Added to YB: 2026-08-19
Pitch date: 2026-08-16
IONQ [neutral]
IonQ, Inc.
-25.34%
current return
Author Info
No bio for this author
Company Info
IonQ, Inc. develops quantum computing systems in the United States, Switzerland, and Internationally.
Market Cap
$17.1B
Pitch Price
$46.01
Price Target
N/A
Dividend
N/A
EV/EBITDA
-19.27
P/E
-10.78
EV/Sales
60.94
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Stay Invested | Portfolio Update: August 2026 - IonQ, Inc.
IONQ (holding update): Q2 2026 rev +287% YoY, backlog +297%, $2B pro-forma cash. R&D $160.6M (+55% YoY), outspending peers. SkyWater acquisition (FTC-approved) makes IONQ vertically integrated US quantum producer, adds ~$600M 2026 rev vs $280-290M standalone guide, cuts chip design 9mo→2mo. 256-qubit demo key catalyst (Cambridge, Horizon buyers) for rerating; better tech/roadmap than Quantinuum but investors skeptical pre-demo. Hold.
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