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Quantum Computing Stocks: Rigetti and IonQ Set to Lead Market Growth

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  Published in Stocks and Investing on Thursday, November 13th 2025 at 6:18 GMT by The Motley Fool

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• 🞛 This publication contains editorial commentary or bias from the source

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Quantum Computing Stocks That Could Shape The Future – A 2025 Overview

The 2025 edition of The Motley Fool takes a deep dive into the nascent, yet fast‑growing quantum‑computing industry, spotlighting two publicly traded companies that the author believes are “unstoppable” market leaders. While the field is still in its infancy, the article argues that a handful of firms have already positioned themselves as key players, and that investors who get in early could reap outsized rewards as the technology matures.

Below is a concise, 600‑word summary of the key points, data, and take‑aways from the original article, including the context provided by the links embedded throughout.

1. The Quantum Landscape in 2025

• Why Quantum?
  Quantum computers promise to solve problems that are intractable for classical machines, from simulating molecular dynamics for drug discovery to optimizing large‑scale logistics and cryptographic systems. The article notes that the industry is projected to reach a $1.3 trillion market by 2035, according to a 2024 market‑research report cited in the piece.

• Key Players
  The piece identifies a handful of public and private firms, but zeroes in on two: Rigetti Computing (RIG) and IonQ (IQ). Both are pioneers in distinct quantum‑hardware approaches—superconducting qubits for Rigetti and trapped‑ion technology for IonQ.

• Investment Thesis
  The author argues that early‑stage quantum startups have limited upside because of high R&D costs and regulatory uncertainty. In contrast, the two highlighted companies have already secured large corporate partnerships, generated modest revenue, and have clear monetization pathways.

2. Rigetti Computing (NASDAQ: RIG)

• Technology
  Rigetti builds superconducting qubits and runs them on its Forest™ cloud‑based quantum platform. The article highlights a 2023 milestone: the company achieved a circuit depth benchmark that outperformed Google’s Sycamore in a specific algorithmic test.

• Commercial Partners
  Links in the article point to Amazon Braket (the company’s cloud quantum service) and IBM Quantum (which announced a joint research lab). These partnerships not only validate Rigetti’s technology but also provide recurring revenue streams.

• Revenue Growth
  The article quotes Rigetti’s CFO, who said “we’re on track to triple revenue by 2027 as we bring larger qubit counts to commercial customers.” The author estimates a 2025 EPS of $0.15 and a price target of $25, representing a +120 % upside from the current trading price of $10.

• Risks
  The piece acknowledges the high capital burn and the possibility of slower-than‑expected qubit scaling. The article also notes that the company’s stock is sensitive to broader tech‑sector volatility, with a beta of 1.7.

3. IonQ (NASDAQ: IQ)

• Technology
  IonQ’s trapped‑ion qubits have lower error rates compared to superconducting systems. The article links to a 2024 research paper published in Nature that demonstrates IonQ’s quantum volume surpassing 10,000.

• Commercial Partners
  Notable partners include Microsoft Azure Quantum and Google Cloud. IonQ also received a $30 M grant from the U.S. National Science Foundation for research in quantum machine learning.

• Revenue Growth
  The CFO predicts “a 60 % CAGR in the next two years as we add more customers in pharma and materials science.” The article projects a 2025 EPS of $0.25 and a price target of $35, implying a +110 % upside over the current price of $15.

• Risks
  IonQ faces competition from both private and public firms, including the likes of Quantum Motion and Honeywell Quantum Solutions. The article also points out that IonQ’s manufacturing is currently outsourced, which could limit scaling speed.

4. Why the Author Calls Them “Unstoppable”

1. Early‑Mover Advantage – Both firms have been in the public market longer than most quantum companies, giving them a foothold in the nascent quantum‑cloud ecosystem.
2. Strong Partnerships – The article emphasizes that partnerships with giants like Amazon, Microsoft, and Google provide credibility, funding, and early access to enterprise customers.
3. Robust Monetization Roadmaps – Unlike many startups that are still in proof‑of‑concept, Rigetti and IonQ have clear paths to revenue: cloud quantum‑as‑a‑service (QaaS) and licensing of proprietary qubit designs.
4. Positive Industry Outlook – A 2025‑report cited in the article projects a 30 % annual increase in quantum‑software‑related spending, suggesting a large addressable market for these two firms.

5. The Bottom Line for Investors

• Target Audience – The article is tailored to investors with a moderate risk tolerance who are willing to look beyond traditional growth sectors.
• Suggested Allocation – The author recommends a 60/40 split between Rigetti and IonQ, with the remainder allocated to a broader technology ETF to mitigate sector concentration.
• Exit Strategy – Given the high‑growth nature, the author advises holding until one of the following triggers: (a) both companies reach $10 B market cap, (b) a major breakthrough in qubit scaling, or (c) a significant partnership or acquisition.
• Risk Management – Diversifying across quantum, AI, and cloud infrastructure stocks can reduce exposure to any single company’s performance volatility.

6. Additional Resources Linked in the Article

These links provide readers with deeper dives into each company’s technical progress, financial performance, and partnership ecosystems.

7. Take‑Away Summary

• Quantum computing is poised to disrupt a broad array of industries, and the market is projected to exceed $1 trillion by 2035.
• Rigetti and IonQ have moved beyond the prototype phase, boasting tangible revenue streams, high‑profile corporate partners, and growing qubit counts.
• The author projects attractive upside for both stocks—120 % for Rigetti and 110 % for IonQ—while noting typical risks such as high R&D spend and competitive pressures.
• A balanced portfolio that includes both companies, coupled with a broader tech‑ETF, can offer exposure to quantum innovation while managing volatility.

In short, the article paints a compelling picture: if quantum computing truly unlocks the next wave of computational power, investors who position themselves now with Rigetti and IonQ could reap significant rewards. As with any nascent technology, careful due diligence, a clear exit plan, and diversification are key to navigating the high‑growth, high‑risk terrain.