Daiwa Securities Group Inc. Takes $1.16 Million Position in IonQ, Inc. $IONQ

Daiwa Securities Group Inc. purchased a new stake in shares of IonQ, Inc. (NYSE:IONQ) during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The fund purchased 25,800 shares of the company’s stock, valued at approximately $1,158,000.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Clear Street Group Inc. acquired a new position in shares of IonQ during the 3rd quarter valued at about $61,488,000. Swedbank AB acquired a new position in shares of IonQ during the 4th quarter valued at about $2,708,000. Jefferies Financial Group Inc. acquired a new position in shares of IonQ during the 4th quarter valued at about $3,271,000. ProShare Advisors LLC boosted its position in shares of IonQ by 30.3% during the 4th quarter. ProShare Advisors LLC now owns 62,184 shares of the company’s stock valued at $2,790,000 after acquiring an additional 14,465 shares during the last quarter. Finally, Forsta AP Fonden acquired a new position in shares of IonQ during the 4th quarter valued at about $5,488,000. Institutional investors and hedge funds own 41.42% of the company’s stock.

IonQ Trading Up 0.3%

Shares of IONQ opened at $56.86 on Thursday. The firm has a market cap of $21.22 billion, a P/E ratio of -203.06 and a beta of 3.18. IonQ, Inc. has a 12-month low of $25.89 and a 12-month high of $84.64. The company’s 50-day moving average price is $49.02 and its 200 day moving average price is $44.43.

IonQ (NYSE:IONQ) last issued its quarterly earnings data on Wednesday, May 6th. The company reported ($0.34) earnings per share (EPS) for the quarter, missing the consensus estimate of ($0.26) by ($0.08). The company had revenue of $64.67 million during the quarter, compared to analysts’ expectations of $49.75 million. IonQ had a net margin of 174.88% and a negative return on equity of 23.20%. The firm’s quarterly revenue was up 754.7% on a year-over-year basis. During the same quarter last year, the firm posted ($0.14) earnings per share. Equities research analysts forecast that IonQ, Inc. will post -2.26 earnings per share for the current year.

Analyst Upgrades and Downgrades

IONQ has been the topic of several recent research reports. Rosenblatt Securities reissued a “buy” rating and set a $100.00 price target on shares of IonQ in a research report on Thursday, February 26th. Needham & Company LLC reduced their price objective on shares of IonQ from $80.00 to $65.00 and set a “buy” rating on the stock in a report on Thursday, February 26th. Morgan Stanley set a $48.50 price objective on shares of IonQ in a report on Thursday, May 7th. Northland Securities initiated coverage on shares of IonQ in a report on Monday, April 20th. They issued an “outperform” rating and a $55.00 price objective on the stock. Finally, JPMorgan Chase & Co. boosted their price objective on shares of IonQ from $42.00 to $50.00 and gave the company a “neutral” rating in a report on Thursday, May 7th. Ten investment analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $68.63.

IonQ News Roundup

Here are the key news stories impacting IonQ this week:

• Positive Sentiment: IonQ continues to draw bullish interest after reporting record Q1 FY26 revenue of $65 million, raising full-year revenue guidance to $260 million-$270 million, and showing 554% year-over-year growth in remaining performance obligations. The company also highlighted major strategic moves, including the Oxford Ionics acquisition and the pending SkyWater Technology deal, which could strengthen its long-term competitive position. Article Title
• Positive Sentiment: Analyst and industry coverage continues to frame IonQ as one of the leading pure-play quantum computing names, and its new R&D lab in Boulder, Colorado underscores ongoing investment in future hardware and chip testing capabilities. Article Title
• Positive Sentiment: Some market commentary still points to upside in the broader quantum computing sector, which can keep sentiment constructive around IonQ as investors look for leaders in the space. Article Title
• Neutral Sentiment: Quantum-stock watchlist articles and hedge-fund rankings keep IonQ in the spotlight, but these items are more about sector visibility than a clear fundamental catalyst for the stock. Article Title
• Neutral Sentiment: One article highlights broader enthusiasm for quantum computing as IPO speculation around OpenAI, SpaceX, and Anthropic could bring more capital into the category, though it does not directly change IonQ’s near-term fundamentals. Article Title
• Negative Sentiment: Several recent pieces argue IonQ looks expensive after its sharp run-up, warning that the stock may be fully valued around current levels and that investors may want to take profits unless future milestones are hit cleanly. Article Title
• Negative Sentiment: Another market note said IonQ’s valuation leaves a less attractive risk/reward profile near current prices, suggesting a better entry point may be closer to $50 or below. Article Title
• Negative Sentiment: IonQ also faced a credibility hit after Martin Shkreli publicly accused the company of making misleading bitcoin-mining claims, adding a potential overhang to sentiment even if the issue is not fundamental to its core quantum business. Article Title

Insider Transactions at IonQ

In other IonQ news, insider Robert T. Cardillo sold 3,773 shares of the business’s stock in a transaction dated Wednesday, May 6th. The shares were sold at an average price of $49.90, for a total transaction of $188,272.70. Following the sale, the insider directly owned 139,967 shares in the company, valued at $6,984,353.30. This represents a 2.62% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. 5.20% of the stock is owned by company insiders.

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.