3 Top Quantum Computing Stocks to Own in 2026
The quantum race is moving at breakneck speed.
Just this week, President Trump signed an executive order for a powerful quantum computer by 2028.
The stakes are massive.
Here are 3 top quantum computing stocks to own in 2026.
Humanity is racing towards one of the most important technological breakthroughs of our lifetime using a branch of physics we still don’t fully understand.
That sounds impossible, but it’s true.
Even Richard Feynman, one of the greatest physicists of the twentieth century, famously said, “I think I can safely say that nobody understands quantum mechanics.”
And now we’re trying to build computers that harness this strange behavior.
Here’s the simplest way to think about it.
Most computers today use bits. A bit can be one of two states: a 0 or a 1.
A quantum computer uses something called a qubit.
A traditional computer searches for one path at a time while a quantum computer can explore trillions of possibilities!
If your head is spinning thinking about this, you’re not alone. It’s futuristic and top of mind for the government.
Today, we’ll outline 3 top ranking names levered to this cutting-edge theme.
I ran all holdings of the Defiance Quantum ETF (QTUM) to find the best stocks to own.
It’s the picks-and-shovel players that made the cut.
3 Top Quantum Computing Stocks to Own in 2026
Quantum Computing is a stack.
The technology requires controls, memory, connectivity, manufacturing, and precision.
Let’s dive into 3 names and how they fit into the Quantum mechanics ecosystem.
Our first top quantum computing stock to own in 2026 is Advanced Micro Devices (AMD). The $866 billion market cap firm provides GPUs and CPUs for AI systems and more.
Quantum computers don’t operate by themselves. Every quantum system requires enormous amounts of classical computing to control qubits, manage workloads, process results, and run simulations.
Think of AMD as providing the brains that help orchestrate the quantum computer.
Advanced Micro Devices lives in the quantum control layer:
Why AMD is a top name comes down to top and bottom-line growth.
Both sales and earnings have surged for the company in recent years. Their latest earnings report from March saw sales balloon to $10.25 billion, growing 37.8% YoY:
When business is booming, institutional investors will be locked and loaded… early.
Check this out.
AMD commands an elite 86.2 MAP Score, comprising high fundamental and technical grades.
More importantly, the stock is being pushed higher by non-stop inflows.
Note the blue bars below on the right. Those are Outlier signals revealing how our process was betting on big upside for AMD late last year:
Price tells you where we are.
Flows tell you where we’re going.
Let’s do another.
Our number 2 top quantum computing stock to own is Lam Research (LRCX). The $472 billion semiconductor equipment company specializes in advanced chips.
Building a quantum computer requires incredibly advanced semiconductor fabrication.
Many quantum technologies rely on photonic chips, specialized materials, and nanoscale manufacturing processes. Lam supplies the tools used to build those next-generation devices.
Lam Research sits in the manufacturing layer of quantum:
Their latest earnings report highlights how Lam expects outperformance in NAND, DRAM, Logic, and advanced packaging segments.
Quantum requires atomic scale precision. Lam builds the most advanced chips:
Want to know something unique about LRCX? Over the past year, our data hasn’t recorded a single outflow.
Institutional buy pressure has lifted Lam’s shares higher week after week.
We’ve been suggesting LRCX as a top-rated name for many years as evidenced by the dozens of Outlier signals in blue:
The biggest trends begin with institutional inflows…period.
Let’s do one last name.
Our number 3 top quantum computing stock to own in 2026 is KLA Corp. (KLAC). The $317 billion market cap firm specializes in semiconductor inspection and metrology.
Quantum chips are extraordinarily sensitive.
Tiny manufacturing defects that might be acceptable in traditional semiconductors can ruin a quantum device.
KLA provides the inspection and metrology systems that help manufacturers detect those defects before they become problems.
KLA resides in the precision layer of quantum computing:
KLAC’s 2026 Investor Day highlighted huge revenue tailwinds, with a top line target of $26 billion in 2030.
KLA Corp. is an outlier that we’ve known and loved for years.
We’ve recommended the stock dozens of times for 1 simple fact.
KLAC shares have been one of the most accumulated in our data.
Few companies will ever have a chart with non-stop inflows year after year:
Listen, quantum computing is a national priority.
The technology is mind-numbing and will be real in the years ahead.
Stick with pick-and-shovel plays over pure plays…that’s the smart way to invest in quantum.
At MoneyFlows, we are having an extraordinary year, helping serious investors find and own the best stocks in the biggest themes.
Our PRO subscription allows you to spot daily flows and access our weekly Outlier 20 report.
This is the report that has found EVERY SINGLE ONE of our Outlier stocks.
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.
Also, watch my quantum computing deep dive with Jason Bodner as we expand on this analysis with more stocks in our latest episode of The MoneyFlows Show video.
You can learn our process and get a better understanding of why this trend isn’t slowing anytime soon.
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.
