DARPA contract sparks rally: IonQ shares surged over 50% in two weeks following a DARPA award for quantum networking using synthetic diamond memories, enabling interconnected quantum systems. Social media discussions highlight this as a key step toward scalable quantum architectures, with revenue tripling to nine figures and a $370 million backlog fueling optimism.
World Quantum Day boosts buzz: Around World Quantum Day, posts celebrated IonQ's remote entanglement demos and Nvidia's quantum AI models, positioning the firm amid maturing hardware from rivals like IBM and Google. Platform-agnostic software draws praise for its network effects and partnerships with Amazon and Microsoft, though some eye potential pullbacks.
Short squeeze potential: With short interest near 22% of shares, traders speculate on further covering amid high volume and upcoming Q1 earnings on May 6th. Fundamentals like $3.3 billion in cash balance underscore commercial viability beyond early-stage hype.
Note: This discussion summary was generated from an AI condensation of post data.
IonQ Insider Trading Activity
IonQ insiders have traded $IONQ stock on the open market 9 times in the past 6 months. Of those trades, 2 have been purchases and 7 have been sales.
Here’s a breakdown of recent trading of $IONQ stock by insiders over the last 6 months:
- RIMA ALAMEDDINE (Chief Revenue Officer) sold 100,000 shares for an estimated $4,689,060
- KATHRYN K. CHOU has made 0 purchases and 2 sales selling 25,000 shares for an estimated $1,302,980.
- ROBERT T. CARDILLO has made 0 purchases and 2 sales selling 7,665 shares for an estimated $315,934.
- WILLIAM J JR TEUBER has made 2 purchases buying 5,000 shares for an estimated $224,785 and 0 sales.
- JOHN W RAYMOND sold 2,800 shares for an estimated $93,352
- GABRIELLE B TOLEDANO sold 616 shares for an estimated $19,096
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
IonQ Revenue
IonQ had revenues of $61.9M in Q4 2025. This is an increase of 428.52% from the same period in the prior year.
You can track IONQ financials on Quiver Quantitative's IONQ stock page.
IonQ Congressional Stock Trading
Members of Congress have traded $IONQ stock 1 times in the past 6 months. Of those trades, 1 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $IONQ stock by members of Congress over the last 6 months:
- REPRESENTATIVE W. GREGORY STEUBE purchased up to $15,000 on 03/18.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
IonQ Hedge Fund Activity
We have seen 405 institutional investors add shares of IonQ stock to their portfolio, and 258 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BLACKROCK, INC. added 7,595,514 shares (+33.8%) to their portfolio in Q4 2025, for an estimated $340,810,713
- MORGAN STANLEY removed 6,773,950 shares (-25.7%) from their portfolio in Q4 2025, for an estimated $303,947,136
- VANGUARD GROUP INC added 5,420,037 shares (+18.5%) to their portfolio in Q4 2025, for an estimated $243,197,060
- RENAISSANCE TECHNOLOGIES LLC removed 5,079,700 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $227,926,139
- D. E. SHAW & CO., INC. removed 4,568,803 shares (-83.9%) from their portfolio in Q4 2025, for an estimated $205,002,190
- MAREX GROUP PLC added 3,282,866 shares (+410.1%) to their portfolio in Q4 2025, for an estimated $147,302,197
- STATE STREET CORP added 2,663,230 shares (+42.3%) to their portfolio in Q4 2025, for an estimated $119,499,130
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
IonQ Analyst Ratings
Wall Street analysts have issued reports on $IONQ in the last several months. We have seen 5 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Wedbush issued a "Outperform" rating on 12/17/2025
- Mizuho issued a "Outperform" rating on 12/11/2025
- Cantor Fitzgerald issued a "Overweight" rating on 11/07/2025
- Rosenblatt issued a "Buy" rating on 11/06/2025
- Needham issued a "Buy" rating on 11/06/2025
To track analyst ratings and price targets for IonQ, check out Quiver Quantitative's $IONQ forecast page.
IonQ Price Targets
Multiple analysts have issued price targets for $IONQ recently. We have seen 10 analysts offer price targets for $IONQ in the last 6 months, with a median target of $65.0.
Here are some recent targets:
- John McPeake from Rosenblatt set a target price of $100.0 on 02/26/2026
- David Williams from Benchmark set a target price of $65.0 on 02/26/2026
- N. Quinn Bolton from Needham set a target price of $65.0 on 02/26/2026
- Alex Platt from DA Davidson set a target price of $35.0 on 02/26/2026
- Peter Peng from JP Morgan set a target price of $42.0 on 02/26/2026
- Scott Fessler from Morgan Stanley set a target price of $35.0 on 02/23/2026
- Antoine Legault from Wedbush set a target price of $60.0 on 12/17/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
