Qnity Electronics (NYSE:Q) Shares Gap Up on Better-Than-Expected Earnings

Qnity Electronics, Inc. (NYSE:Q) gapped up before the market opened on Thursday after the company announced better than expected quarterly earnings. The stock had previously closed at $119.86, but opened at $139.94. Qnity Electronics shares last traded at $125.65, with a volume of 1,678,034 shares traded.

The premier technology solutions leader reported $0.82 EPS for the quarter, topping analysts’ consensus estimates of $0.64 by $0.18. Qnity Electronics’s revenue for the quarter was up 8.1% on a year-over-year basis. Qnity Electronics has set its FY 2026 guidance at 3.550-3.950 EPS.

Qnity Electronics Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Monday, March 16th. Shareholders of record on Friday, February 27th will be given a $0.08 dividend. This represents a $0.32 annualized dividend and a yield of 0.3%. The ex-dividend date of this dividend is Friday, February 27th. Qnity Electronics’s payout ratio is currently 23.76%.

Key Headlines Impacting Qnity Electronics

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

• Positive Sentiment: Q4 earnings beat — Qnity reported $0.82 EPS vs. $0.64 expected and revenue up ~8.1% year-over-year; management hosted a conference call and published a press release and slide deck. Qnity Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Raised FY‑2026 guidance — Qnity set EPS guidance of $3.55–$3.95 vs. consensus ~ $2.89 and revenue guidance ~$5.0–$5.2B, signaling stronger-than-expected demand for its semiconductor solutions. Qnity forecasts upbeat full-year earnings as AI boom boosts demand
• Positive Sentiment: $500 million buyback announced — The board approved a sizable repurchase program, which reduces share count and supports EPS. Qnity Electronics Sets $500 Million Stock Buyback
• Positive Sentiment: Analyst lift — RBC raised its price target (to $133) and kept an outperform view, adding to momentum from the beats and guidance. Qnity Electronics price target raised at RBC Capital
• Neutral Sentiment: Macro/industry narrative — Coverage notes Qnity is well positioned into the AI and high‑performance computing cycle, which supports longer-term revenue visibility but ties valuation to continuing AI capex. Qnity Stock Rises After Earnings Beat. Why It Can Ride the AI Chips Wave in 2026.
• Neutral Sentiment: Documentation and investor materials available — Earnings release, slide deck and call transcript posted for investors who want detail on margins, segment trends and guidance assumptions. Qnity press release (PDF)

Analysts Set New Price Targets

Several brokerages have recently issued reports on Q. Weiss Ratings started coverage on shares of Qnity Electronics in a research note on Thursday, January 22nd. They issued a “hold (c-)” rating on the stock. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and issued a $126.00 price target on shares of Qnity Electronics in a report on Friday, February 20th. Wall Street Zen upgraded shares of Qnity Electronics to a “hold” rating in a report on Friday, November 28th. Oppenheimer began coverage on shares of Qnity Electronics in a research report on Tuesday, December 16th. They set an “outperform” rating and a $100.00 price objective for the company. Finally, Wolfe Research started coverage on shares of Qnity Electronics in a research note on Monday, November 3rd. They issued an “outperform” rating and a $110.00 target price for the company. Five investment analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $116.50.

Insiders Place Their Bets

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

Hedge Funds Weigh In On Qnity Electronics

Institutional investors have recently added to or reduced their stakes in the company. Moisand Fitzgerald Tamayo LLC acquired a new stake in shares of Qnity Electronics during the fourth quarter worth approximately $25,000. Dunhill Financial LLC bought a new stake in Qnity Electronics during the 4th quarter worth approximately $25,000. Armstrong Advisory Group Inc. acquired a new stake in Qnity Electronics during the 4th quarter valued at $26,000. Provenance Wealth Advisors LLC acquired a new stake in Qnity Electronics during the 4th quarter valued at $27,000. Finally, Motco bought a new position in Qnity Electronics in the 4th quarter valued at $27,000.

Qnity Electronics Price Performance

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 firm has a market capitalization of $25.41 billion and a P/E ratio of 120.09. The stock has a 50 day simple moving average of $96.62.

About Qnity Electronics

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