ZACKS·2026-01-19 21:00Core Insights - Quantum enablers are positioned to become attractive investment opportunities by 2026 as quantum computing transitions from research to early commercial applications [1][2] - Capital spending and enterprise interest in quantum-related hardware, materials, electronics, software tools, and security layers are accelerating [1][2] Investment Opportunities - Investors can capture near-term revenues and earnings growth while benefiting from long-term upside as quantum adoption increases [2] - Stocks linked to the quantum enabling ecosystem, such as Advanced Micro Devices (AMD), Broadcom (AVGO), and Teradyne (TER), may see valuation re-ratings and stronger capital inflows by 2026 [2] Market Growth Projections - The post-quantum cryptography market is projected to grow from approximately $810 million in 2025 to over $1.1 billion in 2026, with a compound annual growth rate of over 30% over the next decade [4][5] - Total revenues across quantum computing, communication, and sensing are expected to exceed $1 billion by 2025, indicating a shift towards early commercialization [6] Revenue Visibility and Risk - Quantum enablers are expected to offer clearer revenue visibility and lower execution risk in 2026, supported by growth in adjacent revenue-generating markets [7] - A significant share of revenue is anticipated to accrue to enabling layers such as semiconductors and cybersecurity software rather than pure-play quantum hardware vendors [6] Company-Specific Insights - Advanced Micro Devices (AMD): Collaborating with IBM to develop quantum-centric supercomputing architectures, expected to report earnings growth of 60.4% on revenue growth of 27.9% in 2026 [8][9] - Broadcom (AVGO): Launched quantum-safe cryptography solutions, expected to report earnings growth of 41.5% on revenue growth of 42.1% in 2026 [11][12] - Teradyne (TER): Provides precision test solutions for quantum hardware, expected to report earnings growth of 43.9% on revenue growth of 22.2% in 2026 [13][14]