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TickerTalks›$Q
QQ

Qnity Electronics, Inc.

Strong FundamentalsStrong FundamentalsRevenue growing 22% YoY at strong marginsRecent insider buyingConsistent chatter on X (137/wk), no spike
$Q·$29B·Semiconductors·Technology
$142.16-0.3%1Y+49.2%
Mentions · last 7 days
2026-08-07: 17 posts2026-08-08: 7 posts2026-08-09: 55 posts2026-08-10: 29 posts2026-08-11: 9 posts2026-08-12: 8 posts2026-08-13: 12 posts137-5%
Price updated 19h ago·X counts updated 2d ago
QQ
$QQnity Electronics, Inc.
$142.16-0.30%137 posts-5%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $Q, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-08-15

The move is getting stronger, with heavier trading behind it.

Qnity Electronics is the DuPont spin-off in semi materials — Q2 beat by 11%, new 10%+ holder, AI-led guide raise.

Qnity Electronics is a specialty electronics materials company — semiconductor-facing electrolytes, wafer-processing materials, and advanced packaging chemistries. Recently public via spinoff, and the equity is priced on the AI-fab buildout benefiting materials suppliers.

  • Q2 was a beat: EPS $1.19 vs $1.07 estimate (+11%) with revenue $1.43B growing 22% YoY at 47% gross and 19% op margin — the last four EPS prints have beat by 11-31%, so consensus is running behind actual demand.
  • The Q2 guide raise was AI-led: the print commentary specifically flagged AI as the driver of higher forward guidance — that's the specific narrative anchor for the multiple to compound against.
  • Fundamentals are premium for the category: 21% op margin at $1.4B/quarter revenue base — that's the shape of a specialty chemicals business with pricing power in a supercycle.
  • Insider director De Bondt bought $138K on 8/11 — a genuine open-market purchase, rare directional signal on a large-cap.
  • Position at 67% of 52w, flat vs 50d MA but +19% above 200d — coiled after a run, volume 41% of normal suggesting measured accumulation.

November 17 is the next print — a fifth consecutive beat with sustained AI-materials commentary extends the re-rate; any specialty-chemicals margin compression or hyperscaler capex pause is the invalidator. The real risk is that spin-offs from big-cap parents often trade well post-spin, then face reality as passive-index flows fade — worth watching that dynamic.

Agrees with X sentimentAgrees with the X bulls on the Qnity Electronics fundamentals (Q2 beat, insider buy, AI-led guidance) as real evidence. The QuantumCoin crypto side is a different asset entirely, so equity-focused sentiment is the relevant read.

What to watch: November 17 Q3 print — AI-materials commentary and margin trajectory. A fifth beat extends the re-rate; specialty-chemicals margin compression or hyperscaler capex pause is the invalidator.

On the calendar: 2026-11-17 — Q3 earnings

position history missing

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment⚠12 posts analyzed · as of 2026-08-14 · top-engagement diverged

$Q chatter is a mix of Qnity Electronics (semiconductor materials) and QuantumCoin crypto. Bulls flag an insider buy (1,000 shares at $138k), staking milestones on QuantumCoin (4T staked, ~21% of supply), and inclusion on gainer leaderboards. A single bearish CVD/distribution note appears but the accumulation/insider bullish tone dominates.

Read the AI verdict + X sentiment for $Q

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Specialty electronics materials company supplying semiconductor manufacturing chemicals and advanced electronic materials.

Industry overviewAI analysisGenerated by AI from underlying data

Where Semiconductors sits in its cycle right now — and what that implies for $Q.

Semiconductors · Technology

No material change from last week — structural AI capex engine unchanged: hyperscaler Blackwell allocation stays tight through 2H26 and HBM3e pricing holds as LLM context-window expansion drives 5-8x per-server memory demand uplift.

Top industry ETF

$SMHVanEck Semiconductor ETF
+56.0%YTD
+94.7%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
47.6How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
6.1%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
20.9%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
3.0%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
5.4Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
7.6%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
43.3%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.6Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 4, 2026$1.19$1.07+11.2%
Q1 2026May 12, 2026$1.08$0.92+17.1%
Q4 2025Feb 26, 2026$0.82$0.63+30.6%
Q3 2025Nov 6, 2025$0.74$0.66+13.0%
Next earningsTue, Nov 17·consensus EPS $1.18

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$1.4B+22.1%46.6%19.3%$0.59$151.0M
Q1 FY26$1.3B+17.6%43.0%22.7%$0.72$13.0M
Q4 FY25$1.2B+7.9%41.8%20.3%$0.48$420.0M
Q3 FY25$1.3B+29.8%41.1%21.4%$1.01$241.0M

Forward consensus

5-year forecast · up to 6 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$5.4B$5.3B – $5.5B$4.19$4.02 – $4.376
FY27$5.9B$5.7B – $6.1B$4.90$4.70 – $5.186
FY28$6.2B$5.8B – $6.7B$5.31$5.26 – $5.376
FY29$6.6B$6.4B – $6.8B$5.27$5.06 – $5.525
FY30$7.3B$7.1B – $7.5B$6.15$5.91 – $6.443

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.4×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.67%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-1.6%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+19.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 208.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.4% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.785-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

BuyAug 11De Bondt KarinDirector1.0K sh$138KSellJun 5Steven SterinDirector400 sh$59KSellMay 26Steven SterinDirector511 sh$83K
+ 30 other (19 awards · 11 inkinds) in window

See when $Q insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsAug 63
AI summary

A new 10%+ beneficial owner filed a Form 3 initial statement of ownership for Q (Q) dated 2026-08-06. The filing reports initial beneficial ownership of shares, representing approximately a 10%+ stake of outstanding shares. Form 3 is required within 10 days of crossing the 10% ownership threshold and is an administrative disclosure. This indicates significant insider or institutional accumulation and may precede further Schedule 13D/G activity.

8-KMaterial agreementJul 18-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
AI summary

Qnity Electronics, Inc. (Q) entered into loan parties from time to time party thereto (as amended from time to time, includin with Repricing Amendment No. on 2026-07-01, involving $2,338,250,000 . Closing Date”), Qnity Electronics, Inc. This is a material definitive agreement (Item 1.01) requiring immediate disclosure under SEC rules. Investors should review the agreement terms for financial obligations, dilution, or strategic implications.

8-KShareholder voteMay 228-K — Item 5.07: Shareholder vote
+ 14 other (4 13Gs · 3 earnings 8-Ks · 2 10-Qs · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Critical Comparison: Aehr Test Systems (NASDAQ:AEHR) vs. Qnity Electronics (NYSE:Q)defenseworld.net·3d agoQnity Electronics Q2 Earnings Call Points to AI-Led Guidance Raisezacks.com·5d agoQnity Electronics, Inc. $Q Shares Sold by Empowered Funds LLCdefenseworld.net·8d agoQnity to Present at Deutsche Bank's 2026 Technology Conferencebusinesswire.com·9d agoQnity's Q2 Earnings Surpass Estimates, Revenues Increase Y/Yzacks.com·10d ago

In themes

Explore the broader themes this ticker is being talked about under.

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Voices on X · top 11 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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