Quantum computing is still one of the most promising parts of the tech market. As AI workloads grow fast and companies look for new ways to speed up compute, analysts say a few pure‑play quantum names could benefit from the next wave of adoption. Three stocks show up most often on Wall Street’s radar: D‑Wave Quantum (QBTS), IonQ (IONQ), and Quantum Computing Inc. (QUBT).
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1. D‑Wave Quantum
D‑Wave sells commercial quantum annealing systems, built for tough optimization jobs in shipping, manufacturing, and government work. The company’s growing customer list and steady stream of recurring revenue are seen as key strengths. Also, strong demand for the Advantage2 system and real use cases already running in business and government could speed up adoption.
Earlier this month, Evercore’s Mark Lipacis kept a Buy rating on QBTS stock. He still sees a bigger systems pipeline ahead as the company scales. The analyst said D‑Wave may book 2–3 annealing systems in 2026 and invest in more manufacturing in 2027. Also, he sees upside in its $10 million QCaaS deal, which could grow to as many as 10 use cases.
QBTS stock has an analyst consensus of Strong Buy and carries an average price target of $36.83, indicating a 49.43% upside potential.
2. IonQ
IonQ is one of the most-watched quantum stocks thanks to its trapped‑ion design, which offers long coherence times and very accurate operations. IonQ’s milestones, such as linking two quantum systems, broad cloud access through Amazon Braket (AMZN), Microsoft Azure (MSFT), and Google Cloud (GOOGL), and a growing backlog of commercial and government deals, are reasons to stay upbeat.
In early May, Rosenblatt’s John McPeake kept his Buy rating on IonQ after the company beat revenue views and raised its outlook. The analyst believes the results showed strong execution and steady growth. He also said the planned SkyWater merger should boost IonQ’s tech base and help build more long‑term value.
IONQ stock has an analyst consensus of Strong Buy, with an average price target of $60.95, suggesting an upside of 4.37%.
3. Quantum Computing Inc.
Quantum Computing Inc. takes a different path than QBTS and IONQ, focusing on software, photonic quantum technologies, and ready‑to‑use quantum tools for companies that want results without deep quantum skills. The firm is building more quantum‑powered software tools and drawing rising interest from defense and cybersecurity groups.
Earlier this month, Cantor’s Troy Jensen kept a Neutral rating and a $10 target on QUBT, saying the firm could reach about $375 million in sales by 2035 if it wins 5% of the quantum market.
Currently, QUBT stock has an analyst consensus of Moderate Buy. With an average price target of $17.83, the stock has an implied upside potential of 57.12%.
