Qnity Electronics, IncNYSE: Q
Information Technology · Semiconductor Materials & Equipment
$143.40
+1.94%
Vol: 937K
Research Digest
Friday, May 1, 2026
Qnity Electronics beats Q4 2025 earnings on strong semiconductor demand and Taiwan expansion
Qnity Electronics reported Q4 2025 EPS of $0.82, beating consensus of $0.63, with $1.2 billion in sales. The DuPont spin-off (trading since Nov 2025) delivered FY2025 revenue of $4.75 billion (+9.67% YoY). Analyst upgrades included RBC Capital raising price target to $150 from $139 and Mizuho raising to $150 from $145. Qnity partnered with NVIDIA on semiconductor innovation and acquired advanced Taiwan R&D facility. Apple named company a manufacturing partner. Strong Buy consensus from 5 analysts.
Previous Market Intelligence
13 daysApr 30Qnity Electronics reported Q4 2025 EPS of $0.82 (beat $0.63 estimate) with FY2025 revenue of $4.75B (+9.67% YoY), Q1 2026 results due May 12.Positive▶
Qnity Electronics (spun from DuPont on November 1, 2025) reported Q4 2025 EPS of $0.82, significantly beating $0.63 Wall Street estimate. FY2025 revenue reached $4.75B, up 9.67% from $4.34B prior year. Analyst price targets raised: RBC Capital to $150 from $139 (April 24), Mizuho to $150 from $145 (April 8). The semiconductor materials and solutions provider partners with NVIDIA and was named by Apple as American Manufacturing Program partner. Arizona State Retirement System and M&T Bank Corp both increased stakes in Q4 2025. Consensus rating is Strong Buy (5 analysts). Q1 2026 earnings release scheduled for May 12 before market open.
Apr 29Qnity Electronics reports strong earnings beat; Q4 EPS $0.82 vs. $0.64 estimate; Q1 2026 earnings scheduled for May 12; multiple institutional investors buying.Positive▶
Qnity Electronics (spun off from DuPont Nov 2025) reported Q4 2025 EPS of $0.82 beating consensus of $0.64, and revenue of $1.19B vs. estimate of $1.15B, up 8.1% YoY. 2025 revenue was $4.75B (+9.67% YoY). Arizona State Retirement System, M&T Bank, and Cardinal Capital Management made new investments. Company will release Q1 2026 results May 12 before market open. Multiple institutional investors have added positions in recent weeks. Semiconductor business generates majority of sales with strong demand.
Apr 16Qnity Electronics partners with NVIDIA, named Apple Manufacturing Program partner; Q1 earnings set for May 12.Positive▶
Qnity Electronics posted strong performance with 2025 revenue of $4.75 billion, up 9.67% year-over-year, forecasting full-year 2026 earnings above analyst estimates boosted by strong AI demand. The company partnered with NVIDIA in March 2026 to accelerate semiconductor innovation and was named among Apple American Manufacturing Program partners in March 2026. Qnity opened a new Delaware manufacturing facility expanding CMP materials production supporting AI and advanced semiconductor fabrication. On April 15, Qnity shares traded between $131.75-$136.90 with a current price of $133.79. RBC Capital raised its price target to $133 from $118 in late February.
Apr 15Qnity Electronics surges 53.7% YTD with Jim Cramer endorsement as most undervalued data center stock and Apple manufacturing partnership.Positive▶
Qnity Electronics is trading at $133.79 with exceptional 1-month momentum of +19.8% and 90-day return of +43.7%. Jim Cramer called it the most undervalued of the data center stocks on April 9. NVIDIA partnership announced March 18 accelerates semiconductor innovation. Company is part of Apple's American Manufacturing Program. Q1 earnings release scheduled May 12.
Apr 14Qnity Electronics surges 9.6% on semiconductor rally; company to release Q1 2026 results May 12 with NVIDIA collaboration.Positive▶
Qnity Electronics surged 9.6% on April 8 as semiconductor stocks rallied. Set FY 2026 guidance at $3.55-$3.95 EPS and revenue of $4.97-$5.17 billion. Collaboration with NVIDIA announced, expanded EUV photoresist products, and opened new Delaware facility. KeyCorp upgraded price target to $147 with Overweight rating.
Apr 13Qnity Electronics (DuPont spinoff, NYSE: Q) partners with NVIDIA on AI semiconductors; Q1 2026 earnings May 12 amid strong AI/data center demand.Positive▶
Qnity Electronics, spun off from DuPont (Nov 2025, trades as Q on NYSE), partnered with NVIDIA in March 2026 to accelerate semiconductor innovation for AI. Named Apple Manufacturing Program partner. FY2025 revenue grew 9.67% to $4.75B. Stock trades near $132, up sharply from $70.50 low. Jim Cramer called Q most undervalued data center stock. Q1 2026 earnings due May 12.
Apr 10Qnity Electronics Reports Strong Q4 2025 ResultsPositive▶
Q4 2025 EPS of $0.82 (beating forecasts by 49%). Full-year 2025 revenue $4.75B (+9.67% YoY). NVIDIA AI collaboration announced.
Apr 9Qnity Electronics Expands with Newark Facility Opening and Taiwan AcquisitionPositive▶
Qnity Electronics celebrated the opening of a 385,000-square-foot facility in Newark, Delaware, and announced acquisition of a $61.5 million advanced semiconductor research facility in Taiwan. The company exceeded analyst expectations with Q4 2025 EPS of $0.82 (vs. $0.64 consensus) and revenue of $1.19 billion (vs. $1.15 billion estimate). Q1 2026 earnings are scheduled for May 12, 2026. Recent partnerships include collaboration with NVIDIA for AI-driven innovation. Market cap stands at $24.96B with a 5.0% dividend yield and P/E ratio of 35.98.
Apr 8Qnity Electronics surges 8.7% on strong Q4 earnings beat and optimistic 2026 guidance.Positive▶
Qnity Q4 EPS $0.82 beat $0.55 by 49%. Q4 revenue +8% YoY to $1.2B. Forecasts 2026 above estimates on AI demand. Reached $126 intraday April 7.
Apr 7Post-Separation Momentum Continues as Analysts Raise TargetsPositive▶
Qnity Electronics recently separated from DuPont and joined S&P 500 in November 2025. RBC Capital raised PT to $133 from $118, Deutsche Bank raised to $126 from $92 recently. Q4 EPS beat at $0.82 vs $0.63 expected. Stock up 37% in 3 months. Avg analyst rating Strong Buy.
Apr 6Qnity Electronics beats Q4 expectations with NVIDIA collaboration and strong 2026 guidancePositive▶
Qnity Electronics reported Q4 2025 EPS of $0.82 from $1.2B in sales, exceeding Wall Street expectations of $0.63. The company announced a strategic collaboration with NVIDIA on March 18, 2026 to accelerate semiconductor and advanced electronics innovations. 2026 adjusted EPS guidance of $3.55-$3.95 exceeds consensus of $3.12. Revenue grew 9.67% YoY to $4.75B in 2025 with strong product launches including Eon EUV photoresist.
Apr 3Qnity Electronics reports Q4 2025 EPS beat (82c vs 64c consensus); Allspring Global buys $44M stake; strong 2026 guidance and NVIDIA partnership.Positive▶
Qnity Electronics delivered strong Q4 2025 results with EPS of $0.82 beating consensus of $0.55 by 49%, and Q4 revenue rose 8% YoY to $1.2B. 2026 adjusted EPS guidance of $3.55-$3.95 (consensus $3.12). Allspring Global Investments acquired $44.2M stake. NVIDIA partnership announced March 18. Deutsche Bank raised target to $140.
Apr 2Qnity Electronics reports strong Q4 2025 earnings beat and strategic expansion in Delaware and TaiwanPositive▶
Qnity Electronics reported Q4 2025 EPS of $0.82 on $1.2B sales, beating consensus estimates of $0.63 EPS and matching revenue expectations. Company guides 2026 adjusted EPS of $3.55-$3.95 versus $3.12 consensus. Qnity opened a new 385,000 sq ft manufacturing facility in Newark, Delaware on March 11, 2026 for chemical mechanical planarization pads supporting AI/HPC demand. The company also announced a $61.5 million investment for an advanced semiconductor facility in Taiwan. Analyst consensus is "Strong Buy" with 7 buy ratings and 0 sell ratings, average price target $139.38 USD with high estimate $150.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| LRCXLAM | $257.03 | -0.32% | +16.9% | 32.7x | 1.79 | $322.5B |
| AMATAPPLIED | $389.63 | -1.23% | +11.9% | 28.0x | 1.64 | $313.1B |
| KLACKLA | $1,726.75 | -1.35% | +13.7% | 36.3x | 1.44 | $230.0B |
| TERTERADYNE | $345.65 | +0.63% | +8.9% | 36.3x | 1.79 | $53.8B |
| QQNITY | $143.40 | +1.94% | +18.3% | 32.1x | — | $29.5B |
| NVDANVIDIA | $198.66 | -0.46% | +12.3% | 17.8x | 2.33 | $4.85T |