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 EPS guidance of 3.550-3.950 for the period, compared to the consensus EPS 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.

Wall Street Analyst Weigh In

A number of brokerages have recently issued reports on Q. Oppenheimer assumed coverage on Qnity Electronics in a report on Tuesday, December 16th. They set an “outperform” rating and a $100.00 price target on the stock. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and set a $126.00 price target on shares of Qnity Electronics in a report on Friday, February 20th. Wolfe Research assumed coverage on shares of Qnity Electronics in a report on Monday, November 3rd. They set an “outperform” rating and a $110.00 price objective for the company. New Street Research set a $110.00 target price on shares of Qnity Electronics in a report on Monday, November 3rd. Finally, Zacks Research upgraded shares of Qnity Electronics to a “hold” rating in a research note on Thursday, November 6th. Six research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $120.86.

Qnity Electronics Stock Up 4.0%

Shares of NYSE:Q opened at $124.71 on Friday. The company has a quick ratio of 1.07, a current ratio of 1.78 and a debt-to-equity ratio of 0.18. The company has a market cap of $26.12 billion and a PE ratio of 123.48. The business has a 50 day simple moving average of $97.54. Qnity Electronics has a twelve month low of $70.50 and a twelve month high of $140.60.

Qnity Electronics (NYSE:Q) last announced its earnings results on Thursday, February 26th. The premier technology solutions leader reported $0.82 EPS for the quarter, beating analysts’ consensus estimates of $0.64 by $0.18. The company’s revenue for the quarter 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 announced a quarterly dividend, which will be paid on Monday, March 16th. Investors of record on Friday, February 27th will be given a dividend of $0.08 per share. The ex-dividend date is Friday, February 27th. This represents a $0.32 annualized dividend and a yield of 0.3%. Qnity Electronics’s payout ratio is 23.76%.

Insider Activity

In other news, VP Michael G. Goss sold 1,895 shares of Qnity Electronics stock in a transaction dated Thursday, December 11th. The stock was sold at an average price of $84.79, for a total transaction of $160,677.05. Following the transaction, the vice president directly owned 13,305 shares of the company’s stock, valued at $1,128,130.95. The trade was a 12.47% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CEO Jon D. Kemp sold 5,655 shares of the stock in a transaction that occurred on Thursday, December 11th. The stock was sold at an average price of $85.01, for a total transaction 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 ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 6.40% of the company’s stock.

Key Qnity Electronics News

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

• Positive Sentiment: Q4 beat and revenue growth — Qnity reported $0.82 EPS vs. $0.64 expected and revenue up ~8% y/y, a core trigger for the intraday rally. Qnity Q4 earnings (MarketBeat)
• Positive Sentiment: Very strong FY‑2026 guidance — management set EPS $3.55–3.95 (vs. consensus ~2.89) and revenue $5.0–5.2B, signaling confidence in AI-driven demand and lifting investor expectations. Reuters: Qnity forecasts upbeat full‑year earnings
• Positive Sentiment: $500M share buyback announced — signals capital return and confidence from the board, supporting near‑term share demand and EPS accretion. MarketWatch: Buyback
• Positive Sentiment: Analyst lift — RBC raised its price target to $133 and reaffirmed an outperform rating, adding sell‑side momentum after the results. TickerReport: RBC price target raise
• Positive Sentiment: Operational improvement plan — management targets a ~$100M EBITDA run‑rate improvement by 2028, which supports margin expansion expectations over the medium term. Seeking Alpha: Transformation plan
• Neutral Sentiment: Positive narrative on AI leadership — broader business press (CNBC) highlights Qnity as a newly spun‑off AI/compute play, which can attract thematic flows but doesn’t guarantee immediate upside. CNBC: Qnity as an AI force
• Neutral Sentiment: Full earnings detail and transcript available — useful for drilling into revenue mix, margins, and cadence; analysts will parse metrics for sustainability. Seeking Alpha: Earnings call transcript
• Negative Sentiment: Valuation and metric scrutiny — with a high P/E and investor enthusiasm priced in, some metrics warrant caution; Zacks and others note items investors should compare versus estimates (leaving the stock vulnerable to profit‑taking if execution slips). Zacks: Key metrics analysis

Institutional Trading of Qnity Electronics

A number of hedge funds and other institutional investors have recently modified their holdings of the company. Sunbelt Securities Inc. bought a new stake in shares of Qnity Electronics during the 4th quarter valued at $535,000. Cambient Family Office LLC purchased a new stake in Qnity Electronics in the 4th quarter worth $206,000. Compound Planning Inc. purchased a new stake in Qnity Electronics in the 4th quarter worth $444,000. Invesco Ltd. bought a new stake in Qnity Electronics during the fourth quarter valued at about $385,057,000. Finally, Axxcess Wealth Management LLC purchased a new position in shares of Qnity Electronics in the fourth quarter valued at about $1,085,000.

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.