IonQ, Inc. $IONQ Holdings Lifted by Arizona State Retirement System

Arizona State Retirement System boosted its holdings in IonQ, Inc. (NYSE:IONQ) by 21.0% during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 97,236 shares of the company’s stock after buying an additional 16,855 shares during the quarter. Arizona State Retirement System’s holdings in IonQ were worth $5,179,000 as of its most recent SEC filing.

Several other institutional investors have also made changes to their positions in the company. Royal Bank of Canada boosted its position in IonQ by 12.5% during the 1st quarter. Royal Bank of Canada now owns 134,176 shares of the company’s stock worth $2,962,000 after acquiring an additional 14,898 shares during the period. Amundi acquired a new position in IonQ during the 1st quarter worth $630,000. AQR Capital Management LLC boosted its stake in IonQ by 106.2% during the 1st quarter. AQR Capital Management LLC now owns 57,305 shares of the company’s stock valued at $1,265,000 after purchasing an additional 29,513 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its stake in IonQ by 24.1% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 450,031 shares of the company’s stock valued at $9,932,000 after purchasing an additional 87,428 shares during the last quarter. Finally, Focus Partners Wealth grew its position in IonQ by 30.3% during the first quarter. Focus Partners Wealth now owns 46,782 shares of the company’s stock worth $1,032,000 after buying an additional 10,881 shares in the last quarter. 41.42% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In related news, Director Gabrielle Toledano sold 2,757 shares of the company’s stock in a transaction dated Thursday, June 18th. The shares were sold at an average price of $55.01, for a total value of $151,662.57. Following the transaction, the director owned 11,154 shares in the company, valued at approximately $613,581.54. This represents a 19.82% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Kathryn Chou sold 2,757 shares of the stock in a transaction that occurred on Thursday, June 18th. The stock was sold at an average price of $55.02, for a total value of $151,690.14. Following the transaction, the director owned 62,608 shares in the company, valued at approximately $3,444,692.16. This trade represents a 4.22% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 11,736 shares of company stock valued at $602,780. Company insiders own 0.55% of the company’s stock.

IonQ Trading Down 0.2%

NYSE IONQ opened at $36.77 on Friday. The stock has a 50 day moving average of $39.92 and a 200-day moving average of $43.70. IonQ, Inc. has a 12 month low of $25.89 and a 12 month high of $84.64. The company has a market cap of $14.01 billion, a PE ratio of -7.89 and a beta of 3.30.

IonQ (NYSE:IONQ) last issued its earnings results on Wednesday, August 5th. The company reported ($0.33) earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of ($0.56) by $0.23. The company had revenue of $80.05 million for the quarter, compared to analysts’ expectations of $66.47 million. IonQ had a negative net margin of 553.27% and a negative return on equity of 22.29%. IonQ’s quarterly revenue was up 286.7% compared to the same quarter last year. During the same period in the prior year, the firm earned ($0.70) EPS. As a group, sell-side analysts predict that IonQ, Inc. will post -2.86 EPS for the current fiscal year.

Key IonQ News

Here are the key news stories impacting IonQ this week:

• Positive Sentiment: IonQ raised its 2026 revenue outlook to $450 million–$460 million, with the increase supported partly by its SkyWater acquisition. Higher guidance strengthens the company’s growth narrative, although acquisition-related contributions may limit the organic-growth benefit. IonQ Raises 2026 Revenue Guidance
• Positive Sentiment: IonQ unveiled Superion 256, a 256-qubit quantum processing unit, along with plans for faster chip development and data-center deployment targeted for 2027. The announcement may support expectations for commercial adoption and technological leadership. IonQ Advances Quantum Computing With Superion 256
• Positive Sentiment: Rosenblatt Securities and Needham reiterated Buy ratings, while Cantor Fitzgerald reaffirmed an Overweight rating, indicating that several analysts remain constructive on IonQ’s long-term opportunity. Rosenblatt Reiterates Buy Rating
• Neutral Sentiment: Investor-focused coverage highlighted IonQ’s position in quantum-computing accuracy and its potential to benefit from cybersecurity demand. These articles are largely opinion-based rather than new financial disclosures. If I Could Only Buy One Quantum Computing Stock
• Negative Sentiment: Mizuho analyst Vijay Rakesh cut his price target to $52 from $61 after IonQ’s Analyst Day, despite maintaining a Buy rating. The reduction suggests the updated outlook did not fully satisfy expectations. Why IonQ Stock Is Down
• Negative Sentiment: Critical coverage questioned whether IonQ’s long-term quantum opportunity is sufficiently supported by near-term financial results. IonQ remains unprofitable, and its elevated valuation makes the stock particularly sensitive to execution concerns and changing investor expectations. Why IonQ’s Quantum Story Still Isn’t Convincing

Analysts Set New Price Targets

A number of research firms have recently commented on IONQ. Needham & Company LLC reaffirmed a “buy” rating and set a $65.00 price objective on shares of IonQ in a report on Wednesday. B Riley reaffirmed a “buy” rating on shares of IonQ in a research note on Wednesday. Northland Securities boosted their price objective on IonQ from $55.00 to $70.00 and gave the stock an “outperform” rating in a report on Monday, June 22nd. Jefferies Financial Group reaffirmed a “buy” rating and set a $80.00 price objective on shares of IonQ in a research note on Wednesday. Finally, Wedbush assumed coverage on shares of IonQ in a report on Monday, August 3rd. They issued an “outperform” rating and a $75.00 price target for the company. Ten equities research analysts have rated the stock with a Buy rating, four have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, IonQ presently has an average rating of “Moderate Buy” and a consensus price target of $67.17.

IonQ Company Profile

IonQ, Inc is a quantum computing company that develops and commercializes quantum computers based on trapped-ion technology. Its systems are designed to perform specialized computations that may be difficult for classical computers, with potential applications in areas such as optimization, materials science, drug discovery, artificial intelligence and financial modeling.

The company provides access to its quantum processors through cloud platforms, including Amazon Web Services’ Amazon Braket, Microsoft Azure Quantum and Google Cloud.