IonQ, Inc. $IONQ Position Lifted by Concurrent Investment Advisors LLC

Concurrent Investment Advisors LLC grew its stake in shares of IonQ, Inc. (NYSE:IONQ) by 82.3% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 37,006 shares of the company’s stock after acquiring an additional 16,701 shares during the period. Concurrent Investment Advisors LLC’s holdings in IonQ were worth $1,660,000 at the end of the most recent quarter.

Several other hedge funds also recently added to or reduced their stakes in the stock. Vanguard Group Inc. grew its holdings in IonQ by 18.5% during the 3rd quarter. Vanguard Group Inc. now owns 29,354,706 shares of the company’s stock worth $1,805,314,000 after acquiring an additional 4,587,260 shares in the last quarter. State Street Corp grew its holdings in IonQ by 19.9% during the 3rd quarter. State Street Corp now owns 6,299,559 shares of the company’s stock worth $387,423,000 after acquiring an additional 1,043,878 shares in the last quarter. JPMorgan Chase & Co. grew its holdings in IonQ by 12.5% during the 3rd quarter. JPMorgan Chase & Co. now owns 3,008,001 shares of the company’s stock worth $184,992,000 after acquiring an additional 333,653 shares in the last quarter. Northern Trust Corp grew its holdings in IonQ by 30.3% during the 3rd quarter. Northern Trust Corp now owns 2,737,026 shares of the company’s stock worth $168,327,000 after acquiring an additional 636,482 shares in the last quarter. Finally, Lansdowne Partners UK LLP grew its holdings in IonQ by 286.1% during the 3rd quarter. Lansdowne Partners UK LLP now owns 1,937,031 shares of the company’s stock worth $119,127,000 after acquiring an additional 1,435,394 shares in the last quarter. 41.42% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other IonQ news, insider Robert T. Cardillo sold 5,165 shares of the business’s stock in a transaction dated Thursday, February 26th. The shares were sold at an average price of $39.44, for a total transaction of $203,707.60. Following the sale, the insider directly owned 112,291 shares in the company, valued at approximately $4,428,757.04. The trade was a 4.40% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, insider John W. Raymond sold 2,800 shares of the business’s stock in a transaction dated Thursday, March 12th. The stock was sold at an average price of $33.34, for a total transaction of $93,352.00. Following the sale, the insider owned 83,963 shares in the company, valued at $2,799,326.42. This trade represents a 3.23% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 8,581 shares of company stock worth $316,156. 5.20% of the stock is owned by corporate insiders.

Wall Street Analysts Forecast Growth

IONQ has been the subject of several recent analyst reports. Benchmark decreased their price objective on shares of IonQ from $75.00 to $65.00 and set a “buy” rating for the company in a report on Thursday, February 26th. Cantor Fitzgerald reissued an “overweight” rating on shares of IonQ in a report on Monday, February 9th. Morgan Stanley set a $37.00 price objective on shares of IonQ in a report on Thursday, February 26th. JPMorgan Chase & Co. decreased their price objective on shares of IonQ from $47.00 to $42.00 and set a “neutral” rating for the company in a report on Thursday, February 26th. Finally, DA Davidson decreased their price objective on shares of IonQ from $55.00 to $35.00 and set a “neutral” rating for the company in a report on Thursday, February 26th. Ten research analysts have rated the stock with a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $68.25.

More IonQ News

Here are the key news stories impacting IonQ this week:

• Positive Sentiment: IonQ and Florida LambdaRail agreed to deploy a quantum‑safe network corridor across Florida, moving from trials toward live production use — a concrete commercial customer application that highlights near‑term cybersecurity revenue potential. Florida Quantum Corridor
• Positive Sentiment: IonQ is participating in DARPA’s HARQ program, reinforcing its government / defense credentials and validating its technology with a high‑profile R&D partner — a credibility boost that can support future contract revenue. HARQ Program Involvement
• Positive Sentiment: Revenue momentum remains strong: 2025 revenue grew ~202% to ~$130M and management guided to roughly $225–245M for 2026, indicating rapid top‑line growth that underpins long‑term upside if margins improve. Revenue Growth & Guidance
• Positive Sentiment: Wedbush and other commentators note recent fundamental developments that support a more constructive long‑term view, helping explain the recent momentum into which some investors are now taking profits. Wedbush Commentary
• Neutral Sentiment: Analyst comparisons ahead of Q1 show IonQ with stronger revenue visibility versus some peers (e.g., D‑Wave), which is a positive relative signal but not an outright catalyst by itself. Pre‑Q1 Comparison
• Neutral Sentiment: High recent retail and institutional attention has driven volatility — a reminder that momentum can amplify moves in either direction absent fresh earnings or contract news. Investor Attention
• Negative Sentiment: Shares have pulled back after a big run — articles note daily declines and describe short‑term selling/mean‑reversion as investors lock in gains; IonQ’s high beta amplifies these moves. Daily Decline Coverage
• Negative Sentiment: Despite growth, IonQ remains unprofitable and trades at a rich valuation — some commentary highlights that rivals or industry leaders (favored by big investors) may attract capital away from smaller quantum names. These concerns keep downside risk if execution slips. Competitive/Valuation Concerns

IonQ Trading Down 2.3%

IONQ stock opened at $42.08 on Thursday. IonQ, Inc. has a 52 week low of $25.89 and a 52 week high of $84.64. The company has a market capitalization of $15.43 billion, a price-to-earnings ratio of -16.90 and a beta of 2.80. The firm’s 50-day moving average is $35.11 and its two-hundred day moving average is $44.45.

IonQ Company 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.