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Quantum Computing Stocks Draw Fresh Buys as IonQ Sales Soar and D‑Wave Finds Real‑World Work

Early contracts with rising sales signal an opening for investors.

Overview

  • IonQ reported fourth-quarter revenue up 429% year over year and guided to $235 million in 2026 sales versus $130 million for 2025.
  • IonQ won a DARPA contract to explore military uses of quantum computing, signaling government interest in its trapped‑ion hardware known for high accuracy.
  • IonQ unveiled a blueprint for a 10,000‑qubit machine, a scale some view as a bar for practical systems, though that benchmark remains debated.
  • D‑Wave’s quantum annealing systems, built to solve optimization tasks by searching for the lowest‑energy solution, are already used for workforce scheduling and supply chains.
  • McKinsey estimates the sector could reach up to $72 billion in annual revenue by 2035, with wider use possible as soon as 2030.