Updated
Updated · Simply Wall St · Jul 16
Simply Wall St Names 3 Quantum Stocks, Led by IonQ’s $14.7 Billion Market Cap
Updated
Updated · Simply Wall St · Jul 16

Simply Wall St Names 3 Quantum Stocks, Led by IonQ’s $14.7 Billion Market Cap

3 articles · Updated · Simply Wall St · Jul 16

Summary

  • Simply Wall St’s latest quantum stock screen singled out IonQ, Western Digital and D-Wave Quantum as its three top picks for investors seeking growth beyond inflation and rate-driven themes.
  • IonQ led the list with $187.1 million in revenue, $3.1 billion in liquidity and a push toward 256-qubit systems, though the report flagged its high valuation, expected earnings declines and past shareholder dilution.
  • Western Digital was included for its $11.8 billion storage business and ties to all five top hyperscalers, with quantum-resistant data protection work offset by customer concentration, insider selling and share volatility.
  • D-Wave made the cut on $33.4 million in record bookings and more than 100 revenue-generating customers, even as it remains lossmaking after posting $2.86 million in quarterly revenue and an $18.36 million loss.
  • The report framed the three names as entry points into a broader 26-stock quantum watchlist spanning hardware, software and security plays tied to emerging commercial uses.

Insights

Is vertical integration a winning strategy for quantum dominance, or a fatal gamble for pioneers like IonQ and D-Wave?
IonQ's ions versus D-Wave's superconductors: which technology will overcome quantum errors to deliver commercial value first?
With a 2030 federal deadline for quantum-proof security, which company is best positioned to capture this government-mandated gold rush?