Benchmark analyst Gary Mobley (ranked among the top 4% of Wall Street analysts) is bullish on the long-term potential of the quantum computing sector and advises investors to adopt a portfolio strategy. He believes that as the industry approaches widespread commercial adoption, companies such as IonQ are poised to benefit.

Mobley noted that the quantum computing market is projected to grow from approximately $1.9 billion in 2026 to over $8 billion by 2033. He specifically mentioned IonQ, which completed its $1.8 billion acquisition of U.S. semiconductor foundry SkyWater on July 31, making it the only U.S.-based quantum hardware company with a Pentagon-certified domestic foundry. IonQ reported first-quarter 2026 revenue of $64.7 million, a year-over-year increase of more than 700% and $15 million above expectations, but posted a net loss per share of $0.34, which was higher than expected.