IonQ Issues First Combined Guidance Post-SkyWater: FY2026 Revenue $450M–$460M
IONQ sits 61% above its 52-week low of $25.89.
Summary
IonQ issued its first combined guidance after the SkyWater acquisition, projecting full-year 2026 revenue of $450M–$460M, including SkyWater from July 31 and excluding intercompany revenue.
Key Events · Earnings and Guidance · IONQ
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First Combined Guidance Issued
IonQ projects full-year 2026 revenue of $450M–$460M, its first guidance incorporating SkyWater Technology since the acquisition closed on July 31, 2026.
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SkyWater Contribution Included
The outlook includes SkyWater revenue from July 31, 2026 through December 31, 2026, and reflects elimination of estimated intercompany revenues under the pre-existing commercial agreement between IonQ and SkyWater.
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Investor Day Webcast
IonQ will host its first joint Investor Day webcast at 12:30 PM Eastern time on September 8, 2026, with an archive available for one year.
Analysis · IONQ · Technology
IonQ's first combined guidance after closing the SkyWater acquisition sets full-year 2026 revenue at $450M–$460M, a sharp step-up from the $80.05M reported in Q2 alone. The range includes SkyWater contributions from July 31 through year-end and strips out intercompany revenue, giving investors a clean baseline for the merged entity. This is the first hard number quantifying the scale of the combined business, and it lands on the same day as the company's first joint Investor Day.
How filings like this one have moved
In the 30 days to Sep 10, 2026, 30% of the 1973 measured filings Wiseek scored 7 moved their stock by 5% or more by the next session's close. The median move was -0.12%. These are measured outcomes after filings of this importance, not a forecast for this one.
Measured one observation per ticker per day, after exclusions. Current figures: Filing Impact Tracker · open dataset
At the time of this filing, IONQ was trading at $41.63 on NYSE in the Technology sector, with a market capitalization of approximately $16B. The 52-week trading range was $25.89 to $84.64. This filing was assessed with positive market sentiment and an importance score of 7 out of 10.