Key Takeaways IonQ enters 2026 with accelerating revenue growth, technical benchmarks and a strengthened balance sheet.RGTI holds about $600M cash with no debt, supporting its chiplet-based roadmap and growing deployments.IONQ & RGTI remain unprofitable, but their strong cash positions help absorb execution and adoption risks.In 2025, IonQ (IONQ) and Rigetti Computing (RGTI) gained the attention of investors tracking the rapid evolution of the quantum computing sector. Throughout the year, IonQ demonstrated ...

In this article, we will look at the 10 Stocks That Will Go To The Moon in 2026.2026 is said to be an inflection point in the AI trade. To discuss this, Dan Ives, Wedbush Securities, joined CNBC television on December 20. He noted that analysts like himself believe 2026 to be an inflection point mainly due to the monetization of the AI revolution, particularly on the software side. Ives highlighted that the use cases of AI have now started to present themselves in software offerings and agentic products.Ive ...

Core Viewpoint - IonQ is positioned as a high-risk, high-reward stock with significant potential in the quantum computing sector, which is expected to be a transformative technology in the coming decade [1] Growth Catalysts - IonQ's revenue grew by 222% year-over-year in Q3, reaching $39.9 million, exceeding management's guidance by 37% [3] - The company has a strong balance sheet with $3.5 billion in pro forma cash and no debt [3] - IonQ is securing large-scale contracts and implementing a land-and-expand strategy across various sectors, including quantum computing, networking, sensing, and cybersecurity [4] Technological Milestones - The fifth-generation Tempo system has achieved an algorithmic qubit score of 64 and 99.99% two-qubit fidelity, indicating high performance in error-free computations [5] - IonQ aims to develop quantum systems with 256 physical qubits by 2026 and 10,000 physical qubits by 2027, which would enable solving complex problems beyond the capabilities of classical computing [6] Market Outlook - Jefferies initiated coverage of IonQ with a buy rating and a target price of $100 by 2026, citing the company's unique trapped ion quantum computing architecture as a key differentiator [2] - Long-term investors who can handle short-term volatility may consider investing in IonQ now, despite the challenges in execution and maintaining investor confidence [8]

Jefferies just launched coverage of the quantum computing sector with a bullish call, sending IonQ (IONQ) shares surging. The firm slapped a $100 price target on IONQ stock, implying roughly 110% upside from current levels, while initiating with a “Buy” rating. IonQ develops trapped-ion quantum computers designed to solve complex problems across business, society, and scientific research. Founded on 25 years of academic research, the company uses ionized atoms to perform longer, more sophisticated calcula ...

Core Insights - IonQ's shares have increased by over 62% in the past year, prompting investor interest in potential investments [1] - The company has made significant technological advancements and is progressing towards ambitious goals, raising questions about the timing for investment [3] Financial Performance - IonQ reported a 222% year-over-year revenue increase in Q3 fiscal 2025, reaching $39.9 million, which is nearly 37% above the company's guidance [4] - The company has a pro forma cash balance of $3.5 billion and no debt, providing financial flexibility for R&D, acquisitions, and expansion [4] Market Position and Achievements - IonQ's market capitalization stands at $18 billion, with a current stock price of $52.41 [5] - The company achieved a world record of 99.99% two-qubit fidelity, a crucial milestone towards building a fault-tolerant quantum system [6] - IonQ's flagship Tempo system has an algorithmic qubit score of 64, indicating strong performance in solving complex quantum problems [7] - The Forte Enterprise system, with an AQ 36 score, is now available on Amazon Braket and IonQ Quantum Cloud, potentially generating recurring revenue [7] Strategic Developments - IonQ has expanded its capabilities in quantum networking, sensing, and security through acquisitions, including Oxford Ionics, Vector Atomic, and a controlling stake in ID Quantique [7] - Despite these advancements, the commercial adoption of quantum technology may take time, which could lead to prolonged unprofitability [8]

Core Themes in Quantum Computing Industry - Throughout Q3 2025, major quantum firms focused on liquidity and runway, with IonQ, Rigetti Computing, and D-Wave Quantum completing significant equity offerings to strengthen cash reserves amid rising R&D costs [1] - Vendors reported tangible technological advancements, including Rigetti's 36-qubit multi-chip quantum computer and IBM's Quantum System Two deployment in Japan [2] - Commercial partnerships gained traction, with Quantinuum and IBM forming strategic collaborations to test early quantum applications in various sectors [3] Company-Specific Insights IonQ - IonQ is expected to continue strong topline growth with a focus on reinvestment rather than immediate profitability, having raised $1.0 billion in July to support its aggressive strategy [7] - The company is expanding its technology portfolio through acquisitions, including Oxford Ionics and Vector Atomic, enhancing its capabilities in quantum sensing and PNT [7] - IonQ is projected to report a loss of $0.24 per share and revenues of $27.02 million, reflecting a 117.9% year-over-year improvement [8] Rigetti Computing - Rigetti is anticipated to show modest revenue growth amid investment and execution risks, having launched its 36-qubit system and secured $5.7 million in new orders [9] - The company reported $1.8 million in revenue and a net loss of $39.7 million, but improved its balance sheet with a $350 million equity raise [10] - Rigetti is expected to report a loss of $0.05 per share and revenues of $2.39 million, a slight year-over-year improvement [11] D-Wave Quantum - D-Wave is positioned for operational momentum with a strong liquidity base of $819 million, focusing on R&D and commercialization [12] - The launch of the Advantage2 quantum computer is expected to contribute positively to Q3 revenues, alongside new partnerships in various sectors [12] - D-Wave is projected to report a loss of $0.07 per share and revenues of $3.12 million, marking a 66.8% year-over-year improvement [13]

Core Viewpoint - Quantum computing is expected to significantly enhance artificial intelligence (AI) capabilities in the coming years, presenting investment opportunities in companies focused on this technology [1][2]. Group 1: Quantum Computing and AI - Quantum computing is currently overshadowed by AI in terms of investment, but it has the potential to accelerate AI computing significantly [1][2]. - Companies like IonQ and Alphabet are positioned to benefit from advancements in quantum computing, which could lead to increased investment in AI [2]. Group 2: IonQ - IonQ is recognized as a leading quantum computing stock, being the first company focused on quantum computing to go public [3]. - IonQ utilizes trapped-ion quantum computing, which operates at room temperature and offers greater accuracy compared to superconducting quantum computers [4][5]. - IonQ's Tempo system has achieved the AQ 64 performance milestone, doubling its quantum calculation capacity in nine months, which enhances its potential to support AI applications [6]. Group 3: Alphabet - Alphabet is developing its own quantum computing chip, the Willow chip, and has substantial resources to invest in this technology [8]. - A successful quantum computing solution from Alphabet could enhance its generative AI model, Gemini, positioning it as a leader in AI performance [9]. - Alphabet plans to offer quantum computing capabilities through Google Cloud, creating a profitable growth avenue by renting out these services [10][11].

Core Insights - IonQ has achieved a significant milestone with its Tempo system, hitting an algorithmic qubit score three months ahead of schedule, positioning it as a leading player in the quantum computing sector [3][4] - Despite this achievement, IonQ's stock has seen a decline of over 18% in just over a week, indicating that positive developments may not be sufficient to counteract negative market momentum [4][7] - The company is actively attracting top talent in the quantum field, bolstered by its acquisition of Oxford Ionics, which enhances its competitive edge [6] Market Performance - Quantum computing stocks, including IonQ, have experienced a sharp downturn following a period of significant gains in September, suggesting a cautious approach for investors as market volatility increases [2][4] - IonQ's stock remains up over 600% from its previous lows, indicating strong long-term growth potential despite recent corrections [7] Investment Considerations - Investors are advised to consider a long-term strategy with IonQ, potentially taking positions during market pullbacks, as the company continues to make progress in quantum technology [5][8] - The potential for a U.S. government shutdown may create further market fluctuations, but could also present buying opportunities for new investors willing to engage in speculative growth stocks [5]

Group 1 - Redwire has secured a contract from Axim Space to develop solar array wings for the payload power thermal module, which is the first component of Axim's commercial space station [1] - Axim's module is expected to launch in late 2027, with plans to evolve into a free-flying two-module station by 2028 and expand to four modules by 2030 [2] - Clean Energy Fuels is set to design, build, and maintain a second hydrogen fueling station at its Arcadia busyard, supporting a fleet of 19 new hydrogen fuel cell buses in an 11.3 million project, partially funded by federal and state grants [2] Group 2 - The ecarx computing platform and cloud peak software stack will power the AI-driven cockpit for the new Link Inco 7 and 8 models, featuring advanced capabilities such as an AI agent and immersive 3D displays [3] - INQ has achieved a record algorithmic cubit score on its Tempo system, setting a new standard for quantum computing and reaching this milestone three months ahead of schedule [3][4] - This new score allows INQ's system to address complex real-world applications with a computational capacity significantly surpassing previous benchmarks [4]

Core Insights - Quantum computing companies are positioned to benefit from the growth of the AI market due to their ability to process data faster and more efficiently than traditional computers [2][3] - Quantum Computing Inc. (QCi) and IonQ are two notable players in the quantum computing space, with QCi's stock increasing by nearly 2,280% and IonQ's by over 510% in the past year [3] Company Comparisons - QCi focuses on developing photonic chips that operate at room temperature and are produced using conventional chip manufacturing processes, while IonQ produces trapped ion chips and builds its own quantum systems [7][8] - QCi's business model is still in its early stages, with projected revenue of $400,000 in 2025 and expected growth to $1.85 billion by 2027, despite a net loss of $39 million in 2025 [10][11] - IonQ's revenue is expected to grow from $43 million in 2024 to $315 million by 2027, although it will face increasing net losses from $332 million to $552 million during the same period [12] Future Projections - IonQ aims to significantly increase its quantum computing power, projecting algorithmic qubits (AQ) to rise from 64-100 AQ in 2025 to 2 million AQ by 2030 [13] - IonQ's integration of Nvidia's CUDA platform into its quantum systems is expected to enhance its capabilities for AI applications [14] Investment Considerations - QCi's stock is currently valued at over 1,300 times its projected revenue for 2027, making it a high-risk investment, while IonQ is valued at just over 40 times its estimated sales for the same year, presenting a more reasonable investment opportunity [15]