MS · News · 20261015N

Quantum Computing Expansion

MORGAN STANLEY · 2026-10-15 · Importance 17 · Surprise 24

Morgan Stanley upgraded Quantinuum to Overweight and identified it as its preferred quantum-computing investment. The firm cited Quantinuum’s superior technical capabilities and market execution relative to other pure-play developers. Morgan Stanley estimates the quantum-computing market could exceed $100 billion annually by 2040, indicating substantial long-term demand for quantum hardware and related technologies.

Key facts

• Morgan Stanley upgraded Quantinuum to Overweight from Equal-weight. source
• Morgan Stanley lowered its price target for Quantinuum to $62.00 from $78.00. source
• Morgan Stanley named Quantinuum its top pick in the quantum computing sector. source
• Morgan Stanley believes Quantinuum's upcoming Sol system will be a major catalyst. source