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Stock impact report

IonQ: Nvidia Of Quantum Still Volatile, Highly Dilutive, And Expensive [Seeking Alpha]

IonQ, Inc. (IONQ) 
Company Research Source: Seeking Alpha
2026, with it triggering expanded commercial/enterprise/federal monetization opportunities ahead. This is especially since IONQ has made the strategic choice to leverage the existing semiconductor foundries, allowing them to scale rapidly/cheaply while being integrated into existing data center systems. The versatility of its quantum computing offerings and immense TAM of its future monetization opportunities lend credence to their claim of IONQ being the "NVIDIA Of The Quantum Space." Despite the robust revenue growth and the rich balance sheet at net cash of $3.5B, break-even is unlikely to occur in the near term as observed in the management's FY2025 guidance. IONQ remains a Hold here, with the high-growth cadence being negated by the premium valuations, the heightened dilution risks, and the elevated short interest ratio. adventtr/E+ via Getty Images I previously covered IonQ, Inc. (NYSE: IONQ ) in September 2025, discussing how its intensified R&D efforts had paid off Show less Read more
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