Get the Weekly Intelligence Brief — top committee picks every Sunday.
IONQ · NYSE · STOCK

IonQ (IONQ) Stock Analysis

Technology Updated September 06, 2026
$39.76
52W $25.89 – $84.64
61/100
$14.75B
-9.2
3.30
AI Committee Verdict
Buy
61/100
Conviction: Contested · 50% agreement · 6 analysts
+20.3%
-4.4%
4.59:1
Contested

Is IONQ Bullish or Bearish?

Bullish. Innellis AI committee rates IonQ, Inc. (IONQ) Buy with a composite score of 61/100 , based on 6 analysts with 50% agreement. Last updated September 06, 2026.

What Would Change This View

Upgrade to Strong Buy
Requires a committee score of 75.0 — +13.54 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Watch
Requires the score to fall below 55.0 — -6.46 from today. The band boundary is 60.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is genuinely divided. Growth Analyst sees a compelling case — revenue growing 370.6% yoy -- genuine top-line momentum. Technical Analyst remains cautious — price structure making lower highs and lower lows. This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • Revenue growing 370.6% YoY -- genuine top-line momentum — Growth
  • Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
  • Low leverage (debt-to-equity 0.00) -- balance sheet can absorb a shock — Risk
  • VIX regime is low -- calm backdrop supports risk-taking — Macro
Bear Case
  • Price-to-book of 23.6x prices in significant intangible value — Value
  • Price structure making lower highs and lower lows — Technical
  • MACD histogram negative -- bearish momentum — Technical
  • Daily trend (downtrend) conflicts with the weekly trend (uptrend) -- fighting the larger trend — Technical
  • Bollinger bandwidth of 26.7% signals elevated volatility — Risk
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of September 06, 2026
Overall Committee Score
61/100
Agreement
50%
Analysts
6
Conviction
Contested
Sector Rank
Top 47%
of 287 Technology peers
Value Analyst neutral
50 / 100 · Moderate confidence
Fair value -- neither a bargain nor obviously overpriced
− Price-to-book of 23.6x prices in significant intangible value
Growth Analyst bullish
85 / 100 · Moderate confidence
Strong, accelerating growth with consistent execution
+ Revenue growing 370.6% YoY -- genuine top-line momentum
Technical Analyst bearish
39 / 100 · High confidence
Price action is deteriorating -- trend and/or momentum are working against this name
− Price structure making lower highs and lower lows
Risk Analyst neutral
58 / 100 · Moderate confidence
Moderate risk -- no single red flag, but nothing that clearly de-risks the position either
+ Low leverage (debt-to-equity 0.00) -- balance sheet can absorb a shock
− Bollinger bandwidth of 26.7% signals elevated volatility
Macro Analyst bullish
80 / 100 · Low confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ VIX regime is low -- calm backdrop supports risk-taking
News Analyst neutral
58 / 100 · Low confidence
News flow is mixed or quiet -- no strong signal either way right now
Portfolio Manager neutral
45 / 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 2704.43)
Open Full Terminal →

Investment Thesis Evolution

Committee score moved marginally from 61.5 to 61.5.

Comparing 2026-09-05 to 2026-09-06 (1 day apart).

Technical Analysis

RSI (14)
46.0
Neutral
MACD Histogram
-0.379
Bearish Momentum
Trend Direction
Downtrend
Weekly: Uptrend
Market Structure
Mixed
Support
$38.00
Resistance
$47.84
Bollinger %B
0.27
Inside Bands
Price vs Moving Averages
EMA 9
$39.73 Above
EMA 21
$40.69 Below
EMA 50
$42.53 Below
EMA 200
$44.69 Below

Fundamental Analysis

Valuation
85
Growth
78
Profitability
10
Financial Health
100
Cash Flow
15
Valuation
P/E Ratio -9.2×
P/B Ratio 4.37×
PEG Ratio -0.00
Dividend Yield 0.00%
52W High $84.64
52W Low $25.89
Quality & Growth
ROE -1343.3%
ROA -776.8%
Gross Margin 3628.8%
Operating Margin -41395.6%
Revenue Growth YoY
Debt / Equity 0.02
AI Fundamental Assessment
P/E ratio of -9.2 (inexpensive relative to a 15-40x range); Price-to-book of 4.4x; PEG ratio of -0.0 (under 1.0 suggests growth is undervalued relative to price); Return on equity of -13.4%; Return on assets of -7.8%; Net margin of -573.6%; Gross margin of 36.3%; Current ratio of 10.66 (healthy short-term liquidity); Debt-to-equity of 0.02; Free cash flow per share is negative (-1.32); Most recent quarter missed estimates by 13.3%; EPS growth accelerating (-117.6% -> +2.9% QoQ); Analyst estimates rising over recent quarters
Get the Full IONQ Analysis
Interactive charts · Live committee votes · Trade plan · Paper trading · AI Q&A
Open in Terminal →
Weekly Intelligence Brief
Get the committee's top-scored stocks every Sunday.
Free · No spam · Unsubscribe anytime