Qnity Electronics, IncNYSE: Q
Information Technology · Semiconductor Materials & Equipment
$165.48
+5.59%
Vol: 786K
Research Digest
Thursday, June 18, 2026
No significant overnight updates
No material news in the last 48 hours.
Previous Market Intelligence
13 daysJun 17No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Jun 16No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Jun 15No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Jun 14No significant overnight updatesNeutral▶
No material news in the last 48 hours. Recent product launches (CMP polishing pads, advanced packaging materials) and Q1 results lack confirmed dates within the window.
May 21Qnity Electronics Q1 2026 revenue beats at $1.32B; raises full-year guidance on AI demandPositive▶
Qnity Electronics, the semiconductor supply chain spinoff from DuPont, reported Q1 2026 EPS of $1.08 (vs $0.94 estimate) and revenue of $1.315B (vs $1.296B expected). Organic sales grew 17% YoY with 22% adjusted EBITDA growth and 33% EPS growth. Shares jumped 10% post-earnings. The company raised full-year 2026 guidance, citing strong demand from AI and high-performance computing, plus new collaborations with Nvidia and Apple's American Manufacturing program. New manufacturing capacity added in Delaware and Taiwan. Quarterly dividend of $0.08 declared (ex-date May 29).
May 20No significant overnight updatesNeutral▶
No material news in the last 48 hours. Most recent catalyst was the May 12 Q1 2026 print: EPS $1.08 beat by $0.14 on revenue of $1.315B; full-year guidance raised; BMO PT to $180, Goldman to $165, RBC to $200 on May 13.
May 19No significant overnight updatesNeutral▶
No material news in the last 48 hours.
May 18Qnity Electronics surges 8.4% after Q1 beat and raised full-year AI-driven guidance, with Nvidia and Apple partnerships strengthening near-term catalysts.Positive▶
Qnity Electronics reported Q1 2026 EPS of $1.08 on revenue of $1.315 billion, beating estimates and marking the eighth consecutive quarter of 30%+ growth on organic sales up 17% year-over-year. The company raised full-year 2026 guidance to net sales of $5.23-$5.38 billion, adjusted EPS of $3.80-$4.14, and adjusted EBITDA of $1.54-$1.63 billion. New collaborations with Nvidia and Apple's American Manufacturing program drive AI-related demand and capacity expansion in Delaware and Taiwan. Mizuho raised its price target from $150 to $170 and RBC Capital raised from $150 to $200 following the results. The Interconnect Solutions segment saw 22% organic sales growth driven by Advanced Packaging and Thermal Management. Shares hit a new 52-week high at $163.95.
May 15Qnity Electronics surged 8.4% after Q1 2026 earnings beat (EPS $1.08 vs $0.94 est, revenue $1.315B) and raised full-year guidance driven by AI demand, NVIDIA collaboration, and Apple American Manufacturing inclusion.Positive▶
Qnity Electronics reported Q1 2026 results on May 12 showing organic sales up 17% YoY, adjusted operating EBITDA up 22%, and adjusted EPS up 33%, marking its 8th consecutive quarter of profitable organic growth. Both segments delivered double-digit organic growth: Semiconductor Technologies at $722M and Interconnect Solutions at $593M. Management raised FY2026 guidance to net sales of $5.225-$5.375B and adjusted EPS of $3.80-$4.14. Strategic catalysts include new NVIDIA collaboration for AI-driven materials research, inclusion in Apple's American Manufacturing program, and capacity expansion in Delaware and Taiwan. BMO Capital raised its price target to $180 from $175 on May 13. Risk: GAAP net income fell YoY despite adjusted improvements; stock is up ~90% YTD which limits multiple expansion room.
May 14Qnity Electronics jumps 8-10% after Q1 EPS of $1.08 beats $0.92 estimate and company raises full-year 2026 guidance amid Nvidia and Apple partnerships.Positive▶
Qnity Electronics reported Q1 2026 adjusted EPS of $1.08 on revenue of $1.32B, beating the $0.92 EPS and $1.27B revenue consensus, the eighth consecutive quarter of profitable organic growth (organic sales +17% YoY). Adjusted operating EBITDA rose 22% and adjusted EPS grew 33%. The company raised full-year 2026 guidance to net sales of $5.23B–$5.38B, adjusted EBITDA of $1.54B–$1.63B, EPS of $3.80–$4.14, and free cash flow of $500M–$600M. New collaborations with Nvidia and Apple's American Manufacturing program drive AI-related demand, with capacity expansion in Delaware and Taiwan. Mizuho raised its target from $150 to $170 (Outperform); RBC Capital lifted from $150 to $200 (Outperform). Shares jumped about 10% on May 12.
May 13Qnity Electronics surges to 52-week high after Q1 EPS beat, raised 2026 guidance, and NVIDIA and Apple partnershipsPositive▶
On May 12, 2026, Qnity Electronics reported Q1 2026 adjusted EPS of $1.08 versus $0.94 consensus, with revenue of $1.315 billion topping the $1.296 billion estimate; organic sales rose 17% year-over-year, marking the eighth consecutive quarter of profitable organic growth. Management raised full-year 2026 guidance to net sales of $5.23-5.38 billion, adjusted EBITDA of $1.54-1.63 billion, adjusted EPS of $3.80-4.14, and adjusted free cash flow of $500-600 million. The company also targets a ~$100 million EBITDA run-rate benefit by the end of 2028 from cost initiatives. Strategic highlights include a new collaboration with NVIDIA and inclusion in Apple's American manufacturing program, with capacity expansions in the U.S. and Taiwan. Shares jumped about 7% to $163.95 on the report and printed a new 52-week high.
May 12Qnity Electronics reports Q1 2026 results May 12 with Deutsche Bank lifting target to $170, hits new 52-week highPositive▶
Qnity Electronics released Q1 2026 financial results before market open on May 12, 2026 with a conference call at 8 a.m. ET. Analysts expected ~$0.58 EPS. Deutsche Bank raised its price target to $170 from $140 on May 7. Shares hit a new 52-week high of $155.26 on May 11 with market cap ~$32.5B. Recent strategic moves include a collaboration with NVIDIA to accelerate AI-driven semiconductor materials innovation, opening a 385,000 sq ft Delaware facility, and committing $61.5M to expand Taiwan capacity. Q2 2026 dividend of $0.08/share declared, payable June 15. Spun off from DuPont November 1, 2025; recently joined S&P 500.
May 11Qnity Electronics receives analyst price target hikes from Deutsche Bank and RBC ahead of Q1 2026 earnings on May 12; declares $0.08 dividend.Positive▶
Deutsche Bank raised its Qnity Electronics price target to $170 from $140 as of May 7, 2026, while RBC Capital lifted its target to $150 from $139 on April 24. Qnity will report Q1 2026 financial results before market open on Tuesday, May 12, 2026, with a conference call at 8:00 a.m. ET. The board declared a quarterly dividend of $0.08 per share payable June 15 to holders of record May 29. The stock trades around $151 with a market cap of $30.88B, P/E of 44.6, and a 4.1% dividend yield. Qnity was spun off from DuPont in late 2025 and operates Semiconductor Technologies and Interconnect Solutions segments. Recent business catalysts include an NVIDIA collaboration on AI-driven materials R&D and a new 385,000 sq ft Newark, Delaware advanced manufacturing facility.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| AMATAPPLIED | $627.78 | +5.88% | +45.7% | 36.5x | 1.67 | $470.8B |
| LRCXLAM | $392.95 | +5.01% | +36.9% | 46.9x | 1.87 | $467.9B |
| KLACKLA | $254.51 | +6.61% | -86.3% | 47.3x | 1.50 | $311.8B |
| TERTERADYNE | $429.00 | +5.00% | +27.1% | 43.0x | 1.79 | $64.0B |
| QQNITY | $165.48 | +5.59% | +7.9% | 32.7x | — | $32.8B |
| NVDANVIDIA | $208.84 | +2.05% | -7.2% | 16.1x | 2.20 | $4.96T |