Sei Investments Co. Decreases Holdings in IonQ, Inc. $IONQ

Sei Investments Co. decreased its stake in IonQ, Inc. (NYSE:IONQ) by 35.3% during the 1st quarter, Holdings Channel reports. The firm owned 55,463 shares of the company’s stock after selling 30,198 shares during the quarter. Sei Investments Co.’s holdings in IonQ were worth $1,599,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also modified their holdings of the stock. Royal Bank of Canada boosted its holdings in IonQ by 12.5% in the 1st quarter. Royal Bank of Canada now owns 134,176 shares of the company’s stock worth $2,962,000 after buying an additional 14,898 shares during the last quarter. Amundi purchased a new stake in IonQ during the 1st quarter worth approximately $630,000. AQR Capital Management LLC raised its holdings in shares of IonQ by 106.2% during the first quarter. AQR Capital Management LLC now owns 57,305 shares of the company’s stock valued at $1,265,000 after acquiring an additional 29,513 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its position in shares of IonQ by 24.1% in 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 valued at $9,932,000 after acquiring an additional 87,428 shares in the last quarter. Finally, Focus Partners Wealth boosted its stake in shares of IonQ by 30.3% in the first quarter. Focus Partners Wealth now owns 46,782 shares of the company’s stock worth $1,032,000 after acquiring an additional 10,881 shares during the last quarter. Hedge funds and other institutional investors own 41.42% of the company’s stock.

More IonQ News

Here are the key news stories impacting IonQ this week:

• Positive Sentiment: Quarterly results exceeded expectations. IonQ reported second-quarter revenue of $80.05 million, well above the $66.47 million analyst consensus, while its $0.33 per-share loss was narrower than the expected $0.56 loss. Revenue increased 286.7% year over year, reinforcing the company’s rapid-growth narrative. Quantum earnings Q2 2026
• Positive Sentiment: Revenue visibility is improving. International deployments, multiproduct sales and rising remaining performance obligations could provide additional growth and revenue upside in future periods. IONQ Sees Favorable Q2 Revenue Trends
• Positive Sentiment: Government and national-security contracts broaden IonQ’s opportunity. A $28 million DARPA extension supports production of optical atomic clocks, while a National Reconnaissance Office contract through Capella adds commercial synthetic-aperture radar work. These awards could strengthen IonQ’s position in critical infrastructure and defense markets. IonQ’s DARPA and NRO Contracts
• Neutral Sentiment: Wall Street sentiment remains favorable, but investors are cautioned against relying solely on ratings. IonQ’s average brokerage recommendation suggests the stock may merit consideration, although analyst optimism can be an unreliable indicator of future performance. Should You Invest in IonQ Based on Bullish Wall Street Views?
• Negative Sentiment: Share dilution is the key overhang. Despite results that surpassed expectations and progress on its technical roadmap, additional shares can reduce existing investors’ ownership and limit the benefit of future growth. IonQ also remains unprofitable, with analysts expecting a sizable full-year loss. The SkyWater acquisition may improve strategic positioning but adds execution and integration considerations. IonQ Demolishes Expectations—Share Dilution a Chink in the Armor

IonQ Stock Down 4.4%

NYSE IONQ opened at $42.47 on Tuesday. The business’s fifty day simple moving average is $47.43 and its 200-day simple moving average is $43.21. The firm has a market cap of $15.85 billion, a PE ratio of -9.11 and a beta of 3.28. IonQ, Inc. has a 52 week low of $25.89 and a 52 week high of $84.64.

IonQ (NYSE:IONQ) last announced its quarterly earnings data on Wednesday, August 5th. The company reported ($0.33) earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of ($0.56) by $0.23. IonQ had a negative net margin of 553.27% and a negative return on equity of 21.75%. The firm had revenue of $80.05 million during the quarter, compared to analyst estimates of $66.47 million. During the same quarter in the prior year, the firm posted ($0.70) earnings per share. IonQ’s quarterly revenue was up 286.7% on a year-over-year basis. Research analysts expect that IonQ, Inc. will post -2.26 EPS for the current year.

Analysts Set New Price Targets

Several research analysts recently commented on the company. Rosenblatt Securities reissued a “buy” rating and issued a $100.00 price objective on shares of IonQ in a research note on Thursday, August 6th. Weiss Ratings reissued a “sell (d+)” rating on shares of IonQ in a research note on Friday. Wedbush began coverage on shares of IonQ in a research report on Monday, August 3rd. They set an “outperform” rating and a $75.00 price target on the stock. Jefferies Financial Group set a $75.00 price target on shares of IonQ in a research report on Thursday. Finally, Wall Street Zen cut shares of IonQ from a “sell” rating to a “strong sell” rating in a research note on Saturday. Nine analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, IonQ currently has an average rating of “Moderate Buy” and a consensus price target of $69.92.

Insider Buying and Selling at IonQ

In other news, Director Kathryn K. Chou sold 2,757 shares of the firm’s stock in a transaction that occurred on Thursday, June 18th. The shares were sold at an average price of $55.02, for a total transaction of $151,690.14. Following the completion of the sale, the director owned 62,608 shares in the company, valued at $3,444,692.16. This trade represents a 4.22% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Gabrielle B. Toledano sold 2,757 shares of IonQ stock in a transaction that occurred on Thursday, June 18th. The shares were sold at an average price of $55.01, for a total transaction of $151,662.57. Following the sale, the director directly owned 11,154 shares in the company, valued at approximately $613,581.54. The trade was a 19.82% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 9,329 shares of company stock worth $513,216 in the last ninety days. 0.55% of the stock is owned by insiders.

IonQ 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.