IonQ raised its 2026 full-year revenue forecast to $450 million-$460 million from $280 million-$290 million, following completion of its $1.8 billion SkyWater Technology acquisition on July 31. About $170 million of the revised outlook reflects SkyWater’s contribution, according to Needham analyst Quinn Bolton, rather than organic growth in IonQ’s core quantum-computing operations. IonQ also unveiled its sixth-generation Superion 256 system and highlighted manufacturing benefits from SkyWater, including shorter chip-development timelines and lower per-qubit costs. Shares fell 5.76% to $38.14 after the September 8 Investor Day, reversing a 9.5% gain in the prior session. Mizuho lowered its price target to $52 from $61 while retaining a Buy rating, while most other analysts maintained their views. IonQ trades at about 53 times projected sales and remains unprofitable, but nine analyst ratings published over the past three months produce a Strong Buy consensus with an average target of $69, implying roughly 80% potential upside. The company also announced an $8.18 million quantum-security agreement with Congruity360 covering Clavis quantum key distribution pairs and Solteris network appliances.