IonQ, Inc.

New York Stock Exchange
Bullish +55

IonQ (NYSE:IONQ) Upgraded at Wall Street Zen - American Market News

πŸ“‰ Wall Street Zen upgraded IonQ from a 'strong sell' to a 'sell' rating in a report issued on July 25, 2026.

πŸ’° Rosenblatt Securities restated a 'buy' rating with a $100.00 price target, while Morgan Stanley set a $48.50 objective.

πŸ“ˆ IonQ reported Q1 revenue of $64.67 million, beating analyst estimates of $49.75 million and growing 754.7% year-over-year.

πŸ’Έ The company posted an EPS of ($0.34), missing the consensus estimate of ($0.26) by $0.08.

πŸ“‰ Director Gabrielle Toledano sold 2,757 shares for $151,662.57, reducing her position by 19.82%.

πŸ“‰ Insider John W. Raymond sold 3,815 shares for $209,863.15, a 4.54% decrease in his holdings.

🏦 Vanguard Group raised its stake by 18.5% to own 34,774,743 shares valued at approximately $1.56 billion.

πŸ“ˆ Norges Bank purchased a new position worth $199.75 million in the fourth quarter.

πŸš€ Marex Group increased its holdings by 419.1% to own 4,083,453 shares valued at $183.225 million.

πŸ“Š State Street Corp increased its holdings by 42.3% to own 8,962,789 shares worth $402.16 million.

πŸ”­ Clear Street Group raised its position by 219.6% to own 3,195,818 shares valued at $143.396 million.

πŸ“‰ Corporate insiders sold a total of 13,102 shares valued at $701,489 in the last ninety days.

🎯 The average analyst price target for IonQ is currently set at $69.88 with a 'Moderate Buy' consensus.

πŸ’» IonQ provides access to quantum computing systems via cloud platforms including AWS Amazon Braket and Microsoft Azure Quantum.

βš–οΈ Analysts have rated the stock with ten Buys, six Holds, and one Sell as of the latest data.

Bullish Signals
  • IonQ reported revenue of $64.67 million for the quarter, significantly beating analyst expectations of $49.75 million.
  • The company achieved a net margin of 174.88% and posted a year-over-year revenue growth of 754.7%.
  • Vanguard Group increased its stake by 18.5% to own over $1.56 billion in shares, signaling strong institutional confidence.
  • Norges Bank established a new position worth nearly $200 million in the fourth quarter.
  • Marex Group dramatically increased its holdings by 419.1%, now owning over $183 million in stock.
  • State Street Corp raised its position by 42.3% to own approximately $402 million in shares.
  • Clear Street Group boosted its stake by 219.6% to own over $143 million in company stock.
  • Rosenblatt Securities issued a 'buy' rating with an ambitious $100.00 price target on IonQ shares.
Risk Factors
  • IonQ missed earnings per share estimates, reporting ($0.34) compared to the consensus expectation of ($0.26).
  • The company has a negative return on equity of -23.20%, indicating it is not yet profitable on an equity basis.
  • Wall Street Zen downgraded the stock from 'strong sell' to 'sell', reflecting ongoing analyst caution.
  • Corporate insiders sold a total of 13,102 shares valued at $701,489 in the last ninety days.
Full Analysis
IonQ (NYSE:IONQ) received a rating upgrade from 'strong sell' to 'sell' by Wall Street Zen on July 25, 2026. However, the broader analyst sentiment remains mixed with ten Buy ratings, six Hold ratings, and one Sell rating. The consensus average price target stands at $69.88 according to MarketBeat, reflecting a 'Moderate Buy' outlook despite the recent downgrade from Wall Street Zen. The company reported its earnings for the quarter ended May 6th, beating revenue expectations of $49.75 million with actual revenue reaching $64.67 million. This represents a significant year-over-year revenue increase of 754.7%. While the company posted an EPS of ($0.34) which missed estimates of ($0.26), it achieved a net margin of 174.88% and a negative return on equity of -23.20%, highlighting its early-stage growth profile. Recent insider activity saw Director Gabrielle Toledano and John W. Raymond sell shares totaling $701,489 in the last ninety days, representing decreases in their respective holdings. Conversely, institutional investors have been aggressive buyers in the fourth quarter, with Vanguard Group increasing its stake by 18.5% to own over $1.56 billion worth of stock, while Norges Bank, Marex Group, State Street, and Clear Street Group also established or significantly increased positions.