Qnity Electronics (Q)
NYSEInformation TechnologySemiconductorsSnapshot 2026-10-15
NYSEInformation TechnologySemiconductorsSnapshot 2026-10-15
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Put Q beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Semiconductor Materials & Equipment is in expansion. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Achieve adjusted free cash flow of $500M to $600M in 2026: Direct metric needs a verified mapping.
View ThesisMiddle-of-the-pack quality for its industry.
View QualityManagement screens strong on capital allocation, earnings delivery.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationModerate volatility — typically moves about 2% a day.
View RiskQnity’s AI packaging push must sustain accelerating revenue growth to support its growth case. Revenue growth rose from 8% to 18%, then 22% year over year. The latest quarter beat earnings estimates by 11.2%. Q trades at 30× P/E versus the peer median of 43×. Expectations look modest versus our view. The specific risk is pressure on the adjusted free cash flow pillar, whose metric mapping remains unverified. Our model puts next-quarter miss probability at 23%. Peer multiples imply a price about 20% above where it trades; the thesis is on watch, and this read is provisional.
Trailing returns as of 2026-10-16. Q is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 9 analysts currently covering Q (as of Oct 2026).
Based on 5 Wall Street analysts offering 12-month price targets for Q in the last 4 months.
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Compare Q with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| Q Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 9 valuation methods, at three horizons. As of 2026-10-15. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Semiconductor Materials & Equipment — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put Q next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
AI packaging could enhance revenue growth and competitive positioning.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-16. EPS is implied from price ÷ P/E. Not investment advice.
Current $115.37
The last 12 months of price, then the range of analyst 12-month targets from today’s $115.37.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.

Advances: Achieve $5.55B - $5.65B revenue in 2026
AI and advanced packaging align with growth objectives.

Advances: Achieve $5.55B - $5.65B revenue in 2026
AI demand for semiconductors aligns with revenue growth.

Advances: Achieve $5.55B - $5.65B revenue in 2026
AI recognition supports growth narrative.
Advances: Achieve $5.55B - $5.65B revenue in 2026
Increased price target reflects strong growth expectations.