Buy These 2 Quantum Stocks Now For Up to 5,233% Gains by 2035.

By Keithen Drury – Feb 8, 2026 at 2:10PM ESTKey PointsIonQ and D-Wave Quantum are taking different approaches to quantum computing. Their risks of failure are much higher than their chances of success.We’re bullish on these 10 stocks ›NYSE: IONQIonQMarket Cap$12BToday's Changeangle-down(14.98%) $4.56Current Price$34.99Price as of February 6, 2026 at 4:00 PM ETThe quantum computing market could be worth as much as $72 billion annually by 2035.Quantum computing is an emerging industry that is viewed as having massive potential. Although commercial applications for quantum computing haven't arrived yet, that's more to do with the current capabilities of the technology than the workloads. If a company could create a viable quantum computer, that company would instantly be worth hundreds of billions of dollars. But that's not where we are yet. We're still some distance from quantum computing becoming mainstream, but we're getting closer. Two stocks that often get discussed as great quantum computing investment options are IonQ (IONQ +14.98%) and D-Wave Quantum (QBTS +20.19%). Each of these companies is taking a different approach to the technology, and each has a viable path ahead. If everything works out, each stock could deliver 1,000% or greater gains, but they have steep hills to climb to get there. Image source: Getty Images. IonQ and D-Wave have different technologies There are numerous techniques that can be employed to create the qubits that sit at the heart of every quantum computer. IonQ uses the trapped ion approach, which uses lasers to cool isolated individual atoms to near absolute zero -- conditions that cause their behavior to be governed by quantum mechanical principles, allowing them to be harnessed to process data in ways that classical computers can't. ExpandNYSE: IONQIonQToday's Change(14.98%) $4.56Current Price$34.99Key Data PointsMarket Cap$12BDay's Range$31.34 - $36.1052wk Range$17.88 - $84.64Volume33MAvg Vol21MGross Margin-747.41% D-Wave Quantum's machines use a quantum annealing technique, which finds some of the lowest energy states in systems. In the context of computing, that means that they find optimal or nearly optimal solutions to complex problems. This makes quantum annealing systems ideal for addressing optimization and sampling problems, which make up a large share of the expected use cases for quantum computing. Nobody knows which quantum computing technique will end up being the most relevant. It might not be either of these. That's why spreading out your bets in the quantum computing realm is a good idea. However, if one of these companies creates a viable technology and captures a large share of the quantum computing market, the stocks could have immense upside. Quantum computing could be a huge market by 2035 In mid-2025, McKinsey & Company published a projection that by 2035, quantum computing could be worth $28 billion to $72 billion annually. That's a huge market, and if either of these two companies can capture a majority of it, their stocks could be worth a ton. If we take the midpoint of that projection, $50 billion, and assume the winner will capture a 90% market share (similar to how Nvidia has captured a 90% market share in AI computing), that could lead to $45 billion in annual revenue. ExpandNYSE: QBTSD-Wave QuantumToday's Change(20.19%) $3.48Current Price$20.68Key Data PointsMarket Cap$7.7BDay's Range$17.85 - $20.9852wk Range$4.45 - $46.75Volume1.4MAvg Vol36MGross Margin82.82% For reference, AMD is expected to generate $47 billion in annual revenue during 2026, and its market cap is just shy of $400 billion. D-Wave and IonQ have market caps of $7.5 billion and $13.4 billion, respectively. If either company could generate $45 billion in annual revenue, a rise in value to a $400 billion market cap would amount to a 5,233% gain for D-Wave or a 2,885% gain for IonQ. That would require one company to be a massive winner and another to wind up a loser, but in either case, a 28x or 52x return on one investment would more than offset even a 100% loss on the other if you start out with equal positions in both. This is obviously a bullish projection and would require a lot to go right for either IonQ or D-Wave. Furthermore, these companies would have to outperform some stiff competition to achieve such success. I'm not sure if they can, but there's immense upside potential for both of these stocks if they're successful. However, the risk is high, and investors should keep their initial position sizes fairly small. Even if you start with a position that makes up only 1% of your portfolio, a 2,000% or greater return over time could turn that investment into a major driver of gains for your portfolio.Read NextFeb 8, 2026 •By Robert IzquierdoIonQ's Growth Story Is Just Beginning. Here's What Investors Should Know.Feb 8, 2026 •By Will HealyCould Investing $5,000 in IonQ Stock Make You a Millionaire?Feb 7, 2026 •By Keithen Drury2 Quantum Computing Stocks That Could Make You a MillionaireFeb 6, 2026 •By Johnny RiceWhy Did IonQ Stock Skyrocket on Friday?Feb 6, 2026 •By Scott LevineWhy IonQ Stock Is Sinking This WeekFeb 5, 2026 •By Rich SmithWhy IonQ Stock Keeps Going DownAbout the AuthorKeithen Drury is a contributing Motley Fool technology analyst covering AI, semiconductors, cybersecurity, and SaaS stocks. In addition to The Motley Fool, Keithen is a mechanical engineer and has held roles at Honeywell and smaller industrial companies like Brand Hydraulics and Lincoln Industries. He holds a bachelor’s degree in mechanical engineering from Dordt University.TMFTripleOptionStocks MentionedIonQNYSE: IONQ$34.99 (+14.98%) $+4.56D-Wave QuantumNYSE: QBTS$20.68 (+20.19%) $+3.48*Average returns of all recommendations since inception. Cost basis and return based on previous market day close.