IonQ: When Quantum Hype Fades (Rating Downgrade) [Seeking Alpha]
IonQ, Inc. (IONQ)
Company Research
Source: Seeking Alpha
Quantum sector hype has cooled, with IonQ shares down roughly 32%, improving risk-reward but not eliminating valuation concerns. Q3 revenue surged 221.5% year-over-year to $39.9 million, beating company guidance by 37% for the quarter. IonQ trades near 153x forward sales despite 2025 revenue guidance of $110 million and ongoing heavy cash burn. Long-term upside depends on flawless execution across computing, networking, sensing, and security, with little tolerance for roadmap delays. Just_Super/iStock via Getty Images Investment Thesis IonQ, Inc.'s ( IONQ ) investment case skews neutral-to-bullish, anchored in its push toward a full-stack quantum platform rather than a single-machine model. After last quarter's exuberance, sector valuations have compressed, with IonQ down roughly 32% since my This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such p
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IONQ
News
- Department of War Technology Veteran Katie Arrington Joins IonQ as Chief Information Officer (CIO)Business Wire
- Here's Why IonQ, Inc. (IONQ) Fell More Than Broader Market [Yahoo! Finance]Yahoo! Finance
- The Q-Day Gold Rush: Why This $30B Tech Shift is the Next Defensive SupercycleGlobeNewswire
- OUP Announces Promotions of Manny Stockman to Managing Partner, Mitra Miri to Partner, and Beth Grafstrom to SVP FinanceBusiness Wire
- Where is IonQ Inc. (IONQ) Headed? [Yahoo! Finance]Yahoo! Finance
IONQ
Earnings
- 11/5/25 - Beat
IONQ
Sec Filings
- 12/23/25 - Form 4
- 12/22/25 - Form 144
- 12/15/25 - Form 4
- IONQ's page on the SEC website