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Following核心要点
美国银行证券（Bank of America Securities）对IonQ启动覆盖，给予“买入”评级，目标价为60美元。
周一交易时段，IonQ股价报收于45.48美元附近，涨幅约为1%。
该机构基于2030年的收入预测，采用5.4倍企业价值/销售额（EV/S）的合并倍数进行估值。
盘前交易中，IonQ股价下跌约1%，随后在常规交易时段回升。
包括StoneX、Cantor Fitzgerald、瑞穗银行（Mizuho）和B.Riley在内的多家华尔街机构对该股发布了不同的目标价。
目标价背后的估值方法论
美国银行采用了7.0倍的企业价值/销售额（EV/S）倍数，针对的是预计2030年量子硬件和服务收入达25亿美元。同时，该机构对同期预计12亿美元的代工厂收入单独赋予2.0倍的倍数。这一计算得出2030财年合并后的EV/S倍数为5.4倍。在过去十二个月中，IonQ实现收入2.4647亿美元，同比增长371%。
InvestingPro的数据显示，相对于当前的公平价值计算，IonQ在当前市场水平下似乎被高估。华尔街对该股的目标价区间为41.85美元至100美元。
As the largest purely publicly traded quantum computing entity by revenue, IonQ uses strategic acquisitions to expand beyond its core quantum hardware business. Analyst Vivek Arya pointed out that IonQ used these transactions to enter quantum networking, security, sensing, space applications and foundry services. He noted that the existence of this expansion has created additional revenue streams and corporate partnerships, and the industry is moving towards fault-tolerant computing capabilities.
Impact of strategic acquisitions
SkyWater Technology's acquisition was recently completed, bringing wafer manufacturing and packaging businesses under IonQ's control. The transaction supports the company's strategy to use semiconductor manufacturing processes to manufacture its Superior quantum systems product line.
Arya made special emphasis on the Superior 256 platform. The system combines Oxford Ionics 'electronic qubit control technology with SkyWater's manufacturing and packaging expertise, reducing the optical complexity found in previous architectures.
The company also recently announced the industry's first comprehensive real-time quantum error correction decoder. According to IonQ, the technology enables real-time error correction while maintaining execution speed.
In response to these developments, IonQ has raised its revenue forecast for fiscal year 2026. The new medium-term target is now US$455 million, up from the previous medium-term target of US$285 million.
Bank of America joined others expressing confidence in the stock. StoneX maintains its "buy" rating with a price target of $60;Cantor Fitzgerald retains its "overweight" rating with a price target of $70. Mizuho Bank took a more conservative stance, lowering its target price from $61 to $52 due to valuation considerations. B.Riley maintained its bullish stance, giving a "buy" rating and a target price of $100, and pointed to the expansion in revenue from the SkyWater transaction.
At a recent investor demonstration, IonQ demonstrated the expanded Superior quantum computing family and its quantum foundry services. Delivery of systems manufactured at SkyWater Technology facilities is scheduled to begin in early 2027.
