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Q

Qnity Electronics, Inc.

Q

NYSE·Technology·Semiconductors·Mkt cap $32.1B

$141.00

▼ -8.07%

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Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

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52-Week Range

$70.50 - $177.28

P/E

45.34

Fwd P/E

46.69

Beta

1.58

Div Yield

0.14%

Avg Vol

1.9M

Shares Out

209.7M

Mkt Cap

$32.1B

Price action

Price chart

Up 61.1% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

▲

Bull Case

3 reasons

  • Specialized expertise in semiconductor manufacturing materials
  • Critical position in semiconductor supply chain
  • Focus on advanced materials supporting next-generation chip production
▼

Bear Case

2 risks

  • Above-average volatility (beta 1.6).
  • High premium - requires strong execution

Growth

Stable outlook

Rising global semiconductor demand from AI and data center expansion

Value

High premium - requires strong execution

Momentum

Hot

+31.7% over 3m

Quality

Strong

Strong fundamentals

Dividend

Token

0.14% yield

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Aug 11, 2026

“
Q2 26 RECAP

MAY 12, 2026

Reported EPS of $1.08 vs $0.92 consensus (+17.1% surprise). Revenue of $1.3B vs $1.3B expected (+3.4%). Beat on both top and bottom lines.

EPS beat +17.1%
Rev beat +3.4%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Q2 26

+17.1%

Next: Aug 11, 2026

Revenue trend · last 7Q

—

—

+14%

+6%

+30%

+8%

+18%

Q1 24

Q2 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

$983.0M

$1.1B

$1.1B

$1.2B

$1.3B

$1.2B

$1.3B

Margins · last 7Q

Gross

—

Operating

—

Profit

12.3%

View full earnings history →

Wall Street consensus

3 analysts · 100% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

3

100%

Hold

0%

Sell

0%

Median Price Target

$170.00

▲ +20.6% vs $141.00

Low $150.00
Median $170.00
High $200.00

Latest: RBC Capital · $200.00 · May 13, 2026

5 analysts covering

View full analyst page →

vs Industry

How Q stacks vs Semiconductors

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.