Qnity Electronics is a leading provider of specialty chemicals and materials for the semiconductor and electronics industries, spun off from DuPont in 2025 and benefiting from AI-driven semiconductor demand.
Fact: Market capitalization approximately $28.7 billion. Source: Yahoo Finance real-time quote.
Stock prices are highly volatile and subject to rapid change; this reflects the most recent available snapshot during market hours. Data limitations: Real-time quotes can lag; always verify on a live platform.
| Period | Qnity (Q) | S&P 500 |
|---|---|---|
| YTD Return | 68.06% | 10.34% |
| 1-Year Return | 94.41% | 20.98% |
| 3-Year Return | 94.41% (since inception data limited) | 67.65% |
Interpretation: The stock has significantly outperformed the broader market, driven by AI semiconductor tailwinds, but has experienced recent volatility (e.g., -13% in the past month per some reports).
| Revenue (TTM) | $4.95 billion |
| Net Income (TTM) | $650 million |
| EPS (TTM) | $3.10 |
| Profit Margin | 13.13% |
| PE Ratio (TTM) | 44.21 - 45.65 |
| Forward PE | 35.97 |
| Return on Equity (TTM) | 7.48% |
| Return on Assets (TTM) | 5.06% |
| Total Cash (MRQ) | $857 million |
| Debt/Equity (MRQ) | 60.76% |
| Levered FCF (TTM) | $702 million |
| Market Cap | ~$28.7 - 29.7 billion |
Fact: Earnings date upcoming: August 4, 2026. Forward dividend & yield: $0.32 (0.23%). Source: Yahoo Finance.
Uncertainty: Financials are trailing twelve months (TTM) and may not reflect latest quarterly results; Q1 FY26 revenue reported at $1.31B with $226M earnings in one snapshot.
| Date | Analyst | Rating | Price Target | Action |
|---|---|---|---|---|
| Jul 14, 2026 | RBC Capital | Outperform | $189 (from $200) | Maintained |
| Jul 6, 2026 | BMO Capital | Outperform / Buy | $185 (from $180) | Maintained / Raised |
| Jul 1, 2026 | Mizuho | Outperform / Buy | $180 (from $170) | Maintained / Raised |
| May 13, 2026 | RBC Capital | Buy | $200 | Maintained |
| May 13, 2026 | BMO Capital | Buy | $180 | Maintained |
Fact: 7-10 analysts covering; majority Buy/Strong Buy, 1 Hold in some polls. Sources: Yahoo Finance, Investing.com, MarketBeat.
Interpretation: Analysts are generally bullish on long-term AI and advanced packaging growth, though some targets adjusted amid recent volatility.
Analyst ratings and targets are opinions and can change; they are not guarantees of future performance. Data as of mid-July 2026.
Fact: Focus on close collaboration for technology roadmaps. Source: Company investor day and PR.
| Company | Ticker | Focus Area |
|---|---|---|
| Entegris | ENTG | Specialty materials & solutions |
| MKS Instruments | MKSI | Process control & materials |
| Amkor Technology | AMKR | Semiconductor packaging |
| Onto Innovation | ONTO | Process control & inspection |
| Applied Materials | AMAT | Wafer fabrication equipment |
| Lam Research | LRCX | Etch & deposition |
| Others | — | Tokyo Ohka Kogyo, JSR Corp, Rogers Corp (materials) |
Fact: Competes in CMP, photoresists, plating, thermal materials, etc. Sources: MarketBeat, company disclosures.
Interpretation: Strong positioning in high-growth advanced packaging and AI-related materials markets gives competitive edge through scale and customer intimacy.
Qnity Electronics, Inc. provides materials and solutions to the semiconductor and electronics industries globally. It operates in two segments:
Brands include Acuplane, Circuposit, Kalrez, Kapton, Pyralux, and others. Headquarters: Wilmington, Delaware. Approximately 10,000 employees. Source: Yahoo Finance company profile.
Fact: Positioned as a pure-play leader in electronics materials with decades of DuPont heritage. Sources: Morningstar, company announcements.
Uncertainty: As a recently spun-off entity (2025), historical financial comparisons are limited; performance data reflects post-spin trading only.
News is time-sensitive; verify latest developments on financial news sites.
Data compiled from public sources as of July 15, 2026. All information should be verified independently. This is not investment advice. Stock investing involves risk.
Key sources: Yahoo Finance, Morningstar, MarketBeat, company PR, Investing.com.