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One faces collapsing revenue and accounting restatements; the other is burning cash at a staggering pace despite triple-digit growth.

One operates in a crowded market and the other chases quantum's uncertain timeline.

The case rests on a surging order book, because the revenue line itself is shrinking.

RESEARCH REPORTS These reports, excerpted and edited by Barron’s, were issued recently by investment and research firms. The reports are a sampling of analysts’ thinking; they should not be considered the views or recommendations of Barron’s.

IonQ is leading the accuracy segment of the quantum computing race.

IONQ's Superion 256 advances quantum computing with 256-qubit QPUs, faster chip design and data center deployment planned for 2027.

IonQ and Rigetti Computing both reported optimistic results during the second quarter.

Quantum computing is risky but can produce tremendous returns for early investors. IonQ investors understand the risk and may want to consider additional quantum stocks for more exposure.

In the closing of the recent trading day, IonQ, Inc. (IONQ) stood at $36.84, denoting a -3.41% move from the preceding trading day.

Growth is oxygen. But when it evaporates, the consequences can be severe - ask anyone who bought Cisco in the Dot-Com Bubble or newer investors who lived through the 2020 to 2022 COVID cycle.

RGTI wins a $100 million CHIPS award to advance quantum scaling through readout electronics, cryogenic capacity and chip fabrication.

IonQ's CEO used investor day to warn that encryption breaks in 2028 and quantum computing is about to slipstream into every corporate research program. The stock fell anyway, and the gap between that pitch and the financial reality underneath it tells a complicated story.

Shares of quantum computing company IonQ (NYSE:IONQ) fell 4.4% in the afternoon session after Mizuho Securities analyst Vijay Rakesh lowered his price target on the stock to $52 from $61 while maintaining a Buy rating following the company's Analyst Day. According to TipRanks, the price target reduction came after IonQ presented an updated 2026 revenue outlook at its Analyst Day. While the company raised its forecasted revenue by roughly 60%, the increase primarily reflected contributions from i

RGTI faces widening losses, lumpy revenues and execution risks even as government backing and partnerships support its quantum roadmap.

Federal Reserve rate-hike odds just handed quantum computing stocks their sharpest single-session hit in weeks, and the reason has nothing to do with anything these companies actually did.

IonQ's CEO just put a specific year on Q-Day, the moment quantum computers could shatter the encryption protecting Bitcoin wallets, and the timeline is far closer than most investors realize. The twist: he's also selling the only product he claims can stop it.

The biggest AI gains of the next two years may come from names most investors overlook entirely. Six stocks spanning cloud infrastructure, memory, connectivity, and quantum each have a credible path to round-number targets that leave Wall Street consensus in the dust.

Quantum Stocks Get a Major Boost as U.S. Commits $300 Million to Industry

IonQ (NYSE:IONQ) used its 2026 Investor Day to outline an expanded quantum technology strategy following the closing of its merger with SkyWater Technology, positioning the combined business around quantum computing, security, sensing, networking and semiconductor manufacturing. Chairman and CEO Ni

The biggest guidance raise of the year mostly counts an acquired chip foundry, not the quantum business.

Shares of quantum computing company IonQ (NYSE:IONQ) jumped 9.5% in the afternoon session after the company raised its full-year 2026 revenue guidance to a range between $260 million and $270 million, reflecting strong commercial momentum. According to the company's press release, the raised outlook represents over 100% year-over-year organic growth. This updated financial projection excludes any potential impact from the pending acquisition of SkyWater Technology, which remains subject to custo

Today, Sept. 8, 2026, the quantum computing provider boosted its full-year outlook to between $450 million and $460 million after SkyWater Technology acquisition.

IonQ’s acquisition of SkyWater Technology prompts a raise to its guidance and facilitates the production of new quantum chips.

New chips, a Bitcoin warning, and a huge guidance hike. IonQ packed a lot of news into one morning.

Rigetti Computing, D-Wave Quantum, and Quantinuum are set to receive $100 million each from the U.S. Commerce Department.

IonQ Unveils Superion 256 as Shares Jump on Higher Revenue Forecast

The Commerce Department just took equity stakes in two quantum computing companies, and the fine print on that government ownership may matter more to long-term investors than today's share price pops.

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was down 0.1% and the actively tr

IonQ (NYSE:IONQ) shares rose 5. 8% on Tuesday after the quantum computing company increased its full-year 2026 revenue guidance following the completion of its acquisition of SkyWater Technology.

Rising losses, weak revenue conversion and lofty valuation offset D-Wave Quantum's strong bookings and production adoption, putting the company under pressure.