🇺🇸 SECIonQ Inc.Codex · 实盘可交易 · 做多市场:美股▼ 亏 -5.64% · 已结算把握 6/10
北京时间·🕒 发布 19:40:15·⟳ 抓取 19:40:51 +36s·⚡ 决策 09-08 20:38:38 +57m47s·49.2 天前
IonQ因并表SkyWater上调2026收入指引,偏利好
这是IonQ一手披露的全年指引上修,时间新鲜且在美股盘前发布,具备方向性正边际;虽然增量部分包含并表和内部收入抵消,净惊喜不如标题数字大,但仍足以支持小仓做多。
📄 原文IonQ Inc.↗ 原文
----- ionq-20260908.htm ----- UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT…
▼ 亏 -5.64%入场 09-08 盘前首笔 @41.73 → 离场 09-09 常规开盘 @39.51
日 K 取自复盘打分切片 · 蓝点/蓝虚线 = 纸面入场价 · 灰虚线 = 纸面离场 · 持有期红底 = 赚(价格在入场线上方)、绿底 = 亏
💡 交易逻辑SkyWater并表抬升2026指引
怎么买 开盘买入 不设价格上限(市价成交)
怎么卖 止盈 +10%(半仓)/+20%(清仓) · 止损 -8% · 时间止损 5日
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
分时走势
做多 IONQ.US IonQ, Inc.
建仓日早于近 30 天,只有日线图
成交明细 · 纸面
做多 IONQ.US IonQ, Inc.
| 收益状态 | -5.64% 已平仓 |
|---|---|
| 进场成交 | 2026-09-08 · 盘前首笔 · 09-08 19:44 北京 · @41.7324 |
| 离场成交 | 2026-09-09 · 常规开盘 · @39.51 |
| 毛收益 | -5.33% |
| 成本 | +0.32% |
| 净收益 | -5.64% |
| 计入收益 | -5.64% |
| 建仓日 | 2026-09-08 · 进场不早于新闻时刻 + 2 分钟 |
收益口径 event_time_plus_2min_10min_walk_open_topup_to_next_open_exchange_calendar_fill_model_local_notional_v9 · method_id m8db1cbc8f2d · 截至 2026-10-28 02:10
研究档案
结论摘要
事实是IonQ在8-K/新闻稿中把2026全年收入预期从先前区间上修到4.5亿-4.6亿美元,且明确说明新口径来自SkyWater并表后合并报表。对交易的关键不在“并购本身”,而在于公司公开给出更高的全年收入路径,并把这次更新放在盘前Investor Day前释放,说明市场有机会按新指引重定价;但由于内部收入抵消和SkyWater并表占比,纯增量不如标题显眼,所以只做小仓而不是激进重仓。
消息传播链
- 公司先在8-K及新闻稿中披露2026全年收入指引上修,属于一手披露。市场反应:盘前消息出现后,相关报道已开始扩散,市场有望在开盘前重估。
- 媒体同步解读为Investor Day与SkyWater整合叙事的强化,并提到盘前上涨。市场反应:报道称IONQ盘前约涨6%。
关键理由
- 全年收入指引上调,方向上直接改善市场对2026增长斜率的预期。
- 盘前一手披露,信息新鲜度高,仍有重定价窗口。
- 虽然部分增量来自并表,但合并口径本身也强化了IonQ的规模叙事。
主要风险
- 上修包含SkyWater并表和内部收入抵消,纯经营增量可能不大。
- 盘前已有媒体报道,开盘可能出现部分price-in甚至高开回吐。
反向证据
- 做多前查反向 · 来源 web · 日期 2026-09-08 · 影响 weakens
Barron's与Investor's Business Daily均提到SkyWater整合可能压缩利润率、增加经营费用。
检索:IonQ SkyWater acquisition margin pressure operating expenses analyst concerns 2026 原文 ↗ - 做多前查反向 · 来源 web · 日期 2026-09-08 · 影响 weakens
官方新闻稿明确说明上修部分包含并表和内部收入抵消,纯经营增量有限。
检索:IonQ 2026 guidance SkyWater intercompany revenue elimination organic growth 原文 ↗
先例如何影响了这次决策
对本次决策的影响:支持做多方向,但把仓位压到小仓,并把买点设为开盘而非追高。
方向:相似先例偏向正向,说明IonQ的收入/指引上修通常可交易为多头。
涨幅量级:高相似样本只有1条,且本次上修掺入并表与内部收入抵消,不能把此前财报上修的幅度直接外推到本次。
形态:没有看到稳定的见光死模式;更像是消息后先重估、再看管理层对利润率的补充解释。
历史先例(按相似度)
- 相似度 7/10 IONQ.US 2026-08-05 IonQ 2026Q2财报中上调全年收入指引到2.8亿-2.9亿美元,随后盘后股价走强。 原文 ↗
事件后 +1日 -0.5% · +2日 +11.3% · +3日 +6.5% · +4日 +8.8% · +5日 +13.2%
⚠未核对目标相位 — 该行涨幅别用来定止盈止损
相似度依据:同公司、同为收入/指引更新,且同属量化成长叙事,机制相近。
经验:同类指引上修通常能给出方向性多头,但若上修伴随高成本或口径因素,幅度会弱于标题。
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原文全文
展开原文 · 8,305 字
----- ionq-20260908.htm -----
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
WASHINGTON, D.C. 20549
FORM
8-K
CURRENT REPORT
Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934
Date of Report (Date of earliest event reported):
September 08, 2026
IonQ, Inc.
(Exact name of Registrant as Specified in Its Charter)
Delaware
001-39694
85-2992192
(State or Other Jurisdiction
of Incorporation)
(Commission File Number)
(IRS Employer
Identification No.)
4505 Campus Drive
College Park
,
Maryland
20740
(Address of Principal Executive Offices)
(Zip Code)
Registrant’s Telephone Number, Including Area Code:
301
298-7997
(Former Name or Former Address, if Changed Since Last Report)
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:
☐
Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
☐
Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
☐
Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
☐
Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
Securities registered pursuant to Section 12(b) of the Act:
Title of each class
Trading
Symbol(s)
Name of each exchange on which registered
Common stock, par value $0.0001 per share
IONQ
New York Stock Exchange
Warrants, each exercisable for one share of common stock for $11.50 per share
IONQ WS
New York Stock Exchange
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§ 230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§ 240.12b-2 of this chapter).
Emerging growth company
☐
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.
☐
Item 7.01 Regulation FD Disclosure.
On September 8, 2026, IonQ, Inc. (the “Company”) issued a press release announcing certain financial guidance for 2026 following its acquisition of SkyWater Technology, Inc. A copy of the press release is furnished as Exhibit 99.1 hereto and is incorporated herein by reference.
The information provided in this Current Report on Form 8-K, including Exhibit 99.1 hereto, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference into any of the Company’s filings under the Securities Act of 1933, as amended, or the Exchange Act, except as expressly set forth by specific reference in such filing.
Item 9.01 Financial Statements and Exhibits.
(d) Exhibits.
Exhibit
No.
Description
99.1
Press Release, dated September 8, 2026.
104
Cover Page Interactive Data File (embedded within the Inline XBRL document).
SIGNATURES
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
IonQ, Inc.
Date:
September 8, 2026
By:
/s/ Paul T. Dacier
Paul T. Dacier
Chief Legal Officer & Corporate Secretary
----- ionq-ex99_1.htm -----
EX-99.1
2
ionq-ex99_1.htm
EX-99.1
EX-99.1
Exhibit 99.1
IonQ Announces Increased Full-Year 2026 Financial Outlook Following SkyWater Acquisition
COLLEGE PARK, Md. – Sept. 8, 2026
– IonQ (NYSE: IONQ), the world’s leading full-stack quantum platform and foundry, today announced that, for the full year 2026, it expects revenue to be between $450 million and $460 million. This outlook includes the contributions of SkyWater Technology beginning on July 31, 2026, the date it was acquired by IonQ, through to Dec. 31, 2026. It also reflects elimination of estimated intercompany revenues under the pre-existing commercial agreement between IonQ and Skywater.
“As we prepare to host our first joint Investor Day today, our updated full-year guidance highlights both the market traction of our quantum platform and the foundational manufacturing scale provided by SkyWater,” said Niccolo de Masi, Chairman & CEO of IonQ. De Masi continued, “We are now executing on a shared roadmap that accelerates our timeline and capabilities to achieve commercial-scale, fault tolerant quantum computing."
“Releasing our first combined guidance as a unified organization is a pivotal step that demonstrates the immediate financial and operational strength of bringing IonQ and SkyWater together,” said Inder Singh, CFO & COO of IonQ.
Investor Day Conference Call
IonQ will host a webcast at 12:30 PM Eastern time today. The call will be available live via webcast on the Company’s website
here
, or
directly here.
An archive of the webcast will be available here shortly after the call and will remain available for one year.
About IonQ
IonQ, Inc
.
[NYSE: IONQ] is the world’s leading quantum platform and foundry - delivering integrated quantum solutions across computing, networking, sensing, and security. IonQ’s newest generation of quantum computers, the IonQ Tempo, is the latest in a line of cutting-edge systems. Earlier systems have helped customers and partners including
Amazon Web Services, AstraZeneca, and NVIDIA
achieve a 20x performance increase over previous quantum solutions and accelerate innovation in drug discovery, materials science, financial modeling, logistics, cybersecurity, and defense. In 2025, the company achieved 99.99% two-qubit gate fidelity,
setting a world record in quantum computing performance
.
Headquartered in College Park, Maryland, IonQ has operations across North America, Latin America, EMEA, and APAC. Our quantum computing services have been available through all major cloud providers since 2021, while we also meet the needs of networking and sensing
customers across land, sea, air, and space. IonQ is making quantum platforms more accessible and impactful than ever before. Learn more at
IonQ.com
.
Note to Investors Regarding Forward-Looking Statements
This press release contains forward-looking statements. All statements contained in this press release other than statements of historical fact are forward-looking statements, including statements regarding our guidance as to future results. In some cases, you can identify these statements by forward-looking words such as “pending,” “look forward,” “accelerate,” “anticipate,” “expect,” “suggest,” “plan,” “believe,” “intend,” “estimate,” “target,” “project,” “should,” “could,” “would,” “may,” “will,” “forecast,” “confident,” “position,” “become,” “on track,” “ensure,” “ongoing” and other similar expressions. These statements are only predictions based on our expectations and projections about future events as of the date of this press release and are subject to a number of risks, uncertainties and assumptions that may prove incorrect, any of which could cause actual results to differ materially from those expressed or implied by such statements, including, among others, those described under the heading “Risk Factors” in our Annual Report on Form 10-K for the year ended December 31, 2025 filed with the Securities and Exchange Commission, or SEC, and in our Quarterly Report on Form 10-Q for the quarter ended June 30, 2026 to be filed with the SEC. New risks emerge from time to time, and it is not possible for our management to predict all risks, nor can management assess the impact of all factors on our business or the extent to which any factor, or combination of factors, may cause actual results to differ materially from those contained in any forward-looking statement we make. Investors are cautioned not to place undue reliance on any such forward-looking statements, which speak only as of the date they are made. Except as otherwise required by law, we undertake no obligation to update any forward-looking statement, whether as a result of new information, future events or otherwise.
Contacts
IonQ Media Contact:
Cheryl Krauss
cheryl.krauss@ionq.co
Tor Constantino
tor.constantino@ionq.co
IonQ Investor Contact:
investors@ionq.co
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
WASHINGTON, D.C. 20549
FORM
8-K
CURRENT REPORT
Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934
Date of Report (Date of earliest event reported):
September 08, 2026
IonQ, Inc.
(Exact name of Registrant as Specified in Its Charter)
Delaware
001-39694
85-2992192
(State or Other Jurisdiction
of Incorporation)
(Commission File Number)
(IRS Employer
Identification No.)
4505 Campus Drive
College Park
,
Maryland
20740
(Address of Principal Executive Offices)
(Zip Code)
Registrant’s Telephone Number, Including Area Code:
301
298-7997
(Former Name or Former Address, if Changed Since Last Report)
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:
☐
Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
☐
Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
☐
Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
☐
Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
Securities registered pursuant to Section 12(b) of the Act:
Title of each class
Trading
Symbol(s)
Name of each exchange on which registered
Common stock, par value $0.0001 per share
IONQ
New York Stock Exchange
Warrants, each exercisable for one share of common stock for $11.50 per share
IONQ WS
New York Stock Exchange
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§ 230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§ 240.12b-2 of this chapter).
Emerging growth company
☐
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.
☐
Item 7.01 Regulation FD Disclosure.
On September 8, 2026, IonQ, Inc. (the “Company”) issued a press release announcing certain financial guidance for 2026 following its acquisition of SkyWater Technology, Inc. A copy of the press release is furnished as Exhibit 99.1 hereto and is incorporated herein by reference.
The information provided in this Current Report on Form 8-K, including Exhibit 99.1 hereto, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference into any of the Company’s filings under the Securities Act of 1933, as amended, or the Exchange Act, except as expressly set forth by specific reference in such filing.
Item 9.01 Financial Statements and Exhibits.
(d) Exhibits.
Exhibit
No.
Description
99.1
Press Release, dated September 8, 2026.
104
Cover Page Interactive Data File (embedded within the Inline XBRL document).
SIGNATURES
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
IonQ, Inc.
Date:
September 8, 2026
By:
/s/ Paul T. Dacier
Paul T. Dacier
Chief Legal Officer & Corporate Secretary
----- ionq-ex99_1.htm -----
EX-99.1
2
ionq-ex99_1.htm
EX-99.1
EX-99.1
Exhibit 99.1
IonQ Announces Increased Full-Year 2026 Financial Outlook Following SkyWater Acquisition
COLLEGE PARK, Md. – Sept. 8, 2026
– IonQ (NYSE: IONQ), the world’s leading full-stack quantum platform and foundry, today announced that, for the full year 2026, it expects revenue to be between $450 million and $460 million. This outlook includes the contributions of SkyWater Technology beginning on July 31, 2026, the date it was acquired by IonQ, through to Dec. 31, 2026. It also reflects elimination of estimated intercompany revenues under the pre-existing commercial agreement between IonQ and Skywater.
“As we prepare to host our first joint Investor Day today, our updated full-year guidance highlights both the market traction of our quantum platform and the foundational manufacturing scale provided by SkyWater,” said Niccolo de Masi, Chairman & CEO of IonQ. De Masi continued, “We are now executing on a shared roadmap that accelerates our timeline and capabilities to achieve commercial-scale, fault tolerant quantum computing."
“Releasing our first combined guidance as a unified organization is a pivotal step that demonstrates the immediate financial and operational strength of bringing IonQ and SkyWater together,” said Inder Singh, CFO & COO of IonQ.
Investor Day Conference Call
IonQ will host a webcast at 12:30 PM Eastern time today. The call will be available live via webcast on the Company’s website
here
, or
directly here.
An archive of the webcast will be available here shortly after the call and will remain available for one year.
About IonQ
IonQ, Inc
.
[NYSE: IONQ] is the world’s leading quantum platform and foundry - delivering integrated quantum solutions across computing, networking, sensing, and security. IonQ’s newest generation of quantum computers, the IonQ Tempo, is the latest in a line of cutting-edge systems. Earlier systems have helped customers and partners including
Amazon Web Services, AstraZeneca, and NVIDIA
achieve a 20x performance increase over previous quantum solutions and accelerate innovation in drug discovery, materials science, financial modeling, logistics, cybersecurity, and defense. In 2025, the company achieved 99.99% two-qubit gate fidelity,
setting a world record in quantum computing performance
.
Headquartered in College Park, Maryland, IonQ has operations across North America, Latin America, EMEA, and APAC. Our quantum computing services have been available through all major cloud providers since 2021, while we also meet the needs of networking and sensing
customers across land, sea, air, and space. IonQ is making quantum platforms more accessible and impactful than ever before. Learn more at
IonQ.com
.
Note to Investors Regarding Forward-Looking Statements
This press release contains forward-looking statements. All statements contained in this press release other than statements of historical fact are forward-looking statements, including statements regarding our guidance as to future results. In some cases, you can identify these statements by forward-looking words such as “pending,” “look forward,” “accelerate,” “anticipate,” “expect,” “suggest,” “plan,” “believe,” “intend,” “estimate,” “target,” “project,” “should,” “could,” “would,” “may,” “will,” “forecast,” “confident,” “position,” “become,” “on track,” “ensure,” “ongoing” and other similar expressions. These statements are only predictions based on our expectations and projections about future events as of the date of this press release and are subject to a number of risks, uncertainties and assumptions that may prove incorrect, any of which could cause actual results to differ materially from those expressed or implied by such statements, including, among others, those described under the heading “Risk Factors” in our Annual Report on Form 10-K for the year ended December 31, 2025 filed with the Securities and Exchange Commission, or SEC, and in our Quarterly Report on Form 10-Q for the quarter ended June 30, 2026 to be filed with the SEC. New risks emerge from time to time, and it is not possible for our management to predict all risks, nor can management assess the impact of all factors on our business or the extent to which any factor, or combination of factors, may cause actual results to differ materially from those contained in any forward-looking statement we make. Investors are cautioned not to place undue reliance on any such forward-looking statements, which speak only as of the date they are made. Except as otherwise required by law, we undertake no obligation to update any forward-looking statement, whether as a result of new information, future events or otherwise.
Contacts
IonQ Media Contact:
Cheryl Krauss
cheryl.krauss@ionq.co
Tor Constantino
tor.constantino@ionq.co
IonQ Investor Contact:
investors@ionq.co
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