IonQ Raises 2026 Revenue Outlook Following SkyWater Acquisition

IonQ (NYSE:IONQ) shares rose 5.8% on Tuesday after the quantum computing company increased its full-year 2026 revenue guidance following the completion of its acquisition of SkyWater Technology.

The company now expects revenue of between $450 million and $460 million for 2026, incorporating SkyWater’s contribution from July 31, when the transaction was completed, through the end of December.

The forecast also reflects the elimination of estimated intercompany revenue generated under the commercial agreement that existed between IonQ and SkyWater before the acquisition.

SkyWater Adds Manufacturing Scale

IonQ said the combination brings SkyWater’s manufacturing capabilities together with its quantum computing technology as the company works toward developing commercial-scale, fault-tolerant quantum systems.

Chairman and CEO Niccolo de Masi said the higher guidance reflects both the commercial momentum of IonQ’s quantum platform and the manufacturing foundation provided by SkyWater.

De Masi said the combined company is executing a shared technology roadmap designed to accelerate IonQ’s development timeline and expand the capabilities needed to achieve commercial-scale, fault-tolerant quantum computing.

IonQ Issues First Combined Financial Outlook

CFO and COO Inder Singh described the publication of the first financial guidance for IonQ and SkyWater as a combined organisation as an important milestone for the integration.

Singh said the outlook demonstrates the immediate financial and operational benefits of bringing the two businesses together.

The updated guidance was announced as IonQ prepared to hold its first joint Investor Day following the SkyWater acquisition, giving investors a further opportunity to assess the combined group’s strategy, technology roadmap and financial outlook.

The increased revenue forecast provides an early indication of the additional scale created by the transaction as IonQ seeks to expand both its quantum computing platform and the manufacturing infrastructure supporting its longer-term commercial ambitions.

IonQ stock price