IonQ (NYSE:IONQ) Receives Buy Rating from Rosenblatt Securities

Rosenblatt Securities reaffirmed their buy rating on shares of IonQ (NYSE:IONQ) in a report published on Thursday,Benzinga reports. Rosenblatt Securities currently has a $100.00 target price on the stock.

IONQ has been the topic of a number of other research reports. JPMorgan Chase & Co. initiated coverage on IonQ in a research note on Thursday, November 20th. They set a “neutral” rating and a $47.00 price target on the stock. Zacks Research upgraded shares of IonQ from a “strong sell” rating to a “hold” rating in a research report on Tuesday, November 4th. Needham & Company LLC 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 Thursday. Mizuho assumed coverage on shares of IonQ in a research note on Thursday, December 11th. They set an “outperform” rating and a $90.00 price target for the company. Finally, Cantor Fitzgerald reissued an “overweight” rating on shares of IonQ in a research report on Monday, February 9th. Nine research analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, IonQ presently has an average rating of “Moderate Buy” and an average target price of $69.45.

IonQ Price Performance

NYSE IONQ opened at $40.75 on Thursday. The company has a fifty day moving average of $42.78 and a two-hundred day moving average of $50.33. The company has a market capitalization of $14.16 billion, a PE ratio of -16.37 and a beta of 2.63. IonQ has a 1 year low of $17.88 and a 1 year high of $84.64.

Insider Activity

In other news, Director Kathryn K. Chou sold 20,000 shares of the business’s stock in a transaction dated Thursday, December 11th. The shares were sold at an average price of $51.40, for a total transaction of $1,028,000.00. Following the transaction, the director directly owned 60,839 shares in the company, valued at $3,127,124.60. The trade was a 24.74% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Insiders have sold 25,616 shares of company stock worth $1,322,096 in the last quarter. Insiders own 5.20% of the company’s stock.

Institutional Investors Weigh In On IonQ

A number of institutional investors have recently added to or reduced their stakes in the business. Amazon Com Inc. acquired a new stake in IonQ during the second quarter valued at approximately $36,705,000. VIRGINIA RETIREMENT SYSTEMS ET Al bought a new position in shares of IonQ in the 3rd quarter worth about $806,000. Norges Bank acquired a new position in shares of IonQ in the 2nd quarter valued at about $114,767,000. Western Wealth Management LLC raised its stake in IonQ by 222.8% during the third quarter. Western Wealth Management LLC now owns 23,762 shares of the company’s stock worth $1,461,000 after acquiring an additional 16,400 shares during the period. Finally, Wealth Enhancement Advisory Services LLC lifted its holdings in IonQ by 56.8% in the third quarter. Wealth Enhancement Advisory Services LLC now owns 47,545 shares of the company’s stock worth $2,924,000 after acquiring an additional 17,215 shares during the last quarter. Hedge funds and other institutional investors own 41.42% of the company’s stock.

Key Stories Impacting IonQ

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

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.