Top 3 Quantum Computing Stocks To Watch In September 2026

Trumpflation keeps pressure on inflation and interest rates, which puts many high-growth stories under scrutiny, yet quantum computing leaders tied to real-world problem solving still attract attention. These companies sit at the crossroads of advanced hardware, software and national security needs. This article highlights three quantum-focused stocks from our screener that help you understand where capital is concentrating in this high potential corner of next generation computing.

The stocks covered below are just a small sample of the quantum computing opportunities on the radar, with our full screen surfacing 22 more companies with equally compelling narratives that go beyond this short list. If you want to identify potential leaders, stress test ideas and analyze where your own conviction is highest, head straight to the Quantum Computing Stocks screener.

D-Wave Quantum (QBTS)

Overview: D-Wave Quantum builds and operates quantum annealing computers and cloud services that help enterprises tackle complex optimization and logistics problems.

Operations: The business reports about US$12 million from Internet Software & Services, with revenue spread across the United States, Germany, Japan, Canada and other regions.

Market Cap: US$6.48 billion

D-Wave Quantum matters for this screener because it already sells working quantum hardware and cloud tools that enterprises can use today for real optimization tasks.

"In January 2026, D-Wave completed its watershed acquisition of Quantum Circuits Inc. (QCi). This was the "missing piece" of the D-Wave puzzle, addressing the industry’s biggest hurdle: Error Correction."

What happens to D-Wave Quantum’s growth story depends heavily on how one unseen pressure shapes commercial demand for its quantum platforms.

That pressure point is exactly what the full narrative for D-Wave Quantum unpacks, revealing how D-Wave Quantum’s acquisition, partnerships and capital needs could be accelerating or masking the real story.

Quantinuum (QNT)

Overview: Quantinuum develops a full stack quantum computing platform that combines trapped ion hardware, middleware, developer tools and application software for real world use.

Operations: Quantinuum reports about US$23 million in revenue from Computer Hardware, reflecting its commercial activity around quantum systems and related offerings.

Market Cap: US$13.04 billion

Quantinuum matters in this screener because it aims to be a one stop quantum stack for enterprises that want hardware tightly linked with software and developer tooling.

"Quantinuum is integrating quantum systems with AI and high performance computing through partners such as Oracle and HPE, which can deepen usage of Helios and future systems within existing data center and cloud workflows and support recurring revenue from cloud access and software over time."

What happens to Quantinuum’s margin profile and revenue quality depends heavily on how one unresolved variable in these partnerships develops.

That unresolved variable is exactly what the full narrative for Quantinuum unpacks, revealing where partnership economics might be accelerating Quantinuum’s moat or quietly masking future risk.

Infleqtion (INFQ)

Overview: Infleqtion builds neutral atom quantum computers, sensing systems and software that target quantum computing, secure timing and GPS free navigation use cases.

Operations: Infleqtion reports about US$42 million from Computer Services, primarily earned in the United States with smaller contributions from the U.K., Japan and other regions.

Market Cap: US$3.27 billion

Infleqtion matters in this screener because its neutral atom hardware and quantum software link directly to real computation and sensing. Government and commercial programs provide an early proving ground for that technology.

"Neutral atom systems operating at room temperature and using a common hardware and software stack across computing and sensing can keep capital needs relatively contained as the product set scales."

What happens to Infleqtion’s future margins and demand now largely turns on how one quiet shift in high value customer usage plays out.

That quiet shift in high value usage is exactly what the full narrative for Infleqtion explains, including where demand may be accelerating faster than headline contracts suggest.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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