Insider Buying: IonQ (NYSE:IONQ) Director Purchases $115,140.00 in Stock

IonQ, Inc. (NYSE:IONQ) Director William Teuber, Jr. purchased 3,000 shares of the company’s stock in a transaction dated Friday, February 27th. The stock was purchased at an average price of $38.38 per share, with a total value of $115,140.00. Following the transaction, the director owned 9,413 shares of the company’s stock, valued at approximately $361,270.94. This represents a 46.78% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website.

IonQ Stock Down 6.3%

NYSE:IONQ opened at $38.30 on Monday. IonQ, Inc. has a 52-week low of $17.88 and a 52-week high of $84.64. The stock has a fifty day simple moving average of $42.58 and a 200-day simple moving average of $50.40. The company has a market capitalization of $13.31 billion, a PE ratio of -15.38 and a beta of 2.61.

Institutional Inflows and Outflows

A number of large investors have recently made changes to their positions in the business. Vanguard Group Inc. grew its position in shares of IonQ by 18.5% in the fourth quarter. Vanguard Group Inc. now owns 34,774,743 shares of the company’s stock valued at $1,560,343,000 after purchasing an additional 5,420,037 shares during the period. State Street Corp lifted its position in IonQ by 42.3% during the fourth quarter. State Street Corp now owns 8,962,789 shares of the company’s stock worth $402,160,000 after buying an additional 2,663,230 shares during the period. Geode Capital Management LLC boosted its stake in IonQ by 21.9% in the 4th quarter. Geode Capital Management LLC now owns 8,074,301 shares of the company’s stock worth $361,624,000 after buying an additional 1,452,463 shares during the last quarter. Norges Bank acquired a new stake in IonQ in the 4th quarter worth about $199,753,000. Finally, Marex Group plc grew its holdings in IonQ by 419.1% in the 4th quarter. Marex Group plc now owns 4,083,453 shares of the company’s stock valued at $183,225,000 after buying an additional 3,296,866 shares during the period. Hedge funds and other institutional investors own 41.42% of the company’s stock.

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

Analyst Ratings Changes

Several research firms have recently commented on IONQ. Wedbush started coverage on shares of IonQ in a research report on Wednesday, December 17th. They issued an “outperform” rating and a $60.00 price target on the stock. Morgan Stanley set a $37.00 target price on IonQ in a report on Thursday. Weiss Ratings reissued a “sell (d-)” rating on shares of IonQ in a report on Thursday, January 22nd. Mizuho assumed coverage on IonQ in a research report on Thursday, December 11th. They issued an “outperform” rating and a $90.00 price objective on the stock. Finally, Zacks Research raised IonQ from a “strong sell” rating to a “hold” rating in a research note on Tuesday, November 4th. Nine research 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. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $69.45.

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.