Qnity Electronics, Inc. · NYSE (us_market)
Technology · Semiconductor Equipment & Materials · United States
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. The Interconnect Solutions segment provides copper pillar plating, copper redistribution layer, solder bump plating, under bump metallization, photoresists, packaging dielectrics, gap fillers, phase change, specialty thermal interface materials, thermally conductive insulators, copper playing solutions, dry film photoresists, and laminates and polyimide films. The company was formerly known as Novus SpinCo 1, Inc. and changed its name to Qnity Electronics, Inc. in April 2025. The company was incorporated in 2024 and is headquartered in Wilmington, Delaware.
| Event Period | Drawdown | Buy Point (Bottom) | Sell Point (Peak) | ticker.setupCols.buyScore | ticker.setupCols.sellScore | Max Return | Algo Return |
|---|---|---|---|---|---|---|---|
DROP2026-02-27$126.76 RISE2026-03-12$107.04 PEAK2026-05-12$168.36 74d | -15.6% 13d | Missed | Missed | — | — | +57.3% 61d | Missed |
DROP2025-11-04$100.91 RISE2025-11-24$73.54 PEAK2026-02-18$115.25 106d | -27.1% 20d | Missed | Missed | — | — | +56.7% 86d | Missed |
We recently compiled a list of the 12 Best Strong Buy Tech Stocks to Invest In Now. Qnity Electronics, Inc. (NYSE:Q) is the next best strong buy tech stock. TheFly reported on May 13 that RBC Capital increased its price target on Q to $200 from $150 while maintaining an Outperform rating on the shares following […]
As Qnity Electronics has notably outperformed the broader market over the past six months, Wall Street analysts maintain a highly optimistic outlook about the stock’s prospects.
As Qnity Electronics has notably outperformed the broader market over the past six months, Wall Street analysts maintain a highly optimistic outlook about the stock’s prospects.
Qnity Electronics, Inc. (NYSE:Q) was among the stocks Jim Cramer discussed while explaining how investors can navigate the current market rotation. Cramer noted that it is part of the Charitable Trust portfolio, as he commented: I go down the list of stocks in the S&P 500 that are down the most and see if there’s […]
Qnity Electronics, Inc. (NYSE:Q) was among the stocks Jim Cramer discussed while explaining how investors can navigate the current market rotation. Cramer noted that it is part of the Charitable Trust portfolio, as he commented: I go down the list of stocks in the S&P 500 that are down the most and see if there’s […]
Qnity Electronics (Q) stock rated Hold as shares near $145 look stretched.
Let's delve into the developments on the US markets one hour before the close of the markets on Monday. Below, you'll find the top gainers and losers within the S&P500 index during today's session.
Qnity Electronics (NYSE:Q) reported a record first quarter for fiscal 2026, with management citing strong demand tied to artificial intelligence, high-performance computing and advanced connectivity as key drivers of growth across both of its business segments. Chief Executive Officer Jon Kemp said
Qnity Electronics (NYSE:Q) reported a record first quarter for fiscal 2026, with management citing strong demand tied to artificial intelligence, high-performance computing and advanced connectivity as key drivers of growth across both of its business segments. Chief Executive Officer Jon Kemp said
Qnity Electronics (Q) is back in focus after first quarter results topped expectations and the company raised its full year 2026 earnings guidance, tightening projected net sales to US$5.225b to US$5.375b. See our latest analysis for Qnity Electronics. After an early pop on the earnings beat and guidance hike, Qnity’s share price has cooled slightly, with a 1 day share price return showing a 3.77% decline, but the 90 day share price return of 49.27% and year to date share price return of...
Qnity Electronics (Q) is back in focus after first quarter results topped expectations and the company raised its full year 2026 earnings guidance, tightening projected net sales to US$5.225b to US$5.375b. See our latest analysis for Qnity Electronics. After an early pop on the earnings beat and guidance hike, Qnity’s share price has cooled slightly, with a 1 day share price return showing a 3.77% decline, but the 90 day share price return of 49.27% and year to date share price return of...
Qnity Electronics, Inc. reported past first‑quarter 2026 results with sales of US$1.32 billion, net income of US$151 million, and basic earnings per share from continuing operations of US$0.72, while also raising its full‑year net sales outlook to between US$5.23 billion and US$5.38 billion. The company tied its stronger outlook to demand for materials and packaging used in artificial intelligence and advanced computing, underpinned by collaborations with NVIDIA and participation in Apple’s...
Qnity Electronics, Inc. reported past first‑quarter 2026 results with sales of US$1.32 billion, net income of US$151 million, and basic earnings per share from continuing operations of US$0.72, while also raising its full‑year net sales outlook to between US$5.23 billion and US$5.38 billion. The company tied its stronger outlook to demand for materials and packaging used in artificial intelligence and advanced computing, underpinned by collaborations with NVIDIA and participation in Apple’s...
Qnity Electronics Inc (NYSE:Q) on Tuesday delivered a stronger‑than‑expected fiscal first quarter and boosted its full‑year 2026 outlook. Qnity posted adjusted EPS of $1.08, topping the 92 cent estimate, on revenue of $1.32 billion that came in ahead of the $1.27 billion consensus. Qnity increased its full‑year 2026 outlook to net sales of $5.23 billion to $5.38 billion, adjusted operating EBITDA of $1.54 billion to $1.63 billion, adjusted EPS of $3.80 to $4.14, and adjusted free cash flow of $5
Qnity Electronics Inc (NYSE:Q) on Tuesday delivered a stronger‑than‑expected fiscal first quarter and boosted its full‑year 2026 outlook. Qnity posted adjusted EPS of $1.08, topping the 92 cent estimate, on revenue of $1.32 billion that came in ahead of the $1.27 billion consensus. Qnity increased its full‑year 2026 outlook to net sales of $5.23 billion to $5.38 billion, adjusted operating EBITDA of $1.54 billion to $1.63 billion, adjusted EPS of $3.80 to $4.14, and adjusted free cash flow of $5
Q beats Q1 earnings estimates, as AI-related demand and strong interconnect growth lift sales 18% y/y and drive a higher 2026 outlook.
Q beats Q1 earnings estimates, as AI-related demand and strong interconnect growth lift sales 18% y/y and drive a higher 2026 outlook.
Qnity Electronics, Inc. (NYSE:Q) was among Jim Cramer’s stock calls on Mad Money as he discussed how semiconductor and AI infrastructure stocks are driving the market higher. Cramer expects a “strong set of numbers,” as he said: Searching for an unheralded semiconductor play, I got one here. It’s called Qnity. Yes, Qnity Electronics reports Tuesday […]
Qnity Electronics, Inc. (NYSE:Q) was among Jim Cramer’s stock calls on Mad Money as he discussed how semiconductor and AI infrastructure stocks are driving the market higher. Cramer expects a “strong set of numbers,” as he said: Searching for an unheralded semiconductor play, I got one here. It’s called Qnity. Yes, Qnity Electronics reports Tuesday […]
| 30d | 90d | YTD | 1y | |
|---|---|---|---|---|
| Q | +8.84% | +25.74% | +91.06% | — |
| XLK | +18.01% | +36.89% | +32.68% | +65.45% |
| Alpha (stock − sector) | -9.17% | -11.16% | +58.38% | — |
| Fund | Style | Shares | Value | % of Port | Change vs. last quarter | Period |
|---|---|---|---|---|---|---|
| StateStreet | passive | 9.06M | $1.04B | 0.04% | Added+1.4% | 2026-03-31 |
| TwoSigma | quant | 1.43M | $164.79M | 0.13% | Added+371.1% | 2026-03-31 |
| DEShaw | quant | 960.8K | $110.86M | 0.07% | Trimmed-73.2% | 2026-03-31 |
| FidelityFMR | fundamental | 734.9K | $84.79M | 0.00% | Added+6.5% | 2026-03-31 |
| Citadel | multi-strat | 541.2K | $62.45M | 0.08% | Trimmed-72.9% | 2026-03-31 |
| RenTech | quant | 189.6K | $21.88M | 0.03% | New | 2026-03-31 |
| Wellington | fundamental | 46.9K | $5.41M | 0.00% | Added+1.7% | 2026-03-31 |
| Bridgewater | macro | 11.1K | $1.28M | 0.01% | Trimmed-74.7% | 2026-03-31 |
| TRowePrice | fundamental | 1.81M | $209.17K | 0.02% | Trimmed-32.0% | 2026-03-31 |
| Filed | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| 2026-05-26 | Banerji Shumeet | Director | A Grant / award | 1,278 | — | +$0 |
| 2026-05-26 | BLINN MARK A | Director | A Grant / award | 1,278 | — | +$0 |
| 2026-05-26 | CURTIN TERRENCE R | Director | A Grant / award | 1,278 | — | +$0 |
| 2026-05-26 | De Bondt Karin | Director | A Grant / award | 1,278 | — | +$0 |
| 2026-05-26 | Green Byron | Director | A Grant / award | 1,278 | — | +$0 |
| 2026-05-26 | JOHNSON KRISTINA M | Director | A Grant / award | 1,278 | — | +$0 |
| 2026-05-26 | Noonan Anne P | Director | A Grant / award | 1,278 | — | +$0 |
| 2026-05-26 | PAIK YI HYON | Director | A Grant / award | 1,278 | — | +$0 |
| 2026-05-26 | Sterin Steven | Director | S Open-market sale | 511 | $161.97 | −$82.8K |
| 2026-05-26 | Sterin Steven | Director | A Grant / award | 1,278 | — | +$0 |
| 2026-05-06 | Xu Chuck | President, Interconnect | F Tax withholding | 98 | $141.76 | −$13.9K |
| 2026-05-06 | Kemp Jon D. | Chief Executive Officer | F Tax withholding | 843 | $141.76 | −$119.5K |
| 2026-05-06 | Fortebuono Kathleen M. | Chief People Officer | F Tax withholding | 101 | $141.76 | −$14.4K |
| 2026-05-06 | Goss Michael G. | VP & Interim CFO | F Tax withholding | 147 | $141.76 | −$20.8K |
| 2026-05-06 | Hennessey Peter W | General Counsel | F Tax withholding | 73 | $141.76 | −$10.4K |
| 2026-03-03 | CURTIN TERRENCE R | Director | A Grant / award | 256 | $126.76 | +$32.5K |
| 2026-03-03 | Green Byron | Director | A Grant / award | 256 | $126.76 | +$32.5K |
| 2026-03-03 | Fortebuono Kathleen M. | Chief People Officer | A Grant / award | 2,564 | — | +$0 |
| 2026-03-03 | Goss Michael G. | VP & Interim CFO | A Grant / award | 7,324 | — | +$0 |
| 2026-03-03 | Xu Chuck | President, Interconnect | A Grant / award | 7,324 | — | +$0 |
| 2026-03-03 | Hennessey Peter W | General Counsel | A Grant / award | 4,578 | — | +$0 |
| 2026-03-03 | Kemp Jon D. | Chief Executive Officer | A Grant / award | 32,957 | — | +$0 |
| 2026-02-24 | Xu Chuck | President, Interconnect | F Tax withholding | 344 | $113.72 | −$39.1K |
| 2026-02-24 | Kemp Jon D. | Chief Executive Officer | F Tax withholding | 4,555 | $113.72 | −$518.0K |
| 2026-02-24 | Hennessey Peter W | General Counsel | F Tax withholding | 309 | $113.72 | −$35.2K |
| Report Date | EPS Estimate | EPS Actual | Surprise |
|---|---|---|---|
| 2026-08-11upcoming | 1.05 | — | — |
| 2026-05-12 | 0.92 | 1.08 | +17.39% |
| 2026-02-26 | 0.64 | 0.82 | +28.63% |
| 2025-11-18 | 0.66 | 0.95 | +44.05% |