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

Rosenblatt Securities reaffirmed their buy rating on shares of IonQ (NYSE:IONQ) in a research report sent to investors on Tuesday morning,Benzinga reports. They currently have a $100.00 price objective on the stock.

IONQ has been the subject of a number of other reports. Weiss Ratings restated a “sell (d-)” rating on shares of IonQ in a research report on Thursday, January 22nd. Cantor Fitzgerald boosted their price objective on shares of IonQ from $60.00 to $70.00 and gave the company an “overweight” rating in a research report on Friday, November 7th. JPMorgan Chase & Co. assumed coverage on shares of IonQ in a research note on Thursday, November 20th. They issued a “neutral” rating and a $47.00 price objective on the stock. Morgan Stanley lifted their target price on shares of IonQ from $32.00 to $58.00 and gave the company an “equal weight” rating in a research note on Tuesday, November 4th. Finally, Zacks Research upgraded shares of IonQ from a “strong sell” rating to a “hold” rating in a report on Tuesday, November 4th. Nine analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $75.91.

IonQ Stock Performance

IonQ stock opened at $45.54 on Tuesday. IonQ has a 52 week low of $17.88 and a 52 week high of $84.64. The firm has a market capitalization of $15.82 billion, a price-to-earnings ratio of -8.51 and a beta of 2.63. The company has a 50 day moving average price of $48.58 and a 200 day moving average price of $51.48.

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

Insider Activity at IonQ

In other news, Director Kathryn K. Chou sold 5,000 shares of the company’s stock in a transaction dated Monday, December 22nd. The stock was sold at an average price of $55.00, for a total transaction of $275,000.00. Following the completion of the sale, the director owned 60,839 shares in the company, valued at approximately $3,346,145. This represents a 7.59% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, CRO Rima Alameddine sold 100,000 shares of the stock in a transaction dated Thursday, November 20th. The shares were sold at an average price of $46.89, for a total value of $4,689,000.00. Following the transaction, the executive directly owned 432,616 shares in the company, valued at approximately $20,285,364.24. This represents a 18.78% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 125,000 shares of company stock valued at $5,992,000. Insiders own 5.20% of the company’s stock.

Institutional Investors Weigh In On IonQ

Several institutional investors and hedge funds have recently added to or reduced their stakes in IONQ. Archer Investment Corp grew its holdings in IonQ by 119.3% during the second quarter. Archer Investment Corp now owns 592 shares of the company’s stock valued at $25,000 after purchasing an additional 322 shares during the last quarter. Stone House Investment Management LLC boosted its holdings in shares of IonQ by 700.0% during the 3rd quarter. Stone House Investment Management LLC now owns 400 shares of the company’s stock worth $25,000 after buying an additional 350 shares during the period. Ameriflex Group Inc. grew its stake in IonQ by 485.7% in the 3rd quarter. Ameriflex Group Inc. now owns 410 shares of the company’s stock valued at $25,000 after buying an additional 340 shares during the last quarter. Hilltop National Bank raised its holdings in IonQ by 112.5% in the 3rd quarter. Hilltop National Bank now owns 425 shares of the company’s stock worth $26,000 after acquiring an additional 225 shares during the period. Finally, Fortitude Family Office LLC raised its holdings in IonQ by 3,800.0% in the 4th quarter. Fortitude Family Office LLC now owns 624 shares of the company’s stock worth $28,000 after acquiring an additional 608 shares during the period. 41.42% of the stock is currently owned by institutional investors and hedge funds.

IonQ News Roundup

Here are the key news stories impacting IonQ this week:

• Positive Sentiment: IonQ agreed to acquire SkyWater Technology for about $1.8B to bring semiconductor manufacturing in-house, a strategic move to accelerate next‑gen quantum processor development and vertical integration that could improve margins and control over supply chain. Read More.
• Positive Sentiment: Analyst reaffirmations and bullish price targets: Rosenblatt reissued a “buy” with a $100 target and Needham kept a “buy” with an $80 target — both imply substantial upside and help validate the strategic rationale behind the SkyWater deal. Read More. Read More.
• Positive Sentiment: Market reaction and coverage: several outlets reported a post‑deal share pop and framed the SkyWater buy as transformative (foundry ownership compared to “the Nvidia of quantum”), supporting momentum in the shares. Read More.
• Neutral Sentiment: Analyst commentary and industry context pieces review IonQ’s 2026 thesis (scaling hardware, full‑stack platform) and compare peers — useful for judging long‑term competitive positioning but not an immediate catalyst. Read More.
• Neutral Sentiment: Supplemental investor materials (M&A call transcript/slideshow) were published, offering more detail on deal terms and integration plans — important for due diligence but not new news. Read More.
• Negative Sentiment: A law firm announced an investigation into the SkyWater sale, questioning whether SkyWater’s board got fair value — this could lead to litigation or delays that increase deal costs or uncertainty. 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.