IonQ Inc. (IONQ) Stock Analysis 2026

TechnologyQuantum Computing

BriMind AI Score

Proprietary
52
Neutral
Price CAGR
24.0%
1Y Return
-33.9%
Analyst Upside
+88.4%
Rev Growth
286.8%

Score based on historical price CAGR, revenue growth, analyst upside, and valuation factors. Updated daily.

AI scores and price targets are for informational and educational purposes only. They do not constitute financial advice or a recommendation to buy or sell any security. Past performance is not indicative of future results. Always conduct your own research before making investment decisions. Full Disclaimer →

About IonQ Inc.

IonQ is a publicly traded pure-play quantum computing company using trapped-ion technology, which it claims offers superior qubit quality and fidelity compared to superconducting qubit approaches used by IBM and Google. The company sells quantum computing access through cloud platforms (AWS Braket, Azure Quantum, Google Cloud) and works with enterprises and government agencies on quantum use cases. IonQ represents speculative exposure to what could become transformative technology.

How IonQ Makes Money

IonQ generates revenue from quantum computing access sold through cloud platforms and direct contracts, plus government research grants and contracts with defense agencies. Revenue is small but growing rapidly. The company is pre-profit and burns significant cash as it invests in quantum hardware development. IonQ's business model will mature as quantum computers scale to the point where they can outperform classical computers on commercially relevant tasks.

IonQ Revenue & Profitability Breakdown

This chart shows how IonQ's revenue flows through to profit. Each row deducts a layer of costs: first the direct cost of making products/services (Cost of Revenue), then operating expenses like marketing and R&D, then taxes. What remains at the bottom is net income — the actual profit shareholders own. High gross and net margins indicate a business with strong pricing power and efficiency.

Revenue
$246.5M
Cost of Revenue
-$170.4M
Gross Profit
$76.0M30.9% margin
Operating Expenses
-$76.0M
Operating Income
$0-408.2% margin
Net Income
$00.0% margin
Gross Margin
30.9%
Operating Margin
-408.2%
Net Margin
0.0%

Key Financial Metrics

IonQ Inc. doesn't carry a meaningful trailing P/E right now, generates $-87.8M in free cash flow, runs a debt/equity ratio of 1.63, and converts shareholder equity into profit at a -60.5% return on equity. For context: P/E ratio measures how much you pay for $1 of earnings (lower = cheaper, but fast-growing companies command higher P/E); Free Cash Flow is the cash left after running the business; Debt/Equity shows how leveraged a company is; Return on Equity shows how efficiently it turns shareholder capital into profit.

Market Cap
$15.19B
P/E (Forward)
-30.87
Price / Book
4.29
Revenue
$246.5M
Revenue Growth
286.8%
EPS (Trailing)
$-3.87
EPS (Forward)
$-1.21
Gross Margin
30.9%
Operating Margin
-408.2%
Net Margin
0.0%
Return on Equity
-60.5%
Return on Assets
-14.5%
Free Cash Flow
$-87.8M
Debt / Equity
1.63
Current Ratio
10.66
Quick Ratio
9.92
Beta
3.30
Dividend Yield
None
Payout Ratio
0.0%
Insider Ownership
0.7%
Inst. Ownership
50.6%
Short % Float
10.5%
Book Value / Share
$8.73

Wall Street Analyst Consensus

Wall Street analysts covering IonQ Inc. currently haven't converged on a clear consensus rating, with a mean 12-month price target of $67.68. Analysts set these targets after researching a company's earnings, competitive position, and industry trends — Strong Buy / Buy means the majority expect meaningful upside, while Hold means fair value near the current price rather than a sell signal.

Mean Target$67.68

Technical Price Signals

IONQ is currently in a mixed technical position. Moving averages smooth out day-to-day volatility to reveal the underlying trend — a Golden Cross (50MA crosses above 200MA) is a classic bullish signal, a Death Cross is bearish, though both are lagging indicators that confirm trends rather than predict them.

50-Day MA
$42.13
200-Day MA
$44.34

IONQ Investment Case: Bull vs Bear

IONQ's investment case breaks down into 4 bull points and 4 bear points below. The bull case outlines the key reasons the stock could outperform — competitive advantages, growth catalysts, and market tailwinds. The bear case highlights the most significant risks. A strong bull case with manageable bear risks typically makes for a more compelling investment.

Bull Case (Reasons to Buy)

  • Trapped-ion qubits have demonstrated superior error rates and fidelity vs superconducting approaches — a fundamental physics advantage that could matter as systems scale.
  • Government contracts (DoE, DoD) provide near-term revenue and validate the technology's relevance for national security and scientific computing.
  • Cloud distribution through AWS, Azure, and Google Cloud gives IonQ access to enterprise customers without a direct enterprise sales force.
  • If quantum computing delivers on its promise, first-movers with superior hardware could capture enormous value — the optionality justifies significant speculation.

Bear Case (Key Risks)

  • Quantum computing commercial applications remain years or decades away — the technology is still in a pre-commercial research phase for most use cases.
  • IBM, Google, and Microsoft have far larger R&D budgets and are investing heavily in their own competing quantum approaches, creating formidable competition.
  • Revenue is tiny and growing from a very small base — the stock requires enormous patience and tolerance for dilution as the company raises capital to fund development.
  • Trapped-ion qubits face scaling challenges at larger qubit counts — the approach that works for 30 qubits may not scale to the thousands needed for practical advantage.

What to Watch: IONQ Key Metrics

Annual recurring revenue growth
Algorithmic qubit count (AQ)
Government contract wins
Cloud platform utilization
Cash burn rate vs runway

IONQ Stock — Frequently Asked Questions

Read the full IONQ in-depth report
Seven-method valuation, AI Score, blended price target, and a 5-year Monte Carlo simulation for IonQ Inc..

Compare IONQ with Peers

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IONQ vs IBMIonQ vs IBM — Pure-Play Quantum vs Platform Giant in Qu
IONQ vs RGTIIonQ vs Rigetti Computing — Trapped Ion vs Superconduct
QBTS vs IONQD-Wave Quantum vs IonQ — Annealing vs Gate-Based Quantu
ARQQ vs IONQArqit Quantum vs IonQ — Quantum Encryption vs Trapped-I
IONQ vs QCOMIonQ vs Qualcomm — quantum speculation or chip cash flo

IONQ — Related Investment Themes

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Data sources: Financial metrics and market data sourced from company SEC filings, earnings releases, and investor relations disclosures. Price data, analyst consensus targets, and fundamental financials provided by financial market data providers. ETF data sourced from official fund prospectuses and index provider publications. AI scores and price targets are proprietary estimates — see our Methodology and Disclaimer for details.
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