IonQ, Inc. (IONQ) - What Are Analysts Saying About This Stock?

Key Points

• Analyst sentiment is moderately positive: Ten of 15 analysts rate IonQ a buy, three hold, and two sell; the average 12-month price target is $60.23. Several firms have cut targets, while Rosenblatt’s $100 target is notably higher.
• IonQ reported record third-quarter revenue of $173.8 million, up 336% year over year, beating estimates, and raised its 2026 revenue guidance to $505 million–$515 million. Its $1.2 billion backlog and booked capacity through 2027 point to strong demand visibility.
• Risks remain: IonQ is still loss-making, and investors are weighing cash burn, possible dilution from a capital raise and stock-funded acquisition, and uncertainty about turning quantum-computing demand into sustainable profits.

IonQ, Inc. (NYSE:IONQ - Get Free Report) has received an average recommendation of "Moderate Buy" from the fifteen ratings firms that are presently covering the stock, MarketBeat.com reports. Two equities research analysts have rated the stock with a sell rating, three have given a hold rating and ten have issued a buy rating on the company. The average 12-month price target among brokers that have covered the stock in the last year is $60.23.

A number of research analysts have issued reports on the company. Rosenblatt Securities restated a "buy" rating and issued a $100.00 price objective on shares of IonQ in a research note on Tuesday, October 13th. Mizuho lowered their target price on IonQ from $61.00 to $52.00 and set an "outperform" rating on the stock in a research note on Wednesday, September 9th. Wall Street Zen raised shares of IonQ from a "strong sell" rating to a "sell" rating in a report on Saturday. Wedbush restated an "outperform" rating and set a $75.00 price target on shares of IonQ in a research report on Tuesday, October 13th. Finally, Jefferies Financial Group reduced their price target on shares of IonQ from $80.00 to $65.00 and set a "buy" rating for the company in a research report on Friday.

IonQ News Summary

Here are the key news stories impacting IonQ this week:

• Positive Sentiment: IonQ reported record third-quarter revenue of $173.8 million, up 336% year over year and above analyst expectations. Its loss per share was also narrower than forecast. Why IonQ Stock Is Soaring Today
• Positive Sentiment: The company raised its 2026 revenue guidance to $505 million–$515 million. Its backlog reached $1.2 billion, and Superion 256 capacity is booked through 2027—signs of robust demand and future sales visibility. IonQ: 3 Key Takeaways for Long-Term Investors
• Positive Sentiment: IonQ also advanced to Stage C of DARPA’s quantum benchmarking initiative, while its SkyWater acquisition is expected to strengthen manufacturing capabilities. IonQ Q3 2026 Earnings Call Highlights
• Neutral Sentiment: Analysts at Cantor Fitzgerald and Needham lowered their price targets but kept positive ratings, reflecting a more cautious outlook without abandoning the investment case. Cantor Fitzgerald recommendations
• Negative Sentiment: Despite the growth, IonQ remains loss-making. Investors are also weighing cash burn and potential dilution from its planned capital raise and stock-funded $1.15 billion Elisity acquisition, as well as uncertainty over how quickly quantum computing demand will translate into sustainable profits. IonQ Beat and Raised: Can the Quantum Stock Buck the Tech Selloff?
• Negative Sentiment: Zacks added IONQ to its Strong Sell list, a counterpoint to the earnings optimism and a potential source of investor caution. New Strong Sell Stocks for November 6th

Insider Buying and Selling

In other IonQ news, insider John Raymond sold 2,407 shares of the business's stock in a transaction dated Thursday, September 10th. The shares were sold at an average price of $37.21, for a total value of $89,564.47. Following the transaction, the insider directly owned 77,741 shares in the company, valued at $2,892,742.61. The trade was a 3.00% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Corporate insiders own 0.55% of the company's stock.

Institutional Investors Weigh In On IonQ

Several large investors have recently modified their holdings of the stock. ABN Amro Investment Solutions increased its position in shares of IonQ by 2.5% in the first quarter. ABN Amro Investment Solutions now owns 12,314 shares of the company's stock worth $355,000 after purchasing an additional 295 shares during the last quarter. Versant Capital Management Inc raised its stake in IonQ by 26.1% in the second quarter. Versant Capital Management Inc now owns 1,491 shares of the company's stock valued at $79,000 after purchasing an additional 309 shares in the last quarter. Lake Street Private Wealth LLC raised its stake in IonQ by 6.8% in the third quarter. Lake Street Private Wealth LLC now owns 5,446 shares of the company's stock valued at $239,000 after purchasing an additional 346 shares in the last quarter. POM Investment Strategies LLC lifted its position in IonQ by 14.9% during the second quarter. POM Investment Strategies LLC now owns 2,861 shares of the company's stock valued at $152,000 after purchasing an additional 370 shares during the last quarter. Finally, Parallel Advisors LLC lifted its position in IonQ by 10.1% during the third quarter. Parallel Advisors LLC now owns 4,511 shares of the company's stock valued at $198,000 after purchasing an additional 415 shares during the last quarter. Hedge funds and other institutional investors own 41.42% of the company's stock.

IonQ Stock Performance

IonQ stock opened at $32.12 on Monday. IonQ has a fifty-two week low of $24.92 and a fifty-two week high of $73.65. The stock has a market cap of $13.79 billion, a PE ratio of 118.98 and a beta of 3.32. The firm's 50-day simple moving average is $36.91 and its 200 day simple moving average is $41.58.

IonQ (NYSE:IONQ - Get Free Report) last posted its quarterly earnings data on Thursday, November 5th. The company reported ($0.29) EPS for the quarter, beating the consensus estimate of ($0.35) by $0.06. IonQ had a net margin of 67.09% and a return on equity of 0.19%. The firm had revenue of $173.83 million during the quarter, compared to analyst estimates of $141.49 million. During the same quarter last year, the business posted ($3.58) EPS. The company's revenue for the quarter was up 336.0% on a year-over-year basis. As a group, analysts predict that IonQ will post -2.96 EPS for the current fiscal year.

IonQ Company Profile

IonQ, Inc develops quantum computers and related technologies using trapped-ion qubits, which store information in individual charged atoms. The company designs quantum computing hardware and software for applications that may benefit from quantum processing, including optimization, chemistry, and machine learning.

IonQ makes its quantum systems available to businesses, government agencies, and researchers through its cloud service and third-party platforms, including Amazon Braket and Microsoft Azure Quantum.

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