Rigetti Drops 7%, IonQ Sinks 6%, D-Wave Falls 4%: What's Behind the Quantum Stock Selloff?
Quantum computing stocks, including Rigetti, IonQ, D-Wave, and Quantum Computing Inc., experienced a significant selloff with declines ranging from 4% to 7%. This broad-based dip is attributed to rising long-dated Treasury yields, which are punishing unprofitable, long-duration growth stocks in the absence of company-specific news. The article highlights that despite a 37% year-to-date gain in the Defiance Quantum ETF (QTUM), this performance is largely driven by semiconductor and AI holdings, not the pure-play quantum stocks, indicating a sector-wide re-evaluation.
Monetta Financial Services Inc. Purchases New Position in IonQ, Inc. $IONQ
Monetta Financial Services Inc. has acquired a new stake of 19,000 shares in IonQ, Inc. (NYSE:IONQ) during the second quarter, valued at approximately $1,012,000. This investment comes amidst increased institutional activity in IonQ, with several other hedge funds also adjusting their positions in the quantum computing company. The article also details recent insider transactions, IonQ's financial performance exceeding analyst expectations, and updated analyst price targets for the stock.
IonQ (IONQ) Gains Attention After Q2 Results And New Deals As Valuation Debate Builds
IonQ (IONQ) is attracting significant investor interest following strong Q2 results, increased 2026 revenue guidance, and new quantum collaboration agreements. While the stock has seen recent volatility, longer-term momentum remains positive. The central debate revolves around whether the recent good news is already priced into the stock, with a common valuation narrative suggesting it's 8.1% undervalued at $48 per share, driven by its top-line growth and expanding platform.
IonQ (NYSE: IONQ) Stock Price Surges 16% On Q2 Earnings Beat, But Stretched Valuation Raises Profit-Taking Questions
IonQ (NYSE: IONQ) stock surged 16% after reporting a strong Q2 earnings beat, with revenue growth of 287% year-over-year and increased guidance for 2026. Despite positive fundamentals, including new defense initiatives and a vertically integrated manufacturing platform, the company's valuation remains a concern, trading at 46.51 times price-to-sales. This stretched valuation, combined with a "Sell" rating from Zacks, suggests potential profit-taking for investors.
How IonQ Could Benefit From Its Latest Quantum Collaborations
IonQ has recently announced three new collaborations that could significantly benefit its quantum computing initiatives. These partnerships include expanding access to its commercial quantum systems in Canada, exploring advanced quantum information science for U.S. national security with Sandia National Laboratories, and establishing the Tennessee Quantum Communications Research Center with EPB. While these collaborations aim to advance quantum technology, IonQ's stock performance has lagged the industry, and it currently carries a Zacks Rank #4 (Sell).
Morgan Stanley Discloses 5.6% Stake in IonQ (IONQ) as Analysts See 60% Stock Upside
Morgan Stanley has revealed a significant 5.6% beneficial ownership stake in IonQ (IONQ), a quantum computing company. The investment bank's Schedule 13G filing indicates shared voting power over 18.72 million shares and shared disposal power over 20.83 million shares, with its subsidiary Morgan Stanley Investment Management holding an additional 5.4%. This disclosure, based on a June 30, 2026 ownership event, positions Morgan Stanley as another large institutional investor in IonQ, while analysts maintain a Strong Buy consensus with a projected 60.45% upside.
Quantum Stocks Sink Again: IONQ, QBTS, QUBT and RGTI Fall as Treasury Yields Rise
Quantum computing stocks experienced a significant downturn due to rising Treasury yields and a broader selloff in speculative technology shares. Companies like IonQ, D-Wave Quantum, Quantum Computing Inc., and Rigetti Computing all saw declines. This weakness is attributed to the sector's business model, where most companies are still heavily investing with limited revenue, making them vulnerable to higher interest rates that devalue future profits.
Quantum Stocks Fall Tuesday as Rates Force Rotation: IonQ Down 6%, D-Wave Drops 6%, Rigetti Falls 5%
Quantum computing stocks, including IonQ, D-Wave Quantum, and Rigetti Computing, experienced significant declines on Tuesday due to a rise in long-dated Treasury yields, which typically forces investors out of speculative technology stocks. The sector, consisting of largely pre-revenue companies, is highly sensitive to interest rate changes as their valuations rely on future cash flows. Additionally, a cooling sentiment around AI due to lower-than-expected revenue figures from Anthropic and OpenAI contributed to investors repricing long-dated AI exposure.
IonQ and CMC Microsystems Announce Collaboration to Expand Cloud Quantum Computing Access in Canada
IonQ and CMC Microsystems have partnered to integrate IonQ’s trapped-ion quantum computing systems into Canada's FABrIC Quantum Computing Sandbox (QCS). This collaboration, formalized by an MOU, positions IonQ as a cloud quantum computing access provider for QCS, aiming to accelerate quantum research and enterprise adoption in Canada. The initiative, funded by the Government of Canada, seeks to bolster the nation's semiconductor and quantum industries by offering engineering support and cloud quantum computing access to academics and small-to-medium-sized enterprises.
IonQ partners with CMC to expand quantum access to Canadian researchers
IonQ has partnered with the Canadian Microelectronics Corporation (CMC) to provide Canadian researchers and businesses with expanded access to quantum computing. This collaboration will integrate IonQ's commercial trapped-ion quantum computing systems into Canada's FABrIC Quantum Computing Sandbox. The initiative aims to enhance quantum research and development capabilities across Canada.
China Takes Quantum Tech to the Power Grid, Putting IONQ, QBTS and RGTI in Focus
China is integrating quantum technology into its power grid, testing quantum sensors, secure communications, and computing tools at the Houdian Quantum Application Demonstration Substation in Hefei. While quantum sensing and secure communications show promising commercial applications, the quantum computing aspect of the project has yet to demonstrate a clear advantage over conventional systems. This initiative offers early insights into potential commercial demand for quantum technology, particularly in areas like quantum sensing and secure communications for utilities.
Two Quantum Computing Stocks Are Starting to Pull Ahead of the Pack
IonQ and Quantinuum are emerging as leaders in the quantum computing sector due to their superior accuracy in trapped-ion technology, demonstrated by their high two-qubit gate fidelities and strong financial results. Both companies reported significant revenue growth and increasing backlogs, with IonQ expanding its forecast and Quantinuum securing a key partnership with Oracle. Other quantum computing firms like Infleqtion, D-Wave Quantum, and Rigetti Computing are trailing in accuracy, highlighting that precision is currently a more critical factor than speed in the race for quantum supremacy.
Global Retirement Partners LLC Takes Position in IonQ, Inc. $IONQ
Global Retirement Partners LLC has acquired a new stake of 27,087 shares in IonQ, Inc. (NYSE:IONQ), valued at approximately $1.44 million. This move is part of broader institutional investor activity, with major firms like Vanguard Group and State Street Corp also significantly increasing their holdings. IonQ, a quantum computing company, recently reported strong revenue growth of 286.7% year-over-year, exceeding analyst expectations, although it remains unprofitable.
Price to book forward of IonQ, Inc. Redeemable – BOATS:IONQ/W
This article provides financial data for IonQ, Inc. Redeemable (IONQ/W) on the Blue Ocean Alternative Trade System (BOATS). It specifically highlights the "Price to book forward" metric. The content appears to be a stub or an incomplete data presentation page from TradingView.
Responsive Playbooks and the IONQ.WS Inflection
This article analyzes IONQ.WS, highlighting a mid-channel oscillation pattern and a strong near to mid-term sentiment that could shift a weak long-term outlook. It presents three AI-generated institutional trading strategies for different risk profiles: a Long Position Trading Strategy, a Momentum Breakout Strategy, and a Risk Hedging Strategy, along with a multi-timeframe signal analysis. The analysis pinpoints support and resistance levels across near-term, mid-term, and long-term horizons, and notes an exceptional 178.0:1 risk-reward setup targeting a 51.7% gain versus 0.3% risk.
IonQ Completes $1.8 Billion Acquisition of SkyWater Technology
IonQ has completed its acquisition of SkyWater Technology for approximately $1.8 billion, a strategic move that enhances IonQ's capability to manufacture quantum chips. This acquisition is expected to accelerate IonQ's quantum processor development roadmap, aiming for 200,000 physical qubits by 2028, and strengthens its market position as a vertically integrated quantum platform. Despite adding a lower-margin manufacturing business, IonQ maintains financial flexibility with about $2 billion in cash reserves.
(IONQ) Volatility Zones as Tactical Triggers
This article analyzes Ionq Inc. (NASDAQ: IONQ) with strong near and mid-term sentiment, despite a weak long-term outlook. AI models identify a mid-channel oscillation pattern, offering a 138.9:1 risk-reward setup targeting a 39.6% gain against 0.3% risk. It provides specific trading strategies including position, momentum breakout, and risk hedging, along with multi-timeframe signal analysis.
Morgan Stanley reports 5.6% IonQ stake (IONQ) with over 20.8M shares
Morgan Stanley and Morgan Stanley Investment Management Inc. have reported significant institutional ownership in IonQ, Inc. (IONQ). As of June 30, 2026, Morgan Stanley holds a beneficial ownership of 20,830,962 shares, representing 5.6% of outstanding common stock, while its affiliate, Morgan Stanley Investment Management Inc., beneficially owns 20,301,082 shares, or 5.4% of the class. Both entities classify their positions as a holding company and an investment adviser, respectively, exercising shared voting and dispositive power over these holdings.
2 Quantum Stocks With 75%+ Upside in August After Q2 Earnings
The quantum computing industry is seeing accelerating commercialization, with enterprise adoption and government support growing. This article highlights two quantum stocks, Quantum Computing Inc. (QCi) and Quantinuum, that show over 75% short-term price-target upside based on their Q2 earnings and future growth drivers, despite a recent market reset. Both companies are demonstrating significant commercial progress and have substantial resources to fund their roadmaps.
IonQ, D-Wave or Rigetti: Which Quantum Stock Is the Best Buy After Q2?
This article analyzes the second-quarter performance of three leading U.S.-listed quantum computing companies: IonQ, D-Wave Quantum, and Rigetti Computing. While IonQ shows strong revenue growth and Rigetti exhibits technology potential, D-Wave is highlighted as the most compelling investment due to its surging bookings, growing RPO, and increasing commercial adoption of its technology in production applications. The analysis considers the restrictive macro environment and each company's financial indicators, technological advancements, and market position.
Understanding implications for vertical mergers from the FTCs recent review of IonQ and SkyWater
The FTC closed its investigation into IonQ's $1.8 billion acquisition of SkyWater, allowing the vertical merger to proceed despite differing views from the two Commissioners. Their statements highlight the importance of case-specific evidence, willingness to consider efficiencies and behavioral remedies, and potential consideration of broader administration policy in evaluating vertical mergers. This outcome suggests that the FTC may expedite some significant vertical merger reviews and be open to arguments about procompetitive benefits.
As IonQ Posts 287% Revenue Surge to $80 Million and
A new report by Research and Markets projects the quantum computing market to grow from $1.93 billion in 2026 to $21.86 billion by 2035, driven by increasing investments and adoption across various industries. The market's expansion is fueled by advancements in quantum hardware and software, growing demand for high-performance computing, and integration with AI/ML. Despite challenges like high costs and complexity, significant opportunities exist in cybersecurity transformation via Post-Quantum Cryptography and breakthroughs in drug discovery.
Prediction: A $1,000 Investment in IonQ Could Be Worth This Much by 2028 as Revenue Soars 287% and Its Backlog Grows Even Faster
IonQ, a pure-play quantum computing company, has shown explosive growth with revenue surging 287% year over year and its remaining performance obligations growing 297% to $485 million. Despite a high price-to-sales ratio and continued operating losses due to heavy investment, analysts predict that if revenue scales as estimated to $780 million by 2028, a $1,000 investment could grow to over $2,900. This forecast suggests significant returns for patient investors even without multiple expansion, provided the company executes successfully and the quantum computing market continues to adopt.
IonQ, Inc. $IONQ Position Trimmed by Bank of America Corp DE
Bank of America Corp DE reduced its stake in IonQ, Inc. by 15.4% in the first quarter, selling 329,399 shares but retaining 1.81 million shares valued at approximately $52.1 million. Despite this trim, IonQ reported strong quarterly results with revenue up 286.7% year-over-year and an adjusted loss per share that beat expectations. Analyst sentiment is mixed, with a "Moderate Buy" consensus rating and an average price target of $69.92, although the company is expected to remain unprofitable this year.
SkyWater Deal Poses Counterparty Risks That Could Weaken IonQ’s Financial Performance
IonQ, Inc. (IONQ) has identified a new risk concerning the SkyWater Acquisition, which could lead to customers, distributors, suppliers, and other partners terminating or reducing their engagements due to heightened dependence on a single provider. This potential scaling back or exit by counterparties, along with the loss of SkyWater's existing contracts, could significantly weaken IonQ's operational resilience and financial performance. Despite this, the average IONQ stock price target is $69.44, suggesting a 63.27% upside potential.
IonQ (NYSE:IONQ) - Stock Analysis
This article provides a detailed stock analysis of IonQ (NYSE:IONQ), a quantum computing systems developer. It covers the company's valuation, future growth prospects, past performance, financial health, dividend policy, management, and ownership, alongside recent news and analyst narratives. Key highlights include projected revenue growth, recent acquisitions like SkyWater Technology, and strategic partnerships, balanced against risks such as unprofitability, share price volatility, and dilution.
IonQ, Inc. $IONQ Shares Sold by Janus Henderson Group PLC
Janus Henderson Group PLC reduced its stake in IonQ, Inc. by 55.1% in the first quarter, selling 30,533 shares and retaining 24,900 shares worth $717,000. Despite this, IonQ reported stronger-than-expected second-quarter results with revenue of $80.05 million and a narrower-than-anticipated per-share loss. Analysts maintain a "Moderate Buy" consensus, though concerns about profitability and potential share dilution persist.
IonQ Inc | 10-Q: Q2 2026 Earnings Report
This document is the Q2 2026 Earnings Report for IonQ Inc, filed as a 10-Q. It provides a formal financial statement for the specified quarter.
IonQ (IONQ) Stock Trades Up, Here Is Why
Shares of quantum computing company IonQ (IONQ) jumped 11% after reporting a significant second-quarter revenue beat, raising its full-year guidance, and announcing a $28 million DARPA contract extension. The company delivered $80.1 million in Q2 revenue, a 287% year-over-year increase, and increased its 2026 revenue guidance to $280–$290 million. This news follows a recent "outperform" rating from Wedbush and the finalization of its $1.8 billion acquisition of SkyWater Technology, aiming for vertical integration in chip manufacturing.
IonQ Inc | 10-Q: Quarterly report
This document is a Quarterly Report (Form 10-Q) filed by IonQ Inc. It contains the company's interim financial information and other disclosures required by the Securities and Exchange Commission for the specified reporting period.
Quantum Computing News: IonQ Wins $28M DARPA Deal, D-Wave Bookings Explode 1,120% as Rigetti Losses Stay High
This article provides a recap of recent quantum computing news, highlighting IonQ's new $28 million DARPA contract for optical atomic clocks, Pasqal's progress towards a Nasdaq listing, and Xanadu's $67 million funding. It also discusses Rigetti's significant cash reserves despite high losses and D-Wave's impressive 1,120% jump in first-half bookings, contrasting with its flat revenue. The report offers financial updates and technical developments from these key players in the quantum computing industry.
IonQ, Inc. Company Information
This article provides key company information for IonQ, Inc. (IONQ), including its ticker, exchange listings, industry, market capitalization, and employee count. It also details the data sources and analysis model used by Simply Wall St for its reports, and lists some of the analysts covering IonQ.
IonQ vs. Meta Platforms: Comparing Revenue Trends Between a Cutting-Edge Quantum Computing Company and an Artificial Intelligence Giant
This article compares the revenue trends of IonQ, a quantum computing company, and Meta Platforms, an artificial intelligence giant. It highlights IonQ's volatile upsides in early-stage revenue expansion due to acquisitions, leading to significant net losses despite strong year-over-year sales growth. Meta Platforms, on the other hand, maintains large revenue baselines through advertising, with AI contributing to revenue growth but also increasing capital expenditures and impacting net income.
Quantum Earnings Week: Winners and Losers Are Finally Emerging
This article analyzes the recent earnings reports from key quantum computing companies, highlighting IonQ (IONQ) as a clear leader with strong revenue growth and narrowing losses. In contrast, Rigetti Computing (RGTI) showed modest growth but faced widening operating losses despite significant cash reserves. The reports suggest that investors are becoming more selective, rewarding companies that demonstrate clearer progress toward commercialization rather than the entire quantum industry indiscriminately.
What Sent IonQ Shares Surging and Whether the Momentum Can Last
IonQ (NYSE: IONQ), a quantum computing company, has seen its stock quadruple since its SPAC merger in October 2021, driven by technological advancements, growing commercial and government contracts, and optimistic revenue projections. The company's ion-trapping technology offers higher accuracy and less stringent cooling requirements than older quantum systems, leading to significant revenue growth. Despite being unprofitable and trading at a high sales multiple, analysts anticipate substantial future revenue increases, though macroeconomic factors could temper near-term gains.
Why IonQ Stock Crashed 31.6% In July
IonQ (NYSE: IONQ) stock dropped 31.6% in July, primarily due to a broader downturn in quantum and AI stocks, insider selling, and waning enthusiasm for high-risk investments. Despite strong revenue growth of $80 million in Q2, the quantum computing company reported a substantial operating loss of $337 million, highlighting the early and unprofitable stage of its technology. The article suggests that IonQ's high valuation (61x forward P/S) and significant cash burn make it an unappealing investment despite its large cash reserves.
IONQ, QBTS, INFQ: IonQ Stock Leads Gains In Quantum Stocks As Jefferies Eyes September Catalyst
IonQ (IONQ) stock surged 9% in pre-market trading, leading gains among quantum computing stocks after Jefferies maintained its 'Buy' rating despite an earnings miss. Jefferies highlighted IonQ's September Investor Day as a key catalyst and noted the company's growing revenue momentum and platform expansion. IonQ also secured two new U.S. government contracts, expanding its presence in national security and defense technology markets, including a contract with the NRO and an extension with DARPA.
UPDATED: DARPA Selects IonQ to Produce Next-Generation Atomic Clocks
IonQ announced a clarification regarding its contract with DARPA under the "It’s About Time" program. The company has been awarded a $28 million contract extension, with an additional $30 million option, to produce and deliver up to 125 Evergreen-05 optical atomic clocks to the U.S. government. IonQ will invest $15 million to establish dedicated production facilities to support this effort, which aims to provide highly stable atomic clocks for critical applications like radar and secure communications.
IonQ Stock Jumps on $28 Million U.S. Defense Contract
IonQ (NYSE:IONQ) shares rose after securing two U.S. government contracts. The first is a $28 million extension from DARPA to scale production of its Evergreen-05 optical atomic clock, requiring a $15 million investment by IonQ. Additionally, its Capella space division won a contract with the National Reconnaissance Office for synthetic aperture radar imagery.
IONQ, QBTS, INFQ: IonQ Stock Leads Gains In Quantum Stocks As Jefferies Eyes September Catalyst
Jefferies maintained its 'Buy' rating on IonQ, highlighting confidence in the quantum computing firm's long-term growth and identifying the September Investor Day as a key catalyst. Despite an earnings miss, IonQ's stock surged along with other quantum computing companies, fueled by strong revenue growth and new government contracts. The company's Q2 revenue jumped 287% year-on-year, and retail sentiment remains highly bullish.
IonQ’s Space Division Awarded NRO Radar Commercial Augmentation Contract
IonQ announced that its company, Capella, has been awarded a contract under the National Reconnaissance Office’s (NRO) Radar Commercial Augmentation (RCA) program. This contract will involve providing commercial synthetic aperture radar (SAR) imagery and data services to support U.S. national security missions, strengthening IonQ's national security portfolio. Capella's SAR capabilities offer reliable, all-weather, day-and-night high-resolution Earth observation, which is crucial for government customers needing timely intelligence in complex environments.
DARPA Selects IonQ to Produce Next-Generation Atomic Clocks
IonQ has secured a $28 million contract extension from DARPA's "It's About Time" program to produce and deliver 125 Evergreen-05 optical atomic clocks to the U.S. government. The company will invest $15 million in production facilities and staff to scale manufacturing of these compact, high-precision clocks for critical applications like radar and secure communications. This contract builds on IonQ's acquisition of Vector Atomic, which originally developed the Evergreen-05 technology with DARPA's support.
IonQ Announces Record Second Quarter 2026 Revenues, Growing 287% YoY
IonQ reported record GAAP revenues of $80.1 million for the second quarter of 2026, marking a 287% year-on-year increase, driven by deployments across its quantum platform. The company also announced the acquisition of SkyWater Technology, creating a vertically integrated quantum platform, and raised its full-year revenue guidance to between $280 million and $290 million. These achievements underscore IonQ's strong commercial momentum and technological advancements in the quantum computing sector.
IonQ, Inc. (IONQ) Reports Q2 Loss, Beats Revenue Estimates
IonQ, Inc. (IONQ) reported a Q2 loss of $0.33 per share, exceeding the Zacks Consensus Estimate of a $0.29 loss, but beat revenue estimates with $80.05 million. Despite beating revenue expectations for the fourth consecutive quarter, the company's shares have declined 7% year-to-date. IonQ currently holds a Zacks Rank #3 (Hold), indicating it is expected to perform in line with the market.
IonQ Posts Q2 Double Beat, Raises 2026 Outlook, Shares Rise
IonQ reported strong second-quarter 2026 results, beating analyst estimates for both revenue and earnings per share. The quantum computing company also raised its full-year 2026 revenue outlook, citing significant growth driven by deployments of its Tempo quantum computers and commercial momentum. Following the announcement, IonQ's shares saw an after-hours increase.
QBTS & RGTI Q2 Earnings Tomorrow: Which Quantum Stock Is a Better Buy?
This article analyzes D-Wave Quantum (QBTS) and Rigetti Computing (RGTI) ahead of their Q2 2026 earnings reports, contrasting their past performance, current estimates, and key operational factors. While both quantum computing companies experienced significant stock surges in Q2, the article delves into what investors should focus on for each company's upcoming results to determine which presents a better investment opportunity. It also provides a Zacks Model analysis for earnings beat predictions.
IONQ, QBTS, INFQ: IonQ Stock Leads Gains In Quantum Stocks As Jefferies Eyes September Catalyst
IonQ stock led gains in quantum computing stocks after Jefferies maintained its 'Buy' rating, citing growing confidence in the company's long-term trajectory and revenue momentum despite a Q2 earnings miss. The firm highlighted IonQ's upcoming September Investor Day as a key catalyst. IonQ also announced two new U.S. government contracts and reported significant Q2 revenue growth, reinforcing bullish retail sentiment.
IonQ (IONQ) Stock Gets Fair Value Trim As Analysts Weigh Quantum Growth And Risk
IonQ's fair value estimate has been slightly adjusted from US$68.79 to US$68.41, reflecting a nuanced view among analysts. While some highlight the long-term potential of quantum computing and government interest, others point to execution risks, balance sheet management, and recent stock performance. The article details both bullish and bearish perspectives from various firms and outlines how these factors contribute to the adjusted fair value.
FTC Clears IonQ-SkyWater Deal Despite Split on Competition Risks
The Federal Trade Commission has approved IonQ Inc.'s acquisition of SkyWater Technology Inc. despite a split among commissioners regarding potential short-term competitive risks. While Chairman Andrew N. Ferguson raised concerns about possible market concentration and favored a behavioral remedy, Commissioner Mark R. Meador viewed the transaction as procompetitive or competitively neutral due to SkyWater's limited market power and alternative fabrication options. Ultimately, both commissioners agreed the merger should proceed, leading to the early termination of the antitrust review.
IonQ & Sandia Partner on Quantum Tech for US Security
IonQ announced a Memorandum of Understanding with Sandia National Laboratories to accelerate the co-design of quantum information science technologies. This partnership aims to advance quantum computing and networking capabilities for U.S. national security, leveraging both organizations' strengths in system optimization, device development, and characterization. The collaboration expands IonQ's presence in New Mexico and supports the development of next-generation quantum systems within the Quantum Demonstration Facility.
