Core Insights - The quantum hardware sector, including companies like IonQ and D-Wave, is seen as a long-term growth opportunity but lacks guaranteed near-term earnings for 2026 [2] - Quantum enablers, which provide necessary infrastructure and services for quantum adoption, present more immediate investment opportunities [3][4] Quantum Enablers - Companies such as Intel, Broadcom, and Teradyne are identified as quantum enablers with projected earnings growth exceeding 40% in 2026 [4] - Advanced Micro Devices (AMD) is collaborating with IBM on quantum workloads, with an estimated earnings growth of 58% in 2026, primarily driven by data center demand [6] Post-Quantum Cryptography - There is a growing demand for post-quantum cryptography as governments and enterprises seek to secure data against future quantum threats [7] - SEALSQ Corp. has commercialized secure chips with post-quantum cryptography, projecting earnings growth of 66.7% in 2026 [8] Company-Specific Insights - Lockheed Martin (LMT) is advancing quantum technologies for defense applications, with a projected earnings growth of 34.8% in 2026 [9] - Intel is expected to achieve 83.4% earnings growth in 2026, leveraging its CMOS manufacturing for quantum advancements [14] - Broadcom is positioned for 42.5% earnings growth in 2026, driven by demand for quantum-resilient infrastructure [16] - Teradyne is projected to report nearly 45% earnings growth in 2026, supported by its expansion in photonics and semiconductor testing [19]