U.S.-based quantum computing stocks continued to climb in pre-market trading on Wednesday, extending their gains from the previous session. Shares of Rigetti Computing (RGTI) are up more than 4%, IonQ (IONQ) is up 3%, and Quantum Computing Inc. (QUBT) is up 1.86% as of Wednesday morning. The latest rally appears to be driven by fresh momentum in Washington, where a federal advisory panel is urging Congress to adopt a “Quantum First” national goal by 2030.
TipRanks Black Friday Sale
- Claim 60% off TipRanks Premium for the data-backed insights and research tools you need to invest with confidence.
- Subscribe to TipRanks' Smart Investor Picks and see our data in action through our high-performing model portfolio - now also 60% off
The panel argues that the U.S. must secure an early lead in quantum computing before rival nations can leverage the technology against American interests.
U.S. Commission Calls for ‘Quantum First’ Strategy
According to its 2025 annual report, the U.S.-China Economic and Security Review Commission is urging Congress to establish a “Quantum First” national goal by 2030, aiming to ensure the U.S. remains ahead in critical quantum technologies. Their recommendations include large-scale investments in quantum hardware, workforce training, upgraded research infrastructure, and the creation of a Quantum Software Engineering Institute.
Additionally, the panel cautions that China’s government-backed quantum programs present increasing strategic risks, emphasizing that the U.S. must act quickly to avoid falling behind in the long term.
What This Means for Quantum Stocks
If Congress acts on the recommendations, U.S. quantum policy could follow a path similar to the CHIPS Act for semiconductors. This could mean government-backed quantum manufacturing, more public-private partnerships, and programs to use early quantum systems in real-world applications.
In the private sector, the quantum push could redirect investments and priorities. Investors may also put more money into startups that match these national priorities, making it easier for successful quantum technologies to reach the market.
Overall, the panel’s recommendations signal strong government backing for the sector, boosting investor confidence. Quantum companies like Rigetti, IonQ, and others are likely to benefit from increased funding, infrastructure development, and strategic prioritization, driving momentum in the near term.
RGTI, IONQ, QUBT: Which Is the Best Quantum Stock, According to Analysts?
Using TipRanks’ Stock Comparison Tool, we have compared quantum stocks to see which stock offers higher upside to investors.
Among these four, IONQ stock has a Strong Buy ratings from analysts. In terms of share price growth, QUBT stock offers an upside of over 125% at an average price target of $28.0. Below is a screenshot for reference.
