IonQ, Inc.

(New York Stock Exchange)

Top News rankings and signal summaries are processed using AI and may contain errors.

1
Slightly Bullish +25

IonQ Stock Up on Q4 Earnings & Revenue Beat, Gross Margin Down

AI-generated analysis

IonQ (IONQ) shares rose 12.1% in the after-market session following the release of fourth-quarter 2025 earnings that significantly beat analyst expectations. The company reported revenue of $61.9 million for the quarter, marking a 429.1% year-over-year increase and exceeding both Zacks consensus estimates by 53.5% and...

Bullish Signals

  • IonQ revenue hit $61.9M with 429.1% YoY growth.
  • Shares surged 12.1% after beating Q4 guidance by 55%.
  • Secured a $60M+ deal with QuantumBasel.
  • Sold fifth-gen 100-qubit system to KISTI.
  • Deployed quantum networks in Switzerland, Slovakia, and Romania.
  • Full-year 2025 revenue reached $130.0M.
  • Expects 2026 revenues of $225-245M vs $198.8M consensus.
  • Holding $2.39B cash, up from $340.3M previously.

Bearish Signals

  • Revenue growth offset by 2735 basis point gross margin contraction.
  • Q4 2025 operating loss hit $188 million, doubling from prior year.
  • Cash burn surged to $283.2 million annually versus $105.7 million.
  • Full-year 2025 adjusted loss of 60 cents per share remains high.
  • Management expects continued losses with negative $310-$330 million EBITDA in 2026.
  • IonQ holds Zacks Rank #3 while sector peers show profitable growth.
2
Bullish +65

IonQ (IONQ) Stock Soars 23% After Earnings, but Analysts See 75% More Upside

Analyst downgrade Earnings report Financial outlook AI-generated analysis

IonQ Inc. (IONQ) shares surged 23.42% to close at $32.62 following a blockbuster third-quarter earnings report that delivered record revenue and raised full-year guidance. The quantum computing company reported quarterly revenue of $173.8 million, representing a 336% year-over-year increase, while raising its 2026 revenue forecast...

Bullish Signals

  • Revenue hit $173.8M, up 336% year-over-year.
  • Raised 2026 revenue forecast to $505-515M.
  • Superion 256 capacity sold out for 2027.
  • Q4 EBITDA loss expected to narrow significantly.
  • Strong Buy consensus with five-star analyst ratings.

Bearish Signals

  • Bank of America lowered target to $50.
  • Mizuho lowered target to $42.
  • Morgan Stanley downgraded to Hold at $40.
3
Bullish +65

IonQ (IONQ) Earnings Preview: 3 Key Metrics Behind Its 287% Revenue Surge

Company update Earnings report AI-generated analysis

IonQ Inc. (IONQ) is preparing to release its third-quarter earnings report on Thursday, November 5, following a significant second-quarter performance characterized by a 287% year-over-year revenue increase to $80.1 million. This substantial growth was driven primarily by expanding demand for its quantum computing systems and...

Bullish Signals

  • Revenue surged 287% YoY to $80.1M in Q2.
  • Diversified revenue with increased specialized hardware sales.
  • SkyWater acquisition boosts manufacturing capacity for systems.
  • International customers now account for 50% of Q2 sales.
  • RPO jumped to $485M, signaling a robust pipeline.
  • Analysts rate Strong Buy with $65.45 target (118% upside).

Bearish Signals

  • Shares fell 33% despite revenue growth.
  • Q2 adjusted EBITDA loss hit $120.3M.
  • Investors scrutinize SkyWater acquisition impact.
4
Bullish +75

IonQ (IONQ) Q3 Earnings Preview: Wall Street Sees 254% Revenue Surge

Acquisition Earnings report Financial outlook AI-generated analysis

Quantum computing firm IonQ (IONQ) is preparing to release its third-quarter 2026 earnings on Thursday, November 5, following a period of exceptional revenue expansion. Wall Street analysts project the company will report revenue of approximately $141.2 million, representing a roughly 254% year-over-year increase compared to...

Bullish Signals

  • Q3 2026 revenue projected at $141.2M, up 254% YoY.
  • Raised FY2026 guidance to $450-$460M including SkyWater sales.
  • Q2 backlog reached $485M showing strong contracted demand.
  • Record Q2 revenue of $80.1M beat expectations by 20%.
  • Strong Buy consensus with $67.73 price target.

Bearish Signals

  • Adjusted EBITDA deficit of $120.3M in Q2.
  • R&D expenses totaled $160.6M in Q2.
5
Bullish +75

Can IonQ's $1.3B Elisity Deal Address Quantum-Era Security Threats?

Acquisition AI-generated analysis

IonQ has announced a definitive agreement to acquire Elisity, Inc., a Zero Trust security company, in an all-stock transaction valued at up to $1.3 billion. The deal aims to combine IonQ's post-quantum cryptography and quantum key distribution capabilities with Elisity's enterprise security technology to expand...

Bullish Signals

  • Acquired Elisity for up to $1.3B in stock.
  • Combines PQC/QKD with Elisity's Zero Trust tech.
  • Enters $10B microsegmentation market via 100+ deployments.
  • Multiproduct revenues grew 40% YoY in Q2 2026.
6
Bullish +65

IonQ stock faces a higher outlook and heavy losses

Acquisition Guidance raised AI-generated analysis

IonQ reported a significant increase in its full-year 2026 revenue outlook, raising expectations to between USD 450 million and USD 460 million from the previous range of USD 280 million to USD 290 million. This revised guidance incorporates revenue contributions from SkyWater Technology following its...

Bullish Signals

  • Raised 2026 revenue outlook to $450-460M.
  • Q2 2026 revenue hit record $80.05M.
  • Remaining obligations grew to $485M.
  • Analysts rate Moderate Buy with $63.83 target.
  • Bank of America initiates Buy at $60.

Bearish Signals

  • Q2 GAAP net loss hit USD 1.8686 billion due to warrant valuations.
  • Adjusted EBITDA loss of USD 120.3 million with high operating expenses.
  • Stock price down 1.83% despite positive revenue guidance increase.
7
Bullish +65

Nvidia once rattled IonQ stock. Now it plans to install IonQ tech

Acquisition Enterprise deployment Product launch AI-generated analysis

IonQ (IONQ) announced that its Superion 256 quantum processor will become the first on-premise system installed at Nvidia's Accelerated Quantum Research Center (NVAQC). Scheduled for installation in 2027, the system will connect directly to an Nvidia GB200 NVL72 via NVQLink technology, marking a significant shift...

Bullish Signals

  • Nvidia partnership validates Superion 256 processor for hybrid computing.
8
Somewhat Bullish +45

IonQ (IONQ) Stock Prediction: $82 Bull Case vs $26 Bear Case

AI-generated analysis

IonQ (IONQ) reported record revenue and raised guidance for the full year in Q2 2026, following a $1.8 billion acquisition of SkyWater Technology. However, the company recorded a net loss of $1.87 billion, which the article identifies as largely driven by a non-cash $1.6 billion...

Bullish Signals

  • Acquired SkyWater for $1.8B, making foundry the majority revenue source.

Bearish Signals

  • $1.6B warrant charge caused Q2 net loss.
  • FTC dissent cites 8 customers as regulatory risk.
  • Share count rose 11.7% post-acquisition dilution.
  • SkyWater customer loss risks subscale fab.
9
Bullish +75

QBTS, RGTI, IONQ On Fire: What’s Happening With These Quantum Stocks? - Trefis

AI-generated analysis

Quantum computing stocks IonQ (IONQ), D-Wave Quantum (QBTS), and Rigetti Computing (RGTI) are rallying following new executive orders signed by President Trump on June 22, 2026. These directives establish aggressive federal roadmaps for national quantum capabilities, including a mandate to deliver a science-enabling quantum computer...

Bullish Signals

  • IonQ revenue grew 755% YoY in Q1 2026.
  • D-Wave bookings surged 1,994% to $33.4 million quarterly.
  • Rigetti secured up to $100 million federal capital support.
  • Commerce allocated $2 billion with direct equity stakes.

Bearish Signals

  • Rigetti faces highest execution risk vs rivals for federal budget.
  • Policy is a tailwind; technical scaling determines current valuation.
10
Bullish +75

Hold On Tight! Quantum Computing Leader IonQ Is About to Rocket Higher - 24/7 Wall St.

AI-generated analysis

IonQ (NYSE: IONQ) is poised to report its Q1 2026 financial results following a significant rally in its stock price, which has risen approximately 56.14% over the last month as investors anticipate validation of the company's growth trajectory. The upcoming earnings report comes on the...

Bullish Signals

  • Shares up 56.14% ahead of Q1 2026 results.
  • First $100M revenue year with $130.02M full-year 2025.
  • LQ4 revenue beat estimates by 53.73% at $61.89M.
  • Organic growth near 80% in 2025, higher in 2026.
  • Q1 guidance raised to $48-$51M from $7.57M prior year.
  • QuantumBasel deal expands to $60M over four years.
  • Sold fifth-gen 100-qubit system to South Korea's KISTI.
  • $2B equity raise yields $3.5B pro-forma cash position.
  • Polymarket prices 88.8% chance of earnings beat.
  • Analysts target $64.56 for ~39.44% share upside.

Bearish Signals

  • EBITDA losses widen to ($310M)-($330M) in 2026.
  • SkyWater acquisition faces regulatory delays excluding projections.
  • QuantumBasel and KISTI deals need immediate revenue proof.
  • Cash burn of ($283.19M) outpaces revenue growth risks.
  • Analyst consensus beat probability drops to 88.8%.
11
Bullish +75

IonQ Achieves $130.0 Million of GAAP Revenues, Beating Guidance by 20% - IonQ

AI-generated analysis

IonQ (NYSE: IONQ) announced on February 25, 2026, that it has achieved $130 million in full-year GAAP revenues for the fiscal year ending December 31, 2025, significantly exceeding its own revenue guidance. The company specifically noted that its fourth-quarter revenue of $61.9 million surpassed its...

Bullish Signals

  • IonQ beat Q4 revenue guidance by 55%.
  • Company tripped annual revenue to cross $100 million.
  • Over 60% of FY25 sales came from commercial customers.
  • International revenue share exceeded 30% in 2025.
  • IonQ grew organically by nearly 80% year-over-year.
  • Company acquired SkyWater Technology for an integrated platform.

Bearish Signals

  • Uncertain EBITDA guidance due to volatile warrant liabilities impacting GAAP.
  • SkyWater deal implies past reliance on offshore supply chains created geopolitical risks.
  • Company struggles to scale roadmap against competitive landscape despite expected growth.
  • Management lacks precise data to reconcile forward-looking Adjusted EBITDA accurately.
12
Bullish +75

Quantum stock surges: IonQ stock climbs after earnings beat

AI-generated analysis

IonQ's stock price jumped 23% to a new high following the release of its fourth-quarter and full-year earnings report, which exceeded both internal guidance and analyst expectations. The company reported Q4 revenue of $61.9 million, representing a 429% year-over-year increase, while its full-year 2025 revenue...

Bullish Signals

  • Stock surged 23% after strong Q4 and full-year earnings.
  • Q4 revenue hit $61.9M, up 429% year-over-year.
  • Full-year 2025 revenue reached $130M, up 202%. Revenue exceeded guidance.
  • Over 60% of revenue now comes from commercial customers.
  • 2026 revenue expected between $225M and $245M.
  • Secured MDA SHIELD IDIQ contract with $151B ceiling.
  • Deployed tech for Romania's National Quantum Communication Infrastructure (RoNaQCI).
  • International sales account for 30% of total revenue.
  • Mizuho maintains outperform rating despite field constraint adjustments.

Bearish Signals

  • IonQ recorded a full-year net loss of $510.4 million.
  • Major investors cut price targets to $35 and $42.
  • Limited applied research constrains the quantum sector's growth.
  • Significant technical hurdles delay unlocking technology potential.
  • Intense competition threatens from major incumbents like IBM.
13
Bullish +62

IonQ (IONQ) Stock Gains as SkyWater Shareholders Green-Light Acquisition

AI-generated analysis

IonQ (IONQ) shares rose 3.27% to $49.24 on Friday following shareholder approval of its proposed merger with SkyWater Technology. The acquisition of the semiconductor foundry represents a strategic vertical integration move, giving IonQ control over domestic manufacturing capabilities and enabling production for defense contractors requiring...

Bullish Signals

  • SkyWater shareholders approved merger.
  • Institutions boosted stakes: Stone House +700%, Fortitude +3,800%.
  • IonQ Q1 revenue hit $64.7M record.
  • Analysts target $60.86 with 23% upside.
  • Acquisition enhances domestic manufacturing capabilities.

Bearish Signals

  • Regulatory clearances and closing requirements remain pending.
  • Deal completion faces delays subject to regulatory approval.
  • Insider selling of 12,354 shares signals lack of confidence.
  • Stock trades below Morgan Stanley's $48.50 price target.
14
Bullish +75

IonQ Shares Surge on Stellar Revenue Performance

AI-generated analysis

IonQ has reported a landmark financial performance for the full year 2025, achieving over $100 million in annual revenue for the first time with total sales reaching $130 million, representing a 202% increase from the prior year. The fourth quarter alone saw revenue of $61.9...

Bullish Signals

  • IonQ crossed $100M revenue threshold, reaching $130M total in 2025.
  • Revenue surged 202% year-over-year with Q4 jumping 429% to $61.9M.
  • Company beat full-year guidance by 20% and Q4 by 55%.
  • Commercial clients now drive over 60% of total revenue mix.
  • International sales contributed more than 30% for the first time.
  • Remaining performance obligations stand at $370 million with strong visibility.
  • IonQ holds $3.3B cash reserve with zero debt on balance sheet.
  • 2026 revenue target set between $225M and $245M.
  • Sixth-generation 256-qubit system launches in Q4 2026.
  • Two-qubit gate fidelity achieved 99.99% performance milestone.

Bearish Signals

  • Operating cash flow burned $283 million and free cash flow hit -$300 million.
  • Adjusted EBITDA loss forecasted between $310 million and $330 million for 2026.
  • Six investment banks revised price targets downward following the earnings release.
  • Stock trades over 50% below its 52-week high amid weak sentiment.
  • Acquisition requires regulatory approval by late 2026 or early 2027.
  • Growth hinges on international markets and $370 million remaining obligations.
15
Slightly Bearish -20

Quantum Computing Stocks (IONQ, RGTI, QBTS, QUBT) Face Deeper Pain ...

AI-generated analysis

Quantum computing stocks, including IonQ (IONQ), Rigetti Computing (RGTI), D-Wave Quantum (QBTS), and Quantum Computing (QUBT), have experienced a significant sector-wide selloff over the past month. IonQ shares dropped 39% to trade around $32.86, while peers fell between 24% and 30%. This decline is attributed...

Bullish Signals

  • IonQ revenue surged 755% YoY to $64.67M in Q1 2026.
  • IonQ secured SkyWater acquisition for domestic chip supply security.
  • D-Wave bookings jumped 2,000% YoY despite timing-related revenue dip.
  • AT&T expanded D-Wave usage for network operations validation.
  • US Commerce pledged $2B incentives to nine quantum companies.
  • IonQ analyst target of $68.41 implies upside from $32.86.

Bearish Signals

  • IonQ shares declined 39% over trailing month.
  • D-Wave Quantum revenue fell 81% year over year to $2.86 million.
  • Only 6.5% probability of IonQ beating next quarterly earnings.
  • Sector absorbs biggest losses when multiples contract.
16
Very Bullish +85

IonQ to Acquire SkyWater Technology, Creating the Only Vertically Integrated Full-Stack Quantum Platform Company - IonQ

AI-generated analysis

IonQ has announced a definitive agreement to acquire SkyWater Technology in an all-cash-and-stock transaction valued at approximately $1.8 billion. The deal involves paying SkyWater shareholders $35.00 per share, structured as $15.00 in cash and $20.00 in IonQ common stock, subject to a collar provision. This...

Bullish Signals

  • Creates world's first vertically integrated full-stack quantum platform.
  • Targets 200,000 qubit QPUs with 8,000 logical qubits by 2028.
  • Secures domestic scalable supply chain for U.S. government allies.
  • Unites platforms to accelerate mission-critical applications in defense sectors.
  • Remains committed to existing semiconductor foundry customers.
  • Delivers breakthroughs across pharmaceuticals, finance, and cloud computing.
  • Enhances national security via domestic advanced quantum manufacturing.

Bearish Signals

  • IonQ faces $1.8B cash-stock deal risk without integration guarantees.
  • Share issuance at $20 dilutes shareholders and includes a price collar.
  • Fault-tolerant roadmap risks delay until 2028 with only 8,000 qubits.
  • Valuation depends on uncertain quantum commercialization in emerging markets.
  • Foreign governments may scrutinize US fabrication due to national security.
17
Somewhat Bullish +45

Is IonQ a Good Long-Term Investment? IONQ 2026 | Openbook

Earnings report Guidance raised AI-generated analysis

IonQ reported third-quarter 2026 revenue of $173.8 million, representing a 336% year-over-year increase and significantly beating analyst consensus near $141.2 million. Consequently, the company raised its full-year 2026 revenue guidance to between $505 million and $515 million from a prior range of $450 million to...

Bullish Signals

  • Q3 2026 revenue hit $173.8m, up 336% YoY.
  • Raised full-year 2026 guidance to $505m-$515m.
  • Remaining performance obligations doubled to $1.2bn.
  • Platform segment revenue grew 127% to $90.3m.
  • Shares rose 23.42% after beating consensus.

Bearish Signals

  • Revenue growth driven by acquired SkyWater, not core business.
  • Net profit skewed by $896.2m non-cash warrant gain.
  • Adjusted EBITDA losses widened to $133.6m year-over-year.
  • Raised $2.0bn equity causing 37% share count dilution risk.
18
Slightly Bullish +25

IonQ (NYSE: IONQ) Raised $2 Billion In Days – Here’s What That Capital Buys And Whether The Selloff Is A Buying Signal

Acquisition Capital raising AI-generated analysis

IonQ (NYSE: IONQ) recently executed two major capital transactions within a 72-hour window in mid-October, raising approximately $2 billion through a stock sale to Heights Capital Management. This influx of capital provides the company with a significantly extended financial runway, estimated to cover its projected...

Bullish Signals

  • Raised $2B for ~3 years runway.
  • Secured 3 Superion 256 orders.
  • BofA Buy; SkyWater at 2x sales.
  • Acquired Elisity for encryption.

Bearish Signals

  • Up to $3.3B stock issuance could dilute shares by nearly 50%.
  • Shares dropped 24% amid broader tech selloff and rate concerns.
  • Analysts cut targets to $70 and $43, showing performance uncertainty.
19
Bullish +65

IonQ Stock Jumps as Pentagon Bets Big on Quantum

Government funding Research milestone AI-generated analysis

IonQ (IONQ) shares rose 1% to $41.83 in after-hours trading following an announcement that the company has advanced to Stage C of the Defense Advanced Research Projects Agency's (DARPA) Quantum Benchmarking Initiative. This marks the final stage of a multi-year program designed to validate whether...

Bullish Signals

  • Advanced to final DARPA benchmarking stage.
  • Agreement with DARPA up to $300M.
  • Short-listed for quantum computing validation.
  • Analysts rate Strong Buy, 72% upside.
  • CEO cites advance as strategic vote.
20
Bullish +55

IonQ (IONQ): BofA Sees Upside as Quantum Roadmap Gains Commercial Traction

Acquisition Commercial deployment Quantum networking AI-generated analysis

IonQ, Inc. (NYSE:IONQ) is entering a critical phase of its quantum-computing roadmap following Bank of America's initiation of coverage with a Buy rating and a $60 price target on September 28. BofA identifies IonQ as the largest public pure-play quantum company by revenue, highlighting its...

Bullish Signals

  • Q2 2026 revenue hit $80.1M, up 287% YoY.
  • Raised FY2026 guidance to $280-$290M with ~100% organic growth.
  • Remaining performance obligations surged to $485M from $122M.
  • Commercial revenue share reached 60%, showing successful transition.
  • Multi-product sales grew 40% YoY, now 25% of revenue.

Bearish Signals

  • Q2 operating expenses hit $417.3M with negative adjusted EBITDA of $120.3M.
  • GAAP net loss reached $1.9B due to $1.6B warrant valuation impact.
  • Lacks combined IonQ-SkyWater revenue guidance pending integration completion.