"The quantum computing stocks boomed for most of 2025, only to go bust in the last quarter. In 2026, it's been mostly looking lower for many of the top quantum plays, including some of the more speculative plays. That said, the technology is still worth keeping tabs on, even as the quantum pure-play stocks continue to take more backward steps. Of course, investors have taken on more of a risk-off approach in the past couple of quarters."
"Undoubtedly, gone are the days when most investors are comfortable paying up for companies with promising narratives, with a lack of profits to show. But just because the retail crowd has lost its appetite for speculation does not mean quantum computing tech has run into a brick wall. The tech is improving, and it's more advanced today than it was when the quantum hype peaked last year."
"Of course, the major issue with the quantum stocks is that they stand out more as moonshots than as a safe and sound place to grow one's wealth. As impressive as the technology is, it can be really hard to pick winners in the very early innings. For most, going back to the AI trade is a relatively safer place to be."
Quantum computing stocks surged through most of 2025 and then collapsed in the final quarter, with many top quantum plays trending lower through 2026. The underlying technology continues to advance despite falling share prices and reduced retail appetite for speculative, pre-earnings companies. Investors have adopted a risk-off stance, preferring AI investments with clearer paths to enterprise monetization. Quantum companies face significant timing uncertainty and heavy cash burn, which magnifies the difficulty of picking long-term winners. The sector is characterized as being in very early stages compared with AI, with commercial applications and revenues still a long way off.
Read at 24/7 Wall St.
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