2 New Quantum Computing Stocks With Strong Upside Ahead

Quantum computing, once a dream, is truly here, and the implications are starting to come into focus. There are two: the sheer size of the addressable market for quantum computing, and the enormous potential improvements in computing performance.

On the first, McKinsey's estimates suggest quantum computing is beginning to move beyond its early commercial stage. Industry revenue climbed from roughly $750 million in 2024 to $1 billion in 2025, representing growth of more than 30%, and could reach about $2 billion in 2026. The longer-term numbers are far larger: McKinsey sees quantum computing developing into a $700 billion-plus market opportunity between 2035 and 2040, putting its potential scale in the same neighborhood as today's generative AI market.

Top Roth analyst Suji Desilva, who ranks among the top 1% of Wall Street analysts, has been examining where the quantum computing market stands today and, more importantly, where it goes from here. He sees the industry progressing through three distinct phases, with the second now getting underway.

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"We expect quantum computing to be realized in three phases. Phase I will focus on establishing quantum utility and this phase has largely covered the last few years. Today, we are entering Phase II which will cover the next few years (2027 to 2030) and see the quantum industry establish quantum advantage. As quantum advantage advances, we expect a move toward broad advantage during which the industry will see consistent quantum advantage performance across key workloads… As we look ahead to Phase III starting around 2030 and beyond, we expect the industry to establish fault-tolerant quantum computing (FTQC) platforms. FTQC ensures reliable quantum computations by automatically correcting errors," Desilva explained.