WallStSmart
Q

Qnity Electronics, Inc

NYSE: Q · TECHNOLOGY · SEMICONDUCTOR EQUIPMENT & MATERIALS

$141.30
+2.70% today

Updated 2026-04-29

Market cap
$29.62B
P/E ratio
42.69
P/S ratio
6.23x
EPS (TTM)
$3.31
Dividend yield
0.04%
52W range
$70 – $147
Volume
2.1M

Qnity Electronics, Inc (Q) Financial Forecast & Price Target 2030

Research-backed projections from analyst consensus, management guidance, and sector analysis.

Price target summary

Current
$141.30
Consensus
$117.60
-16.77%
2030 Target
$407.86
+188.65%
DCF
$105.09
-8.96% MoS
5 analysts:
4 Buy0 Hold0 Sell

Management guidance

Based on available research data, Qnity management forecasted upbeat full-year 2026 earnings amid strong AI chip demand. Specific revenue targets were not disclosed in the provided materials, but company is guiding to continued double-digit growth driven by semiconductor equipment demand from AI infrastructure buildout.

Sources: Management guidance, analyst consensus, sector analysishigh confidence

Revenue & price projection

Actual revenue Projected revenue Base case Bull to bear range
Bull case (2030)
$675.87
$7.1B Rev × 20x P/S
Base case (2030)
$407.86
$7.1B Rev × 12x P/S
Bear case (2030)
$268.02
$7.1B Rev × 8x P/S

Financial forecast — research-backed

Metric2023202420252026 (E)2027 (E)2028 (E)2029 (E)2030 (E)
Revenue$4.0B$4.3B$4.8B$5.2B$5.6B$5.8B$6.4B$7.1B
Revenue growth7.4%9.7%9.8%7.5%4.3%9.0%11.9%
EPS$2.46$3.74$4.56$5.05$5.82$6.75
P/S ratio12.0x12.0x12.0x12.0x12.0x
Implied price$302.98$326.28$337.94$361.24$407.86

Catalysts & risks

Growth catalysts
+ NVIDIA collaboration to accelerate semiconductor innovation announced March 2026
+ Expansion of domestic manufacturing footprint and $61.5M Taiwan facility investment
+ AI chip demand driving semiconductor equipment market growth through 2026-2027
+ Strong Q4 2025 earnings beat and guidance raise indicating momentum
Key risks
- Semiconductor cyclicality and potential demand softness post-AI buildout phase
- CFO transition in January 2026 indicates potential internal management concerns
- High valuation at 35.3x P/E provides limited margin of safety
- Short interest of 2.99M shares (1.42% float) indicates some skepticism
- Recent stock decline from $140 52-week high despite positive catalysts

Methodology

Qnity Electronics, Inc's forward estimates are derived from AI-powered research synthesis combining analyst consensus from 5 Wall Street analysts, management guidance from the latest earnings call, and sector growth forecasts from industry research. Revenue and EPS projections use analyst consensus where available and conservative extrapolation with growth deceleration for outer years. Price targets are calculated using a tiered Price-to-Sales (P/S) methodology, where the P/S multiple is determined by the projected revenue growth rate.

WallStSmart proprietary research model · Not financial advice · Past performance is not indicative of future results · Last researched: April 7, 2026.