Business
IonQ Shares Surge 22% on Explosive Q4 Revenue Beat, Bullish 2026 Guidance
IonQ, Inc. (NYSE: IONQ), a leading quantum computing company, saw its shares rocket more than 21% Thursday after reporting fourth-quarter results that far exceeded expectations and issuing optimistic revenue guidance for 2026 that topped Wall Street forecasts.
The stock closed regular trading at $40.88, up $7.29 or 21.70% from the previous close of $33.59, on massive volume exceeding 69 million shares — well above its average. Intraday trading ranged from a low of $38.75 to a high of $41.90, reflecting strong investor enthusiasm following the earnings release.
IonQ reported fourth-quarter revenue of $61.9 million, a staggering 429% increase from $11.7 million in the prior-year period. The figure beat the company’s own guidance midpoint by 55% and surpassed analyst expectations. For full-year 2025, revenue reached $130 million, up 202% year-over-year and 20% above the guidance midpoint, marking the first time a publicly traded quantum computing firm surpassed $100 million in annual GAAP revenue.
Adjusted loss per share narrowed to $0.20, better than the consensus estimate of a $0.23 loss. The results highlighted accelerating commercial demand, with more than 60% of 2025 revenue from commercial customers and over 30% from international sales. Organic growth approached 80% year-over-year.
CEO Niccolo de Masi described the performance as evidence of IonQ’s evolution into the “world’s only full-stack quantum platform company.” He emphasized strong backlog, pipeline visibility and momentum positioning the firm for continued expansion.
For 2026, IonQ guided full-year revenue between $225 million and $245 million, with a midpoint of $235 million — about 22% above the average analyst estimate of roughly $193 million. First-quarter revenue is projected at $48 million to $51 million. The outlook implies roughly 81% year-over-year growth at the midpoint, driven by sustained demand for trapped-ion quantum systems, software and services.
The company anticipates an adjusted EBITDA loss of $310 million to $330 million for 2026, reflecting heavy investments in scaling operations, R&D and recent acquisitions. IonQ maintains a robust cash position of approximately $3.3 billion, providing runway for these initiatives.
A key catalyst in the report was IonQ’s announcement of deploying one of Europe’s largest operational quantum key distribution networks in Romania as part of the RoNaQCI project. The deployment underscores growing adoption in quantum networking and security applications across government and enterprise sectors.
IonQ also highlighted progress toward major milestones, including shipments of its Tempo system in 2026 and a planned 256-qubit demonstration. The company is pursuing a $1.8 billion acquisition of SkyWater Technology, a quantum chip foundry, to bolster manufacturing capabilities and reduce costs for future high-qubit systems.
Analysts reacted positively overall, though some adjusted targets modestly. Jefferies maintained a Buy rating but trimmed its price target, while JP Morgan lowered its target from $47 to $42 while keeping a Neutral stance. The average one-year price target from 12 analysts stands around $71, implying significant upside from current levels, with highs reaching $100.
Technical indicators show IonQ breaking key resistance near $40, with the surge pushing it well above recent trading ranges but still below its 52-week high of $84.64 from October 2025. The 52-week low sits at $17.88. The stock’s beta of around 2.6 indicates high volatility, typical for emerging tech in quantum computing.
Market observers note IonQ’s results as a potential inflection point for the quantum sector, demonstrating commercial traction amid competition from rivals like Rigetti, Quantinuum and IBM. The company’s trapped-ion approach has achieved notable performance benchmarks, including a world-record 99.99% two-qubit gate fidelity in 2025.
Despite the rally, IonQ remains unprofitable on an adjusted basis, with full-year 2025 net losses at $510.4 million and adjusted EBITDA loss of $186.8 million. Investors are betting on the long-term transformative potential of quantum computing in fields like drug discovery, materials science, financial modeling, logistics, cybersecurity and defense.
The stock’s performance contrasts with broader market trends Thursday, where some tech names faced pressure. IonQ’s surge stood out as a bright spot in speculative growth sectors.
As quantum adoption accelerates, IonQ’s focus on full-stack solutions, international expansion and strategic partnerships positions it as a frontrunner. Traders will monitor execution on 2026 milestones, backlog conversion and any updates on the SkyWater deal for further catalysts.
For now, the earnings beat and raised outlook have reignited enthusiasm, sending shares to their strongest close in recent months and signaling renewed confidence in quantum computing’s commercial path.
Michael Kramer is the founder of Mott Capital, and is a long-only investor who focuses on macro themes and studies trends and options activities to identify and assess entry and exit points for investments in his long-term focused thematic growth strategy. He is a former buy-side trader, analyst, and portfolio manager with 30 years of experience tracking market technicals, fundamentals, and options.Michael Kramer leads the investing group Reading the Markets, where he helps a devoted following of members to better understand what is driving trading and where the market is likely heading, both the short and long-term. Features of the investing group include: daily written commentary and videos analyzing the driving factors behind price action; general macro trend education to help members make well-informed decisions based on market conditions, interest rates, currency movements and how they all interact; chat for questions and community dialogue; and regular Zoom videos sessions to discuss current ideas and answer questions. The level of access RTM subscribers and the expertise of the source are unprecedented given that the subscription price is a fraction of similar technical coaching and mentoring services. Learn more.
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
This report contains independent commentary to be used for informational and educational purposes only. Michael Kramer is a member and investment adviser representative with Mott Capital Management. Mr. Kramer is not affiliated with this company and does not serve on the board of any related company that issued this stock. All opinions and analyses presented by Michael Kramer in this analysis or market report are solely Michael Kramer’s views. Readers should not treat any opinion, viewpoint, or prediction expressed by Michael Kramer as a specific solicitation or recommendation to buy or sell a particular security or follow a particular strategy. Michael Kramer’s analyses are based upon information and independent research that he considers reliable, but neither Michael Kramer nor Mott Capital Management guarantees its completeness or accuracy, and it should not be relied upon as such. Michael Kramer is not under any obligation to update or correct any information presented in his analyses. Mr. Kramer’s statements, guidance, and opinions are subject to change without notice. Past performance is not indicative of future results. Neither Michael Kramer nor Mott Capital Management guarantees any specific outcome or profit. You should be aware of the real risk of loss in following any strategy or investment commentary presented in this analysis. Strategies or investments discussed may fluctuate in price or value. Investments or strategies mentioned in this analysis may not be suitable for you. This material does not consider your particular investment objectives, financial situation, or needs and is not intended as a recommendation appropriate for you. You must make an independent decision regarding investments or strategies in this analysis. Upon request, the advisor will provide a list of all recommendations made during the past twelve months. Before acting on information in this analysis, you should consider whether it is suitable for your circumstances and strongly consider seeking advice from your own financial or investment adviser to determine the suitability of any investment.
Seeking Alpha’s Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
Jonathan Weber holds an engineering degree and has been active in the stock market and as a freelance analyst for many years. He has been sharing his research on Seeking Alpha since 2014. Jonathan’s primary focus is on value and income stocks but he covers growth occasionally. He is a contributing author for the investing group Cash Flow Club where along with Darren McCammon, they focus on company cash flows and their access to capital. Core features include: access to the leader’s personal income portfolio targeting 6%+ yield, community chat, the “Best Opportunities” List, coverage of energy midstream, commercial mREITs, BDCs, and shipping sectors,, and transparency on performance. Learn More.
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha’s Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
Nvidia: AI Is Here To Stay, And The Fear Is Misplaced (Rating Upgrade)
I’m a long-term investor focused on U.S. and European equities, with a dual emphasis on undervalued growth stocks and high-quality dividend growers. Through years of experience, I’ve learned that sustained profitability—evident in strong margins, stable and expanding free cash flow, and high returns on invested capital—is a more reliable driver of returns than valuation alone. I manage one of my portfolios publicly on eToro, where I qualified as a Popular Investor, allowing others to copy my real-time investment decisions. My background spans Economics, Classical Philology, Philosophy and Theology. This interdisciplinary foundation sharpens both my quantitative analysis and my ability to interpret market narratives through a broader, long-term lens. I started investing when I became a father. By managing wisely what I received and earn, I aim to ensure for me and my children that we don’t have so much that we don’t have to do anything, but that we have enough assets to be free to do what we want. The goal is not to free myself from work, but to make sure I can work in the place and in a way where I can fully express myself.
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha’s Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
Zelenskiy urges allies to keep up pressure on Russia ahead of talks with US
Long-haul trucker Miguel Caveda recently spent around $1,800 on diesel fuel during a week on the road, about 40% more than he typically paid before the Iran war began.
The sudden surge in diesel prices has eroded Caveda’s profit and upended his business in other ways, too. He has started searching out lighter hauls and avoiding hilly routes that guzzle fuel. He is also keenly aware that the steeper fuel costs will eventually trickle into the prices consumers pay for goods he is carrying—from tires to watermelon—assuming his business survives.
Copyright ©2026 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
Everton delivered a commanding performance at their new Hill Dickinson Stadium, thrashing Chelsea 3-0 in the Premier League on Saturday, March 21, 2026, with a brace from Beto and a stunning strike from Iliman Ndiaye sealing a result that boosted the Toffees’ European ambitions while intensifying scrutiny on Blues manager Liam Rosenior.
The Matchweek 31 clash, Everton’s first home game against Chelsea at the waterfront venue, saw David Moyes’s side produce one of their most complete displays of the 2025-26 season. Beto opened the scoring in the 33rd minute with a delicate finish over goalkeeper Robert Sanchez after latching onto James Garner’s sublime through ball. The Portuguese forward doubled the lead in the 62nd minute, powering home from Idrissa Gueye’s assist to make it 2-0.
Iliman Ndiaye capped the rout in the 76th minute with a brilliant curled finish into the far corner, assisted by Beto, who turned provider after a long pass from Jordan Pickford. The goal marked Ndiaye’s clinical contribution and brought the Hill Dickinson Stadium to its feet amid an electric atmosphere.
Everton goalkeeper Pickford earned his 100th clean sheet for the club with key saves, including two outstanding stops from Enzo Fernández either side of halftime, denying Chelsea any route back into the contest. The Toffees dominated possession at times, pressed relentlessly and exploited Chelsea’s disjointed defending.
For Chelsea, the defeat marked a fourth consecutive loss across all competitions, following a midweek Champions League humbling against Paris Saint-Germain. Rosenior admitted post-match that his team’s performance was “nowhere near” the level expected, with the Blues struggling to create clear chances despite fielding a talented attacking lineup.
The result lifted Everton to seventh in the Premier League table on 46 points from 31 games, putting them firmly in the mix for European qualification — potentially Champions League spots if results elsewhere align. Chelsea remained in sixth on 48 points but saw their buffer shrink, with pressure mounting on Rosenior amid a poor run that has seen back-to-back 3-0 defeats.
Highlights captured the game’s key moments: Beto’s clinical first goal showcased his hold-up play and finishing instinct, while his second demonstrated improved work rate and positioning. Ndiaye’s third was a moment of individual brilliance, curling the ball past Sanchez from the edge of the box after evading Jorrel Hato.
Everton controlled the narrative throughout, with Garner and Gueye anchoring midfield effectively and the defense, led by Jarrad Branthwaite, standing firm. Chelsea’s frustrations boiled over with late bookings and substitutions that failed to spark a comeback.
Post-match, Moyes praised his players’ intensity and execution, noting the significance of consecutive home league wins at the new stadium — a first this season. “The atmosphere was incredible, and the lads gave everything,” he said. Rosenior, meanwhile, highlighted areas for improvement, emphasizing the need for better cohesion and resilience.
The victory marked Everton’s biggest win over Chelsea since 1987 and underscored their progress under Moyes in the new home. Fans celebrated wildly, with social media buzzing over Beto’s impact — his fifth and sixth goals of the season — and the team’s upward trajectory.
Chelsea now face a quick turnaround, with upcoming fixtures testing their credentials further. Everton will look to build momentum as they chase a top-six finish in a competitive race.
Full-match and extended highlights are available on official Premier League channels, NBC Sports, Sky Sports, BBC Sport and club websites, capturing the goals, saves and atmosphere that defined the evening.
The Investment Doctor is a financial writer, highlighting European small-caps with a 5-7 year investment horizon. He strongly believes a portfolio should consist of a mixture of dividend and growth stocks.
He is the leader of the investment group European Small Cap Ideas which offers exclusive access to actionable research on appealing Europe-focused investment opportunities not found elsewhere. The a focus is on high-quality ideas in the small-cap space, with emphasis on capital gains and dividend income for continuous cash flow. Features include: two model portfolios – the European Small Cap Ideas portfolio and the European REIT Portfolio, weekly updates, educational content to learn more about the European investing opportunities, and an active chat room to discuss the latest developments of the portfolio holdings. Learn more.
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha’s Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
Business
Allegations against ICC war crimes prosecutor still under review despite report he was cleared
Allegations against ICC war crimes prosecutor still under review despite report he was cleared
DoorDash: Order Acceleration Defies A Weaker Macro
Police arrest one following Tyne-Wear derby in Newcastle
The Next Bear Market May Have Just Begun
Hackers Use Fake Google Play Pages to Spread Crypto Mining Malware Across Brazil
-
Tech7 days agoYour Legally Registered ‘Motorcycle’ Might Not Count Under Proposed US Law
-
Fashion2 days agoWeekend Open Thread: Adidas – Corporette.com
-
Politics2 days agoJenni Murray, Long-Serving Woman’s Hour Presenter, Dies Aged 75
-
Tech5 days agoAre Split Spacebars the Next Big Gaming Keyboard Trend?
-
Crypto World17 hours agoBest Crypto to Buy Now: Strategy Just Spent $1.57 Billion on Bitcoin During Fear While Early Investors Quietly Enter Pepeto for 150x Potential
-
News Videos4 days agoRBA board divided on rate cut, unusually buoyant share market | Finance Report | ABC NEWS
-
Crypto World18 hours agoBitcoin Price News: Bhutan Sells $72 Million in BTC Under Fiscal Pressure, but the Smart Money Entering Pepeto Sees What the Market Does Not
-
Business7 days agoSearch for Savannah Guthrie’s Mother Enters Seventh Week with No Arrests
-
Crypto World2 days agoNIO (NIO) Stock Plunges 6.5% as Shelf Registration Sparks Dilution Worries
-
Business6 days agoAustralian shares drop as Iran war enters third week
-
Crypto World6 days agoCrypto Lender BlockFills Enters Chapter 11 with Up to $500M in Liabilities
-
Politics4 days agoThe House | The new register to protect children from their abusers shows Parliament at its best
-
Fashion6 days ago25 Celebrities with Curly Hair That Are Naturally Beautiful
-
Tech2 days agoinKONBINI Lets You Spend Summer Days Behind the Register
-
Crypto World4 days agoCanada’s FINTRAC revokes registrations of 23 crypto MSBs in AML crackdown
-
Politics5 days agoReal-time pollution monitoring calls after boy nearly dies
-
NewsBeat4 days agoResidents in North Lanarkshire reminded to register to vote in Scottish Parliament Election
-
Business6 days agoMeta planning major layoffs as AI spending and automation reshape workforce
-
News Videos4 days agoPARLIAMENT OF MALAWI – PAC MEETING WITH REGISTRAR OF FINANCIAL ON AMARYLLIS HOTEL – INQUIRY LIVE
-
Crypto World7 days ago
U.S. Oil Companies Post Record Profits as Oil Prices Break $100
You must be logged in to post a comment Login