IonQ, Inc. (IONQ)
NYSEInformation TechnologyComputer HardwareSnapshot 2026-11-04
$29.54-1.50%
Close 2026-11-04 · 1-day change
NYSEInformation TechnologyComputer HardwareSnapshot 2026-11-04
QuarterlyIQ Insights · IONQ
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within information technology on a research-validated quality screen. As of 2026-11-04.
The screen ranks IONQ against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 0 of the last 3 quarter-over-quarter moves. Historically, Information Technology names rated weak grew net income 47% of the time over the next year (vs 59% for the rest of the cohort, n=6380).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
We are pleased to raise our revenue guidance to a new record level of $290 million at the high end and continue to be confident in delivering organic growth of 100% year-on-year for the full year 202…
Stated in 2 of 2 supplied quarters. Management reported: “Second Quarter Financial Highlights ● Recognized revenue of $80.1 million for the second quarter, which is 20% above the midpoint of the previously provided range and represents 287% year-on-year growth ● Cash, cash equivalents, and investments were $3.0 billion as of June 30, 2026.” “2026 Financial Outlook ● For the full year 2026, IonQ is raising its revenue expectations to between $280 million and $290 million.” Revenue was $80.050 million in 2026-Q2.
“We are pleased to raise our revenue guidance to a new record level of $290 million at the high end and continue to be confident in delivering organic growth of 100% year-on-year for the full year 202…”
“With this strong start to the year, we are raising our full year revenue guidance, reflecting our expectation of continued strong organic growth of 100% year-on-year or better.””
de Masi continued, “The successful close of our SkyWater and Nexus acquisitions extends IonQ’s full-stack quantum platform and merchant supplier leadership to the U.S. and allied ecosystem.
Stated in 2 of 2 supplied quarters. Management reported: “de Masi continued, “The successful close of our SkyWater and Nexus acquisitions extends IonQ’s full-stack quantum platform and merchant supplier leadership to the U.S. and allied ecosystem.” “– Sept. 8, 2026 – IonQ (NYSE: IONQ), the world’s leading full-stack quantum platform and foundry, today announced that, for the full year 2026, it expects revenue to be between $450 million and $460 million.”
We have also made powerful strides towards demonstrating our 256-qubit quantum computer and publishing results for our quantum error correction technology on our hardware.
Stated in 2 of 2 supplied quarters. Management reported: “We have also made powerful strides towards demonstrating our 256-qubit quantum computer and publishing results for our quantum error correction technology on our hardware.” ““Securing our first 256-qubit system sale and receiving our first ion trap chip samples back from the fab this quarter marks a pivotal shift toward commercial scale.”
“Our revenue base is broadening in ways that reinforce its durability, with approximately 50% international, 60% commercial, and 25% multi-product revenue for the quarter.
Stated in 2 of 2 supplied quarters. Management reported: ““Our revenue base is broadening in ways that reinforce its durability, with approximately 50% international, 60% commercial, and 25% multi-product revenue for the quarter.” “We have now sold IonQ solutions in more than 30 countries, compared to a year ago when that number was only a few.”
Raise full-year 2026 revenue guidance to $450-$460 million reflecting SkyWater acquisition contribution.
Over the trailing year it converted -0.31x of net income into operating cash flow. Historically, Information Technology names rated fragile grew net income 43% of the time over the next year (vs 59% for the rest of the cohort, n=3136).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
33 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Information Technology names rated volatile grew net income 52% of the time over the next year (vs 57% for the rest of the cohort, n=6008).
Not investment advice. As of 2026-11-04.
“de Masi continued, “The successful close of our SkyWater and Nexus acquisitions extends IonQ’s full-stack quantum platform and merchant supplier leadership to the U.S. and allied ecosystem.”
“Notes on SkyWater Technology, Inc. The financial results and outlook disclosed in this press release do not reflect the impact of the pending acquisition of SkyWater, which was announced on January 2…”
“We have also made powerful strides towards demonstrating our 256-qubit quantum computer and publishing results for our quantum error correction technology on our hardware.”
““Securing our first 256-qubit system sale and receiving our first ion trap chip samples back from the fab this quarter marks a pivotal shift toward commercial scale.”
““Our revenue base is broadening in ways that reinforce its durability, with approximately 50% international, 60% commercial, and 25% multi-product revenue for the quarter.”
“We have now sold IonQ solutions in more than 30 countries, compared to a year ago when that number was only a few.”