, then break out while everyone is looking elsewhere. Before these stories gain full momentum and information goes stale, get in early.

• Spot companies where strong cash flows and resilience line up by scanning a curated 47 high quality undervalued stocks that highlights businesses with room for investors who move first.
• Catch income opportunities before yields get compressed by tracking a hand picked group of 10 dividend fortresses built for investors who want consistent cash returns while it still looks overlooked.
• Ride the next wave of automation and AI hardware by zeroing in on 33 robotics and automation stocks that could benefit as demand for smarter factories and logistics keeps building, so do not wait.

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.