Investing in Quantum Computing Stocks
We are adding information on Zapata Computing Holdings Inc. ZPTA
This is a software and services firm.
United States - pure play quantum computer supplier:
IonQ, Inc., IONQ
Rigetti Computing, Inc., RGTI
Canada - pure play quantum computer supplier:
D-Wave Quantum Inc., QBTS
United Kingdom - pure play:
Arqit Quantum Inc., ARQQ (secure communications)
Quantum simulation software
Quantum Computing Inc., QUBT (software
List of companies with small* quantum computing programs:
US quantum computing program - quantum computer supplier
International Business Machines Corporation, IBM
Honeywell International Inc., HON
Alphabet Inc. (dba: Google), GOOG
US quantum computing program - quantum computer access
Amazon.com, Inc., AMZN
Microsoft Corporation, MSFT
Chinese quantum computing program
Alibaba Group Holding Limited, BABA - Cancelled their quantum computing program
Tencent Holdings Limited, TCEHY - Quantum related analytics
There are long-term traded stock warrants on Arqit, Rigetti, D-Wave and IonQ:
ARQQW
RGTIW
QBTS-WT
IONQ-WT
Other Considerations:
- There are many other companies that are building their business that are not yet listed on US stock exchanges.
- There are large companies with early-stage quantum computing programs (e.g., creating quantum applications) that will take advantage of quantum computing in their business, either by creating new capabilities or improved optimization.
- One company, Honeywell, spun out their quantum computing business with a quantum consultancy.
- How to buy quantum computing stocks: very carefully. These pure-play companies are in the experimental phase and have not scaled into commercial production. These companies will need to raise and spend capital on developing quantum computers on scale, and there is a risk that they will either not succeed, or that their products will not be commercially acceptable. Buyer beware.
One thing is certain, the companies that we know with a material focus on quantum computing have very high market valuations. In our opinion, this is because companies, or governments, need to be very well funded to spend on a longer-term investment like quantum computing.
This suggests that quantum computing research is for companies with both access to R&D capital and long-term development time horizons. It is an aspirational investment in a potentially high-return technology that requires capital, expertise and close oversight to protect IP, cultivate innovation, build an expert team, partner across the hardware, software, storage, networking and political ecosystem, all while maintaining a focus on potential market requirements that customers will pay for.
Companies require a long-term investment horizon to invest in quantum today, not just size.
We can help you to better understand the quantum computing industry landscape and companies.
We cannot predict the future, but we can give you our opinion on where quantum computing is heading.
Note: * small quantum computing programs does not reflect on the importance of the program, but on the size of the program's investment and revenue relative to overall company size.
Quantum Computing Company Stock Analysis
You will receive an hour of time with Jeffrey Cohen, Investment Advisor Representative of our firm, to discuss the U.S. firms, and a selection of foreign firms, that are publicly traded that work in the areas of quantum computing.
Jeffrey will share his current understanding on topics you request.
Jeffrey will also be available to perform deeper research into firms for this same hourly rate, so you may buy multiple hours for a research project.
The current firms in this list are:
Zapata Computing Holdings Inc. (ZPTA)
Microsoft Corporation (MSFT)
Alphabet Inc. (GOOG)
Amazon.com, Inc. (AMZN)
Honeywell International Inc. (HON)
International Business Machines Corporation (IBM)
IonQ, Inc. (IONQ)
Rigetti Computing, Inc. (RGTI)
D-Wave Quantum Inc. (QBTS)
Arqit Quantum Inc. (ARQQ)
Quantum Computing Inc. (QUBT)
Alibaba Group Holding Limited (BABA)
If you wish to arrange for a customized project, you may do so by contacting Jeffrey Cohen at Jeffrey@quantum-usaci.com and requesting a custom quote.