IonQ’s (IONQ) “Buy” Rating Reaffirmed at Rosenblatt Securities

IonQ (NYSE:IONQ)‘s stock had its “buy” rating reaffirmed by stock analysts at Rosenblatt Securities in a report released on Tuesday,Benzinga reports. They currently have a $100.00 target price on the stock. Rosenblatt Securities’ price target would suggest a potential upside of 130.57% from the company’s previous close.

Several other research firms also recently commented on IONQ. Needham & Company LLC restated a “buy” rating and set a $80.00 target price on shares of IonQ in a research report on Thursday, November 6th. DA Davidson boosted their target price on shares of IonQ from $35.00 to $55.00 and gave the company a “neutral” rating in a research note on Thursday, November 6th. Mizuho initiated coverage on shares of IonQ in a research report on Thursday, December 11th. They set an “outperform” rating and a $90.00 target price for the company. Weiss Ratings restated a “sell (d-)” rating on shares of IonQ in a research report on Thursday. Finally, Wedbush initiated coverage on shares of IonQ in a report on Wednesday, December 17th. They set an “outperform” rating and a $60.00 price objective for the company. Nine research analysts have rated the stock with a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, IonQ currently has an average rating of “Moderate Buy” and an average target price of $75.91.

IonQ Price Performance

IONQ opened at $43.37 on Tuesday. The company has a market capitalization of $15.07 billion, a P/E ratio of -8.11 and a beta of 2.63. The firm’s fifty day moving average price is $48.66 and its two-hundred day moving average price is $51.45. IonQ has a fifty-two week low of $17.88 and a fifty-two week high of $84.64.

IonQ (NYSE:IONQ) last released its quarterly earnings data on Wednesday, November 5th. The company reported ($3.58) EPS for the quarter, missing analysts’ consensus estimates of ($0.44) by ($3.14). The business had revenue of $39.87 million for the quarter, compared to the consensus estimate of $26.99 million. IonQ had a negative return on equity of 127.06% and a negative net margin of 1,836.32%.IonQ’s revenue was up 221.5% on a year-over-year basis. During the same period in the previous year, the business posted ($0.24) earnings per share. On average, equities research analysts expect that IonQ will post -0.86 EPS for the current fiscal year.

Insider Buying and Selling at IonQ

In other IonQ news, Director Kathryn K. Chou sold 20,000 shares of the stock in a transaction on Thursday, December 11th. The stock was sold at an average price of $51.40, for a total value of $1,028,000.00. Following the transaction, the director directly owned 60,839 shares in the company, valued at approximately $3,127,124.60. This trade represents a 24.74% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director William J. Teuber, Jr. bought 2,000 shares of the company’s stock in a transaction dated Tuesday, November 11th. The shares were purchased at an average price of $54.81 per share, with a total value of $109,620.00. Following the transaction, the director owned 6,413 shares of the company’s stock, valued at $351,496.53. The trade was a 45.32% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. In the last ninety days, insiders have sold 125,000 shares of company stock worth $5,992,000. Insiders own 5.20% of the company’s stock.

Institutional Inflows and Outflows

Hedge funds have recently modified their holdings of the business. Royal Bank of Canada lifted its holdings in IonQ by 12.5% during the first quarter. Royal Bank of Canada now owns 134,176 shares of the company’s stock worth $2,962,000 after acquiring an additional 14,898 shares in the last quarter. Amundi acquired a new stake in shares of IonQ during the first quarter worth about $630,000. AQR Capital Management LLC lifted its holdings in shares of IonQ by 106.2% during the 1st quarter. AQR Capital Management LLC now owns 57,305 shares of the company’s stock valued at $1,265,000 after purchasing an additional 29,513 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its position in shares of IonQ by 24.1% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 450,031 shares of the company’s stock valued at $9,932,000 after purchasing an additional 87,428 shares during the period. Finally, Focus Partners Wealth increased its stake in IonQ by 30.3% during the 1st quarter. Focus Partners Wealth now owns 46,782 shares of the company’s stock worth $1,032,000 after purchasing an additional 10,881 shares in the last quarter. Institutional investors own 41.42% of the company’s stock.

Trending Headlines about IonQ

Here are the key news stories impacting IonQ this week:

• Positive Sentiment: IonQ agreed to buy SkyWater Technology for about $1.8 billion in a cash‑and‑stock deal, bringing a U.S. pure‑play foundry in‑house to accelerate next‑generation quantum processor development and create a vertically integrated full‑stack quantum platform. This strategic move is being viewed as expansion of hardware capabilities and potential margin/roadmap benefits. Read More.
• Positive Sentiment: Market reaction: multiple market reports show the stock popped after the buyout announcement, signaling investor approval of the strategic rationale (hardware control, faster product scale). Read More.
• Neutral Sentiment: Wide media/analyst coverage frames the deal as transformational but highlights execution and financing questions; some outlets compare IonQ’s potential scale to legacy leaders while noting the quantum market remains early. Read More.
• Neutral Sentiment: Analyst commentary and investment‑thesis writeups stress 2026 execution risks: scaling next‑gen systems, competition, and integration of the foundry; these pieces are informative but not outright bullish or bearish. Read More.
• Neutral Sentiment: Company hosted an M&A call (transcript available) that investors should read for details on deal financing, integration plan, and expected timeline for synergies. Read More.
• Negative Sentiment: A law firm announced an investigation into SkyWater’s board over the sale terms, asking whether shareholders received fair value — this raises potential litigation, delay, or revision risk that could affect deal certainty and short‑term sentiment. Read More.

About IonQ

IonQ, Inc engages in the development of general-purpose quantum computing systems in the United States. It sells access to quantum computers of various qubit capacities. The company makes access to its quantum computers through cloud platforms, such as Amazon Web Services (AWS) Amazon Braket, Microsoft’s Azure Quantum, and Google’s Cloud Marketplace, as well as through its cloud service. It also provides contracts associated with the design, development, and construction of specialized quantum computing hardware systems; maintenance and support services; and consulting services related to co-developing algorithms on quantum computing systems.