Why IonQ Stock Surged Today

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By Joe Tenebruso – Feb 26, 2026 at 8:37PM ESTKey PointsAcquisitions are expanding IonQ's technological capabilities.Management also highlighted the company's impressive organic growth.NYSE: IONQIonQMarket Cap$12BToday's Changeangle-down(21.20%) $7.12Current Price$40.71Price as of February 26, 2026 at 3:58 PM ETThe quantum computing leader's sales are skyrocketing.Shares of IonQ (IONQ +21.20%) leaped on Thursday after the quantum services supplier issued a revenue forecast that exceeded investors' expectations. By the close of trading, IonQ's stock price was up over 21%. Image source: Getty Images. Staggering sales growth IonQ's fourth-quarter revenue soared 429% year over year to $61.9 million. "I am pleased to share that IonQ has once again significantly outperformed our revenue guidance range, exceeding the midpoint by 55% for the fourth quarter," CEO Niccolo de Masi said in a press release. ExpandNYSE: IONQIonQToday's Change(21.20%) $7.12Current Price$40.71Key Data PointsMarket Cap$12BDay's Range$38.75 - $41.8952wk Range$17.88 - $84.64Volume3.4MAvg Vol19MGross Margin-747.41% IonQ bills itself as the world's first full-stack quantum platform company, with expertise across quantum computing, networking, sensing, and security. The tech pioneer has used a series of acquisitions to bolster its capabilities. In January, IonQ struck a deal to acquire leading quantum chip foundry SkyWater Technology to strengthen its U.S. supply chain. The company's growth investments, however, are weighing on its profitability. IonQ's adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) declined to negative $67.4 million from negative $31.3 million in the prior-year quarter. Still, IonQ is well funded, with $3.3 billion in cash reserves and investments as of Dec. 31. An upbeat forecast Looking ahead to 2026, IonQ guided for full-year revenue of $225 million to $245 million. That topped Wall Street's expectations of roughly $190 million. "Importantly, our 2025 results included nearly 80% year-over-year organic growth, and in our 2026 guidance, we expect organic growth to be even higher," chief financial officer Inder Singh said.Read NextFeb 26, 2026 •By Howard SmithStock Market Today, Feb. 26: IonQ Surges After Revenue and 2026 Guidance Exceed ExpectationsFeb 26, 2026 •By Keith NoonanIonQ Is Skyrocketing Today -- Is the Quantum Computing Stock a Buy?Feb 26, 2026 •By Scott LevineWhy Shares of IonQ Are Soaring This WeekFeb 26, 2026 •By Leo SunForget the Quantum Hype Cycle: IonQ's Earnings Just Proved the Business Is RealFeb 25, 2026 •By Justin PopePrediction: The Quantum Computing Hype Could Cool Off in 2026 -- Here's WhyFeb 25, 2026 •By Sean WilliamsInstitutional Investors and Hedge Funds Sent an Unmistakable Message to Quantum Computing Stocks IonQ, Rigetti Computing, and D-Wave QuantumAbout the AuthorJoe Tenebruso is a contributing Motley Fool stock market analyst with more than 3,000 financial bylines to his name. Joe was an investment analyst for Stock Advisor, Income Investor, Crypto Society, and other top-rated investing services. He also managed Tier 1 Investments, a market-crushing real-money portfolio with 24.58% annualized returns. Joe graduated summa cum laude from Rutgers University with a Bachelor of Science in Finance.tmfguardianX@Tier1InvestorStocks MentionedIonQNYSE: IONQ$40.71 (+21.20%) $+7.12*Average returns of all recommendations since inception. Cost basis and return based on previous market day close.
