Simply Wall St Highlights 3 Quantum Computing Stocks Led by Microsoft's $2.93 Trillion Scale
Updated
Updated · Simply Wall St · Jun 17
Simply Wall St Highlights 3 Quantum Computing Stocks Led by Microsoft's $2.93 Trillion Scale
1 articles · Updated · Simply Wall St · Jun 17
Summary
Simply Wall St named FormFactor, Microsoft and Viavi Solutions as three stocks to watch in quantum computing, framing them as picks across hardware testing, cloud infrastructure and secure network tools.
Microsoft stands out by size and cash generation, with revenue anchored by $135.3 billion in Productivity and $128.4 billion in Intelligent Cloud, while Azure growth, Copilot adoption and in-house AI chips support its quantum-adjacent case.
FormFactor offers more direct exposure to advanced chip and quantum processor testing, generating about $699.6 million from probe cards, though the report flags valuation, customer concentration, insider selling and tariff pressure.
Viavi Solutions adds infrastructure exposure through 400G-to-1.6T test gear and quantum-safe security products, but Simply Wall St said current losses, debt, equity funding and integration risk from deals such as Spirent remain key concerns.
The report presents the three names as a starting point rather than a buy call, noting its broader quantum screener includes 26 additional companies tied to hardware, software and research.