Creator sentiment
2 creators · 2 views · past 7 days
Updated November 11, 2026 (UTC)
The bull case
- +Record Q3 revenue of $174 million, up 336% year over year, making it one of the fastest-growing companies.
- +Forward price-to-sales of 16.7 is about one-fifth of its late-2024 peak near 90, making valuation far more attractive.
- +His discounted cash flow model puts fair value at about $54 versus the current ~$35 price, implying undervaluation.
- +Management is hitting milestones (DARPA Stage C, sold-out 2027 capacity) and improving cash burn, though the stock is only for very high risk tolerance investors.
The bear case
Nothing notable in the past 7 days.
What StockTubers recently said
📹 IonQ Stock: Buy the Dip?
Record Q3 revenue of $174 million, up 336% year over year, making it one of the fastest-growing companies. · Forward price-to-sales of 16.7 is about one-fifth of its late-2024 peak near 90, making valuation far more attractive. · His discounted cash flow model puts fair value at about $54 versus the current ~$35 price, implying undervaluation. · Management is hitting milestones (DARPA Stage C, sold-out 2027 capacity) and improving cash burn, though the stock is only for very high risk tolerance investors.
📹 IonQ Stock: The Truth Behind the $7.5 Million Air Force Deal
The $7.5M Air Force award is not new money; it was already part of the original $21.1M deal, so headline-driven bumps lack substance. · The direction of the work is encouraging: the Air Force is paying to move quantum networking out of the lab and prove interoperability with other hardware in real-world conditions. · The stock is still expensive at about 57 times sales even after a 56% drop from its 52-week high, and the company burns significant cash (~$484M free cash flow burn) with dilution risk. · The next earnings report is the real test: look for new networking customers outside the original Air Force deal and improving gross margins.