Insider buying last 90 days
$138Kin 1 open-market purchase
| Filed | Insider | Type | Value |
|---|---|---|---|
| Aug 12 | Bondt Karin De Director | Purchase | $138K |
From Form 4 filings, dated to when each was filed.
NYSE: Q
Qnity Electronics (Q) Stock Analysis & Forecast
Sep 28 close
$124.91+0.22 (+0.2%)
Gekko Brief
AI summaryThis week's news centers on Qnity's addition to the PHLX Semiconductor Sector Index (SOX), announced 21 and 22 September, with CEO Jon Kemp noting the inclusion reflects the company's scale and relevance in the semiconductor value chain, including roles in AI and high-performance computing. One report noted the stock was down despite the index inclusion. Several Form 8-K filings were also disclosed through the week, serving as regulatory notices without further detail.
Qnity closes at $124.91, essentially flat on the day at 0.2%, sitting between its 50-day average of $128.37 and 200-day average of $124.77, reflecting a mixed trend. Over three months the stock is down 21.1%, though it has gained 11.8% over six months. The GekkoIndex reads 59, placing it in the Neutral zone, down 4.5 over five days. Gekko Fair Value stands at $129.27, putting the current price 3.4% below that level.
Qnity's next earnings report is set for 17 November, 49 days out and beyond a typical 20-trading-day window. Its last report on 4 August showed EPS of $1.19 versus an estimate of $1.07, with a 1.8% reaction, part of a run of 6 beats in 6 quarters. In the past 90 days, smart money activity includes 1 insider purchase and 1 Congressional buy with no sales; over the past 30 days there has been 1 unusual options signal, with put premium of $2,299,500 recorded against no call premium.
Written by AI and checked automatically against the figures on this page. Generated Sep 29, 2026 from the data above.
Qnity Electronics price vs fair value
Close $124.91200-day averageGekko Fair Value $129.27
Qnity Electronics quick facts
- Market cap
- $26.15B
- P/E ratio
- 44.5
- Forward P/E
- 24.8
- EPS, TTM
- $2.75
- Revenue, TTM
- $5.21B
- Profit margin
- 11.3%
- Dividend yield
- 0.18%
- Beta
- —
- Volume
- 1.19M avg 1.65M
- 1-year return
- —
- Typical daily move
- ±4%
- Typical 20-day move
- ±10.4%
- 50-day average
- $128.37
- 200-day average
- $124.77
- Next earnings
- Nov 17 before open
- Shares outstanding
- 209.3M
Qnity Electronics swing-trade checklist
Qnity Electronics scores 2 supportive, 3 mixed and 0 headwinds across the 5 checklist items with data.
Six things swing traders check before a 20-day hold, read from the latest data.
2 supportive3 mixed0 headwinds
- Trendmixed
Averages disagree
Close $124.91 sits between the 50-day ($128.37) and 200-day ($124.77) averages, or the averages disagree.
See the chart - GekkoIndexmixed
59, Neutral
Reading 59 is in the Neutral zone.
See the GekkoIndex - Fair valuemixed
3.4% below
Price is within 5% of Gekko Fair Value (3.4% below).
See fair value - Smart moneysupportive
Leans bullish
Last 90 days: 1 open-market insider purchase; Congress 1 buy / 0 sales. Last 30 days: 1 unusual options signal.
See smart money - Earnings risksupportive
Reports in 49 days
Next report Nov 17, 2026, 49 days away — outside a typical 20-trading-day hold.
See earnings - Seasonalityno data
No data
Not enough years of history for a seasonal read.
A description of current data, not a recommendation. How this page works
Qnity Electronics stock chart and price history
Qnity Electronics closed at $124.91 on Sep 28, 2026, inside a 52-week range of $70.50 to $177.28.
Close50-day average200-day averageVolume
Use the left and right arrow keys to read daily values.
Performance Breakdown
- 1 month
- −1.1%
- 3 months
- −21.1%
- 6 months
- +11.8%
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About Qnity Electronics
Qnity Electronics provides electronic solutions and materials that are used in the manufacturing of semiconductor chips. Alongside this, the company also offers advanced electronic materials more broadly, extending its work beyond chip manufacturing alone. This combination of chip-related materials and wider electronic materials forms the core of what Qnity Electronics is known for.
The company has not always operated under this name. It was previously known as Novus SpinCo 1, Inc., and it officially adopted the name Qnity Electronics, Inc. in April 2025, marking a shift in how the business presents itself to the market.
Qnity Electronics is headquartered in Wilmington, Delaware, which serves as the base for its operations. Its shares trade publicly and are listed on the NYSE under the ticker Q, giving investors a way to access the company through that exchange.
- Listed
- NYSE
- Sector
- Electronic technology
- Industry
- Electronic equipment/Instruments
- Website
- qnityelectronics.com
Qnity Electronics GekkoIndex: the smart money zone
Qnity Electronics’s GekkoIndex — Gekko’s 0 to 100 smart money score — reads 59, in the Neutral zone, down 4.5 points over five sessions.
59Neutral
Down 4.5 points over five sessions, from the Accumulation zone.
Reading for Sep 28, 2026
What followed past readings in each zone
| Zone | Readings | 5 days | 20 days | ||
|---|---|---|---|---|---|
| Buying | 3 | Too few readings yet | |||
| Accumulation | 76 | +1.5% | +1.9% | ||
| Neutral (current zone) | 130 | +1.0% | +5.6% | ||
| Distribution | 15 | −4.4% | −1.3% | ||
| Selling | 1 | Too few readings yet | |||
Average Q share-price change over the trading days after each daily reading in its GekkoIndex history. Across every stock Gekko tracks, Neutral readings averaged +1.1% over 20 days. Past behaviour doesn’t guarantee future results.
Neutral zone: No clear directional signal. About the five zones →
See every daily GekkoIndex reading plotted over the Q price, zone by zone.Track Q in Gekko
Is Qnity Electronics stock overvalued? Gekko Fair Value
Qnity Electronics trades 3.4% below Gekko Fair Value of $129.27, so the shares are about fair value on Gekko’s estimate.
Gekko’s own estimate of what Qnity Electronics shares are worth, recalculated every trading day.
$129.27
Gekko Fair Value, Sep 26, 2026
3.4% below fair value · About fair value
Gekko Fair Value on every chart, with the gap to price updating daily.Open Q in Gekko
Qnity Electronics insider and Congress trading
Insiders filed 1 open-market purchase in Qnity Electronics worth $138K, and members of Congress disclosed 1 purchase and 0 sales, in the last 90 days.
Plus buybacks, unusual options and fund positions, each dated to when it became public.
Congress trades last 90 days
1trade disclosed: 1 purchase and 0 sales.
| Member | Amount | Disclosed |
|---|---|---|
| Ro Khanna House, CA, purchase | $1,001 - $15,000 | Sep 7 traded Aug 10 |
From congressional disclosures, which report amounts as ranges.
Buybacks
Qnity Electronics has been buying back its own shares.
- Bought back, quarter ended Jun 30, 2026
- $25.00M
- As a share of market cap
- 0.10%
From company filings.
Unusual options activity last 30 days
1signal, 0% of the flagged premium in calls.
Latest: Bullish flow on Sep 18, $2.30M in unusual premium.
Hedge funds and billionaires quarter ended Jun 30
2of the funds Gekko tracks hold Q.
0added1opened1trimmed1sold out
Every signal with its contract, strike and premium, and which funds are on each side.Unlock in Gekko
Qnity Electronics earnings: next date and track record
Qnity Electronics reports on Nov 17, 2026, before the open (49 days away), and beat the EPS estimate in 6 of its last 6 reports.
Next earnings report
Nov 17, 2026
Expected before the open, 49 days away
- EPS estimate
- $1.18
- Revenue estimate
- $1.49B
6 of 6reports beat the EPS estimate
±4.6%average move across the report
3 of 5reports followed by a gain
Share-price move across each report
Last earnings call, Aug 4, 2026 AI summary
- What they said
- Qnity reported strong Q2 2026 results driven by broad-based growth across its Semiconductor Technologies and Interconnect Solutions (ICS) segments. Organic sales rose 22% year-over-year and 9% sequentially to $1.4 billion, adjusted operating EBITDA increased 24% to $431 million with a 30.2% margin, and adjusted EPS rose 53% to $1.19. Semiconductor Technologies saw mid- to high-margin performance with 17% organic growth year-over-year, while ICS grew faster (28% organic) led by AI/data center, advanced packaging, AI PCBs and thermal management. Management highlighted continued content gains in advanced nodes, strong customer partnerships, capacity expansion via modular local-for-local investments, and ongoing R&D and transformation programs expected to drive further margin expansion. The company generated $259 million of adjusted free cash flow and invested $90 million in CapEx in the quarter. Management provided an updated (higher) outlook for the year and emphasized disciplined capital allocation, prioritizing organic investments and bolt-on M&A in adjacent, high-growth areas.
- Guidance
- Management stated that the midpoint of its updated guidance implies ~18% sales growth for the year and over 20% EBITDA growth. MSI (industry wafer shipments index) is expected to be high-single-digits in 2026; PCB growth is expected in the mid- to high-single-digits. Management characterized their guidance as higher than prior and said pacing includes seasonality in Q3 and customer ramp timing; they noted variables to watch (Middle East developments, customer ramps, utilization rates).
- Risks flagged
- Management called out several risks/uncertainties: geopolitical developments in the Middle East, timing of customer ramps and utilization rates, logistics and energy-related cost pressure (~$20M impact), variability tied to product mix and qualification timing, inventory movement across the value chain, and typical forward-looking risks referenced in SEC filings.
| Reported | EPS | Revenue | Move |
|---|---|---|---|
| Aug 4, 2026 | $1.19 est $1.07 | $1.43B est $1.36B | +1.8% |
| May 12, 2026 | $1.08 est $0.92 | $1.32B est $1.27B | +5.7% |
| Feb 26, 2026 | $0.82 est $0.63 | $1.19B est $1.16B | +5.8% |
| Nov 18, 2025 | $1.01 est $0.69 | $1.28B est $1.19B | −2.3% |
| Nov 6, 2025 | $0.74 est $0.66 | $1.28B est $1.19B | −7.4% |
| Sep 3, 2025 | $0.63 est $0.00 | — | — |
| Jun 30, 2025 | $0.90 | $1.17B | — |
| Mar 31, 2025 | $0.92 | $1.12B | — |
“Move” is the close of the first session after the report compared with the close of the last session before it, so it reads the same whether the company reported before the open or after the close.
Qnity Electronics stock forecast and analyst price targets
Analysts’ average 12-month price target for Qnity Electronics is $176.75, +41.5% from the last close, from 5 firms rating the stock in the last 90 days.
$176.75consensus 12-month target, +41.5% from the last close
Now $124.91Avg $176.75
Low $170High $189
Each firm’s latest rating in the last 90 days: 5 firms.
Latest analyst actions
| Date | Firm | Target | vs price |
|---|---|---|---|
| Aug 5 | Deutsche Bank | $170 | +36.1% |
| Aug 5 | BMO Capital | $185 | +48.1% |
| Aug 4 | Goldman Sachs | $175 | +40.1% |
| Jul 17 | RBC Capital | $189 | +51.3% |
| Jul 13 | RBC Capital | $189 | +51.3% |
+5.6%average 20-day move after past Neutral readings
±4%typical daily move, from the 14-day average range
Gekko doesn’t publish price predictions. These are analyst targets and historical base rates, which don’t guarantee future results.
Qnity Electronics market cap and key statistics
Qnity Electronics’s market cap is $26.15B, with a P/E ratio of 44.5 and revenue of $5.21B over the last twelve months.
Valuation
- Market cap
- $26.15B
- P/E ratio
- 44.5
- Forward P/E
- 24.8
- EPS, TTM
- $2.75
- Gekko Fair Value
- $129.27
Trading
- Volume
- 1.19M
- Avg volume, 20 days
- 1.65M
- 52-week high
- $177.28
- 52-week low
- $70.50
- Shares outstanding
- 209.3M
Financials
- Revenue, TTM
- $5.21B
- Profit margin
- 11.3%
- Return on equity
- 6.7%
- Quarterly earnings growth, YoY
- −34.3%
Risk and income
- Typical daily move
- ±4%
- Typical 20-day move
- ±10.4%
- Dividend yield
- 0.18%
Qnity Electronics stock news this week
Coverage of Qnity Electronics this week reads neutral: 2 positive, 3 neutral and 1 negative headlines.
- Form 8K Qnity Electronics Inc For: 25 September By Investing.comInvesting.com Nigeria, Sep 26
- Form 8K Qnity Electronics Inc For: 24 September By Investing.comInvesting.com Canada, Sep 24
- Form 8K Qnity Electronics Inc For: 23 September By Investing.comInvesting.com Nigeria, Sep 23
- Qnity Joins PHLX Semiconductor Sector Index (SOX)I-Connect007, Sep 22
- Qnity Is Added to the PHLX Semiconductor Index. Why the Stock Is Down.Barrons, Sep 22
- Form 8K Qnity Electronics Inc For: 21 September By Investing.comInvesting.com Canada, Sep 21
Qnity Electronics peers
Qnity Electronics’s 6 largest industry peers by market value, with today’s move, GekkoIndex zone and gap to Gekko Fair Value.
| Stock | GekkoIndex zone | vs Fair Value |
|---|---|---|
| EMREmerson Electric | Neutral | 14.8% above |
| KEYSKeysight Technologies | Neutral | 14.3% above |
| FTVFortive | Accumulation | 3.6% below |
| ONTOOnto Innovation | Neutral | 2.1% above |
| NXTNextpower | Accumulation | 24.6% below |
| NVMINova | Neutral | 1.7% below |
A peer links to its own page where one exists.
Qnity Electronics stock FAQ
What is Qnity Electronics’s market cap?
Qnity Electronics’s market cap is $26.15B at the Sep 28, 2026 close of $124.91, with 209.3M shares outstanding. The shares trade on a P/E ratio of 44.5.
What is the Qnity Electronics stock forecast?
The consensus analyst 12-month price target for Qnity Electronics is $176.75, +41.5% from the last close. Of the 5 firms that rated the stock in the last 90 days, 5 rate it a buy, 0 a hold and 0 a sell. Gekko doesn’t publish price predictions of its own.
Is Qnity Electronics stock overvalued or undervalued?
On Gekko’s estimate Qnity Electronics is about fair value: the Sep 28, 2026 close of $124.91 is 3.4% below Gekko Fair Value of $129.27. Gekko Fair Value is recalculated every trading day, and a gap inside 5% either way counts as about fair value.
When does Qnity Electronics report earnings next?
Qnity Electronics is expected to report on Nov 17, 2026, before the market opens (49 days away). Analysts expect earnings of $1.18 per share on revenue of $1.49B. Qnity Electronics beat the earnings estimate in 6 of its last 6 reports, moving 4.6% on average across the report.
What is Qnity Electronics’s 52-week high and low?
Qnity Electronics’s 52-week high is $177.28 and its 52-week low is $70.50; it closed at $124.91 on Sep 28, 2026.
Is Qnity Electronics stock a buy right now?
Gekko describes the data; it does not make buy or sell recommendations. On the swing-trade checklist, 2 of the 5 items with data read as supportive (smart money and earnings risk), 3 as mixed (trend, gekkoindex and fair value). The checklist is a description of current data, not a recommendation.
Is there unusual options activity in Qnity Electronics?
Gekko flagged 1 unusual options signal in Qnity Electronics over the last 30 days, with $0 of flagged premium in calls and $2.30M in puts. The latest, bullish flow, was on Sep 18, 2026 with $2.30M in unusual premium. The signal-by-signal table is in Gekko.
How this page works
During US trading hours the price at the top of the page is a delayed quote, refreshed every 15 minutes; everything else is rebuilt after each US market close. The GekkoIndex, Gekko Fair Value and the checklist are Gekko’s own, and the Gekko Brief is written by AI from this page’s data and checked against it before it is published. How Gekko’s data works →
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