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3 Lesser-Known Quantum Plays the Market May Be Overlooking Right Now

Submitted by Nathan Reiff. Published: 9/9/2026.

As the quantum computing industry matures, companies have begun to diverge in terms of stock performance. Firms that have recently struggled are down sharply. For example, shares of D-Wave Quantum Inc. (NASDAQ: QBTS) have plunged 33% year to date (YTD), partly because of an earnings report that many investors found concerning.

But even companies with apparent sales momentum, such as IonQ Inc. (NYSE: IONQ), have had a tough time. IONQ shares are down about 11% YTD despite the company's successes.

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In this environment, investors might seek alternatives among lesser-known or newly public quantum rivals.
For instance, the French firm Pasqal (NASDAQ: PSQL), which began trading on the Nasdaq in late August 2026, may appeal as one of the newest entrants in the space. Pasqal and other smaller firms could offer unique advantages in terms of technological diversification, sales potential and more.

Of course, smaller names can be even more speculative than the better-established firms that are struggling. With that trade-off in mind, here are three under-the-radar quantum stocks that could reward investors willing to stomach the volatility.

Pasqal Enters an Increasingly Crowded Field

Pasqal is a quantum hardware company focused on neutral-atom processors. With an eye toward applications involving optimization, simulation and machine learning, the firm is entering a highly competitive space with a growing number of rivals. Key to Pasqal's success, therefore, will be its ability to differentiate itself.

With its neutral-atom approach, Pasqal does set itself apart from much of the field, although its peer Infleqtion Inc. (NYSE: INFQ) is perhaps the closest competitor in terms of technological approach.

Neutral-atom technology has significant potential for scalability, but Pasqal's combination of analog and digital capabilities is what may help it stand out.

The firm has also focused on optimization and simulation rather than trying to make its hardware a universal solution for every imaginable quantum problem. This focus may help Pasqal serve a growing commercial customer base over time.

Still, the fact that the company is so new to the Nasdaq means it remains largely unproven in the market. With little historical performance data to consider, investors should view PSQL as a high-risk, high-reward investment and a highly speculative bet for now.

FormFactor Rides Quantum's Growth From the Sidelines

Investors seeking alternative exposure to quantum technology might look beyond pure-play quantum firms to companies like FormFactor Inc. (NASDAQ: FORM). The company provides critical testing and measurement services that help quantum computing firms meet their production goals. FormFactor is not a quantum company per se, but it is closely tied to the industry while also offering exposure beyond it.

This approach has paid off in terms of performance: FORM shares are up 98% YTD, and the company posted impressive top- and bottom-line beats in the latest quarter, including a 32% year-over-year (YOY) increase in revenue.

This is the sort of profitability and sales growth that most firms in the pure-play quantum category are still pursuing.

FormFactor is likely to benefit from continued growth in the quantum space, making it a solid, if indirect, choice for quantum investors.

Keysight Has the Opportunity to Be a Major Picks-and-Shovels Play

Keysight Technologies (NYSE: KEYS) is another nontraditional way to access the quantum space. The company provides design, testing, measurement and optimization solutions for electronics and communications firms. Its electronic design automation and control tools are becoming increasingly important to quantum companies.

Like FormFactor, Keysight's unique niche has contributed to stellar results in recent periods. The last quarter produced record results ahead of guidance, including a 56% YOY increase in orders, 36% YOY revenue growth and a 79% YOY increase in earnings per share (EPS). Margins are expanding, management is raising its outlook, and the company is benefiting across business lines ranging from aerospace and defense to AI.

Among these firms, Keysight perhaps provides the least direct exposure to the quantum computing industry. Investors seeking more targeted exposure may want to look elsewhere. However, Wall Street's favorable assessment of KEYS shares—12 Buy ratings against just two Holds, along with a healthy amount of predicted upside—combined with a 63% YTD share price gain, makes the company an attractive prospect overall.

To the extent that Keysight can continue positioning itself as a picks-and-shovels play for quantum computing, alongside its vital role in AI and several other high-growth industries, the company may be able to maintain this trajectory as the quantum industry becomes more established among a dedicated customer base.