Qnity Electronics Inc

Q

Market cap $22.6B

WILMINGTON, Del.--(BUSINESS WIRE)--Qnity Electronics, Inc. (“Qnity”) (NYSE: Q), a premier technology solutions leader across the semiconductor value chain, today announced a collaboration with NVIDIA to accelerate AI-driven innovation using open NVIDIA Nemotron 3 Nano, ALCHEMI BMD NIM, LAMMPS Kokkos, and CUDA-X accelerated Abaqus for modeling and simulation technologies. The collaboration is focused on advancing materials research and development to support next-generation AI, high-performance.

Stocks in the semiconductor value chain were weak on Thursday.

WILMINGTON, Del.--(BUSINESS WIRE)--Qnity Electronics, Inc. (“Qnity”) (NYSE: Q), a premier technology solutions leader across the semiconductor value chain, today celebrated the opening of its new 385,000-square-foot facility with a ribbon-cutting ceremony in Newark, Delaware. The new facility, part of a multi-year investment to expand advanced manufacturing, increases capacity to meet rising demand for semiconductor materials driven by the rapid growth of AI, high performance computing, and adv.

WILMINGTON, Del.--(BUSINESS WIRE)--Qnity Electronics, Inc. (“Qnity”) (NYSE: Q) today announced the acquisition of a new facility in Taiwan, to accelerate capacity and support continued customer demand across the global semiconductor industry. The $61.5 million advanced semiconductor research and manufacturing facility marks a significant investment in Qnity's growth to keep pace with customer demand. The new facility will support the production of the most advanced chip manufacturing applicatio.

Qnity Electronics is a newly spun-off semiconductor materials company, positioned to benefit from the AI/data center supercycle. Q's revenue is driven by consumables essential for advanced chip fabrication, with 2026 guidance of $4.97–$5.17B revenue and $3.55–$3.95 adjusted EPS. The company trades at a forward P/E of ~32x, below peers, and is leveraged to ongoing high-bandwidth memory demand and hyperscaler capex.

CNBC's Jim Cramer discusses two stocks he says are “pleasant surprises,” Corning and Qnity, during the Investing Club Monthly Meeting on Friday.

Qnity Electronics, Inc. (Q) Q4 2025 Earnings Call Transcript

Although the revenue and EPS for Qnity Electronics (Q) give a sense of how its business performed in the quarter ended December 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Qnity Electronics smashed Wall Street's earnings target for the fourth quarter on higher-than-expected sales. Q stock rose on the news.

Thursday, Qnity reported fourth-quarter earnings per share of 82 cents from sales of $1.2 billion. Wall Street was looking for earnings per share of 63 cents from sales of $1.2 billion.