IonQ’s (IONQ) Buy Rating Reiterated at Rosenblatt Securities

Rosenblatt Securities reiterated their buy rating on shares of IonQ (NYSE:IONQ) in a research note published on Thursday morning,Benzinga reports. Rosenblatt Securities currently has a $100.00 price objective on the stock.

IONQ has been the subject of a number of other reports. Wedbush assumed coverage on shares of IonQ in a research report on Wednesday, December 17th. They issued an “outperform” rating and a $60.00 price objective for the company. Morgan Stanley cut their target price on IonQ from $58.00 to $35.00 and set an “equal weight” rating on the stock in a research note on Monday, February 23rd. Jefferies Financial Group started coverage on IonQ in a research report on Tuesday, December 16th. They set a “buy” rating and a $100.00 price target for the company. Weiss Ratings reiterated a “sell (d-)” rating on shares of IonQ in a report on Thursday, January 22nd. Finally, Cantor Fitzgerald restated an “overweight” rating on shares of IonQ in a research note on Monday, February 9th. Nine investment analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $69.45.

IonQ Price Performance

NYSE IONQ opened at $38.30 on Thursday. The company has a fifty day moving average price of $42.58 and a 200-day moving average price of $50.33. The firm has a market cap of $13.31 billion, a price-to-earnings ratio of -15.38 and a beta of 2.63. IonQ has a 1 year low of $17.88 and a 1 year high of $84.64.

Insider Transactions at IonQ

In related news, insider Robert T. Cardillo sold 5,165 shares of IonQ stock in a transaction dated Thursday, February 26th. The stock was sold at an average price of $39.44, for a total value of $203,707.60. Following the completion of the sale, the insider owned 112,291 shares of the company’s stock, valued at approximately $4,428,757.04. This trade represents a 4.40% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, 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 value of $1,028,000.00. Following the completion of the sale, the director owned 60,839 shares in the company, valued at $3,127,124.60. This represents a 24.74% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 30,781 shares of company stock worth $1,525,804. 5.20% of the stock is owned by company insiders.

Institutional Trading of IonQ

Institutional investors have recently modified their holdings of the business. TD Waterhouse Canada Inc. raised its holdings in IonQ by 28.4% during the 2nd quarter. TD Waterhouse Canada Inc. now owns 1,008 shares of the company’s stock valued at $40,000 after acquiring an additional 223 shares during the period. Hilltop National Bank grew its position in shares of IonQ by 112.5% in the third quarter. Hilltop National Bank now owns 425 shares of the company’s stock valued at $26,000 after purchasing an additional 225 shares in the last quarter. International Assets Investment Management LLC raised its stake in shares of IonQ by 4.3% during the 3rd quarter. International Assets Investment Management LLC now owns 5,679 shares of the company’s stock valued at $349,000 after purchasing an additional 235 shares during the period. Lauer Wealth LLC lifted its holdings in IonQ by 5.5% during the 3rd quarter. Lauer Wealth LLC now owns 4,852 shares of the company’s stock worth $298,000 after purchasing an additional 255 shares in the last quarter. Finally, GAMMA Investing LLC lifted its holdings in IonQ by 11.8% during the 3rd quarter. GAMMA Investing LLC now owns 2,480 shares of the company’s stock worth $153,000 after purchasing an additional 261 shares in the last quarter. 41.42% of the stock is currently owned by hedge funds and other institutional investors.

Key IonQ News

Here are the key news stories impacting IonQ this week:

• Positive Sentiment: Q4 beat and raised FY26 guidance — IonQ reported Q4 revenue of $61.9M (≈429% YoY) and raised 2026 revenue guidance to $225–245M, a major growth surprise that sparked the prior session’s rally. IonQ Just Delivered the Quarter That Changes the Quantum Narrative
• Positive Sentiment: Large cash cushion and strategic M&A — IonQ’s pro‑forma cash/investments (~$3.3B) plus acquisitions (Vector Atomic, SkyWater) reduce dilution risk and support aggressive growth/defense contracting. IonQ Just Delivered the Quarter That Changes the Quantum Narrative
• Positive Sentiment: Commercial & defense traction — New deployments (large QKD network in Romania) and inclusion on the MDA SHIELD IDIQ validate demand outside pilots and improve revenue visibility. IonQ Delivers One of the Largest Operational Quantum Key Distribution Networks in Europe
• Neutral Sentiment: Sector/peer context — Comparative analyst pieces (QUBT, RGTI, D‑Wave) provide context on upside vs. rivals but don’t change IonQ’s company‑specific drivers. QUBT vs. IONQ: Which Quantum Computing Stock Offers Greater Upside?
• Neutral Sentiment: Earnings call/transcript available — Read management’s comments for color on cadence and margin targets; useful for modeling but not an immediate catalyst. IonQ Q4 2025 Earnings Call Transcript
• Negative Sentiment: Analyst trims and mixed broker notes — Several firms cut targets or moved to neutral after Q4 (DA Davidson, JPMorgan), which can cap near‑term upside and feeds headline selling. These Analysts Slash Their Forecasts On IonQ After Q4 Results
• Negative Sentiment: Margins and cash burn remain a concern — Gross margin contracted and management projects a large adjusted loss for 2026, keeping valuation dependent on sustained execution. IonQ Stock Up on Q4 Earnings & Revenue Beat, Gross Margin Down
• Negative Sentiment: Post‑rally profit‑taking, analyst caution and an insider sale are pressuring the stock today after the big move — high volume and volatile positioning amplified the pullback. SEC Insider Filing

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.