Updated
Updated · Simply Wall St · Jul 9
Simply Wall St Flags 3 Quantum Stocks as IonQ Trades at 54.5x Earnings
Updated
Updated · Simply Wall St · Jul 9

Simply Wall St Flags 3 Quantum Stocks as IonQ Trades at 54.5x Earnings

2 articles · Updated · Simply Wall St · Jul 9

Summary

  • Simply Wall St named SEALSQ, IonQ and FormFactor as three quantum-computing stocks worth deeper research from a broader 26-stock screener.
  • IonQ, with a US$16.9 billion market cap and US$187.1 million in revenue, was highlighted for 34.6% forecast annual revenue growth, though the report said its 54.5x P/E, volatility and dilution make expectations demanding.
  • SEALSQ was pitched as a higher-risk quantum-security play: it has about US$18.8 million in revenue, roughly US$495 million in cash and a pipeline topping US$225 million through 2029, but remains lossmaking and recently diluted shareholders.
  • FormFactor, valued at US$8.27 billion, offers exposure to quantum and AI chip testing through an US$839.7 million test-equipment business, yet the report warned that a high valuation, margin pressure, tariffs and cyclical DRAM demand raise execution risk.
  • The article framed the picks against inflation, elevated rates and energy shocks, arguing some investors are still seeking early-stage long-term technology platforms despite near-term macro pressure.

Insights

As IonQ spends billions on vertical integration, will it become a quantum monopoly or an antitrust target?
Is the quantum industry's future hostage to a few critical suppliers in a fragile global supply chain?
Can post-quantum cryptography win the race against code-breaking quantum computers before the 2030 federal deadline?