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Qnity Electronics, Inc.

Buzzing onWhy it's trendingX chatter spiked vs its recent normBacked by solid revenue growth
$Q·$27B·Semiconductors·Technology
$115.37-3.5%YTD+50.5%1Y+21.1%
Price updated 8h ago·X counts updated 5d ago
QQ
$QQnity Electronics, Inc.
$115.37-3.54%655 posts2.2×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $Q on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

655X posts · last 7 days
Sep 29Oct 11
Chatter Meter
2.2×
QuietNormal · 1×Loud

How loud $Q's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's running louder than usual, louder than 97% of tracked names.

Mixed sentimentAI analysisGenerated by AI from underlying data25 posts analyzed · as of 2026-10-02

The $Q (QuackAI) thread is pure scalper noise — the token ran +100%, flushed -50-59% in minutes, and the loudest voices alternate between "rugpull by the Q team" and "accuracy 95%, zone just played out again." A whale reportedly bought $2.9M at the $0.017 bottom. Underneath the chart drama there is one real narrative: Quack AI building agent-economy infra with gasless signatures. But sentiment is directionless.

Read what X is saying about $Q

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $Q — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersWinding up for a moveAI verdict · as of 2026-10-02

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Qnity is the DuPont electronics-materials spinoff — profitable, growing 22%, with the X thread focused on a different cashtag.

Qnity Electronics was spun off from DuPont to be a pure-play electronics-materials supplier — advanced-node photoresists, slurries, and specialty chemicals used in semiconductor fabrication. It's a quietly compounding pick-and-shovel on the chip cycle.

  • The business is a profitable semi-adjacent: Q1 revenue grew 22% YoY at a 21% operating margin and ROIC 6% — this is a specialty-materials shop benefiting from the same AI-chip buildout driving memory and silicon-wafer demand.
  • At 47x PE and 5.4x sales the valuation is premium but defensible — the spin set a clean baseline and the market is willing to pay for a cleaner comparable to Entegris or Cabot in a sector running hot.
  • 52-week range position is 54% with vol multiplier 0.77 — not stretched, not depressed, consolidating ahead of Nov 17 earnings.

Nov 17 Q3 is the first clean read as a standalone — a strong AI-chip-materials revenue trajectory plus any 2027 capacity guide extends the move. A soft advanced-node materials print and this re-rates back toward 40x.

What to watch: Nov 17 Q3 — advanced-node materials revenue, operating-margin trajectory, and any customer-concentration update. A soft chip-industry utilization read is the near-term invalidator.

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

cashtag collision

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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 — hyperscaler AI capex remains the structural driver with Blackwell supply still packaging-constrained. Jensen Huang publicly named memory bandwidth as AI's next bottleneck, reinforcing HBM3e pricing power. AVGO custom ASIC demand broadens AI beneficiaries beyond NVDA's GPU allocation.

What this means for $Q

Direct beneficiary — Specialty electronics materials company supplying semiconductor manufacturing chemicals and advanced electronic materials.; AI cluster networking demand is the secondary semi capex wave after GPU silicon.

Top industry ETF

$SMHVanEck Semiconductor ETF
+64.5%YTD
+57.2%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 earningsWed, Nov 4·consensus EPS $1.20

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 7 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$5.6B$5.6B – $5.7B$4.55$4.49 – $4.616
FY27$6.3B$6.1B – $6.5B$5.38$5.12 – $5.826
FY28$6.8B$6.3B – $7.4B$6.12$5.96 – $6.287
FY29$7.0B$6.8B – $7.3B$6.27$6.05 – $6.603
FY30$7.8B$7.6B – $8.1B$7.17$6.92 – $7.555

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.1.2×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.42%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.-8.5%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.-9.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 208.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.8% 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.β1.595-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
+ 20 other (14 awards · 6 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 holdingsOct 13
8-KOfficer or director changeAug 218-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

Qnity Electronics (Q) appointed Ken Rizvi as Senior Vice President and Chief Financial Officer effective October 1, 2026; Michael Goss will cease serving as Interim CFO on the same date. A Reg FD disclosure (Item 7.01) was also furnished, content not visible in the excerpt. The permanent CFO appointment resolves an interim leadership gap; Rizvi's background and compensation terms were not disclosed in the excerpt.

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
+ 9 other (3 13Gs · 2 10-Qs · 2 earnings 8-Ks · 1 routine 8-K) in window

Recent news

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

Qnity Electronics, Inc. $Q Shares Acquired by Farther Finance Advisors LLCdefenseworld.net·1d agoQnity Announces Fourth Quarter 2026 Dividend on Common Stockbusinesswire.com·2d agoQnity Extends Thermal Management Solutions for Advanced Memory Cooling for AI Data Centersbusinesswire.com·4d agoQnity Introduces New Kalrez® High-Temperature Sealing Solution for Semiconductor Manufacturingbusinesswire.com·11d agoQnity Showcases Materials Innovation Powering the Next Leap in Electronics at TPCA Show 2026businesswire.com·12d ago

In themes

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

Semiconductor Onshoring

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Voices on X · top 2 · 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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