IonQ (NYSE:IONQ) Insider Sells $203,707.60 in Stock

IonQ, Inc. (NYSE:IONQ) insider Robert Cardillo sold 5,165 shares of the company’s stock in a transaction dated Thursday, February 26th. The stock was sold at an average price of $39.44, for a total transaction of $203,707.60. Following the completion of the sale, the insider directly owned 112,291 shares in the company, valued at approximately $4,428,757.04. The trade was a 4.40% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link.

IonQ Stock Performance

IonQ stock traded down $2.58 during trading hours on Friday, hitting $38.30. 28,684,492 shares of the stock were exchanged, compared to its average volume of 21,647,214. The stock has a market capitalization of $13.31 billion, a P/E ratio of -15.38 and a beta of 2.63. The business’s 50-day moving average is $42.58 and its two-hundred day moving average is $50.28. IonQ, Inc. has a 12 month low of $17.88 and a 12 month high of $84.64.

Wall Street Analysts Forecast Growth

IONQ has been the subject of several research analyst reports. Weiss Ratings reiterated a “sell (d-)” rating on shares of IonQ in a research report on Thursday, January 22nd. Benchmark lowered their target price on IonQ from $75.00 to $65.00 and set a “buy” rating for the company in a research note on Thursday. Wedbush began coverage on IonQ in a report on Wednesday, December 17th. They issued an “outperform” rating and a $60.00 price target for the company. Mizuho initiated coverage on shares of IonQ in a research report on Thursday, December 11th. They set an “outperform” rating and a $90.00 price target on the stock. Finally, Morgan Stanley set a $37.00 price objective on shares of IonQ in a report on Thursday. Nine investment analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $69.45.

IonQ News Roundup

Here are the key news stories impacting IonQ this week:

• Positive Sentiment: Q4 beat and raised FY26 guidance — IonQ reported Q4 revenue of $61.9M (≈429% YoY) and raised 2026 revenue guidance to $225–245M, a major growth surprise that sparked the prior session’s rally. IonQ Just Delivered the Quarter That Changes the Quantum Narrative
• Positive Sentiment: Large cash cushion and strategic M&A — IonQ’s pro‑forma cash/investments (~$3.3B) plus acquisitions (Vector Atomic, SkyWater) reduce dilution risk and support aggressive growth/defense contracting. IonQ Just Delivered the Quarter That Changes the Quantum Narrative
• Positive Sentiment: Commercial & defense traction — New deployments (large QKD network in Romania) and inclusion on the MDA SHIELD IDIQ validate demand outside pilots and improve revenue visibility. IonQ Delivers One of the Largest Operational Quantum Key Distribution Networks in Europe
• Neutral Sentiment: Sector/peer context — Comparative analyst pieces (QUBT, RGTI, D‑Wave) provide context on upside vs. rivals but don’t change IonQ’s company‑specific drivers. QUBT vs. IONQ: Which Quantum Computing Stock Offers Greater Upside?
• Neutral Sentiment: Earnings call/transcript available — Read management’s comments for color on cadence and margin targets; useful for modeling but not an immediate catalyst. IonQ Q4 2025 Earnings Call Transcript
• Negative Sentiment: Analyst trims and mixed broker notes — Several firms cut targets or moved to neutral after Q4 (DA Davidson, JPMorgan), which can cap near‑term upside and feeds headline selling. These Analysts Slash Their Forecasts On IonQ After Q4 Results
• Negative Sentiment: Margins and cash burn remain a concern — Gross margin contracted and management projects a large adjusted loss for 2026, keeping valuation dependent on sustained execution. IonQ Stock Up on Q4 Earnings & Revenue Beat, Gross Margin Down
• Negative Sentiment: Post‑rally profit‑taking, analyst caution and an insider sale are pressuring the stock today after the big move — high volume and volatile positioning amplified the pullback. SEC Insider Filing

Institutional Inflows and Outflows

A number of large investors have recently added to or reduced their stakes in IONQ. Amazon Com Inc. acquired a new position in IonQ during the 2nd quarter worth approximately $36,705,000. VIRGINIA RETIREMENT SYSTEMS ET Al bought a new position in shares of IonQ in the third quarter valued at $806,000. Norges Bank acquired a new position in IonQ during the second quarter worth $114,767,000. Western Wealth Management LLC raised its position in IonQ by 222.8% during the third quarter. Western Wealth Management LLC now owns 23,762 shares of the company’s stock worth $1,461,000 after acquiring an additional 16,400 shares in the last quarter. Finally, Wealth Enhancement Advisory Services LLC raised its position in IonQ by 56.8% during the third quarter. Wealth Enhancement Advisory Services LLC now owns 47,545 shares of the company’s stock worth $2,924,000 after acquiring an additional 17,215 shares in the last quarter. 41.42% of the stock is currently owned by institutional investors and hedge funds.

IonQ Company Profile

IonQ, Inc engages in the development of general-purpose quantum computing systems in the United States. It sells access to quantum computers of various qubit capacities. The company makes access to its quantum computers through cloud platforms, such as Amazon Web Services (AWS) Amazon Braket, Microsoft’s Azure Quantum, and Google’s Cloud Marketplace, as well as through its cloud service. It also provides contracts associated with the design, development, and construction of specialized quantum computing hardware systems; maintenance and support services; and consulting services related to co-developing algorithms on quantum computing systems.