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Q

Qnity Electronics, Inc.

Q

NYSE·Technology·Semiconductors·Mkt cap $25.2B

$120.47

+1.69%

P/E

43.03

Mkt Cap

$25.2B

52-Wk Range

$70.50–$177.28

52-Week Range

$70.50 - $177.28

P/E

43.03

Fwd P/E

26.46

Beta

1.63

Div Yield

0.25%

Avg Vol

2.0M

Shares Out

209.7M

Mkt Cap

$25.2B

Price action

Price chart

Up 26.4% over the trailing year

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).
  • Premium valuation to Logic & Processors peers

Growth

Stable outlook

Rising global semiconductor demand from AI and data center expansion

Value

Premium valuation to Logic & Processors peers

Momentum

Weak

-16.6% over 3m

Quality

Strong

Strong fundamentals

Dividend

Token

0.25% yield

Earnings track record

Latest print - beat on both lines

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

Next: Nov 17, 2026

Q3 26 RECAP

AUG 4, 2026

Reported EPS of $1.19 vs $1.07 consensus (+11.2% surprise). Revenue of $1.4B vs $1.4B expected (+4.7%). Beat on both top and bottom lines.

EPS beat +11.2%
Rev beat +4.7%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Estimate

Actual

Q3 26

+11.2%

Revenue trend · last 8Q

+14%

+6%

+30%

+8%

+18%

+22%

Q1 24

Q2 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

Q2 26

$983.0M

$1.1B

$1.1B

$1.2B

$1.3B

$1.2B

$1.3B

$1.4B

Margins · last 8Q

Gross

-39.6%

Operating

-20.9%

Profit

10.3%

Wall Street consensus

4 analysts · 100% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

4

100%

Hold

0%

Sell

0%

Median Price Target

Latest: Deutsche Bank · Aug 5, 2026

vs Industry

How Q stacks vs Semiconductors

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

Industry comparison data unavailable for this stock.