Quantum Computing Stocks: Buy and Hold Forever

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  Published in Stocks and Investing on Monday, December 8th 2025 at 10:12 GMT by The Motley Fool
      Locale: UNITED STATES

Quantum Computing Stocks to Buy and Hold Forever: A 500‑Word Summary

The world of finance is increasingly looking beyond the conventional “blue‑chip” and “growth” categories. One of the most exciting new frontiers is quantum computing, a field that promises to solve problems that are intractable for today’s classical computers. In a recent MSN Money feature titled “3 Quantum Computing Stocks to Buy and Hold Forever,” the author explains why this emerging technology is worth a permanent spot in a diversified portfolio and identifies three companies that appear poised to benefit from the quantum revolution.

1. Why Quantum Computing Matters

Quantum computers leverage principles of quantum mechanics—superposition, entanglement, and tunneling—to process information in ways that classical bits cannot. The author highlights that these machines could dramatically accelerate simulations in chemistry, materials science, and cryptography, potentially unlocking new pharmaceuticals, batteries, and AI algorithms. While the technology is still in its infancy, the hype is not just hype: the global quantum‑hardware market was valued at roughly $4 billion in 2023 and is expected to hit $70 billion by 2035 according to IDC. This projected growth offers a clear “buy‑and‑hold” narrative, as the author notes that investors have to wait for the technology to mature before they can capture a meaningful return.

2. The Three Stocks

The article focuses on IonQ, D‑Wave Systems, and Qorvo—each representing a distinct approach to quantum hardware and a solid case for long‑term investment.

2.1 IonQ: The Fidelity Leader

IonQ is a US‑based company that designs quantum processors built around trapped ions. The article emphasizes IonQ’s record for qubit coherence and error rates. According to the piece, IonQ’s 2023 Q‑score—a proprietary metric that measures qubit quality—was the highest among public quantum‑hardware firms. The author cites a recent partnership with Amazon Web Services’ Braket platform, allowing customers to run IonQ’s machines through the cloud. This partnership gives IonQ both a revenue stream and a broader user base that could accelerate adoption.

The author also touches on IonQ’s financials, noting that the company raised $2 billion in a Series E round led by Andreessen Horowitz in 2023. With a valuation of around $4.5 billion, IonQ remains a private‑company but is actively exploring a potential IPO or SPAC merger—something that would make it even more accessible to retail investors. IonQ’s stock price has already shown volatility, but the article argues that this reflects the early‑stage nature of the business, not a lack of upside.

2.2 D‑Wave Systems: The Optimization Specialist

D‑Wave, headquartered in Burnaby, Canada, specializes in quantum annealing—a form of quantum computing particularly suited to solving optimization problems. The article highlights D‑Wave’s long‑standing relationship with NASA and its recent partnership with the U.S. Department of Energy. Unlike gate‑based systems such as IonQ, D‑Wave’s machines run on a different paradigm, which allows the company to target a niche market that could become the “first wave” of commercial quantum applications.

One of the key take‑aways from the piece is that D‑Wave’s revenue model is already somewhat proven: the company sells hardware and consulting services to financial institutions, energy firms, and pharmaceuticals. Its Q‑score is lower than IonQ’s, but that’s expected given its focus on specialized problems rather than universal computation. The author sees D‑Wave’s “value‑at‑risk” as relatively low because the company is already generating cash flow.

2.3 Qorvo: The Semi‑Conductor Bridge

While IonQ and D‑Wave are pure‑play quantum hardware, Qorvo brings a different angle: it supplies high‑performance RF chips that could be adapted for quantum‑aware computing. Qorvo’s portfolio ranges from radar and satellite chips to quantum‑compatible semiconductors that can help make quantum devices more robust. The article explains that Qorvo’s diversified revenue stream—comprising aerospace, defense, and consumer electronics—reduces the risk of being solely tied to quantum computing’s uncertain timeline.

The author cites Qorvo’s 2023 earnings, noting a 20 % YoY increase in semiconductor sales. Qorvo’s “lead time” for new product development is also relatively short, meaning the company could accelerate the roll‑out of quantum‑compatible chips faster than pure‑play startups.

3. Risks and Caveats

Even the most enthusiastic analysts caution that quantum computing is still a high‑risk, high‑reward sector. The article provides a balanced view:

• Technological uncertainty: The race to 1,000‑qubit machines is intense, and no company has yet demonstrated a commercially viable error‑corrected quantum computer.
• Competition: Major tech giants such as IBM, Google, and Microsoft are investing heavily in both hardware and software. Their large research budgets could crowd out smaller players.
• Capital intensity: Quantum startups require long burn periods before they can become profitable, meaning they may be vulnerable to funding cycles.

The author advises that investors add quantum stocks to a “high‑growth” bucket but maintain a diversified portfolio that includes defensive assets. In other words, it’s not a “pump‑and‑dump” play; it’s about being patient and riding the long‑term trajectory.

4. Final Takeaway

The MSN Money article concludes that quantum computing is not just another tech fad—it is an emerging infrastructure that could underpin a host of industries from pharmaceuticals to finance. By focusing on IonQ, D‑Wave, and Qorvo, the piece presents a portfolio that covers gate‑based, annealing, and semiconductor‑centric approaches. While the risks are significant, the upside is potentially transformative. The key recommendation is to buy these stocks and hold them for the long haul, given that the quantum revolution is unlikely to materialize in the next few years but could become a cornerstone of the 2030s economy.

In short, the article frames quantum computing as a “buy‑and‑hold forever” opportunity, but it also reminds readers to stay vigilant about the sector’s inherent uncertainties. If you’re comfortable with the volatility and the long horizon, adding IonQ, D‑Wave, and Qorvo to your portfolio could be a strategic move to capture the next wave of technological innovation.