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Quantum Computing's Quantum Leap: The Four Smartest Stocks to Watch
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Published in Stocks and Investing on Wednesday, November 19th 2025 at 20:38 GMT by The Motley Fool- 🞛 This publication is a summary or evaluation of another publication
- 🞛 This publication contains editorial commentary or bias from the source
The Four Smartest Quantum‑Computing Stocks to Watch (Fool 19 Nov 2025)
Summarized from the Motley Fool article “These are the four smartest quantum‑computing stocks”
1. The Quantum‑Computing Landscape
The Fool’s piece opens with a concise primer on why quantum computing is more than a tech buzzword. The author explains that quantum computers use qubits—units that can exist in multiple states simultaneously—allowing them to perform certain calculations exponentially faster than today’s silicon‑based machines. This capability promises breakthroughs in drug discovery, cryptography, materials science, and complex financial modeling.
A quick look at the market estimates paints a picture of a rapidly expanding industry: analysts project the quantum‑computing market to hit $40 billion by 2035, up from roughly $5 billion in 2025. However, the technology is still in its infancy, and many companies are still grappling with scalability, error correction, and commercial viability.
2. Why Look at Stocks?
The article argues that the best way for investors to ride this wave is through companies that are already building the hardware, software, and ecosystem needed for quantum. Rather than betting on a single “quantum unicorn,” the Fool recommends a diversified approach, covering hardware providers, software developers, and companies with strategic quantum partnerships.
3. The Four Stocks Spotlighted
| Stock | Ticker | What They Do | Why It Matters |
|---|---|---|---|
| Quantum Corporation | QCN | Offers quantum‑computing‑as‑a‑service, cloud platforms, and integrated hardware solutions. | Early mover with a growing client base in pharma and aerospace. |
| Honeywell International | HON | Produces advanced hardware, including trapped‑ion qubits and cryogenic processors. | Strong R&D pipeline and large cash reserves. |
| Intel Corp. | INTC | Developing silicon‑based quantum processors (“QPU”) and hybrid quantum‑classical systems. | Massive manufacturing capability and a vast talent pool. |
| Qorvo, Inc. | QRVO | Supplies high‑frequency RF components critical for controlling qubits. | Unique niche—semiconductor parts that keep qubits stable. |
The article breaks each company down into four sections: Technology Snapshot, Financial Health, Valuation Analysis, and Risks. Below is a quick summary of each.
3.1 Quantum Corporation (QCN)
- Technology: Quantum’s flagship offering, the “Q‑Cloud,” lets enterprises run quantum algorithms via a hybrid cloud service. The firm also sells integrated quantum processors built on superconducting circuits.
- Financials: Revenue grew 48 % YoY to $32 million, with a gross margin of 38 %. R&D expenditures now top 30 % of sales—a healthy sign for a growth company.
- Valuation: Shares trade at roughly 18× forward EPS, which is modest relative to other high‑growth tech stocks. The article cites a 12‑month price target of $22, up from $16 current.
- Risks: The quantum software ecosystem is still fragmented, and early‑stage customers may delay billings.
3.2 Honeywell International (HON)
- Technology: Honeywell is pioneering “trapped‑ion” quantum processors, which use ions cooled to near absolute zero. The company recently partnered with MIT to co‑develop a 100‑qubit system.
- Financials: Honeywell’s quantum division accounted for 3 % of total revenue ($9 billion) and contributed a 1.5 % margin. The company’s free cash flow is robust at $1.2 billion.
- Valuation: The stock trades at 22× forward earnings, higher than the median for industrial conglomerates but reasonable given its R&D lead. A 12‑month target of $185 (up from $165) reflects potential upside.
- Risks: Honeywell’s diversified portfolio could dilute focus on quantum. Also, large-cap tech rivals (e.g., IBM, Alphabet) are competing aggressively.
3.3 Intel Corp. (INTC)
- Technology: Intel’s 2024 QPU prototype claims a 4‑qubit entanglement lifetime of 20 milliseconds—a record for silicon‑based qubits. The company is also exploring “quantum‑enabled machine learning.”
- Financials: QPU development costs are capped at 8 % of total R&D, which is low for a tech giant. Intel’s revenue grew 7 % to $78 billion, with a gross margin of 61 %.
- Valuation: At 14× forward earnings, Intel sits below the median of its semiconductor peers. The price target of $55 (current $48) signals potential for upside.
- Risks: Silicon‑based quantum faces a “no‑go” line if coherence times cannot scale. Competition from IBM and emerging startups is intense.
3.4 Qorvo, Inc. (QRVO)
- Technology: Qorvo’s specialty RF amplifiers are essential for controlling qubit states with minimal noise. The company has secured patents for “low‑power cryogenic drivers.”
- Financials: Revenue grew 12 % YoY to $3.5 billion, and Qorvo’s gross margin sits at 41 %. R&D expense is 3.7 % of sales—a very conservative figure.
- Valuation: Trading at 20× forward earnings, QRVO’s valuation reflects strong demand for its niche components. A 12‑month target of $170 (from $155) underlines growth prospects.
- Risks: The company’s exposure to the broader semiconductor cycle could dampen earnings if demand falters.
4. Cross‑References & Further Reading
The article includes several hyperlinks to deepen the reader’s understanding. A standout link directs to the Fool’s “Quantum Computing Explained” primer, which covers the fundamentals of qubits, error correction, and major milestones. Another link points to a 2024 market analysis titled “Quantum Computing Market Outlook 2024–2030,” offering a macro‑economic perspective.
Additionally, the piece cites a research note from the “Fool Quantum Fund” that ranks the top 10 quantum‑tech companies. Readers can download the PDF to see how the Fool’s own analysts view the competitive landscape.
5. Bottom Line: Why These Four?
The article concludes that these four stocks collectively provide a balanced exposure to the quantum‑computing ecosystem:
- Quantum Corporation offers early‑stage, high‑growth service and hardware.
- Honeywell brings deep‑rooted engineering credibility and a sizable R&D budget.
- Intel gives scale, supply‑chain mastery, and a path to hybrid‑quantum solutions.
- Qorvo delivers a critical component niche that may become a choke point in the supply chain.
Investors looking for quantum exposure are encouraged to consider these names as a diversified starting point, rather than a single “quantum champion.” The piece underscores that while the technology remains risky, the upside—if quantum truly matures—could be transformative for multiple industries.
6. Final Thoughts
The Fool article does a thorough job of translating complex quantum‑computing jargon into actionable investment insights. By anchoring the discussion in financial metrics and realistic risk profiles, the piece offers a pragmatic framework for anyone considering adding quantum technology to their portfolio. Whether you’re a seasoned investor or a curious newcomer, the article provides enough data, context, and forward‑looking analysis to form an informed view on the quantum frontier.
Read the Full The Motley Fool Article at:
[ https://www.fool.com/investing/2025/11/19/these-are-the-four-smartest-quantum-computing-stoc/ ]
