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Qnity Electronics, Inc. Stock Price

NYSE:Q Community·US$32.9b Market Cap
  • 1 Narratives written by author
  • 0 Comments on narratives written by author
  • 16 Fair Values set on narratives written by author

Q Share Price Performance

US$156.93
61.63 (64.67%)
US$173.13
Fair Value
US$156.93
61.63 (64.67%)
9.4% undervalued intrinsic discount
US$173.13
Fair Value
Price US$156.93
AnalystConsensusTarget US$173.13

Q Community Narratives

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Fair Value US$173.13 9.4% undervalued intrinsic discount

AI And Advanced Packaging Tailwinds Will Support A Constructive Long Term View

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Updated Narratives

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AI And Advanced Packaging Tailwinds Will Support A Constructive Long Term View

Fair Value: US$173.13 9.4% undervalued intrinsic discount
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Snowflake Analysis

Mediocre balance sheet and slightly overvalued.

1 Risk
2 Rewards

Qnity Electronics, Inc. Key Details

US$5.0b

Revenue

US$2.7b

Cost of Revenue

US$2.3b

Gross Profit

US$1.6b

Other Expenses

US$650.0m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
3.11
46.09%
13.13%
53.9%
View Full Analysis

About Q

Founded
2024
Employees
10000
CEO
Jon Kemp
WebsiteView website
www.qnityelectronics.com

Qnity Electronics, Inc. provides materials and solutions to the semiconductor and electronics industries in the United States, rest of Americas, Europe, the Middle East, Africa, Asia Pacific, China, South Korea, Taiwan, and internationally. The company operates in two segments, Semiconductor Technologies and Interconnect Solutions. Its Semiconductor Technologies segment offers chemical mechanical planarization (CMP) pads and slurries, photoresists, functional sub-layers, advanced overcoats, post-CMP cleaners, post-etch residue removers, and emerging cleans. The Interconnect Solutions segment provides copper pillar plating, copper redistribution layer, solder bump plating, under bump metallization, photoresists, packaging dielectrics, gap fillers, phase change, specialty thermal interface materials, thermally conductive insulators, copper playing solutions, dry film photoresists, and laminates and polyimide films. The company was formerly known as Novus SpinCo 1, Inc. and changed its name to Qnity Electronics, Inc. in April 2025. The company was incorporated in 2024 and is headquartered in Wilmington, Delaware.

Recent Q News & Updates

Seeking Alpha May 20

Qnity Electronics, Inc.: A Great Business That Still Needs Some Time

Summary Qnity Electronics is rated Hold due to a stretched ~$145 share price and limited public track record despite strong fundamentals. Qnity’s CMP products drive high switching costs and revenue acceleration, with FY2026 guidance of $5.225–$5.375B and Adj. EBITDA midpoint at $1.58B. Competitive moat stems from proprietary chemistries and deep client integration, but $4B in debt and rising rates present refinancing risk. I see Q as an attractive opportunity only if shares pull back to $100–$105, given current overvaluation and unproven cycle resilience. Read the full article on Seeking Alpha

Recent updates

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