IonQ, Inc. $IONQ Shares Purchased by Envestnet Asset Management Inc.

Envestnet Asset Management Inc. grew its holdings in IonQ, Inc. (NYSE:IONQ) by 99.7% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 40,725 shares of the company’s stock after buying an additional 20,330 shares during the quarter. Envestnet Asset Management Inc.’s holdings in IonQ were worth $2,505,000 at the end of the most recent quarter.

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

Analysts Set New Price Targets

A number of equities research analysts recently weighed in on IONQ shares. DA Davidson lowered their price target on IonQ from $55.00 to $35.00 and set a “neutral” rating on the stock in a report on Thursday. Cantor Fitzgerald restated an “overweight” rating on shares of IonQ in a research report on Monday, February 9th. Zacks Research upgraded shares of IonQ from a “strong sell” rating to a “hold” rating in a research report on Tuesday, November 4th. Morgan Stanley set a $37.00 target price on shares of IonQ in a report on Thursday. Finally, Mizuho initiated coverage on shares of IonQ in a report on Thursday, December 11th. They issued an “outperform” rating and a $90.00 price target on the stock. Nine 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’s stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $69.45.

IonQ News Roundup

Here are the key news stories impacting IonQ this week:

• Positive Sentiment: Q4 revenue and guidance surprise — IonQ reported Q4 revenue of $61.9M (up ~429% YoY), beat estimates and raised FY‑2026 revenue guidance to $225M–$245M, driving the rally. MarketBeat: IonQ Just Delivered the Quarter That Changes the Quantum Narrative
• Positive Sentiment: Large cash cushion — IonQ exited 2025 with roughly $3.3B in cash and investments, reducing dilution risk and giving management runway to invest aggressively. MarketBeat: Cash advantage discussion
• Positive Sentiment: Defense and commercial contract momentum — IonQ was selected to support the Missile Defense Agency SHIELD IDIQ and completed a major Romanian QKD network deployment, validating government demand for its tech. InsideHPC: SHIELD IDIQ selection Yahoo: Romania QKD deployment
• Positive Sentiment: Strategic M&A and supply‑chain moves — Acquisitions (Vector Atomic, SkyWater) position IonQ for integrated sensing/manufacturing that appeal to defense and enterprise buyers. MarketBeat: Acquisitions and strategic rationale
• Positive Sentiment: Support from some sell‑side firms — Rosenblatt reaffirmed a buy and Benchmark kept a buy rating (lowered PT) — bullish voices that can sustain upward momentum. Benzinga: Analyst actions
• Neutral Sentiment: Sector context — analysts and comparisons to peers (e.g., Rigetti) are highlighting where upside vs. execution risk remains; useful for relative-risk assessment but not an immediate catalyst. Zacks: Rigetti vs IonQ
• Negative Sentiment: Margins and cash burn remain issues — gross margin contracted in Q4 and management guided an adjusted loss of ~$310M–$330M for 2026, keeping long‑term profitability a risk. Zacks: Gross margin down
• Negative Sentiment: Some analysts trimmed targets / moved to neutral — JPMorgan cut its PT to $42 (neutral) and DA Davidson lowered its PT to $35 (neutral), signaling lingering valuation concerns. Benzinga: Analyst price target cuts
• Negative Sentiment: Minor insider selling disclosed — a director sold a small block of shares; not large enough alone to alter the picture but worth noting. SEC filing: insider sale

Insider Transactions at IonQ

In other IonQ news, Director Kathryn K. Chou sold 5,000 shares of IonQ stock in a transaction that occurred on Monday, December 22nd. The shares were sold at an average price of $55.00, for a total value of $275,000.00. Following the completion of the sale, the director directly owned 60,839 shares of the company’s stock, valued at approximately $3,346,145. The trade was a 7.59% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Insiders have sold a total of 25,616 shares of company stock worth $1,322,096 in the last quarter. 5.20% of the stock is currently owned by company insiders.

IonQ Trading Up 21.3%

NYSE:IONQ opened at $40.75 on Friday. IonQ, Inc. has a 12-month low of $17.88 and a 12-month high of $84.64. The firm has a market cap of $14.16 billion, a price-to-earnings ratio of -16.37 and a beta of 2.63. The company’s 50-day moving average is $42.78 and its two-hundred day moving average is $50.33.

IonQ Company Profile

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.