IonQ, Inc. (IONQ) on Decifer

Why it ranks here

• It is not profitable yet but the profit it keeps on each sale is improving.
• Revenue is growing about 202% a year and growth is speeding up, not slowing down.
• It keeps a healthy share of every sale as profit, with profitability widening as it grows.
• It is riding an active market tailwind and has the balance sheet to fund its growth.
• We do not have a clean read on how it is run yet.
• Our durability check found pressure on this name, which costs it a few points.

The current read

The evidence on IONQ lines up on the supportive side: fresh news: 3 AI Stocks That Could Reward Patient Investors for Years to Come. The independent signals we track are telling the same story.

Themes

• Semiconductors & AI Compute: IonQ is the leading pure-play quantum computing company by revenue (~$130M 2025, guided $225-245M 2026). US government announced $2B federal quantum investment in May 2026. Trapped-ion architecture.

Read the full IONQ research brief · See all quality rankings

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