RGTI Vs QBTS Vs INFQ Vs IONQ: Which Quantum Computing Stock Is Retail Most Bullish On?

• QBTS was in the second spot, followed by RGTI and INFQ. 
• On Thursday, the Trump administration announced a $2 billion equity bet across nine major U.S. quantum computing companies to boost the domestic sector. 
• Some users also cheered IBM, which received about half of the funding.

Quantum computing stocks are on fire, with major players posting double-digit climbs on Thursday after the Trump administration announced a $2 billion equity bet across nine major U.S. quantum computing companies in a bid to compete with China.

Rigetti Computing (RGTI), D-Wave Quantum (QBTS), Infleqtion (INFQ), and  IonQ Inc. (IONQ) jumped onto the retail radar after the announcement. RGTI, QBTS, and INFQ shares were up by over 30% at close, while IONQ shares closed up by over 12%.

According to a Stocktwits poll gauging investor interest in quantum stocks over the next five years, a majority of users were bullish on IONQ, with 30% picking the company over the others. Meanwhile, QBTS ranked second, garnering 25% of user votes, while 23% voted for RGTI and the remaining 22% picked INFQ.

Some users also added International Business Machines Corp. (IBM) to the list, since the company received the largest proportion of the grants. The Trump administration has allocated $1 billion to support a new quantum computing venture from the company.

What’s Retail Saying About RGTI, QBTS, INFQ, IONQ And IBM?

Retail sentiment around RGTI, QBTS, INFQ, and IBM stocks jumped into the ‘extremely bullish’ territory, while it improved from ‘bearish’ to ‘neutral’ territory for IONQ. Users actively discussed the best bet among all, following the government’s funding.

One bullish user on IONQ said, “This is the only quantum cheapest stock out there every other one ran 40% today alone.”

Another user said on INFQ, “Do we get new highs here?  This could easily be a 10b company and be valued like it's peers, atm , I think is the most undervalued quantum play that got USA stamp of approval.”

On RGTI, one bullish user predicted a price of $300, calling it a “stock in long term hold.”

A user dismissed the four companies listed in the poll, saying, “IBM. None of these 4.”

Meanwhile, another user predicted Wall Street coverage on IBM, saying, “There should be analysts upgrades very soon.  As soon as tomorrow.”

How Much Funding Did The Companies Receive?

The U.S. Department of Commerce awarded $2.013 billion in federal incentives under the CHIPS and Science Act to nine quantum companies. IBM emerged as the biggest beneficiary, with $1 billion earmarked for a dedicated quantum foundry business, positioning it as the backbone of quantum manufacturing in the country.

Meanwhile, RGTI and QBTS are each set to receive about $100 million to scale superconducting quantum systems and improve qubit performance, coherence, and infrastructure. Infleqtion also received $100 million to advance neutral-atom quantum computing and optical integration systems.

While IONQ was notably absent from the funding list, shares of the company still rallied as the department said it would continue to “solicit proposals from eligible applicants for research, prototyping and commercial solutions that advance microelectronics technology in the U.S.”

RGTI Vs QBTS Vs INFQ Vs IONQ Growth Potential

RGTI, QBTS, and INFQ stocks alone added nearly $4.9 billion in combined market value on Thursday.

RGTI, which develops superconducting quantum computers and focuses on scaling qubit performance and modular quantum systems for commercial applications, has had a strong year, surging about 59% in the last 12 months. According to Koyfin data, the stock has a long-term price target of $29.24, implying more than 32% upside from its last close.

QBTS, touted as the first commercial supplier of quantum computing solutions and specializing in quantum annealing, a form of quantum computing optimized for complex optimization problems, has gained more than 35% in the past year. It has a long-term price target of $35.17, per Koyfin, indicating another 36% gain from its last close.

INFQ specializes in neutral-atom quantum solutions, and its shares have declined more than 5% in the last year. However, analysts see nearly 43% upside in the stock.  

IONQ uses trapped-ion technology for real-world quantum applications. The company’s shares have gained more than 28% over the last year and have room for nearly 15% growth over the next 12 months, according to analysts covering the stock.

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