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

Qnity Electronics, Inc. (NYSE:Q) gapped up prior to trading on Thursday following a better than expected earnings announcement. 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.

The premier technology solutions leader reported $0.82 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.64 by $0.18. The firm’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. Shareholders of record on Friday, February 27th will be paid a $0.08 dividend. The ex-dividend date of this dividend is Friday, February 27th. This represents a $0.32 dividend on an annualized basis and a dividend yield of 0.3%. Qnity Electronics’s payout ratio is currently 23.76%.

Qnity Electronics News Summary

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)

Analyst Ratings Changes

Q has been the subject of a number of research reports. Wolfe Research assumed coverage on shares of Qnity Electronics in a research report on Monday, November 3rd. They issued an “outperform” rating and a $110.00 price objective for the company. Mizuho set a $120.00 target price on Qnity Electronics in a research note on Monday. Oppenheimer began coverage on Qnity Electronics in a research report on Tuesday, December 16th. They set an “outperform” rating and a $100.00 target price for the company. New Street Research set a $110.00 price target on Qnity Electronics in a report on Monday, November 3rd. Finally, Royal Bank Of Canada lifted their price objective on Qnity Electronics from $118.00 to $133.00 and gave the stock an “outperform” rating in a research report on Wednesday. Five equities research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $116.50.

Insider Buying and Selling at Qnity Electronics

In other news, CEO Jon D. Kemp sold 5,655 shares of the stock in a transaction on Thursday, December 11th. The stock was sold at an average price of $85.01, for a total value of $480,731.55. Following the transaction, the chief executive officer 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 transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, VP Michael G. Goss sold 1,895 shares of the firm’s stock in a transaction on Thursday, December 11th. The stock was sold at an average price of $84.79, for a total value of $160,677.05. Following the completion of the transaction, 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.

Institutional Trading of Qnity Electronics

A number of institutional investors and hedge funds have recently modified their holdings of Q. Moisand Fitzgerald Tamayo LLC acquired a new stake in shares of Qnity Electronics in the 4th quarter valued at approximately $25,000. Dunhill Financial LLC acquired a new stake in Qnity Electronics in the fourth quarter worth $25,000. Armstrong Advisory Group Inc. acquired a new stake in Qnity Electronics in the fourth quarter worth $26,000. Motco bought a new position in shares of Qnity Electronics during the fourth quarter worth $27,000. Finally, Provenance Wealth Advisors LLC acquired a new position in shares of Qnity Electronics in the 4th quarter valued at $27,000.

Qnity Electronics Trading Up 1.2%

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 company’s fifty day simple moving average is $96.62. The stock has a market capitalization of $25.41 billion and a P/E ratio of 120.09.

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.