The 10 Wall Street analysts covering Qnity Electronics, Inc. hold a median 12-month price target of $173 — +45.3% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 26 of 100 as at 4 Nov 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 (98): Analysts have, on balance, been raising their forecasts.
Momentum (7): The shares have been drifting down relative to others.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ 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 +45.3% from it.
Of the 20 most recent actions, 2 moved their price target up and 3 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 15 Oct 2026 | RBC Capital | Maintains | Outperform | $189 → $160 |
| 14 Oct 2026 | Truist Securities | Initiates | Buy | $170 |
| 13 Oct 2026 | Barclays | Initiates | Overweight | $211 |
| 1 Oct 2026 | Mizuho | Maintains | Outperform | — |
| 1 Oct 2026 | Mizuho | Maintains | Outperform | $180 → $160 |
| 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 | — |
| 1 July 2026 | Mizuho | Maintains | Outperform | $170 → $180 |
| 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 | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
The model tests each one against its peers. 4 pass every test this week.
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AI chips
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AI networking and serversIn full
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Data centre power
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Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 4 Nov 2026, Qnity Electronics, Inc. returned +18.0% against +14.8% for the S&P 500, dividends included.
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 16% of US stocks
Cheaper than 24% of US stocks
Cheaper than 27% 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 64% 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 $24.8B and an enterprise value of $28.7B.
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: 44.7×; forward P/E: 21.6× — 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 →
Seeking Alpha published a transcript of Qnity Electronics, Inc.’s Q3 2026 earnings call. The supplied excerpt contains no further details about the call.
Why it matters — The transcript may provide Q watchers with management’s discussion of the company’s third-quarter results and outlook, but no specifics are included in the excerpt.
The Zacks item says Qnity Electronics’ Q3 top- and bottom-line results for the quarter ended September 2026 provide one view of performance, and points readers to key metrics versus Wall Street estimates and year-ago values.
Why it matters — Those comparisons offer Q watchers additional context for assessing the quarter beyond headline revenue and earnings figures.
Qnity Electronics reported third-quarter 2026 results for the period ended September 30, 2026, and raised its full-year financial guidance. CEO Jon Kemp said the company achieved its tenth consecutive quarter of profitable growth, with strong performance across both segments.
Why it matters — The results and higher full-year guidance provide Q watchers an update on Qnity’s performance and outlook.
Zacks Investment Research says Qnity Electronics is poised for Q3 earnings growth, citing AI-led semiconductor demand, strength in advanced packaging and an encouraging earnings-beat outlook.
Why it matters — These cited demand and packaging trends underpin the article’s positive outlook for Q’s upcoming earnings report.
Qnity Electronics announced that CEO Jon Kemp will present at the UBS Global Technology and AI Conference on December 2 at 2:15 p.m. MT. The presentation will be webcast live, with a replay available afterward.
Why it matters — The conference appearance gives Q watchers an opportunity to hear from the company’s CEO and access the presentation online.
The 10 Wall Street analysts covering Qnity Electronics, Inc. have a median 12-month price target of $173, with estimates ranging from $150 to $211. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 10 analysts covering Qnity Electronics, Inc., 10 rate it a Buy, 0 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Qnity Electronics, Inc. 26 out of 100 across roughly 4,600 US stocks as at 4 Nov 2026. None of this is personal advice — it does not consider your circumstances.
As at 4 Nov 2026, Qnity Electronics, Inc. ranks 26 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 (98 of 100).
No one can know that. What the data says: the median 12-month target from 10 analysts implies +45.3% from the last close, and Ticker Nerd's factor model ranks Qnity Electronics, Inc. 26 out of 100 as at 4 Nov 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 $211 over the next 12 months.
Qnity Electronics, Inc. returned +18.0% over the 12 months to 4 Nov 2026, with dividends reinvested. Past performance does not indicate future returns.
Qnity Electronics Inc. is a specialty materials company serving the semiconductor and electronics industries.
The most recent item we track (Seeking Alpha, 4 Nov 2026): "Qnity Electronics, Inc. (Q) Q3 2026 Earnings Call Transcript". Seeking Alpha published a transcript of Qnity Electronics, Inc.’s Q3 2026 earnings call. The supplied excerpt contains no further details about the call.
Qnity Electronics Inc. is a specialty materials company serving the semiconductor and electronics industries. The company provides advanced materials and process solutions used across semiconductor manufacturing and electronic interconnect applications, supporting critical steps such as wafer processing, packaging, circuit fabrication, and thermal management. Its portfolio includes products for chemical mechanical planarization, photoresists, cleans, plating, dielectrics, laminates, and other high-performance materials designed for complex electronic systems. Qnity Electronics Inc. operates through Semiconductor Technologies and Interconnect Solutions, giving it a broad role in enabling next-generation chips, advanced printed circuit boards, and semiconductor packaging. Headquartered in Wilmington, Delaware, the company focuses on markets where precision materials and reliability are essential to modern computing, communications, and industrial electronics.
CEO Mr. Jon D. Kemp · 10,000 employees · United States · https://www.qnityelectronics.com
