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This Month's Exclusive Article
2 Stocks to Watch as the Quantum Space Gets More CrowdedBy Nathan Reiff. Originally Published: 5/3/2026. 
Key Points
- Cisco has unveiled a new quantum switch that could have a sizable impact on quantum infrastructure, potentially incentivizing new entrants to the space.
- Existing quantum companies also face increasing pressure as Honeywell's Quantinuum looks ahead to an IPO.
- The growing expectation that quantum will present a major cybersecurity threat in the years to come is both an affirmation of the technology's power and a complicating factor for existing companies.
- Special Report: Have $500? Invest in Elon’s AI Masterplan
A mid-April surge to nearly $22 a share was short-lived, and now D-Wave Quantum Inc. (NYSE: QBTS) is trending downward again after gains earlier this year. It's a difficult time for quantum computing stocks, with pressure mounting on pure-play companies to demonstrate they can generate meaningful sales and, eventually, profit. Despite some important progress, those goals remain elusive for D-Wave and many rivals.
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Another challenge for D-Wave is a rising tide of new entrants into the space: novel quantum startups are reaching the market while legacy tech firms that previously steered clear of quantum are expanding into it. Two recent developments highlight how quickly the quantum ecosystem is getting more crowded — and a third, longer-term risk could draw even more companies into the field. Cisco's Universal Quantum Switch Could Be a Game Changer, But in What Way?Global hardware, software, and telecom giant Cisco Systems Inc. (NASDAQ: CSCO) may not be a direct competitor to D-Wave and other pure-play quantum firms, but its growing presence complicates the landscape. Cisco recently introduced its Universal Quantum Switch, a networking tool designed to route quantum information between systems without destroying the information in the process — a longstanding challenge in quantum architectures. The switch positions Cisco as an essential provider of quantum infrastructure that is complementary to the quantum systems D-Wave and others build. That means Cisco's product could boost adoption of those systems. At the same time, by lowering some barriers to entry, Cisco's move could encourage other legacy tech firms to expand their quantum efforts, further crowding the field. Honeywell's Quantinuum Looks Ahead to Ambitious IPOAutomation and aerospace firm Honeywell International Inc. (NASDAQ: HON) isn't traditionally thought of as a quantum company, but it is preparing to bring one to the public via IPO. Quantinuum, formed about five years ago after separating from Honeywell, filed in mid-April for a U.S. IPO after being valued at $10 billion in a fundraising round last fall. Honeywell remains the majority owner. That Quantinuum is pursuing a traditional IPO (rather than a SPAC) suggests confidence that it can withstand the scrutiny of the process, helped by backing from $135-billion Honeywell. Quantinuum aims to be the "largest standalone integrated quantum computing" firm. Its Helios quantum computing system, launched in 2025, may present an increasingly viable alternative to D-Wave's Advantage2 system and competing offerings. The soon-to-be-public company also raised roughly $600 million in investments late last year and secured a partnership with NVIDIA Corp. (NASDAQ: NVDA), positioning it as a potentially major player in quantum computing. The Cybersecurity FactorAnother major consideration for investors selecting future quantum winners is the growing cybersecurity risk posed by the technology. From traditional encryption systems to Bitcoin and other cryptocurrencies, many digital assets could be vulnerable to advances in quantum computing, though analysts generally expect the biggest impacts to be years away. That long-term threat may not directly affect investments in pure-play quantum companies like D-Wave today. But cybersecurity is a multibillion-dollar industry spanning nearly every connected sector. As the exact nature of the risk posed by powerful quantum systems becomes clearer, there will be incentives for new firms to enter the quantum space to help address those risks — making it harder for individual companies to stand out. Despite its slump in recent months, D-Wave stock is still up by over 190% in the past 12 months. Much of that rally has already unwound in 2026, and further headwinds — many beyond the company's control — could lie ahead. That makes the race to achieve marketability and profitability even more urgent for D-Wave and its peers. |
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