In early 2025, Rigetti Computing (RGTI) and D-Wave Quantum (QBTS) saw impressive stock returns, with QBTS rallying 157% and RGTI gaining 49% from January to September. However, by October, pure-play quantum stocks like QBTS only rose 2.3% while RGTI fell 24.9%, leading investors to favor tech giants like Amazon (AMZN) and IBM (IBM).

Looking ahead to 2026, analysts predict more challenges for pure-play quantum stocks due to uncertain revenue streams. In contrast, IBM and Amazon, with their quantum initiatives integrated into profitable business models, are expected to see steadier returns. Amazon’s AWS leads in quantum computing with Braket, while IBM aims to achieve quantum advantage by 2026.

Amazon’s AWS continues to advance quantum computing with Braket, introducing Ocelot in 2025 for more efficient error correction. IBM, on the other hand, unveiled Quantum Nighthawk, a 120-qubit processor, and plans for higher gate counts in 2026. Both companies are well-positioned for quantum progress and potential commercial applications in 2026.

Zacks Investment Research is naming the top 10 stocks for 2026, promising historically strong performance. The list, curated by Director of Research Sheraz Mian, will be released on January 5, offering investors the opportunity to capitalize on these potential market leaders. Stay tuned for these top stock picks for the upcoming year.

Read more at Nasdaq: 2026 Big Tech Quantum Bets: IBM and Amazon’s Edge Over Pure-Plays?