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(纽约证券交易所代码：IONQ)是一家专注于开发量子计算技术的初创公司。如果量子计算如想象中的那样成功，它将彻底改变这个领域的想象。这将是一次巨大的飞跃，而不仅仅是对现有计算系统的一小步进步。通过涉及亚原子粒子的复杂技术壮举，量子计算或许能够让机器以比现有设备高出数千倍的速度进行计算。这可能会彻底重塑人类处理复杂领域的方式，如天气预报、计算化学和制药研究。
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.
据估计，到2030年，量子计算领域将成为一个价值650亿美元的潜在市场。考虑到这项技术距离规模化还有多远，这一估计存在很大的变异性。不难想象，终端市场会比这个数字大得多或小得多。无论如何，它让你对这两家公司可能竞争的目标有了一个感觉。当然，分析师预测2022年IonQ的收入仅为1100万美元。然而，任何有兴趣购买IONQ股票的人都必须看看五年或十年后这家公司的情况，而不是现在的情况。
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.
就未来而言，情况看起来如何？IonQ有一些明显的进步迹象，表明它走在了该领域的前面。首先，它是三大云平台上唯一可用的量子系统：亚马逊(纳斯达克：AMZN)亚马逊网络服务，谷歌的(纳斯达克：谷歌(GOOGL))Google Cloud，以及微软的(纳斯达克：MSFT)微软Azure。另一方面，IonQ与一些大公司建立了合作关系，比如现代(OTCMKTS：HYMTF), 高盛(纽约证券交易所股票代码：GS)，以及马里兰大学。最后，该公司2021年的合同预订量虽然总体上仍然很小，但远远超出了IonQ的最初预期，即使在该项目商业化的早期阶段也显示出了一些运营势头。
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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.
所有这一切的问题，就像今天IONQ的股票一样，是需要数年时间才能完成的。分析师预计，2022年的营收将达到1100万美元，2023年将达到1800万美元，2024年的营收将大幅跃升至4700万美元。即使假设出现了坚实的增长，我们仍然在谈论一只股票，以今天的股价计算，其2024年的收入远远超过50倍。在科技股遭受重创的当前市场，许多交易员不会继续关注仍处于初级阶段的多年增长故事。话虽如此，IONQ的股价现在已经回落到最初上市时的10美元关口左右。对于错过了IonQ第一次飙升的交易员来说，这可能是第二次机会。
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.
在本文发表之日，Ian Bezek并未(直接或间接)持有本文所述证券的任何头寸。本文中表达的观点是作者的观点，受InvestorPlace.com发布指南的约束。
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·贝泽克已经为InvestorPlace.com和Seeking Alpha撰写了1000多篇文章。他还曾担任纽约对冲基金Kerrisdale Capital的初级分析师，该基金的资产规模为3亿美元。你可以在Twitter上通过@irbezek联系到他。
The post Tech Correction Puts IonQ Back in the Speculative Buy Zone appeared first on InvestorPlace.
发布后的技术修正将IonQ重新置于InvestorPlace最先出现的投机性买入区域。