Insider Selling: 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 that occurred on 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 of the company’s stock, valued at approximately $4,428,757.04. This represents a 4.40% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website.

IonQ Price Performance

Shares of NYSE:IONQ opened at $38.30 on Monday. IonQ, Inc. has a 12 month low of $17.88 and a 12 month high of $84.64. The stock has a market cap of $13.31 billion, a price-to-earnings ratio of -15.38 and a beta of 2.61. The stock’s 50 day moving average price is $42.58 and its 200 day moving average price is $50.40.

Analyst Upgrades and Downgrades

IONQ has been the subject of several research reports. Rosenblatt Securities reaffirmed a “buy” rating and set a $100.00 target price on shares of IonQ in a research note on Thursday. Weiss Ratings restated a “sell (d-)” rating on shares of IonQ in a research report on Thursday, January 22nd. Zacks Research upgraded shares of IonQ from a “strong sell” rating to a “hold” rating in a report on Tuesday, November 4th. Cantor Fitzgerald reissued an “overweight” rating on shares of IonQ in a research note on Monday, February 9th. Finally, Mizuho began coverage on shares of IonQ in a research report on Thursday, December 11th. They issued an “outperform” rating and a $90.00 price target on the stock. Nine investment analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $69.45.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently modified their holdings of the business. Amazon Com Inc. acquired a new stake in IonQ during the second quarter valued at $36,705,000. VIRGINIA RETIREMENT SYSTEMS ET Al purchased a new stake in shares of IonQ during the 3rd quarter worth about $806,000. Norges Bank purchased a new stake in shares of IonQ during the 2nd quarter worth about $114,767,000. Western Wealth Management LLC lifted its holdings in shares of IonQ by 222.8% during the 3rd quarter. Western Wealth Management LLC now owns 23,762 shares of the company’s stock valued at $1,461,000 after buying an additional 16,400 shares during the last quarter. Finally, Wealth Enhancement Advisory Services LLC grew its stake in shares of IonQ by 56.8% in the 3rd quarter. Wealth Enhancement Advisory Services LLC now owns 47,545 shares of the company’s stock valued at $2,924,000 after buying an additional 17,215 shares in the last quarter. Hedge funds and other institutional investors own 41.42% of the company’s stock.

IonQ News Summary

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

About IonQ

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.