Quantum Computing Stocks RGTI, IONQ, QUBT Rocket After U.S. Panel Backs ’Quantum First’ Initiative

Wall Street's latest shiny object just got a government boost—quantum computing stocks are soaring while traditional finance scrambles to understand the technology.

The Quantum Gold Rush

Rigetti Computing, IonQ, and Quantum Computing Inc saw explosive trading activity after a congressional panel endorsed aggressive quantum development targets. The 'Quantum First' framework aims to position America ahead of global competitors in the race for quantum supremacy.

Market analysts noted the classic pattern—regulatory tailwinds creating instant momentum while fundamentals struggle to keep pace. One trader quipped that most investors couldn't explain quantum entanglement but certainly understood stock charts pointing north.

Another day, another bandwagon for finance to jump on before the physics gets complicated.

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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.