IonQ Tripled Revenue but Its Stock Is Down 22%

• IonQ (IONQ) is down 22.3% contempt Q4 gross of $61.9M (up 428%), 2025 gross of $130M, and 2026 guidance of $225-245M; EBITDA nonaccomplishment expected astatine -$310M to -$330M, P/S of 101, SkyWater acquisition pending.

• IonQ became the archetypal nationalist quantum institution to transcend $100M successful yearly revenue, but 2026 losses are widening to -$310M adjacent arsenic gross scales, creating a disconnect betwixt concern show and banal price.

• The expert who called NVIDIA successful 2010 conscionable named his apical 10 AI stocks. Get them present FREE.

Providing full-stack infrastructure for the artificial quality industry, IonQ (NYSE:IONQ) has delivered gross maturation that astir nary 1 predicted astatine this pace, yet the banal sits 21% beneath wherever it started 2026, and that spread betwixt concern show and terms is what retail investors are debating close now.

Ultimately, the Q4 2025 numbers are hard to disregard arsenic quarterly gross deed $61.9 million, a 429% year-over-year leap that bushed statement estimates by 53.7%. Full-year 2025 gross reached $130 million, tripling 2024 and making IonQ the archetypal nationalist quantum institution to transcend $100 cardinal successful yearly GAAP revenue. Management is guiding for $225 cardinal to $245 cardinal successful 2026 revenue, with CEO Niccolo de Masi calling it a "strategic and fiscal inflection point."

The occupation is what sits connected the different broadside of that growth. The 2026 Adjusted EBITDA nonaccomplishment is expected to widen to betwixt -$310 cardinal and -$330 million. Operating currency travel successful 2025 was -$283 million. The banal trades astatine a price-to-sales ratio of astir 100-120, a valuation that prices successful breakthroughs inactive years away.

READ: The expert who called NVIDIA successful 2010 just named his apical 10 AI stocks

Social sentiment connected IonQ has whipsawed implicit the past 2 weeks. A station connected r/wallstreetbets connected February 25 drove sentiment to 84 (Very Bullish) aft a idiosyncratic flagged IonQ's inclusion successful a $151 cardinal rocket contract. That spike faded fast. By March 8-9, sentiment successful r/stocks had fallen backmost to 22-28 (Bearish), with comment-to-upvote ratios suggesting genuine statement alternatively than consensus.

This infographic provides a elaborate look astatine IONQ's fiscal performance, including Q4 and FY 2025 gross and 2026 guidance, alongside an investigation of its societal sentiment people and its drivers connected March 9, 2026.

IONQ SECURES PLACE IN MISSLE CONTACT
by u/therealJcrusin successful wallstreetbets

The post's author, u/therealJcrusin, wrote: "Unfortunately, astir radical don't recognize Quantum and that makes the institution an casual people for abbreviated sellers... I judge determination is simply a TON of upside to investing present and way, mode much successful the agelong word (5 to 10 years)."