What to Watch With IonQ Stock in 2026

Core Insights - IonQ remains a significant player in the quantum computing sector despite recent stock sell-offs, with its trapped-ion architecture setting it apart from competitors [1][2] Business Development Deals - IonQ has been active in mergers and acquisitions, notably acquiring Oxford Ionics for $1.075 billion in September, enhancing its manufacturing capabilities [3][4] - The company also completed an acquisition of Vector Atomic in October, which specializes in advanced quantum sensors [4] - IonQ plans to acquire Skyloom Global, a manufacturer of Optical Communications Terminals, indicating ongoing business development efforts [5][6] - Partnerships are also a focus, with collaborations established with AstraZeneca and the Centre for Commercialization of Regenerative Medicine to leverage quantum and AI technologies [7] Government Initiatives - IonQ established IonQ Federal in September 2025 to secure government contracts, which are crucial for its success [9] - The company has previously secured over $100 million in contracts with various U.S. government agencies, including the Air Force and DARPA [10][11] - The effectiveness of IonQ Federal under the leadership of Robert Cardillo will be pivotal for future government contract success [11] Roadmap Progress - IonQ aims to deploy quantum systems with 100 to 256 physical qubits in 2026, progressing towards a long-term goal of 2 million qubits by 2030 [13] - The company achieved a significant milestone with its Tempo system reaching AQ 64, indicating its capability to process complex algorithms [14] - Continued progress on the quantum computing roadmap is expected to positively influence investor sentiment and stock performance in 2026 [15]