Best Quantum Photonics Stocks to Buy Now in 2026
Markets are driven by themes.
The latest AI-led revolution is unfolding in quantum computing… converging with photonics.
Here are the best quantum photonics stocks to buy now in 2026.
The big news last week was that the U.S. government is investing over $2 billion in the quantum computing sector.
This equates to small equity stakes in key companies to help secure national security.
It’s a big deal.
Anytime the US decides to invest in public companies, it’s typically a winning bet over the long haul.
For proof, just look at the 391% gain in Intel (INTC) since the Trump Administration took an equity stake last year. (Disclosure I own INTC personally)
It’s early days in quantum computing.
It’s a mind-bending technology where qubits can live in a combination of states simultaneously, whereas the classical bit can only exist in a binary state:
Even if this technology is hard to understand, it must be on investors’ radar.
A month ago, we outlined top photonics stocks to consider.
Today we’ll take it a step further, showcasing 3 stocks to own in the up-and-coming quantum photonics landscape.
Pick-and-axe players are the way to capture this theme.
Best Quantum Photonics Stocks to Buy Now in 2026
Quantum computing requires critical semiconductor technologies.
Our first top quantum photonics stock to own in 2026 is GlobalFoundries (GFS). The $46 billion market cap foundry player is a semiconductor manufacturer.
The US government’s investment in quantum computing included an LOI, awarding GFS $375 million, while receiving an equity stake totaling 1%.
This event sent the stock rocketing higher. In 2026, GFS shares are up a handsome 132%.
When you review the annual sales estimates by Wall Street analysts, it’s easy to learn why there’s a lot of enthusiasm.
In FY 2026 sales are projected to reach $7.24 billion. Fast forward to FY 2028 and sales are expected to surge to $9.02 billion:
And these forward sales numbers could be low.
Projecting 2 years out is a long time as it relates to new frontiers.
Just focus on the flows.
We can see that institutional activity has been plowing into GFS shares as early as December when shares were $40.
Note the discrete green flows lifting GlobalFoundries shares higher and higher:
In the high-growth arena of quantum, GFS sits squarely in the photonics layer.
The MoneyFlows process helps investors clue into these themes early.
Let’s do another.
Our number 2 best quantum photonics stock to own in 2026 is Teradyne (TER). This $60 billion market cap semiconductor player provides testing equipment and precision systems.
As a reminder, we highlighted Teradyne as a top space-levered stock back in early April.
Today, we note the extreme precision needed for quantum and photonics… landing Teradyne as a top choice.
The company has been on an incredible journey this year, gaining 94% in 2026.
One look at the annual EPS estimate trends reveals why.
Full year 2026 EPS estimates for Teradyne have ramped to $7.31.
Extend out to FY 2028 and EPS is slated to reach $13.31.
That’s a beauty!
You’ve likely heard how stocks follow earnings.
I’m here to tell you that when it comes to outlier companies, earnings follow stocks.
Below shows this beautifully.
On the left, note how money has been rushing into Teradyne shares all year. In fact, TER shares haven’t notched a single outflow the past year.
On the right, (in blue) outlines all instances when Teradyne made our elite Outlier 20 report.
Only the highest-rated stocks ever make this list. There’ve been plenty of Outlier signals for Teradyne over the years:
Flows uncover the biggest market themes…early.
Tomorrow’s leading stocks are under accumulation today.
Let’s do one more.
Our number 3 top quantum photonics stock to consider in 2026 is Onto Innovation (ONTO). The $13.3 billion firm handles process controls, inspection, and advanced packaging in the semiconductor space.
ONTO shares have risen a solid 69% in 2026.
One look at the sales estimates for this company helps explain why.
Trajectory is everything.
Here we can see how FY 2026 sales estimates have risen to $1.34 billion recently.
It gets better.
Full year 2028 revenues were recently revised higher to $1.81 billion, signaling a strong growing business.
Given this upward trend, it should not come as a surprise that institutions have been all over this expansion.
Dozens of green inflows tell the story.
Our system spotted healthy accumulation beginning when the stock sported a share price of $104.
The stock now stands at $266.
This is the stairway to heaven!
The quantum race is in the early innings.
Focus on profitable players loved by institutions.
Keep it simple.
There are countless indicators out there.
BUT the MoneyFlows process delivers alpha year after year.
If your portfolio isn’t outperforming in 2026, you deserve better research.
Our process helps investors uncover the biggest market themes…early.
If you’re a serious investor or money manager, get started today.
Our PRO subscription showcases daily flows on stocks and gives you access to our weekly Outlier 20 report.
This is the report that has found EVERY SINGLE ONE of our Outlier stocks.
Enjoy a click-through experience unlike anything out there.
Professional money managers and RIAs looking for additional portfolio solutions including ETF flows & ranks and your own Portfolio Tracking tools, please reach out about our Advisor Solution and Emerging Advisor Program.
AND don’t miss my deep dive conversation on Quantum Photonics with Jason Bodner. We dive into this post, discussing additional stocks and more.
Enjoy!
***Lastly, join co-founder Jason Bodner LIVE, July 19-22, 2026, at the MoneyShow Masters Symposium in Las Vegas. As he presents: Must-Own Tech Themes: Flows Identify Stocks in Ai Infrastructure, Robotics, and Space.
You don’t want to miss this! Click the image below to reserve your spot.
