Skip to navigationSkip to main contentSkip to right columnADVERTISEMENTTipRanksSun, August 2, 2026 at 8:00 PM GMT+2 13 min readThere's a concept in biology called adaptive radiation. It occurs when a species enters a new environment with unoccupied ecological niches and rapidly evolves into multiple distinct forms. We see a similar pattern in technology. When a breakthrough technology emerges, it often triggers a wave of innovation, with a growing number of companies developing competing approaches and quickly filling what was previously an empty market.Claim 55% Off TipRanksUnlock powerful investing tools with TipRanks Premium to make smarter, more confident investment decisionsSubscribe to TipRanks Smart Investor Newsletter, and discover new investing opportunities with data-backed stock picksQuantum computing appears to be following a similar path. The technology is still in its early stages, and a few companies are already racing to bring it into commercial reality, each pursuing different architectures and strategies. Unlike traditional computers, which process information as ones and zeros, quantum computers use quantum bits, or qubits, that can represent multiple states simultaneously. That allows them to tackle certain highly complex calculations much faster than conventional computers.The commercial potential is hard to ignore, with Grand View Research projecting the quantum computing market will expand from about $1.9 billion in 2026 to more than $8 billion by 2033.Benchmark analyst Gary Mobley, who ranks among the top 4% of Wall Street's analysts, has been watching the growth of quantum computing and is encouraged by the technology's long-term potential."We are bullish on the quantum computing sector. We see the legitimacy of the technology further building on the recent momentum (e.g., fault tolerance required to achieve universal Quantum Advantage, or QA, solving practical, real-world problems). In quantum computing, it is not a 'winner-takes-all' situation. In these still early days of quantum computing, and prior to the broad achievement of QA, the best strategy for investors may be to take a portfolio approach to investing in the sector (e.g., diversify bets). This is the logic behind our ratings for our covered companies," Mobley noted.That 'portfolio approach' is reflected in three quantum computing stocks Mobley believes are well positioned to benefit as the industry moves closer to widespread commercial adoption. We've opened up the TipRanks database to take a closer look at his picks and what he sees as the key drivers behind each investment.IonQ (IONQ)The first quantum computing stock we'll look at, IonQ, is based out of College Park, Maryland, giving the company easy access to both the campus of a major research university – the University of Maryland – and to the ring of research and contract agencies that surround nearby Washington, DC. It's a prime location for a cutting-edge tech company in an emerging field.Terms and Privacy PolicyEU DSA contactPrivacy & Cookie SettingsMore Info