IonQ (IONQ) Achieves Record 2025 Growth as First Quantum Firm to Top $100 Million in Revenue

IonQ Inc. (NYSE:IONQ) is one of the stocks with explosive growth potential. On February 25, IonQ reported a historic 2025, becoming the first quantum computing company to surpass $100 million in annual GAAP revenue. The company delivered $130 million for the full year, which was a 202% year-over-year increase, and significantly beat its own guidance. This growth was fueled by strong commercial traction, with 60% of revenue coming from commercial customers and 30% from international markets.

A major shift was IonQ’s evolution into a full-stack quantum platform. Beyond its core computing business, the company expanded into quantum networking, sensing, and security. A cornerstone of this strategy is the announced agreement to acquire SkyWater Technology, a leading US quantum foundry. This move is intended to secure IonQ Inc.’s (NYSE:IONQ) supply chain and establish it as a primary merchant supplier for the US quantum industry, ensuring that its semiconductor-based manufacturing remains onshore and geopolitically trusted.

Technically, IonQ claimed a world-record 99.99% two-qubit gate fidelity, which management asserts provides a 1,000x to 10,000x speed advantage over competing superconducting systems for specific algorithms. For 2026, the company issued revenue guidance of $225 to $245 million. The roadmap includes the deployment of a sixth-generation, 256-qubit system by late 2026.

IonQ Inc. (NYSE:IONQ) develops quantum computing systems in the US, Switzerland, and internationally. It sells access to quantum computers of various qubit capacities.

While we acknowledge the potential of IONQ as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

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