Rigetti Computing, Quantum Stocks Soar On Project Stargate
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 24 2025
0mins
Should l Buy IONQ?
Source: Benzinga
Project Stargate Announcement: Rigetti Computing's shares surged 42% following President Trump's announcement of a $500 billion AI investment initiative, Project Stargate, which includes immediate investments of $100 billion and plans for additional funding over four years.
Impact on Quantum Computing: The initiative aims to enhance AI infrastructure through new data centers and advanced computing systems, benefiting quantum computing companies like Rigetti and IonQ, as they are positioned to meet the rising computational demands associated with increased AI adoption.
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Analyst Views on IONQ
Wall Street analysts forecast IONQ stock price to rise
12 Analyst Rating
9 Buy
3 Hold
0 Sell
Strong Buy
Current: 37.050
Low
47.00
Averages
75.91
High
100.00
Current: 37.050
Low
47.00
Averages
75.91
High
100.00
About IONQ
IonQ, Inc. is engaged in the quantum computing and networking industry, delivering high-performance systems capable of solving complex commercial and research use cases. Its generation quantum computers, IonQ Forte and IonQ Forte Enterprise, are cutting-edge systems, boasting 36 algorithmic qubits. It sells specialized quantum computing and networking hardware together with related maintenance and support. It also sells access to several quantum computers of various qubit capacities and is in the process of researching and developing technologies for quantum computers with increasing computational capabilities. It makes access to its quantum computers available via three cloud platforms, Amazon Web Services' (AWS) Amazon Braket, Microsoft's Azure Quantum and Google's Cloud Marketplace, and also to select customers via its own cloud service. Its product portfolio also includes quantum key distribution (QKD) systems, quantum random number generators (QRNGs), and single-photon detectors.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
IonQ Reports 429% Revenue Surge in Q4, Stock Volatile
- Revenue Surge: IonQ's Q4 revenue reached $61.9 million, soaring 429% year-over-year and exceeding the midpoint of its guidance by 55%, indicating strong market demand for its quantum computing technology, despite remaining unprofitable overall.
- Complex Profitability: While the company recorded a GAAP profit, it was primarily due to non-operating gains related to its SPAC merger, with an adjusted EPS loss of $0.20, highlighting ongoing financial pressures.
- Cash Flow Challenges: IonQ reported a negative operating cash flow of $283.2 million and a negative free cash flow of $299.6 million for 2022, although it ended the year with approximately $3.3 billion in cash and investments and no debt, raising concerns about its cash burn rate.
- Future Outlook: IonQ projects 2026 revenue between $225 million and $245 million, with Q1 revenue expectations of $48 million to $51 million, despite challenges with adjusted EBITDA losses, still indicating long-term growth potential.
See More
Quantum Computing Market Poised for Explosive Growth
- Market Growth Potential: The quantum computing market is projected to expand from $4 billion in 2024 to $72 billion by 2035, indicating substantial investment opportunities that attract long-term investors.
- D-Wave Technology Enhancement: D-Wave's acquisition of Quantum Circuits strengthens its quantum annealing technology, with the CEO stating this move will nearly double the addressable market, and revenue for 2026 is expected to exceed $32.8 million, showcasing robust growth potential.
- IonQ Comprehensive Platform: IonQ has become the only vertically integrated full-stack quantum platform company through its acquisition of SkyWater Technology, achieving $130 million in revenue for 2025, a 202% year-over-year increase, and forecasting revenue between $225 million and $245 million for 2026, demonstrating ongoing growth capability.
- Technology Risks and Investment Strategy: While quantum computing technology is still in its infancy and widespread adoption may take years, investors with a high-risk tolerance might consider investing at this early stage to potentially reap significant future returns.
See More
Quantum Computing Companies Rapidly Expanding
- Massive Market Potential: The quantum computing market is projected to grow from $4 billion in 2024 to $72 billion by 2035, indicating vast opportunities, and early investments could yield substantial returns for investors.
- D-Wave Acquisition Enhances Market Position: D-Wave's acquisition of Quantum Circuits in 2026 leverages superconducting gate-model quantum machines, with the CEO stating this move will nearly double its addressable market, enhancing the company's competitive edge.
- IonQ's Comprehensive Solution: IonQ's acquisition of SkyWater Technology grants it end-to-end manufacturing of quantum chips, making it the only vertically integrated full-stack quantum platform company, with revenue expected to reach between $225 million and $245 million in 2026, nearly doubling its growth.
- Innovation Driving Growth: IonQ's launch of quantum computing networks and quantum key distribution technology in Switzerland and Romania showcases its leadership in quantum security, with a 202% year-over-year revenue increase in 2025, reflecting strong market demand.
See More
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- Active Stock Overview: ProShares UltraPro QQQ (TQQQ) increased by 0.75 to $48.85 with a trading volume of 10,209,915 shares, representing a 179.14% rise from its 52-week low, showcasing strong market demand and investor confidence.
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Three High-Potential Stocks for Investors
- SoundHound AI Growth: SoundHound AI achieved a 59% revenue increase in Q4 2025, leveraging audio recognition and generative AI to potentially reduce customer service costs in healthcare, insurance, and finance, indicating long-term winning potential.
- Nebius Rapid Growth Forecast: Nebius's annual run rate was $1.25 billion at the end of 2025, expected to soar to $7 billion to $9 billion by 2026, showcasing explosive growth potential as a key player in AI cloud computing.
- IonQ Quantum Computing Outlook: IonQ reported a staggering 429% revenue growth in Q4 2025, primarily from contracts, but if its quantum technology commercializes successfully, it could tap into a $28 billion to $72 billion market by 2035, presenting significant market opportunities.
- Investment Risks and Strategy: While these stocks offer high return potential, investors should exercise caution, with a recommended allocation of no more than 1% per stock to mitigate risks and maintain portfolio stability.
See More
Three Promising Stocks in AI Sector
- SoundHound AI Growth Potential: SoundHound AI achieved a 59% revenue increase in Q4 2025, leveraging audio recognition and generative AI, which could significantly reduce customer service costs in healthcare, insurance, and finance, positioning it as a long-term winner if it penetrates these markets.
- Nebius Explosive Growth Forecast: Nebius's annual revenue was $1.25 billion at the end of 2025, expected to surge to $7 billion to $9 billion by 2026, showcasing explosive growth potential as it focuses on AI cloud computing, providing a turnkey solution for advanced AI hardware needs.
- IonQ Quantum Computing Outlook: IonQ reported a staggering 429% revenue growth in Q4 2025, primarily from contracts, but if its quantum technology succeeds over the next decade, it could tap into a $28 billion to $72 billion market by 2035, positioning itself as a leader in quantum computing.
- Investment Risk Advisory: While these three stocks offer high return potential, investors should exercise caution, recommending a maximum of 1% portfolio allocation per stock to mitigate risk while capitalizing on possible substantial gains.
See More
IonQ Reports 429% Revenue Surge in Q4, Stock Volatile
- Revenue Surge: IonQ's Q4 revenue reached $61.9 million, soaring 429% year-over-year and exceeding the midpoint of its guidance by 55%, indicating strong market demand for its quantum computing technology, despite remaining unprofitable overall.
- Complex Profitability: While the company recorded a GAAP profit, it was primarily due to non-operating gains related to its SPAC merger, with an adjusted EPS loss of $0.20, highlighting ongoing financial pressures.
- Cash Flow Challenges: IonQ reported a negative operating cash flow of $283.2 million and a negative free cash flow of $299.6 million for 2022, although it ended the year with approximately $3.3 billion in cash and investments and no debt, raising concerns about its cash burn rate.
- Future Outlook: IonQ projects 2026 revenue between $225 million and $245 million, with Q1 revenue expectations of $48 million to $51 million, despite challenges with adjusted EBITDA losses, still indicating long-term growth potential.
See More
Quantum Computing Market Poised for Explosive Growth
- Market Growth Potential: The quantum computing market is projected to expand from $4 billion in 2024 to $72 billion by 2035, indicating substantial investment opportunities that attract long-term investors.
- D-Wave Technology Enhancement: D-Wave's acquisition of Quantum Circuits strengthens its quantum annealing technology, with the CEO stating this move will nearly double the addressable market, and revenue for 2026 is expected to exceed $32.8 million, showcasing robust growth potential.
- IonQ Comprehensive Platform: IonQ has become the only vertically integrated full-stack quantum platform company through its acquisition of SkyWater Technology, achieving $130 million in revenue for 2025, a 202% year-over-year increase, and forecasting revenue between $225 million and $245 million for 2026, demonstrating ongoing growth capability.
- Technology Risks and Investment Strategy: While quantum computing technology is still in its infancy and widespread adoption may take years, investors with a high-risk tolerance might consider investing at this early stage to potentially reap significant future returns.
See More
Quantum Computing Companies Rapidly Expanding
- Massive Market Potential: The quantum computing market is projected to grow from $4 billion in 2024 to $72 billion by 2035, indicating vast opportunities, and early investments could yield substantial returns for investors.
- D-Wave Acquisition Enhances Market Position: D-Wave's acquisition of Quantum Circuits in 2026 leverages superconducting gate-model quantum machines, with the CEO stating this move will nearly double its addressable market, enhancing the company's competitive edge.
- IonQ's Comprehensive Solution: IonQ's acquisition of SkyWater Technology grants it end-to-end manufacturing of quantum chips, making it the only vertically integrated full-stack quantum platform company, with revenue expected to reach between $225 million and $245 million in 2026, nearly doubling its growth.
- Innovation Driving Growth: IonQ's launch of quantum computing networks and quantum key distribution technology in Switzerland and Romania showcases its leadership in quantum security, with a 202% year-over-year revenue increase in 2025, reflecting strong market demand.
See More
NASDAQ 100 Pre-Market Activity Overview
- Market Recovery: The NASDAQ 100 Pre-Market Indicator rose by 154.9 points to 24,874.98, indicating a positive shift in market sentiment that may attract more investors to tech stocks.
- Active Stock Overview: ProShares UltraPro QQQ (TQQQ) increased by 0.75 to $48.85 with a trading volume of 10,209,915 shares, representing a 179.14% rise from its 52-week low, showcasing strong market demand and investor confidence.
- Strong Bitcoin ETF Performance: iShares Bitcoin Trust ETF (IBIT) gained 1.78 to $40.48 with 10,151,308 shares traded, reflecting a 14.67% increase from its 52-week low, indicating signs of recovery in the cryptocurrency market.
- NIO Earnings Forecast: NIO Inc. (NIO) rose by 0.0492 to $4.64 with a trading volume of 888,382 shares, scheduled to report earnings on March 10, 2026, with a consensus EPS forecast of -0.05, representing a 47% increase over last year's EPS.
See More
Three High-Potential Stocks for Investors
- SoundHound AI Growth: SoundHound AI achieved a 59% revenue increase in Q4 2025, leveraging audio recognition and generative AI to potentially reduce customer service costs in healthcare, insurance, and finance, indicating long-term winning potential.
- Nebius Rapid Growth Forecast: Nebius's annual run rate was $1.25 billion at the end of 2025, expected to soar to $7 billion to $9 billion by 2026, showcasing explosive growth potential as a key player in AI cloud computing.
- IonQ Quantum Computing Outlook: IonQ reported a staggering 429% revenue growth in Q4 2025, primarily from contracts, but if its quantum technology commercializes successfully, it could tap into a $28 billion to $72 billion market by 2035, presenting significant market opportunities.
- Investment Risks and Strategy: While these stocks offer high return potential, investors should exercise caution, with a recommended allocation of no more than 1% per stock to mitigate risks and maintain portfolio stability.
See More
Three Promising Stocks in AI Sector
- SoundHound AI Growth Potential: SoundHound AI achieved a 59% revenue increase in Q4 2025, leveraging audio recognition and generative AI, which could significantly reduce customer service costs in healthcare, insurance, and finance, positioning it as a long-term winner if it penetrates these markets.
- Nebius Explosive Growth Forecast: Nebius's annual revenue was $1.25 billion at the end of 2025, expected to surge to $7 billion to $9 billion by 2026, showcasing explosive growth potential as it focuses on AI cloud computing, providing a turnkey solution for advanced AI hardware needs.
- IonQ Quantum Computing Outlook: IonQ reported a staggering 429% revenue growth in Q4 2025, primarily from contracts, but if its quantum technology succeeds over the next decade, it could tap into a $28 billion to $72 billion market by 2035, positioning itself as a leader in quantum computing.
- Investment Risk Advisory: While these three stocks offer high return potential, investors should exercise caution, recommending a maximum of 1% portfolio allocation per stock to mitigate risk while capitalizing on possible substantial gains.
See More
