Qnity Electronics (Q)
NYSEInformation TechnologySemiconductorsSnapshot 2026-11-04
$118.78-0.09%
Close 2026-11-04 · 1-day change
NYSEInformation TechnologySemiconductorsSnapshot 2026-11-04
Research Workspace
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 QualityMiddle-of-the-pack management execution.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is volatile — it swings about 2% on a typical day and fell roughly 38% in its worst 12-month stretch.
View RiskQnity's revenue growth has to keep compounding to justify the price. Revenue grew 22% year over year in the latest quarter. The company beat its earnings estimate by 23.7%. It trades at 26 times earnings versus a 36 times peer median. The price reflects less growth than we forecast. The primary pillar is under pressure regarding free cash flow. The thesis comparison is not yet verified. Peer multiples imply a price about 11% above where it trades. The thesis is on watch. This read is provisional.
Trailing returns as of 2026-11-04. Q is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 10 analysts currently covering Q (as of Nov 2026).
Based on 4 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 10 valuation methods, at three horizons. As of 2026-11-04. 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.
Advances: Achieve $5.55B - $5.65B revenue in 2026
Revenue and EPS guidance significantly exceed prior targets.
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 2026-11-04. EPS is implied from price ÷ P/E. Not investment advice.
Current $118.78
The last 12 months of price, then the range of analyst 12-month targets from today’s $118.78.
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
Beating estimates and raising outlook directly validates growth targets.
Advances: Achieve $5.55B - $5.65B revenue in 2026
Reported Apple iPhone business could support revenue growth, but the item lacks details on scale or terms.
AI packaging could enhance revenue growth and competitive positioning.
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.