Quantum Computing Stocks Rally as Sector Anticipates 2026 Breakthroughs
Quantum computing equities surged in late 2025 trading, with Rigetti (RGTI), IonQ, and D-Wave Quantum (QBTS) posting double-digit gains. The sector's outperformance reflects growing institutional conviction that quantum technologies will achieve commercial scalability in 2026.
D-Wave's upcoming CES 2026 presentation signals accelerating industry maturation. The company plans to demonstrate quantum annealing applications alongside hybrid quantum-classical systems - a development that could reshape blockchain infrastructure and AI acceleration. "We're witnessing the emergence of quantum-economic synergies," noted VP Murray Thom, hinting at potential crossovers with distributed ledger technologies.
Analyst sentiment turned decisively bullish, with Jefferies assigning IonQ a $100 price target. The rally reversed November's sector slump, suggesting renewed confidence in quantum computing's path to profitability. Market technicians observe growing correlation between quantum equities and crypto-native compute tokens like FIL, RNDR, and AKT.