Do Wall Street analysts have a favorable view of Qnity Electronics shares?

Overview of Qnity Electronics, Inc.

Qnity Electronics, Inc. (Q), headquartered in Delaware, is a technology firm focused on providing materials and solutions to the semiconductor and electronics sectors. With a market valuation of $18.8 billion, Qnity supports the entire electronics supply chain, including semiconductor manufacturing, advanced packaging, and interconnect technologies for high-performance computing, artificial intelligence, and emerging devices.

Recent Stock Performance

Over the last quarter, Qnity’s share price has surged by 30%, outpacing the S&P 500 Index ($SPX), which rose by approximately 1.5% in the same period. In 2026, Qnity’s stock climbed 36.8%, while the S&P 500 experienced a slight decline.

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Comparative Performance

Although Qnity trailed the Invesco Semiconductors ETF (PSI), which advanced 35% in the past three months, it outperformed PSI’s 27.5% gain in 2026.

Drivers of Outperformance

The company’s strong results are largely attributed to heightened demand for its advanced semiconductor chips, fueled by trends in AI and high-performance computing. Additionally, renewed optimism in the industry has emerged as legacy chip markets show signs of recovery from previous downturns, further boosting investor sentiment.

Analyst Expectations and Ratings

For the fiscal year ending December 2025, analysts project Qnity’s diluted earnings per share to decrease by 99.7%, reaching $2.56.

Among the nine analysts covering Qnity, the consensus recommendation is a “Strong Buy,” with seven analysts issuing “Strong Buy” ratings, one suggesting a “Moderate Buy,” and one maintaining a “Hold.”

Analyst Consensus and Price Targets

Analyst sentiment has remained steady in recent months. On November 25, RBC Capital revised its price target for Qnity Electronics from $120 to $110 but kept its “Outperform” rating. The firm attributes recent stock weakness to broader concerns about the semiconductor sector and possible overexcitement around AI, rather than company-specific challenges. RBC remains optimistic about Qnity’s prospects, highlighting sustained demand for advanced chips and stabilization in traditional chip markets.

Currently, Qnity’s stock is trading above the average price target of $107.75. The highest analyst target stands at $118, indicating a potential upside of 5.6% from current levels.