Qnity Electronics (NYSE:Q) Releases FY 2026 Earnings Guidance

Qnity Electronics (NYSE:Q) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided earnings per share guidance of 3.550-3.950 for the period, compared to the consensus earnings per share estimate of 2.890. The company issued revenue guidance of $5.0 billion-$5.2 billion, compared to the consensus revenue estimate of $4.9 billion.

Qnity Electronics Stock Up 2.5%

Shares of Qnity Electronics stock opened at $119.74 on Thursday. Qnity Electronics has a fifty-two week low of $70.50 and a fifty-two week high of $120.25. The business’s fifty day simple moving average is $96.62. The company has a current ratio of 1.78, a quick ratio of 1.07 and a debt-to-equity ratio of 0.18. The stock has a market cap of $25.08 billion and a price-to-earnings ratio of 118.55.

Qnity Electronics (NYSE:Q) last released its earnings results on Thursday, February 26th. The premier technology solutions leader reported $0.82 EPS for the quarter, beating the consensus estimate of $0.64 by $0.18. The firm’s revenue was up 8.1% compared to the same quarter last year. Qnity Electronics has set its FY 2026 guidance at 3.550-3.950 EPS.

Qnity Electronics Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Monday, March 16th. Stockholders of record on Friday, February 27th will be issued a dividend of $0.08 per share. This represents a $0.32 annualized dividend and a dividend yield of 0.3%. The ex-dividend date is Friday, February 27th. Qnity Electronics’s dividend payout ratio is presently 23.76%.

Wall Street Analysts Forecast Growth

Q has been the subject of a number of recent analyst reports. Wolfe Research started coverage on shares of Qnity Electronics in a report on Monday, November 3rd. They issued an “outperform” rating and a $110.00 target price for the company. Oppenheimer started coverage on shares of Qnity Electronics in a report on Tuesday, December 16th. They issued an “outperform” rating and a $100.00 price target on the stock. Royal Bank Of Canada upped their price objective on Qnity Electronics from $118.00 to $133.00 and gave the stock an “outperform” rating in a report on Wednesday. Weiss Ratings began coverage on Qnity Electronics in a report on Thursday, January 22nd. They issued a “hold (c-)” rating on the stock. Finally, New Street Research set a $110.00 price objective on Qnity Electronics in a report on Monday, November 3rd. Five analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $116.50.

Insider Transactions at Qnity Electronics

In other news, CEO Jon D. Kemp sold 5,655 shares of the company’s stock in a transaction dated Thursday, December 11th. The stock was sold at an average price of $85.01, for a total value of $480,731.55. Following the completion of the sale, the chief executive officer directly owned 89,177 shares of the company’s stock, valued at $7,580,936.77. This represents a 5.96% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, VP Michael G. Goss sold 1,895 shares of the stock in a transaction that occurred on Thursday, December 11th. The shares were sold at an average price of $84.79, for a total transaction of $160,677.05. Following the completion of the sale, the vice president owned 13,305 shares in the company, valued at $1,128,130.95. This represents a 12.47% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure.

Qnity Electronics News Summary

Here are the key news stories impacting Qnity Electronics this week:

• Positive Sentiment: Qnity raised FY‑2026 guidance well above consensus — management now guides EPS of 3.550–3.950 (consensus ~2.89) and revenue of $5.0–$5.2B (consensus ~$4.9B). That upside to street expectations is the main catalyst behind today’s rally.
• Positive Sentiment: Q4 results beat estimates: EPS of $0.82 vs. $0.63 expected and roughly $1.2B in sales, driving immediate buying interest. Read More.
• Positive Sentiment: Management and analysts are citing strong demand from AI, high‑performance computing and next‑gen connectivity as drivers of the upbeat outlook — a structural growth story that supports a higher multiple. Read More.
• Positive Sentiment: Board approved a $500 million stock buyback, which reduces share overhang and signals confidence from management — typically supportive of the share price. Read More.
• Positive Sentiment: Analyst momentum: RBC raised its price target to $133 and maintained an outperform rating, giving additional institutional validation for upside versus the current level. Read More.
• Neutral Sentiment: Context: This is Qnity’s first full fiscal year reporting after the spin‑off; some coverage frames results as the company’s first full-year footprint, which is informative for comparability but not immediately market-moving on its own. Read More.

Hedge Funds Weigh In On Qnity Electronics

Institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Summit Securities Group LLC bought a new position in shares of Qnity Electronics in the fourth quarter valued at $92,000. C M Bidwell & Associates Ltd. bought a new position in shares of Qnity Electronics during the 4th quarter worth approximately $81,000. Rexford Capital Inc. acquired a new position in shares of Qnity Electronics during the 4th quarter worth approximately $81,000. Federated Hermes Inc. bought a new stake in Qnity Electronics in the 4th quarter valued at $73,000. Finally, Wilkerson Advisory Group LLC acquired a new stake in Qnity Electronics during the 4th quarter valued at $72,000.

Qnity Electronics Company Profile

Qnity Electronics Inc is a premier technology solution provider across the semiconductor value chain. Qnity Electronics Inc is based in WILMINGTON, Del.