Analyst Backs 3 Quantum Stocks Before 2027 as 33% Market CAGR Offsets Rate Pressure
Updated
Updated · The Motley Fool · Oct 29
Analyst Backs 3 Quantum Stocks Before 2027 as 33% Market CAGR Offsets Rate Pressure
3 articles · Updated · The Motley Fool · Oct 29
Summary
IonQ, D-Wave Quantum and Quantum Computing were flagged as buys before 2027 after this year’s pullback left the three quantum names beaten down despite long-term industry growth expectations.
A 33% compound annual growth rate for the quantum computing market from 2026 to 2034 underpins the call, even as the Iran war, inflation and the Fed’s first rate hike in three years pushed investors toward safer assets.
IonQ is pitched on smaller ion-trap systems that avoid cryogenic cooling, D-Wave on quantum annealing for logistics and workflow optimization, and QCI on room-temperature photonic chips aimed at broader scalability.
Valuations still look rich at 31x, 103x and 56x projected 2026 sales, but those multiples fall to 13x, 30x and 14x on 2028 estimates if contract growth from government and enterprise customers materializes.
The bullish case still depends on easing rate and Treasury-yield headwinds next year, with all three companies expected to remain unprofitable while the quantum market develops.
Are investors betting on future quantum dominance too early, or do trapped ions, annealing, and photonics already show enough commercial traction to matter?
If fault tolerance and practical advantage take longer than expected, which quantum company is most likely to survive and scale anyway?