π₯ POWER OF TS
#IONQ β Strong Rise
$34.54 (Aug. 3, 2026) β $47.91 today | +38.71% Gain in 52 Days
Recent catalyts:
Sep. 8β16: IonQ raised FY2026 revenue guidance to $450Mβ$460M and expanded quantum-AI/HPC research with NVIDIA, ORNL and the University of Tennessee.
Sep. 21β22: IonQ announced an SDT Asia-Pacific partnership and demonstrated an end-to-end real-time quantum error decoder.
Sep. 23: Superion 256 was selected for NVIDIAβs NVAQC and will connect with an NVIDIA GB200 NVL72 via NVQLink.
Sep. 24: Florida International University selected Superion 256 for its first on-premises trapped-ion quantum system.
Earnings Performance: Revenue $80.1M (+287% YoY) with a fifth consecutive record quarter and 297% YoY RPO growth.
Profitability: GAAP net loss $1.87B and adjusted EBITDA loss $120.3M.
IONQ's recent rise is being supported by materially higher revenue guidance, accelerating commercial deployments, NVIDIA integration, SkyWater vertical integration and a series of September technology/customer announcements.
Key risks
High valuation/volatility β’ continued operating losses and cash burn β’ quantum commercialization uncertainty β’ SkyWater integration risk β’ competition from IBM, Google, Microsoft and other quantum platforms.
#IONQ has several fresh catalysts, but the next major fundamental confirmation is likely the Q3 results and evidence that the SkyWater acquisition is translating into commercial growth.
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