IonQ, Inc. $IONQ Stake Boosted by Bessemer Group Inc.

Bessemer Group Inc. increased its stake in IonQ, Inc. (NYSE:IONQ) by 41,664.7% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 201,306 shares of the company’s stock after purchasing an additional 200,824 shares during the period. Bessemer Group Inc.’s holdings in IonQ were worth $12,381,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in IONQ. Savant Capital LLC bought a new position in IonQ during the 3rd quarter worth $404,000. J.W. Cole Advisors Inc. acquired a new stake in shares of IonQ in the 3rd quarter worth about $681,000. Envestnet Asset Management Inc. lifted its position in IonQ by 99.7% in the 3rd quarter. Envestnet Asset Management Inc. now owns 40,725 shares of the company’s stock valued at $2,505,000 after purchasing an additional 20,330 shares during the last quarter. Penserra Capital Management LLC boosted its stake in IonQ by 64.3% during the 3rd quarter. Penserra Capital Management LLC now owns 800,141 shares of the company’s stock valued at $49,208,000 after purchasing an additional 313,008 shares during the period. Finally, Atlantic Union Bankshares Corp boosted its stake in IonQ by 109.4% during the 3rd quarter. Atlantic Union Bankshares Corp now owns 1,914 shares of the company’s stock valued at $118,000 after purchasing an additional 1,000 shares during the period. Institutional investors and hedge funds own 41.42% of the company’s stock.

Analyst Upgrades and Downgrades

IONQ has been the topic of a number of recent analyst reports. Jefferies Financial Group initiated coverage on IonQ in a report on Tuesday, December 16th. They set a “buy” rating and a $100.00 price target on the stock. Weiss Ratings restated a “sell (d-)” rating on shares of IonQ in a research note on Thursday, January 22nd. Morgan Stanley boosted their price target on shares of IonQ from $32.00 to $58.00 and gave the stock an “equal weight” rating in a research report on Tuesday, November 4th. Needham & Company LLC reiterated a “buy” rating and set a $80.00 price objective on shares of IonQ in a research note on Tuesday, January 27th. Finally, DA Davidson increased their price target on IonQ from $35.00 to $55.00 and gave the company a “neutral” rating in a research note on Thursday, November 6th. Nine research analysts have rated the stock with a Buy rating, six have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $75.91.

IonQ Stock Performance

Shares of NYSE:IONQ opened at $35.02 on Friday. The company has a market capitalization of $12.17 billion, a PE ratio of -6.55 and a beta of 2.63. The stock has a fifty day moving average of $47.36 and a 200-day moving average of $51.06. IonQ, Inc. has a one year low of $17.88 and a one year high of $84.64.

IonQ (NYSE:IONQ) last issued its earnings results on Wednesday, November 5th. The company reported ($3.58) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of ($0.44) by ($3.14). The company had revenue of $39.87 million during the quarter, compared to analyst estimates of $26.99 million. IonQ had a negative return on equity of 127.06% and a negative net margin of 1,836.32%.The business’s revenue was up 221.5% compared to the same quarter last year. During the same quarter in the previous year, the firm earned ($0.24) earnings per share. As a group, research analysts forecast that IonQ, Inc. will post -0.86 EPS for the current fiscal year.

Key Stories Impacting IonQ

Here are the key news stories impacting IonQ this week:

• Positive Sentiment: Rosenblatt Securities reaffirmed a “buy” rating and set a $100 price target, signaling strong analyst conviction and a large implied upside versus recent levels. Rosenblatt Reaffirms Buy
• Positive Sentiment: Barrages of bullish retail/long‑term pieces highlight IonQ’s leadership in quantum hardware, acquisitions to control the ecosystem, and long‑term upside narratives that can attract growth‑oriented investors. Should You Put $1,000 Into This High-Risk, High-Reward Stock Right Now?
• Neutral Sentiment: Zacks’ 2026 quantum outlook singles out IonQ but warns growth is cooling after 2024–2025 surges and that revenue scaling may slow amid macro and geopolitical headwinds — a reminder that execution and revenue cadence will matter to valuation. Quantum Computing 2026 Outlook: 2 Stocks for Long-Term Upside
• Neutral Sentiment: Major outlets report that IonQ publicly disputes the short‑seller’s claims and the company has pushed back on alleged “holes” in revenue, which could limit the lasting damage if the rebuttal satisfies customers and investors. IonQ Disputes Short-Seller Claims
• Negative Sentiment: A Wolfpack Research short‑seller report alleged loss of key defense contracts and gaps in revenue; that report triggered a prior sharp selloff and remains a primary catalyst for investor concern and volatility. Should IonQ Stock Investors Panic?
• Negative Sentiment: Ademi LLP announced an investigation into possible securities‑fraud claims tied to alleged inaccurate statements about IonQ’s operations and prospects — a legal/regulatory overhang that increases downside risk and could prolong volatility. Ademi LLP Investigates Claims of Securities Fraud

Insider Activity at IonQ

In related news, Director Kathryn K. Chou sold 5,000 shares of the company’s stock in a transaction on Monday, December 22nd. The stock was sold at an average price of $55.00, for a total transaction of $275,000.00. Following the transaction, the director directly owned 60,839 shares of the company’s stock, valued at approximately $3,346,145. The trade was a 7.59% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CRO Rima Alameddine sold 100,000 shares of the company’s stock in a transaction dated Thursday, November 20th. The shares were sold at an average price of $46.89, for a total value of $4,689,000.00. Following the completion of the transaction, the executive owned 432,616 shares in the company, valued at $20,285,364.24. This represents a 18.78% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 125,000 shares of company stock worth $5,992,000. 5.20% of the stock is owned by corporate insiders.

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.