In early 2026, global macro conditions were challenging for high-risk technologies like quantum computing due to escalating geopolitical tensions and an IMF projection of slowed global growth at 3.1%. However, from March to April, a recovery in market dynamics, underscored by stabilizing yields and strong earnings, has renewed investor interest in pure-play quantum stocks.
Two key companies, D-Wave Quantum (QBTS) and Rigetti Computing (RGTI), have emerged as standout choices. D-Wave’s average price target from 14 analysts suggests a potential increase of 76.5% from its last closing price. Rigetti is projected to rise by 75.1% based on targets from 11 analysts. Both companies are benefiting from the integration of quantum computing with AI technologies as they seek to scale operations and improve performance.
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