Tech Correction Puts IonQ Back in the Speculative Buy Zone
Tech Correction Puts IonQ Back in the Speculative Buy Zone
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IonQ (NYSE:IONQ) is an early-stage company focused on developing quantum computing technologies. Quantum computing, if it succeeds as envisioned, is set to reimagine the field altogether. It would be a massive leap forward rather than being just a small advancement to existing computational systems. Through complicated technical feats involving subatomic particles, quantum computing may be able to allow machines to make calculations at a rate thousands of times beyond where existing devices are today. This could totally reshape how humanity approaches complex fields, such as weather forecasting, computational chemistry, and pharmaceutical research.
IonQ(紐約證券交易所代碼：IONQ)是一家專注於開發量子計算技術的初創公司。如果量子計算如想象中的那樣成功，它將徹底改變這個領域的想象。這將是一次巨大的飛躍，而不僅僅是對現有計算系統的一小步進步。通過涉及亞原子粒子的複雜技術壯舉，量子計算或許能夠讓機器以比現有設備高出數千倍的速度進行計算。這可能會徹底重塑人類處理複雜領域的方式，如天氣預報、計算化學和製藥研究。
By one estimate, the quantum computing space will be a $65 billion addressable market by 2030. There is a lot of variability to that estimate, given just how far the technology has to go before reaching scale. It is not hard to imagine the end market being much larger or smaller than that figure. Regardless, it gives you a sense of what the companies could be competing for. Sure, analysts forecast just $11 million in 2022 revenues for IonQ. However, anyone potentially interested in buying IONQ stock has to look at where the business will be in five or ten years, not where it is today.
據估計，到2030年，量子計算領域將成為一個價值650億美元的潛在市場。考慮到這項技術距離規模化還有多遠，這一估計存在很大的變異性。不難想象，終端市場會比這個數字大得多或小得多。無論如何，它讓你對這兩家公司可能競爭的目標有了一個感覺。當然，分析師預測2022年IonQ的收入僅為1100萬美元。然而，任何有興趣購買IONQ股票的人都必須看看五年或十年後這家公司的情況，而不是現在的情況。
How do things look as far as the future goes? IonQ has some tangible signs of progress to indicate that it is ahead of the field. For one, it is the only quantum system available on the three biggest cloud platforms: Amazon's (NASDAQ:AMZN) Amazon Web Services, Google's (NASDAQ:GOOGL) Google Cloud, and Microsoft's (NASDAQ:MSFT) Microsoft Azure. For another, IonQ has partnerships with big names such as Hyundai (OTCMKTS:HYMTF), Goldman Sachs (NYSE:GS), and the University of Maryland. Finally, the company's 2021 contract bookings, while still tiny in overall terms, came in far ahead of IonQ's initial expectations, showing some operational momentum even at this early stage of commercializing the project.
就未來而言，情況看起來如何？IonQ有一些明顯的進步跡象，表明它走在了該領域的前面。首先，它是三大雲平臺上唯一可用的量子系統：亞馬遜(納斯達克：AMZN)亞馬遜網絡服務，谷歌的(納斯達克：谷歌(GOOGL))Google Cloud，以及微軟的(納斯達克：MSFT)微軟Azure。另一方面，IonQ與一些大公司建立了合作關係，比如現代(OTCMKTS：HYMTF), 高盛(紐約證券交易所股票代碼：GS)，以及馬裏蘭大學。最後，該公司2021年的合同預訂量雖然總體上仍然很小，但遠遠超出了IonQ的最初預期，即使在該項目商業化的早期階段也顯示出了一些運營勢頭。
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The issue with all this, as it pertains to IONQ stock today, is that it will take years to play out. Analysts foresee $11 million of revenues in 2022, $18 million of revenues in 2023, and a decent jump to $47 million of revenues in 2024. Even assuming that solid step-up occurs, we're still talking about a stock trading at well over 50x 2024 revenues at today's stock price. In the current market where tech stocks are getting hammered, many traders aren't going to stick around for a multi-year growth story that is still in its infancy. That being said, IONQ stock has now dropped back to around the $10 mark, where it originally debuted. For traders that missed the first surge in IonQ, this could be a second chance at the opportunity.
所有這一切的問題，就像今天IONQ的股票一樣，是需要數年時間才能完成的。分析師預計，2022年的營收將達到1100萬美元，2023年將達到1800萬美元，2024年的營收將大幅躍升至4700萬美元。即使假設出現了堅實的增長，我們仍然在談論一隻股票，以今天的股價計算，其2024年的收入遠遠超過50倍。在科技股遭受重創的當前市場，許多交易員不會繼續關注仍處於初級階段的多年增長故事。話雖如此，IONQ的股價現在已經回落到最初上市時的10美元關口左右。對於錯過了IonQ第一次飆升的交易員來説，這可能是第二次機會。
On the date of publication, Ian Bezek did not have (either directly or indirectly) any positions in the securities mentioned in this article. The opinions expressed in this article are those of the writer, subject to the InvestorPlace.com Publishing Guidelines.
在本文發表之日，Ian Bezek並未(直接或間接)持有本文所述證券的任何頭寸。本文中表達的觀點是作者的觀點，受InvestorPlace.com發佈指南的約束。
Ian Bezek has written more than 1,000 articles for InvestorPlace.com and Seeking Alpha. He also worked as a Junior Analyst for Kerrisdale Capital, a $300 million New York City-based hedge fund. You can reach him on Twitter at @irbezek.
伊恩·貝澤克已經為InvestorPlace.com和Seeking Alpha撰寫了1000多篇文章。他還曾擔任紐約對衝基金Kerrisdale Capital的初級分析師，該基金的資產規模為3億美元。你可以在Twitter上通過@irbezek聯繫到他。
The post Tech Correction Puts IonQ Back in the Speculative Buy Zone appeared first on InvestorPlace.
發佈後的技術修正將IonQ重新置於InvestorPlace最先出現的投機性買入區域。