The 8 Wall Street analysts covering Qnity Electronics, Inc. hold a median 12-month price target of $180 — +47.8% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 25 of 100 as at 21 Sept 2026 — in the lower half. The Street sees upside; the factor read is a caution. That gap is the story on this page.
Consensus tells you what everyone already believes. The model scores Qnity Electronics, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Revisions (100): Analysts have, on balance, been raising their forecasts.
Volatility (0): The share price moves around a lot.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on Q, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +47.8% from it.
Of the 17 most recent actions, 2 moved their price target up and 1 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 14 July 2026 | RBC Capital | Maintains | Outperform | $200 → $189 |
| 14 July 2026 | RBC Capital | Maintains | Outperform | — |
| 6 July 2026 | BMO Capital | Maintains | Outperform | $180 → $185 |
| 6 July 2026 | BMO Capital | Maintains | Outperform | — |
| 1 July 2026 | Mizuho | Maintains | Outperform | $170 → $180 |
| 1 July 2026 | Mizuho | Maintains | Outperform | — |
| 13 May 2026 | Mizuho | Maintains | Outperform | — |
| 13 May 2026 | RBC Capital | Maintains | Outperform | — |
| 24 Apr 2026 | RBC Capital | Maintains | Outperform | — |
| 2 Mar 2026 | RBC Capital | Maintains | Outperform | — |
| 27 Feb 2026 | Keybanc | Maintains | Overweight | — |
| 25 Feb 2026 | RBC Capital | Maintains | Outperform | — |
| 25 Nov 2025 | Deutsche Bank | Initiates | Buy | — |
| 25 Nov 2025 | RBC Capital | Maintains | Outperform | — |
| 20 Nov 2025 | Mizuho | Maintains | Outperform | — |
| 4 Nov 2025 | Mizuho | Initiates | Outperform | — |
| 3 Nov 2025 | Wolfe Research | Initiates | Outperform | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. Q appears on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 17% of US stocks
Cheaper than 25% of US stocks
Cheaper than 29% of US stocks
Cheaper than 16% of US stocks
Higher than 71% of US stocks
Higher than 15% of US stocks
Higher than 58% of US stocks
Higher than 82% of US stocks
Higher than 72% of US stocks
Higher than 56% of US stocks
Higher than 78% of US stocks
Higher than 4% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Qnity Electronics, Inc. has a market value of $25.1B and an enterprise value of $29.0B.
Revenue in the twelve months to 30 June 2026: $5.2B. The latest quarter grew 22.1% year on year.
Net income over the same four quarters: $630.0M, a 12.1% net margin.
Diluted earnings per share, trailing twelve months: $2.80.
Free cash flow in the twelve months to 30 June 2026: $825.0M, after $344.0M of capital spending.
Trailing P/E: 42.9×; forward P/E: 22.3× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.27%, paying out 8% of earnings.
Qnity Electronics, Inc. employs 10,000 people — $521K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Qnity Electronics, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Qnity Electronics, Inc. has been added to the PHLX Semiconductor Sector Index (SOX). CEO Jon Kemp said the inclusion reflects the scale and relevance of the company's business across the semiconductor value chain.
Why it matters — Inclusion in the SOX index can increase visibility among institutional investors and index funds that track the semiconductor sector.
Seeking Alpha has published the transcript of Qnity Electronics, Inc.'s presentation at the Goldman Sachs Communacopia + Technology Conference 2026. The item reports the availability of the transcript of the company's conference presentation.
Why it matters — A Q watcher would care because the conference transcript provides direct access to management's remarks and outlook shared at a major industry event.
Qnity Electronics, Inc. announced the introduction of its Stackplane™ family of CMP slurries, expanding its offerings for advanced packaging and supporting the industry's shift toward shrink-and-stack integration of multiple chips.
Why it matters — The new Stackplane™ slurry platform broadens Qnity's product portfolio in advanced packaging, a key growth area tied to continued transistor scaling and chip stacking.
Qnity Electronics CEO Jon Kemp discussed the company's strategy, growth drivers, and capital-allocation priorities at the Deutsche Bank Technology Conference, highlighting demand tied to artificial intelligence, advanced packaging, and thermal management.
Why it matters — A Q watcher would care because the CEO's remarks signal where the company sees its next growth phase, with AI and advanced packaging at the center of its strategy.
Qnity Electronics, Inc. presented at the Deutsche Bank 2026 Technology Conference, and a transcript of the presentation is available via Seeking Alpha. The item reports the company's participation in this conference event.
Why it matters — A Q watcher would care because a conference presentation and its transcript allow investors to review what Qnity leadership discussed with the broader financial community.
The 8 Wall Street analysts covering Qnity Electronics, Inc. have a median 12-month price target of $180, with estimates ranging from $150 to $189. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 8 analysts covering Qnity Electronics, Inc., 8 rate it a Buy, 0 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Qnity Electronics, Inc. 25 out of 100 across roughly 4,600 US stocks as at 21 Sept 2026. None of this is personal advice — it does not consider your circumstances.
As at 21 Sept 2026, Qnity Electronics, Inc. ranks 25 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Revisions (100 of 100).
No one can know that. What the data says: the median 12-month target from 8 analysts implies +47.8% from the last close, and Ticker Nerd's factor model ranks Qnity Electronics, Inc. 25 out of 100 as at 21 Sept 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Qnity Electronics, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for Q are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $150 to $189 over the next 12 months.
Qnity Electronics Inc. is a specialty materials and solutions company serving the semiconductor and electronics industries.
The most recent item we track (Business Wire, 21 Sept 2026): "Qnity Joins PHLX Semiconductor Sector Index (SOX)". Qnity Electronics, Inc. has been added to the PHLX Semiconductor Sector Index (SOX). CEO Jon Kemp said the inclusion reflects the scale and relevance of the company's business across the semiconductor value chain.
Qnity Electronics Inc. is a specialty materials and solutions company serving the semiconductor and electronics industries. Qnity Electronics Inc. supplies high-performance materials used in chip fabrication, advanced packaging, interconnects, thermal management, circuit boards, display technologies, electrical insulation, and related electronic manufacturing processes. Its portfolio supports customers across semiconductor production and broader electronics applications, including systems used in computing, connectivity, automotive, telecommunications, aerospace, and industrial markets. The company operates through two main business segments: Semiconductor Technologies and Interconnect Solutions, which together address key steps in the electronics value chain. Qnity Electronics Inc. focuses on materials science and integration expertise that help enable next-generation devices and advanced electronic systems.
CEO Mr. Jon D. Kemp · 10,000 employees · United States · https://www.qnityelectronics.com
