Qnity Electronics (Q) Stock Overview
Provides materials and solutions to the semiconductor and electronics industries in the United States, rest of Americas, Europe, the Middle East, Africa, Asia Pacific, China, South Korea, Taiwan, and internationally. More details
| Snowflake Score | |
|---|---|
| Valuation | 3/6 |
| Future Growth | 3/6 |
| Past Performance | 1/6 |
| Financial Health | 3/6 |
| Dividends | 0/6 |
Q Community Fair Values
Create NarrativeSee what 34 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Qnity Electronics, Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$123.32 |
| 52 Week High | US$177.28 |
| 52 Week Low | US$70.50 |
| Beta | 0 |
| 1 Month Change | -10.79% |
| 3 Month Change | -18.14% |
| 1 Year Change | n/a |
| 3 Year Change | n/a |
| 5 Year Change | n/a |
| Change since IPO | 29.40% |
Recent News & Updates
Recent updates
Qnity Electronics: A High-Moat Semiconductor Materials Play
Summary Qnity Electronics is rated a BUY, offering a compelling margin of safety and asymmetric risk-reward at ~$142 per share. Structural tailwinds, including the processing material multiplier effect from advanced chip architectures and a robust local-for-local operating network, drive Qnity’s growth potential. Despite legacy liabilities and a high intangible asset base (~60%), Qnity’s operational moat and full-stack coverage outweigh balance sheet concerns. DCF scenarios support a $137–$152 bear case and $168–$185 bull case, with a +24% upside to the bull case midpoint of ~$176. Read the full article on Seeking AlphaAnalysts Have Made A Financial Statement On Qnity Electronics, Inc.'s (NYSE:Q) Second-Quarter Report
Investors in Qnity Electronics, Inc. ( NYSE:Q ) had a good week, as its shares rose 2.2% to close at US$133 following...
Q: Future Materials And Packaging Investments Will Drive Long-Term Upside Potential
Analysts have trimmed their long term P/E assumptions and updated key inputs for Qnity Electronics, which has led to a modest lift in the indicated fair value estimate from about $173 to roughly $177 per share. What's in the News for Qnity Electronics Qnity Electronics reported second quarter earnings per share of $1.19 on sales of $1.4b, above Wall Street expectations for EPS of $1.07 and sales just under $1.4b, which was followed by a jump in the stock price.Qnity Electronics (Q) Stock Could Be 2.4% Undervalued After AI Materials Push
Qnity Electronics (Q) has moved into focus after CEO Jon Kemp highlighted the company’s materials role in AI applications on national television, together with fresh product launches for advanced packaging and CMP pads in semiconductor manufacturing. See our latest analysis for Qnity Electronics. The recent product announcements and CEO Jon Kemp’s AI-focused media appearances have coincided with strong momentum in Qnity Electronics’ shares, with a 90-day share price return of 47.04% and a...AI And Advanced Packaging Tailwinds Will Support A Constructive Long Term View
Catalysts About Qnity Electronics Qnity Electronics supplies advanced materials and interconnect solutions used across leading-edge semiconductor manufacturing and electronic systems. What are the underlying business or industry changes driving this perspective?Shareholder Returns
| Q | US Semiconductor | US Market | |
|---|---|---|---|
| 7D | 4.1% | -0.5% | -2.2% |
| 1Y | n/a | 50.1% | 13.1% |
Return vs Industry: Insufficient data to determine how Q performed against the US Semiconductor industry.
Return vs Market: Insufficient data to determine how Q performed against the US Market.
Price Volatility
| Q volatility | |
|---|---|
| Q Average Weekly Movement | 8.2% |
| Semiconductor Industry Average Movement | 11.7% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.4% |
| 10% least volatile stocks in US Market | 2.9% |
Stable Share Price: Q has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: Q's weekly volatility (8%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 2024 | 10,000 | Jon Kemp | www.qnityelectronics.com |
Qnity Electronics, Inc. provides materials and solutions to the semiconductor and electronics industries in the United States, rest of Americas, Europe, the Middle East, Africa, Asia Pacific, China, South Korea, Taiwan, and internationally. The company operates in two segments, Semiconductor Technologies and Interconnect Solutions. Its Semiconductor Technologies segment offers chemical mechanical planarization (CMP) pads and slurries, photoresists, functional sub-layers, advanced overcoats, post-CMP cleaners, post-etch residue removers, and emerging cleans.
Qnity Electronics, Inc. Fundamentals Summary
| Q fundamental statistics | |
|---|---|
| Market cap | US$26.25b |
| Earnings (TTM) | US$586.00m |
| Revenue (TTM) | US$5.21b |
Is Q overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| Q income statement (TTM) | |
|---|---|
| Revenue | US$5.21b |
| Cost of Revenue | US$2.80b |
| Gross Profit | US$2.41b |
| Other Expenses | US$1.82b |
| Earnings | US$586.00m |
Last Reported Earnings
Jun 30, 2026
Next Earnings Date
n/a
| Earnings per share (EPS) | 2.80 |
| Gross Margin | 46.22% |
| Net Profit Margin | 11.25% |
| Debt/Equity Ratio | 53.3% |
How did Q perform over the long term?
See historical performance and comparisonDividends
Does Q pay a reliable dividends?
See Q dividend history and benchmarks| Qnity Electronics dividend dates | |
|---|---|
| Ex Dividend Date | Aug 31 2026 |
| Dividend Pay Date | Sep 15 2026 |
| Days until Ex dividend | 11 days |
| Days until Dividend pay date | 4 days |
Does Q pay a reliable dividends?
See Q dividend history and benchmarksCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/09/10 23:28 |
| End of Day Share Price | 2026/09/10 00:00 |
| Earnings | 2026/06/30 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Qnity Electronics, Inc. is covered by 10 analysts. 7 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| John McNulty | BMO Capital Markets Equity Research |
| Bhavesh Lodaya | BMO Capital Markets Equity Research |
| Melissa Weathers | Deutsche Bank |