Technology Shout

If I Could Own Only 1 Quantum Computing Stock for 2026, It Would Be This

The Internet has changed the world dramatically, and that change has happened entirely within my lifetime. However, the dot-com bubble at the turn of the century should serve as a strong warning to investors as newer, potentially more impactful technologies continue to emerge.

That’s why my picks for quantum computing in 2026 are a bit boring.

Will artificial intelligence create the world’s first trillionaire? Our team just released a report on a little-known company that has been described as an “essential monopoly” that provides critical technology that both Nvidia and Intel need. continue”

In fact, I’ve had my own Quantum Game for about ten years. This is a reasonable factor in my decision to invest international business machine (NYSE: IBM)But when I pressed the buy button, Quantum was still in its early stages of development. I thought IBM had the resources and technological capabilities to turn quantum into a real business at some point in the distant future.

Safety first, someone giving a thumbs up in the background.
Image source: Getty Images.

When I added IBM to my portfolio, I had no idea that quantum would become a hot topic on Wall Street within a decade. In fact, the real driver of the company’s performance is its shift to cloud computing and artificial intelligence. That said, the next big thing is likely to be quantum computing, and IBM is likely to become a major player in this space.

IBM’s business and stock have rebounded strongly since I bought the stock in 2016, which is good. However, my gains were tempered by a sharp retracement as investors worried about the impact of artificial intelligence on the company’s business. I’m not overly concerned because IBM is a large and diverse company. I expect AI will benefit IBM by helping it better serve its business customers in the long term.

At the same time, IBM can use its vast resources to continue investing in the next generation of big technologies. The technology seems likely to be quantum. If not, that’s not a big deal to me because I believe IBM will transform again, as it has done many times in its 100+ year history. It has the financial muscle and R&D depth to do this. This is not possible for companies that are 100% focused on quantum computing, e.g. Ion Q (NYSE: IONQ).

IonQ’s revenue is growing significantly, which is exciting, but it’s also losing money. Losses won’t stop in 2026, according to management’s guidance. If you’re a conservative investor like me and want to add some quantum investing to your portfolio, IBM may be a better choice. IBM isn’t cheap, but after cutting spending on AI by more than 20%, it’s cheaper than it’s been in recent times.

Before buying International Business Machines Corporation stock, consider the following factors:

this Motley Fool Stock Advisor The analytics team has just identified what they believe is 10 Best Stocks Investors can buy now… and International Business Machines Corporation isn’t one of them. The 10 stocks selected could generate huge returns in the coming years.

consider when Netflix This list was created on December 17, 2004… If you invested $1,000 when we recommended, You will have $523,599!* or when NVIDIA This list was created on April 15, 2005… If you invested $1,000 when we recommended, You will have $1,118,640!*

Now, it’s worth noting stock advisor The overall average return is 951% — outperformed the market compared to the S&P 500’s 194%. Don’t miss the latest top 10 list, available via stock advisorand join an investment community built by individual investors for individual investors.

See 10 stocks »

*Stock Advisor returned on March 3, 2026.

Reuben Gregg Brewer is with International Business Machines Corporation. The Motley Fool holds positions and recommends International Business Machines and IonQ. The Motley Fool has a disclosure policy.

If I could only own 1 quantum computing stock in 2026, it would be This article was originally published by The Motley Fool

Spread the love
Exit mobile version