Quantum(US:QMCO) ZACKS·2026-01-12 21:01Core Insights - The reintroduction of the National Quantum Initiative Reauthorization Act in January 2026 indicates a renewed government commitment to advancing quantum technologies beyond research, setting the stage for significant investment opportunities in the quantum sector [2][4] Government Funding and Policy - Governments globally are increasing funding for quantum initiatives, with the U.S. Department of Energy committing $625 million to support five national quantum research centers, highlighting the importance of quantum technology for economic competitiveness and national security [4] - The momentum for quantum funding began in late 2025, focusing on aligning funding with industrial deployment and defense objectives, which is essential for long-term market growth [5] - Bipartisan support for quantum initiatives has been evident, with strategic partnerships and industrial engagement reducing commercialization risks for investors [6] International Investment Trends - The United Kingdom and Canada are also enhancing their investments in quantum technologies, with Canada committing part of a $334 million program to support domestic companies in developing fault-tolerant quantum computing [7] Investment Opportunities - IonQ is well-positioned for growth in 2026, having expanded its government partnerships and projected earnings growth of 65.8% on revenue growth of 83.3% [11] - D-Wave has formalized a U.S. government business unit and partnered with Carahsoft to enhance access to its quantum systems, with projected earnings growth of 7% on revenue growth of 61.1% in 2026 [14] - IBM's collaborations with U.S. Department of Energy centers and international governments position it to benefit from expanding public funding, with projected earnings growth of 7.5% on revenue growth of 5% in 2026 [16]