Quantum computing is moving from theory to real commercial use, and analysts say a few companies are best positioned to benefit from the progress. With rising demand for faster AI work, stronger cybersecurity, and advanced science tools, analysts point to three stocks: Alphabet (GOOGL), Rigetti Computing (RGTI), and Sealsq (LAES). Each one covers a different part of the quantum market, including big‑tech research, specialized hardware, and secure quantum chips.
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RGTU: an alternative to margin or options on RGTI1. Alphabet (GOOGL)
Alphabet’s quantum team has been building fast superconducting chips and working toward systems that can run with far fewer errors. The tech giant’s deep research budget and close ties between quantum and AI could help speed up model training and other tasks in the future.
The company also carries less risk than smaller pure‑play quantum firms because quantum is only one part of its huge business. This gives investors exposure to quantum progress without the sharp swings seen in early‑stage companies.
GOOGL stock has an analyst consensus of Strong Buy and carries an average price target of $427.50, indicating a 12.4% upside potential.
2. Rigetti Computing (RGTI)
Rigetti builds full‑stack superconducting quantum systems and has been working to improve qubit fidelity, cut error rates, and grow system size. Analysts point to steady progress on its multi-chip processors, which are key for building larger and more powerful machines.
They also pointed to the company’s government and defense contracts, which bring in steady income and help validate its tech. While still early‑stage, analysts say Rigetti offers high‑risk, high‑reward exposure to the hardware race.
RGTI stock has an analyst consensus of Moderate Buy, with an average price target of $30.00, suggesting an upside of 17.46%.
3. Sealsq (LAES)
Sealsq makes secure chips, crypto modules, and identity tools that can stand up to future quantum attacks. Analysts are optimistic about rising demand for quantum-safe encryption in government, IoT, and industrial systems, along with Sealsq’s growing lineup of secure microcontrollers and authentication chips.
While it is not a pure hardware play, analysts say it gives investors exposure to a niche market that will matter more as quantum tech grows.
Currently, LAES stock has an analyst consensus of Moderate Buy. With an average price target of $6.00, the stock has an implied upside potential of 72.41%.
