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IOIONQ

IonQ, Inc.

$IONQ·$13B·Computer Hardware·Technology
$31.28-8.9%YTD-24.5%1Y-52.3%
Price updated 7h ago·X counts updated 5d ago
IOIONQ
$IONQIonQ, Inc.
$31.28-8.94%1.8k posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $IONQ on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

1,818X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $IONQ's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data28 posts analyzed · as of 2026-10-02

X is loudly bullish on the quantum narrative — Nvidia will install IonQ's Superion 256 at its Boston research center in 2027 (the same Jensen who said 15-30 years not long ago), the DOE roadmap targets fault-tolerance in 2028, and DARPA just signed for 125 Evergreen-05 optical clocks worth $28-58M. One voice points out Jensen already admitted he was wrong; the lone bear is a conviction holder quietly adding at the lows.

Read what X is saying about $IONQ

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $IONQ — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Driven by hypeWinding up for a moveAI verdict · as of 2026-10-02

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Quantum compute is edging toward real contracts — Jensen just gave IonQ an endorsement, and DARPA signed a check.

IonQ builds trapped-ion quantum computers. The space has been dismissed as 15-30 years away for a decade, and the pace of actual commercial contracts and hyperscaler partnerships is finally accelerating.

  • The customer wins are specific: Jensen Huang's Boston research center will host IonQ's Superion 256 in 2027, and DARPA signed a $28M atomic-clock deal with $30M of options — these are named-counterparty contracts, not vaporware.
  • Valuation is pricing in the dream: 113x sales on a company burning cash at a -440% operating margin, so any slip on the Superion timeline or a DARPA ramp miss cuts the multiple fast.
  • Revenue grew 755% YoY last quarter off a tiny base — the number sounds huge until you remember an enterprise shop needs orders of magnitude more scale to justify an $17B cap, and customer concentration is the near-term unknown.

Nov 4 is the gate — concrete Superion customers plus a credible backlog number keeps the move alive. Any 2027 pushout or DARPA-ramp caveat and the premium halves.

Agrees with X sentimentThe thread has the right catalysts — NVDA endorsement, DARPA signed, the Superion 256 pipeline — but underweights that 113x sales is already paying for every one of those deals converting in a sector where every historical timeline has slipped.

What to watch: Nov 4 Q3 earnings — Superion production timeline, DARPA option-exercise cadence, and customer count. Any Superion delay past 2027 is the clear invalidator.

On the calendar: 2026-11-04 — Q3 earnings

Read the AI verdict on $IONQ

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Builds trapped-ion quantum computers accessible via cloud, selling quantum computing services to enterprises and governments.

Industry overviewAI analysisGenerated by AI from underlying data

Where Computer Hardware sits in its cycle right now — and what that implies for $IONQ.

Computer Hardware · Technology

No material change from last week — hyperscaler AI server capex continues to drive the cycle.

What this means for $IONQ

Neutral — Builds trapped-ion quantum computers accessible via cloud, selling quantum computing services to enterprises and governments.

Top industry ETF

$SOXXiShares Semiconductor ETF
+83.9%YTD
+70.7%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
73.5How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-12.7%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-443%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-2.0%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
113.3Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
9.1%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
38.1%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 5, 2026$-0.33$-0.29-13.8%
Q1 2026May 6, 2026$2.07$-0.46+548.5%
Q4 2025Feb 25, 2026$1.93$-0.48+502.1%
Q3 2025Nov 5, 2025$-3.58$-0.44-713.6%
Next earningsWed, Nov 4·consensus EPS $-0.34

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$64.7M+754.7%23.8%-420%$2.24$-159.4M
Q4 FY25$61.9M+428.5%56.5%-392%$2.13$-83.3M
Q3 FY25$39.9M+221.5%48.0%-423%$-3.58$-127.2M
Q2 FY25$20.7M+81.8%8.5%-708%$-0.70$-54.9M

Forward consensus

5-year forecast · up to 10 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$445.3M$445.3M – $445.4M-$1.38-$1.60 – -$0.7410
FY27$812.6M$631.1M – $992.1M-$1.46-$1.78 – -$0.9310
FY28$1.1B$949.0M – $1.4B-$1.16-$1.31 – -$1.007
FY29$1.4B$1.2B – $1.7B-$0.96-$1.20 – -$0.793
FY30$2.0B$1.7B – $2.3B-$0.44-$0.55 – -$0.365

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.1×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.11%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-23.3%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-27.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 378.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today7.4% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β3.365-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellSep 10John W RaymondSpecial Advisor2.4K sh$90KSellJun 18Kathryn K. ChouDirector2.8K sh$152KSellJun 18Gabrielle B ToledanoDirector2.8K sh$152KSellJun 18John W RaymondSpecial Advisor3.8K sh$210KSellMay 6Robert T. CardilloChair3.8K sh$188K
+ 16 other (8 inkinds · 7 awards · 1 exempt) in window

See when $IONQ insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

424B5Prospectus supplement (offering)Oct 14424B5
424B5Prospectus supplement (offering)Oct 14424B5
8-KMaterial agreementOct 138-K — Item 1.01: Material agreement · Item 3.02: Unregistered equity sale · Item 7.01: Press release / Reg FD
8-KPress release / Reg FDSep 88-K — Item 7.01: Press release / Reg FD
AI summary

IonQ (IONQ) issued updated 2026 financial guidance following the completion of its SkyWater Technology acquisition. Specific guidance numbers are in the furnished exhibit. The update represents the first look at the combined company's financial profile and the commercial synergy thesis.

8-KOfficer or director changeAug 288-K — Item 5.02: Officer or director change · Item 8.01: Other event
AI summary

IonQ appointed two new independent directors: Eric Ball to Class II (term through 2027 annual meeting) and Timothy Baxter to Class III (term through 2028 annual meeting), effective August 26, 2026; committee assignments are pending. IonQ also disclosed that its publicly traded warrants (exercisable at $11.50 per share) will expire on September 30, 2026, after which unexercised warrants will become worthless. Both additions bring relevant technology and commercial leadership experience to the Board. Warrant holders should note the imminent expiration deadline.

3New insider — initial holdingsAug 263
AI summary

A new director of IonQ, Inc. filed a Form 3 reporting direct beneficial ownership of 8,382 shares of common stock as of approximately August 26, 2026. This is a routine initial director ownership report upon joining the board, with no strategic implications.

3New insider — initial holdingsAug 263
AI summary

A new director of IonQ, Inc. filed a Form 3 reporting indirect beneficial ownership of 3,000 shares of common stock held through the Ball Axline Living Trust (a family trust for immediate household members); the reporting person is a joint trustee and disclaims beneficial ownership. This is a routine initial director ownership report.

8-KUnregistered equity saleAug 78-K — Item 3.02: Unregistered equity sale
AI summary

IonQ, Inc. (IONQ) disclosed an unregistered sale of equity securities (Item 3.02) on 2026-08-07. The sale involved 1,958,951 shares for aggregate proceeds of $0.0001 . Unregistered (private placement / PIPE) transactions are dilutive and typically done at a discount to market. Investors should assess pricing, lock-up terms, and whether the capital raise was necessity- or opportunity-driven.

+ 18 other (3 routine 8-Ks · 2 13Gs · 2 10-Qs · 2 earnings 8-Ks) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Quantum Computing Is Still Years Away. These 6 Stocks Show Who Is Closest to Real Revenue.fool.com·19h agoIonQ (IONQ) Soars 9.3%: Is Further Upside Left in the Stock?zacks.com·19h agoMassive News for IonQ Stock Investorsfool.com·1d agoPrediction: IonQ Will Cross $100 Per Share in 2027 (It's Less Than $40 Per Share Now)fool.com·1d agoIonQ Is Following Nvidia's Playbook. Why the Stock Could Be a Buy After a 60% Dip.fool.com·1d ago

In themes

Explore the broader themes this ticker is being talked about under.

Quantum Computing

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Voices on X · top 15 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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