In anticipation of 2026, D-Wave Quantum Inc. (QBTS) and IonQ (IONQ) present unique investment opportunities in the growing quantum computing sector. D-Wave reported strong commercial momentum in 2025, with revenue and gross profit doubling year over year and cash balances reaching record highs. On the other hand, IonQ saw gains through strategic partnerships and deployments, expanding global market penetration.

QBTS stock has surged 227.6% year to date, outpacing IONQ’s 19.2% gain. Divergent investor sentiment reflects differences in near-term commercial execution. QBTS enters 2026 with commercially deployed systems and real-world proofs-of-concept, positioning it for revenue growth. IonQ, with its next-generation systems and quantum advantage, is expected to drive growth through platform expansion and government engagement.

QBTS is projected to see earnings growth of 7% in 2026 on revenue growth of 61.1%. IONQ is expected to record earnings growth of 65.8% on revenue growth of 83.3%. While both companies carry a Zacks Rank #3 (Hold), IonQ appears positioned for stronger long-term upside due to its technical dominance and platform breadth.

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Read more at Nasdaq: QBTS or IONQ: Which Quantum Computing Stock Will Lead in 2026?