Graded daily on value C+, growth A-, profitability F, momentum D, revisions C-. Sector-relative, identical for every user.
Recent discussion events
[bullish] IonQ demonstrated real-time quantum error correction across 408 logical qubits using a single off-the-shelf CPU, a milestone for quantum computing. (5 posts)
[bullish] IonQ will deploy its Superion 256 as the first on-premise quantum system at Nvidia's Accelerated Quantum Research Center, connected via NVQLink and CUDA-Q. (6 posts)
Most active credible voices on $IONQ
@niccolodemasi (Niccolo de Masi) — 192 mentions · 18.8K followers
Pro Analysis Available: Full unrolled post citations, institutional 13F filing matrix, and real-time sentiment alerts for $IONQ are available with SpikePanel Pro.
CEO highlights resilience at QWC, cites paper on 20k qubits breaking 256-bit key in 26 days, reinforcing tech lead.
D1 +5.7% · +5d -2.2%
›4 waves of this story
2026-09-24 Company claims end-to-end real-time error correction on a single CPU, sparking debate on commercial timelines.
2026-09-26 Multiple independent outlets cover error-detection breakthrough, though tech remains in simulation; market reacts positively
2026-09-27 First real-time decoder on standard CPU, stock up 11%
2026-10-01 CEO highlights resilience at QWC, cites paper on 20k qubits breaking 256-bit key in 26 days, reinforcing tech lead.
AnalystBull
BofA Initiates IonQ at Buy with $60 Target
BofA cites expansion and customer reach, M&A diversifying platform
D1 -2.0% · +5d -3.6%
›2 waves of this story
2026-09-28 BofA cites semiconductor path and M&A, sees ~$3.7B FY30 revenue
2026-09-28 BofA cites expansion and customer reach, M&A diversifying platform
ProductBull
IonQ's Superion 256 Selected by FIU for Florida's First On-Prem Quantum System
Following NVIDIA center, FIU becomes third announced Superion 256 site, with deployment expected in late 2027.
D1 +4.4% · +5d +3.1%
›3 waves of this story
2026-09-23 Industry-first end-to-end real-time decoder removes a key bottleneck for fault-tolerant quantum computing.
2026-09-23 IonQ becomes first on-premise quantum system at NVIDIA's AQRC, deepening partnership
2026-09-25 Following NVIDIA center, FIU becomes third announced Superion 256 site, with deployment expected in late 2027.
ProductBull
IonQ and Synopsys Show Quantum-Accelerated Engineering Simulations Up to 14.6%
New research shows integrated quantum algorithms can speed engineering workloads, potentially cutting complex computation time.
D1 +9.5% · +5d +11.5%
›2 waves of this story
2026-09-17 Multiple sources report IonQ's collaboration with Synopsys achieving up to 14.6% acceleration on real quantum hardware, signaling commercial progress.
2026-09-22 New research shows integrated quantum algorithms can speed engineering workloads, potentially cutting complex computation time.
Capital
IonQ CEO Sells Over 16,000 Shares Worth Nearly $600,000
CEO's sale was a non-discretionary tax withholding transaction, confirmed by multiple media.
D1 +9.5% · +5d +11.5%
›2 waves of this story
2026-09-17 Sale is tax-withholding, not discretionary; insider activity draws attention
2026-09-17 CEO's sale was a non-discretionary tax withholding transaction, confirmed by multiple media.
Company
IonQ, ORNL, NVIDIA, UT Show AI Method Reduces Quantum Optimization Trade-off
Joint research with ORNL, NVIDIA, UT highlights technical collaboration, though details are limited
D1 -0.6% · +5d +15.5%
CompanyBull
IONQ Earns Four Best Paper Awards at IEEE Quantum Week
Company announcement confirms four Best Paper Awards in AI, hybrid computing, and life sciences, a rare distinction at the field's flagship conference
D1 -1.2% · +5d +10.0%
Earnings
IONQ CEO Highlights Adherence to Annual Promises at Investor Day
Closing remarks at Investor Day reaffirm execution on revenue guidance, drawing market attention
D1 +2.4% · +5d -8.5%
›3 waves of this story
2026-09-08 Updated outlook includes SkyWater contribution after acquisition close
2026-09-09 New guidance up ~60% from August, first to include SkyWater; CEO on CNBC
2026-09-12 Closing remarks at Investor Day reaffirm execution on revenue guidance, drawing market attention
Analyst
IonQ highlighted as top quantum pick by multiple media
The Motley Fool and social media both flag IonQ as leading quantum name, raising attention
D1 -8.5% · +5d -4.3%
OtherBear
Quantum Sector Selloff Hits IonQ, Shares Down ~6%
No company-specific news; sector-wide de-risking drives decline
D1 -4.2% · +5d +2.2%
CompanyBull
IonQ Partners with CMC Microsystems to Expand Quantum Cloud Access in Canada
Joins Canada's FABrIC initiative, offering cloud access to researchers and SMEs
D1 -1.7% · +5d -7.7%
EarningsBull
IonQ RPO Surges 297% to $485M, Organic Growth Beats Target
RPO and organic growth both exceed full-year targets, reinforcing high-growth narrative
2026-08-06 Awarded $28M DARPA atomic clock extension and NRO radar imagery contract, deepening defense and national security role
2026-08-06 DARPA awards IonQ a $28M contract extension with a $30M option for next-gen atomic clocks.
Earnings
Earnings report
D1 -4.3% · +5d +13.2%
CompanyBull
IonQ, EPB Launch Tennessee Quantum Communications Research Center
IonQ and EPB announce plans for a quantum communications research center in Chattanooga, expanding quantum networking footprint.
D1 +6.6% · +5d +9.5%
CompanyBull
IonQ Receives Final Regulatory Approval for SkyWater Acquisition, Closing Expected July 31
Wedbush's Matt Bryson assumes coverage on quantum names, reiterates Outperform on IONQ with $75 PT, citing SkyWater consolidation as key to estimates.
D1 -5.6% · +5d +24.8%
›3 waves of this story
2026-07-29 $1.8B deal gives control of largest US-only foundry, boosting vertical integration
2026-07-31 BusinessWire reports the acquisition is completed, strengthening its quantum platform.
2026-08-03 Wedbush's Matt Bryson assumes coverage on quantum names, reiterates Outperform on IONQ with $75 PT, citing SkyWater consolidation as key to estimates.
Earnings
IonQ to Report Q2 2026 Financial Results on August 5
Multiple independent X accounts flag IonQ as key name in this week's earnings calendar
D1 -3.6% · +5d +11.0%
›2 waves of this story
2026-07-24 Company confirms earnings date, giving investors a clear timeline
2026-08-02 Multiple independent X accounts flag IonQ as key name in this week's earnings calendar
AnalystBull
Benchmark Initiates on Quantum Stocks, IONQ Buy PT $60
Benchmark initiated IONQ, RGTI, QBTS with Buy ratings; IONQ PT $60, adding institutional validation to quantum names.
D1 +9.4% · +5d +8.2%
OtherBear
IONQ Breaks SPAC Price Again, Down >33% in Month
Multiple sources confirm steep decline, now below SPAC IPO price
D1 -1.6% · +5d +4.9%
CompanyBull
IonQ Partners with Jane Goodall Institute on Quantum Research
JGI USA and FormationQ launch a two-year program using IonQ's trapped-ion quantum computers to study ecological roots of war and peace.
D1 +1.1% · +5d -9.6%
①
Bull vs bear
by direction · sourced
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Cases AI-clustered from trusted X authors over 2 weeks; counts are distinct authors. Volume does not predict direction · Not investment advice
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Event thread
Key events, in time order
29 items
8-K filing
8-K: Item 8.01, Item 9.01
CapitalBear🔥Developing
IonQ launches another stock offering, raising dilution concerns
Seeking Alpha reports IonQ's latest stock offering, following its $2B raise and acquisition spree
D1 -9.5% · since -0.4%
›4 waves of this story
2026-10-14 Company announces pricing of $2.0B equity offering; reports say Heights Capital will buy 20.5M shares at $40, below current price.
2026-10-15 Share sale at $40 with warrants at $69.46 doubles cash to $4B
2026-10-16 Aggressive M&A in quantum space draws positive market reaction
2026-10-17 Seeking Alpha reports IonQ's latest stock offering, following its $2B raise and acquisition spree
Company
IonQ, Cambridge Open Quantum Innovation Centre
First university-based IonQ centre at Cavendish Lab's Ray Dolby Centre
D1 +9.3% · since -8.9%
Capital
IonQ to Acquire Elisity for Up to $1.3B in All-Stock Deal, Shares Drop 9%
Acquisition raises dilution concerns, but Wedbush and Mizuho reiterate bullish stance with PTs
D1 -9.1% · since -13.8%
›2 waves of this story
2026-10-12 Deal includes up to $150M earnouts, expanding into enterprise security; shares fell
2026-10-13 Acquisition raises dilution concerns, but Wedbush and Mizuho reiterate bullish stance with PTs
8-K filing
8-K: Item 1.01, Item 3.02, Item 7.01, Item 9.01
D1 -4.2% · since -9.9%
24 earlier events›
ProductBull
IonQ Demonstrates Quantum Memory-Enhanced Interconnect with 1,000 Entanglements/s
Multiple sources confirm IonQ's world-first demonstration for distributed quantum applications
D1 +1.1% · +5d -21.6%
›2 waves of this story
2026-10-09 Company announcement shows key breakthrough for distributed quantum apps, rates far exceed typical remote ion links
CEO highlights resilience at QWC, cites paper on 20k qubits breaking 256-bit key in 26 days, reinforcing tech lead.
D1 +5.7% · +5d -2.2%
›4 waves of this story
2026-09-24 Company claims end-to-end real-time error correction on a single CPU, sparking debate on commercial timelines.
2026-09-26 Multiple independent outlets cover error-detection breakthrough, though tech remains in simulation; market reacts positively
2026-09-27 First real-time decoder on standard CPU, stock up 11%
2026-10-01 CEO highlights resilience at QWC, cites paper on 20k qubits breaking 256-bit key in 26 days, reinforcing tech lead.
AnalystBull
BofA Initiates IonQ at Buy with $60 Target
BofA cites expansion and customer reach, M&A diversifying platform
D1 -2.0% · +5d -3.6%
›2 waves of this story
2026-09-28 BofA cites semiconductor path and M&A, sees ~$3.7B FY30 revenue
2026-09-28 BofA cites expansion and customer reach, M&A diversifying platform
ProductBull
IonQ's Superion 256 Selected by FIU for Florida's First On-Prem Quantum System
Following NVIDIA center, FIU becomes third announced Superion 256 site, with deployment expected in late 2027.
D1 +4.4% · +5d +3.1%
›3 waves of this story
2026-09-23 Industry-first end-to-end real-time decoder removes a key bottleneck for fault-tolerant quantum computing.
2026-09-23 IonQ becomes first on-premise quantum system at NVIDIA's AQRC, deepening partnership
2026-09-25 Following NVIDIA center, FIU becomes third announced Superion 256 site, with deployment expected in late 2027.
ProductBull
IonQ and Synopsys Show Quantum-Accelerated Engineering Simulations Up to 14.6%
New research shows integrated quantum algorithms can speed engineering workloads, potentially cutting complex computation time.
D1 +9.5% · +5d +11.5%
›2 waves of this story
2026-09-17 Multiple sources report IonQ's collaboration with Synopsys achieving up to 14.6% acceleration on real quantum hardware, signaling commercial progress.
2026-09-22 New research shows integrated quantum algorithms can speed engineering workloads, potentially cutting complex computation time.
Capital
IonQ CEO Sells Over 16,000 Shares Worth Nearly $600,000
CEO's sale was a non-discretionary tax withholding transaction, confirmed by multiple media.
D1 +9.5% · +5d +11.5%
›2 waves of this story
2026-09-17 Sale is tax-withholding, not discretionary; insider activity draws attention
2026-09-17 CEO's sale was a non-discretionary tax withholding transaction, confirmed by multiple media.
Company
IonQ, ORNL, NVIDIA, UT Show AI Method Reduces Quantum Optimization Trade-off
Joint research with ORNL, NVIDIA, UT highlights technical collaboration, though details are limited
D1 -0.6% · +5d +15.5%
CompanyBull
IONQ Earns Four Best Paper Awards at IEEE Quantum Week
Company announcement confirms four Best Paper Awards in AI, hybrid computing, and life sciences, a rare distinction at the field's flagship conference
D1 -1.2% · +5d +10.0%
Earnings
IONQ CEO Highlights Adherence to Annual Promises at Investor Day
Closing remarks at Investor Day reaffirm execution on revenue guidance, drawing market attention
D1 +2.4% · +5d -8.5%
›3 waves of this story
2026-09-08 Updated outlook includes SkyWater contribution after acquisition close
2026-09-09 New guidance up ~60% from August, first to include SkyWater; CEO on CNBC
2026-09-12 Closing remarks at Investor Day reaffirm execution on revenue guidance, drawing market attention
Analyst
IonQ highlighted as top quantum pick by multiple media
The Motley Fool and social media both flag IonQ as leading quantum name, raising attention
D1 -8.5% · +5d -4.3%
OtherBear
Quantum Sector Selloff Hits IonQ, Shares Down ~6%
No company-specific news; sector-wide de-risking drives decline
D1 -4.2% · +5d +2.2%
CompanyBull
IonQ Partners with CMC Microsystems to Expand Quantum Cloud Access in Canada
Joins Canada's FABrIC initiative, offering cloud access to researchers and SMEs
D1 -1.7% · +5d -7.7%
EarningsBull
IonQ RPO Surges 297% to $485M, Organic Growth Beats Target
RPO and organic growth both exceed full-year targets, reinforcing high-growth narrative
2026-08-06 Awarded $28M DARPA atomic clock extension and NRO radar imagery contract, deepening defense and national security role
2026-08-06 DARPA awards IonQ a $28M contract extension with a $30M option for next-gen atomic clocks.
Earnings
Earnings report
D1 -4.3% · +5d +13.2%
CompanyBull
IonQ, EPB Launch Tennessee Quantum Communications Research Center
IonQ and EPB announce plans for a quantum communications research center in Chattanooga, expanding quantum networking footprint.
D1 +6.6% · +5d +9.5%
CompanyBull
IonQ Receives Final Regulatory Approval for SkyWater Acquisition, Closing Expected July 31
Wedbush's Matt Bryson assumes coverage on quantum names, reiterates Outperform on IONQ with $75 PT, citing SkyWater consolidation as key to estimates.
D1 -5.6% · +5d +24.8%
›3 waves of this story
2026-07-29 $1.8B deal gives control of largest US-only foundry, boosting vertical integration
2026-07-31 BusinessWire reports the acquisition is completed, strengthening its quantum platform.
2026-08-03 Wedbush's Matt Bryson assumes coverage on quantum names, reiterates Outperform on IONQ with $75 PT, citing SkyWater consolidation as key to estimates.
Earnings
IonQ to Report Q2 2026 Financial Results on August 5
Multiple independent X accounts flag IonQ as key name in this week's earnings calendar
D1 -3.6% · +5d +11.0%
›2 waves of this story
2026-07-24 Company confirms earnings date, giving investors a clear timeline
2026-08-02 Multiple independent X accounts flag IonQ as key name in this week's earnings calendar
AnalystBull
Benchmark Initiates on Quantum Stocks, IONQ Buy PT $60
Benchmark initiated IONQ, RGTI, QBTS with Buy ratings; IONQ PT $60, adding institutional validation to quantum names.
D1 +9.4% · +5d +8.2%
OtherBear
IONQ Breaks SPAC Price Again, Down >33% in Month
Multiple sources confirm steep decline, now below SPAC IPO price
D1 -1.6% · +5d +4.9%
CompanyBull
IonQ Partners with Jane Goodall Institute on Quantum Research
JGI USA and FormationQ launch a two-year program using IonQ's trapped-ion quantum computers to study ecological roots of war and peace.
