Qnity Electronics (NYSE:Q) Updates FY 2026 Earnings Guidance

Qnity Electronics (NYSE:Q) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided earnings per share guidance of 3.550-3.950 for the period, compared to the consensus earnings per share 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.

Analyst Ratings Changes

Several analysts recently weighed in on the company. Mizuho set a $120.00 price target on Qnity Electronics in a report on Monday. Zacks Research raised Qnity Electronics to a “hold” rating in a report on Thursday, November 6th. Weiss Ratings assumed coverage on shares of Qnity Electronics in a research report on Thursday, January 22nd. They set a “hold (c-)” rating for the company. Royal Bank Of Canada upped their price target on shares of Qnity Electronics from $118.00 to $133.00 and gave the stock an “outperform” rating in a report on Wednesday. Finally, Wolfe Research initiated coverage on shares of Qnity Electronics in a research note on Monday, November 3rd. They issued an “outperform” rating and a $110.00 price objective on the stock. Five analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, Qnity Electronics has a consensus rating of “Moderate Buy” and a consensus target price of $116.50.

Qnity Electronics Trading Up 2.5%

Q stock opened at $119.74 on Thursday. The business has a 50-day moving average of $96.62. Qnity Electronics has a 12 month low of $70.50 and a 12 month high of $120.25. The company has a debt-to-equity ratio of 0.18, a current ratio of 1.78 and a quick ratio of 1.07. The company has a market capitalization of $25.08 billion and a PE ratio of 118.55.

Qnity Electronics (NYSE:Q) last released its quarterly earnings data on Thursday, February 26th. The premier technology solutions leader reported $0.82 earnings per share (EPS) for the quarter, topping 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 Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Monday, March 16th. Investors of record on Friday, February 27th will be issued a dividend of $0.08 per share. The ex-dividend date of this dividend is Friday, February 27th. This represents a $0.32 annualized dividend and a dividend yield of 0.3%. Qnity Electronics’s dividend payout ratio (DPR) is 23.76%.

Insiders Place Their Bets

In other Qnity Electronics news, CEO Jon D. Kemp sold 5,655 shares of the company’s stock in a transaction dated Thursday, December 11th. The stock was sold at an average price of $85.01, for a total value of $480,731.55. Following the completion of 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 sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, VP Michael G. Goss sold 1,895 shares of the stock in a transaction dated Thursday, December 11th. The shares were 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 of the company’s stock, valued at $1,128,130.95. This represents a 12.47% decrease in their ownership of the stock. The SEC filing for this sale provides additional information.

Key Qnity Electronics News

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

• Positive Sentiment: Qnity raised FY‑2026 guidance well above consensus — management now guides EPS of 3.550–3.950 (consensus ~2.89) and revenue of $5.0–$5.2B (consensus ~$4.9B). That upside to street expectations is the main catalyst behind today’s rally.
• Positive Sentiment: Q4 results beat estimates: EPS of $0.82 vs. $0.63 expected and roughly $1.2B in sales, driving immediate buying interest. Read More.
• Positive Sentiment: Management and analysts are citing strong demand from AI, high‑performance computing and next‑gen connectivity as drivers of the upbeat outlook — a structural growth story that supports a higher multiple. Read More.
• Positive Sentiment: Board approved a $500 million stock buyback, which reduces share overhang and signals confidence from management — typically supportive of the share price. Read More.
• Positive Sentiment: Analyst momentum: RBC raised its price target to $133 and maintained an outperform rating, giving additional institutional validation for upside versus the current level. Read More.
• Neutral Sentiment: Context: This is Qnity’s first full fiscal year reporting after the spin‑off; some coverage frames results as the company’s first full-year footprint, which is informative for comparability but not immediately market-moving on its own. Read More.

Hedge Funds Weigh In On Qnity Electronics

Institutional investors and hedge funds have recently added to or reduced their stakes in the business. Intech Investment Management LLC acquired a new stake in Qnity Electronics during the 4th quarter worth about $253,000. Lido Advisors LLC bought a new stake in shares of Qnity Electronics during the 4th quarter valued at about $219,000. Cibc World Market Inc. acquired a new stake in Qnity Electronics during the fourth quarter worth approximately $279,000. Clearbridge Investments LLC acquired a new stake in Qnity Electronics during the fourth quarter worth approximately $2,146,000. Finally, O Shaughnessy Asset Management LLC bought a new stake in Qnity Electronics in the fourth quarter worth approximately $1,926,000.

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.