Company coverage
Research snapshot 2026-08-31
Research activity
IONQ 38 trade records · 0 option records · 2025-10-10 → 2026-07-24Moat
StrongTwo-qubit gate fidelities of 99.99%, significantly outperforming competitors. 1,060+ granted and pending patents spanning trapped-ion quantum computing, quantum networking, and fabrication. The SkyWater acquisition gives IonQ owned fabrication facil…
Physical assets
StrongSemiconductor fabrication through SkyWater (Minnesota, Florida, Texas), manufacturing equipment for quantum systems, and laboratory facilities. Capital-intensive and difficult to replicate. However, most quantum systems are still in development rath…
Software / hardware
Software50%
Hardware50%
Growth. SkyWater fab acquisition cuts quantum hardware design-to-production by 70% while 99.99% two-qubit gate fidelity positions IonQ as the enterprise quantum computing leader. Primary assets. Trapped-ion quantum computers, 1,060+ patents, SkyWate…
- manual · sw-hw
Growth. SkyWater fab acquisition cuts quantum hardware design-to-production by 70% while 99.99% two-qubit gate fidelity positions IonQ as the enterprise quantum computing leader. Primary assets. Trapped-ion quantum computers, 1,0…
- manual · physical-assets
Semiconductor fabrication through SkyWater (Minnesota, Florida, Texas), manufacturing equipment for quantum systems, and laboratory facilities. Capital-intensive and difficult to replicate. However, most quantum systems are still…
- manual · moat
Two-qubit gate fidelities of 99.99%, significantly outperforming competitors. 1,060+ granted and pending patents spanning trapped-ion quantum computing, quantum networking, and fabrication. The SkyWater acquisition gives IonQ own…
| Date | Action | Type | Relative size |
|---|---|---|---|
| 2026-07-24 | BUY | Equity | +11% |
| 2026-07-08 | BUY | Equity | +15% |
| 2026-07-06 | BUY | Equity | +48% |
| 2026-07-06 | BUY | Equity | +24% |
| 2026-05-29 | BUY | Equity | +11% |
| 2026-05-27 | BUY | Equity | +11% |
| 2026-05-27 | BUY | Equity | +100% |
| 2026-05-18 | BUY | Equity | +8% |
| 2026-05-08 | BUY | Equity | +15% |
| 2026-05-08 | BUY | Equity | +23% |
| 2026-05-07 | BUY | Equity | +15% |
| 2026-05-07 | BUY | Equity | +8% |
| 2026-05-07 | BUY | Equity | +8% |
| 2026-05-05 | BUY | Equity | +16% |
| 2026-05-05 | BUY | Equity | +15% |
| 2026-05-04 | BUY | Equity | +7% |
| 2026-04-24 | BUY | Equity | +7% |
| 2026-04-24 | BUY | Equity | +7% |
| 2026-04-22 | BUY | Equity | +8% |
| 2026-04-20 | BUY | Equity | +7% |
| 2026-04-16 | BUY | Equity | +14% |
| 2026-04-13 | SELL | Equity | +29% |
| 2026-01-20 | SELL | Equity | +4% |
| 2026-01-09 | BUY | Equity | +0% |
Notes
Full portfolio moat / asset analysis
Two-qubit gate fidelities of 99.99%, significantly outperforming competitors. 1,060+ granted and pending patents spanning trapped-ion quantum computing, quantum networking, and fabrication. The SkyWater acquisition gives IonQ owned fabrication facilities, potentially cutting design-to-production cycles by 70%. Oxford Ionics, Lightsynq, and SkyWater acquisit…
Full portfolio moat / asset analysis
Semiconductor fabrication through SkyWater (Minnesota, Florida, Texas), manufacturing equipment for quantum systems, and laboratory facilities. Capital-intensive and difficult to replicate. However, most quantum systems are still in development rather than mass production.
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