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

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

Wall Street Analysts Forecast Growth

A number of equities analysts have commented on Q shares. Oppenheimer started coverage on shares of Qnity Electronics in a report on Tuesday, December 16th. They issued an “outperform” rating and a $100.00 price objective on the stock. Weiss Ratings began coverage on Qnity Electronics in a research note on Thursday, January 22nd. They issued a “hold (c-)” rating on the stock. New Street Research set a $110.00 price objective on Qnity Electronics in a research note on Monday, November 3rd. Wall Street Zen upgraded Qnity Electronics to a “hold” rating in a report on Friday, November 28th. Finally, Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and issued a $126.00 target price on shares of Qnity Electronics in a research report on Friday, February 20th. Five investment analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $116.50.

Qnity Electronics Stock Up 2.1%

Q stock traded up $2.56 during midday trading on Thursday, hitting $122.42. 5,177,584 shares of the company traded hands, compared to its average volume of 2,535,594. Qnity Electronics has a twelve month low of $70.50 and a twelve month high of $140.60. The company has a market cap of $25.64 billion and a PE ratio of 121.21. The company has a quick ratio of 1.07, a current ratio of 1.78 and a debt-to-equity ratio of 0.18. The firm’s 50 day simple moving average is $96.62.

Qnity Electronics (NYSE:Q) last posted its quarterly earnings data on Thursday, February 26th. The premier technology solutions leader reported $0.82 earnings per share (EPS) for the quarter, topping the consensus estimate 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 firm also recently declared a quarterly dividend, which will be paid on Monday, March 16th. Stockholders of record on Friday, February 27th will be given a $0.08 dividend. This represents a $0.32 annualized dividend and a dividend yield of 0.3%. The ex-dividend date of this dividend is Friday, February 27th. Qnity Electronics’s dividend payout ratio (DPR) is currently 23.76%.

Insider Transactions at Qnity Electronics

In related news, CEO Jon D. Kemp sold 5,655 shares of the business’s stock in a transaction on Thursday, December 11th. The shares were sold at an average price of $85.01, for a total transaction of $480,731.55. Following the transaction, the chief executive officer owned 89,177 shares of the company’s stock, valued at approximately $7,580,936.77. The trade was a 5.96% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, VP Michael G. Goss sold 1,895 shares of the stock in a transaction on Thursday, December 11th. The shares were sold at an average price of $84.79, for a total transaction of $160,677.05. Following the completion of the sale, the vice president directly owned 13,305 shares of the company’s stock, valued at approximately $1,128,130.95. This trade represents a 12.47% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure.

More Qnity Electronics News

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

• Positive Sentiment: Qnity beat Q4 estimates — reported $0.82 EPS vs. consensus $0.64 and revenue rose ~8.1% year-over-year, signaling solid near-term operational performance. Press Release
• Positive Sentiment: Management issued upbeat FY‑2026 guidance: EPS $3.550–3.950 vs. street ~$2.89 and revenue guidance ~$5.0–5.2B vs. ~$4.9B — a material beat that drives upward earnings revisions and bullish investor expectations. Reuters
• Positive Sentiment: Board authorized a $500 million stock buyback, which supports EPS accretion and signals confidence from management/board. MarketWatch
• Positive Sentiment: Analyst sentiment is improving — RBC raised its target (to $133) and maintained an outperform stance, reinforcing the bullish narrative. The Fly
• Neutral Sentiment: Management commentary and the full Q4 earnings call transcript/slide deck are available for deeper read — useful to verify drivers (AI/HP computing demand, margin outlook). Earnings Transcript Slide Deck
• Neutral Sentiment: Metric deep-dive pieces highlight trends vs. consensus and year-ago comps — useful for modeling but not immediately market-moving. Zacks Analysis
• Negative Sentiment: Valuation and execution risks — the stock trades at a rich P/E (background ~120x) and is near its 52‑week high, leaving limited margin for disappointment if AI demand or margin assumptions slip. Barron’s

Institutional Inflows and Outflows

Several hedge funds have recently added to or reduced their stakes in Q. Essex Investment Management Co. LLC acquired a new stake in Qnity Electronics during the fourth quarter valued at approximately $29,000. Colonial Trust Advisors bought a new position in shares of Qnity Electronics during the 4th quarter worth approximately $29,000. ARK Investment Management LLC acquired a new stake in Qnity Electronics in the 4th quarter valued at $36,000. Zions Bancorporation National Association UT acquired a new stake in Qnity Electronics in the 4th quarter valued at $41,000. Finally, Ameriflex Group Inc. bought a new stake in Qnity Electronics in the fourth quarter valued at $49,000.

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.