IonQ: Nvidia Of Quantum Still Volatile, Highly Dilutive, And Expensive
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Juxtaposed Ideas14.98K FollowersFollow5ShareSavePlay(12min)CommentsSummaryIonQ is set to demonstrate the integrated IonQ/Oxford Ionics 256 qubit system with 99.99% fidelity in 2026, with it triggering expanded commercial/enterprise/federal monetization opportunities ahead.This is especially since IONQ has made the strategic choice to leverage the existing semiconductor foundries, allowing them to scale rapidly/cheaply while being integrated into existing data center systems.The versatility of its quantum computing offerings and immense TAM of its future monetization opportunities lend credence to their claim of IONQ being the "NVIDIA Of The Quantum Space."Despite the robust revenue growth and the rich balance sheet at net cash of $3.5B, break-even is unlikely to occur in the near term as observed in the management's FY2025 guidance.IONQ remains a Hold here, with the high-growth cadence being negated by the premium valuations, the heightened dilution risks, and the elevated short interest ratio. adventtr/E+ via Getty Images I previously covered IonQ, Inc. (NYSE:IONQ) in September 2025, discussing how its intensified R&D efforts had paid off handsomely, as observed in the expanding partnerships across numerous leading quantum/AI institutes and the double-digit revenue growth.This article was written byJuxtaposed Ideas14.98K FollowersFollowI am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other investors with a contrasting view of my portfolio, given my particular background.If you have any questions, feel free to reach out to me via a direct message on Seeking Alpha or leave a comment on one of my articles.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. The analysis is provided exclusively for informational purposes and should not be considered professional investment advice. Before investing, please conduct personal in-depth research and utmost due diligence, as there are many risks associated with the trade, including capital loss.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.Recommended For You