I follow this sector from a distance. If quantum delivers even half of what it promises, the upside has no ceiling. The risk is that it doesn't: all this computing is enormously expensive and may never earn the return people expect, or the tools may prove less useful than advertised.
Among the pure plays, IonQ and Rigetti stand out, as long as your risk tolerance is high enough.
— Bartholomew Chupka Jr., October 6, 2026
| # | Ticker | Company | Score |
|---|---|---|---|
| 1 | NVDASemiconductors | NVIDIA Corporation | 86.5 |
| 2 | GOOGLInternet Content & Information | Alphabet Inc. | 79.5 |
| 3 | MSFTSoftware - Infrastructure | Microsoft Corporation | 74.5 |
| 4 | AMZNInternet Retail | Amazon.com, Inc. | 67.9 |
| 5 | IBMInformation Technology Services | International Business Machines Corporation | 58.3 |
| 6 | HONConglomerates | Honeywell International Inc. | 48.4 |
| 7 | IQMXComputer Hardware | IQM Quantum Computers Oyj | 24.0 |
| 8 | IONQComputer Hardware | IonQ, Inc. | 22.7 |
| 9 | QUBTComputer Hardware | Quantum Computing Inc. | 21.9 |
The 9 members report under 7 different industries, which is exactly why no standard sector view groups them:
Average pillar scores across the 9 scored members, against every stock the model scores:
| Pillar | Quantum Computing | Market | Read |
|---|---|---|---|
| Quality | 57.7 | 57.7 | in line |
| Growth | 83.9 | 58.0 | 25.9 above |
| Value | 41.3 | 38.4 | 2.9 above |
Pillars run 0–100, and Value is judged against sector peers.
Scores run evenly across the group, from NVDA at 86.5 down to QUBT at 21.9, the median landing mid-pack at 58.3. A theme is a thesis, not a quality filter — membership says a company is exposed to Quantum Computing, and the score says what the model makes of the business.
Across the 6 Quantum Computing names with a reading, the median forward earnings estimate is rising — +3.0% over 90 days, ahead of the market (+0.5%). The split is one-sided: 4 of the 6 moving up against 2 down.
Estimates implied by price ÷ forward P/E, captured together each trading day since June 2026, and outside the Bull Rankings score. 6 of 12 members carry a reading; the rest have no forward P/E to imply one from, which is normal for loss-makers. How this is measured, across the market →
Quantum computing is a bet on an entire reinvention of computing, and of the way we think about technology. The companies are hand-picked by Bartholomew Chupka Jr., the site's founder, from the stocks in our US coverage.
Each name is scored on the Bull Rankings quality-growth model — one 0–100 score blending business quality, growth, and valuation — the same score used everywhere on the site.
Across the 6 Quantum Computing names with a reading, the median forward earnings estimate is rising — +3.0% over 90 days, ahead of the market (+0.5%). The split is one-sided: 4 of the 6 moving up against 2 down. Estimates are implied by price divided by forward P/E, captured together each trading day so only a changed forecast moves the figure, and they sit outside the Bull Rankings score.
The universe is re-scored every trading day after the US market close, so the ranking reflects the latest fundamentals and prices.