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Quantum computing has emerged as a strong investment theme over the past year, with the trend fully expected to continue.

The excitement among many of these related names, including Rigetti Computing (RGTI - Free Report) and D-Wave Quantum (QBTS - Free Report), was initially driven by an announcement from mega-cap tech giant Alphabet concerning Willow, a computing chip that boasts state-of-the-art performance across key metrics and enables major achievements in the field. 

Investors have clamored for exposure since the stocks have been on massive runs over the last year.

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Let’s take a closer look at both RGTI and QBTS for those interested to learn more and ride the wave.

RGTI Secures Government Deals
 

Rigetti is a pioneer in full-stack quantum computing. The company has operated quantum computers over the cloud since 2017 and serves global enterprise, government, and research clients through its Rigetti Quantum Cloud Services platform.

Shares were up big following its latest set of quarterly results, with RGTI securing important government-funded projects in both the US and UK.

QBTS Shares Soar
 

D-Wave is a leader in the development and delivery of quantum computing systems, software, and services and is also the world’s first commercial supplier of quantum computers. It delivers practical quantum applications for problems as diverse as logistics, artificial intelligence, materials sciences, drug discovery, scheduling, cybersecurity, fault detection, and financial modeling.

The company’s technology has been used by some of the world’s most advanced organizations, a list that includes Mastercard, Deloitte, Lockheed Martin, and many more. Below is a chart illustrating the company’s sales on a quarterly basis.

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Bottom Line

The quantum computing theme is certainly in play, with the trend expected to remain strong as companies continue to unlock the technology’s powers.

In 2025, quantum computing-related stocks have soared, a list that includes Rigetti Computing and D-Wave Quantum. Both stocks reflect strong considerations for exposure, but investors should be aware of the highly volatile nature within the trade currently.

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