# Qnity Electronics, Inc. (Q)

> Source: Nexqual · https://nexqual.com/Q · data as of 2026-10-15 20:00 UTC · cite as "Nexqual, Qnity Electronics, Inc. (Q), nexqual.com/Q" · informational, not investment advice.

**Price:** USD 119.61 (-1.65% on the day) · last close of Oct 15, 2026; US market closed, not a live price. Prev close 121.62 · day 115.49–120.09 · 52w 70.5–177.28 · market cap $25.0B · NYQ

## Key facts
- 3 of 80 tracked superinvestors hold Q (13F, Q2 2026): 1 new, 0 added, 2 reduced, 0 unchanged.
- Analysts: Buy (mean 1.70 on a 1–5 scale) (10 analysts), mean target USD 174.6 (range 150–211).
- Total return with dividends: 1Y +25.8% vs S&P 500 +18.1%; 5Y +26.2% vs S&P 500 +85.1%.
- Next earnings: 2026-11-04, EPS estimate USD 1.21, revenue estimate $1.49B.

## Superinvestors (SEC 13F-HR, Q2 2026)
3 of 80 tracked investors hold Q. Change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Henry Ellenbogen | Durable Capital Partners | 7.23% | $744M | Reduced -10.5% |
| Lee Ainslie | Maverick Capital | 0.01% | $800K | New position |
| Dodge & Cox Funds | Dodge & Cox | <0.01% | $1.0M | Reduced -5.3% |

## Analysts
Consensus Buy (mean 1.70 on a 1–5 scale), 10 analysts; mean target USD 174.6 (low 150, high 211).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-15 | RBC Capital | Target lowered | Outperform | $189 → $160 |
| 2026-10-14 | Truist Securities | Initiated | Buy | $170 |
| 2026-10-13 | Barclays | Initiated | Overweight | $211 |
| 2026-10-01 | Mizuho | Target lowered | Outperform | $180 → $160 |
| 2026-07-14 | RBC Capital | Target lowered | Outperform | $200 → $189 |
| 2026-07-06 | BMO Capital | Target raised | Outperform | $180 → $185 |
| 2026-07-01 | Mizuho | Target raised | Outperform | $170 → $180 |

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-27) | 5Y (from 2025-10-27) |
|---|---|---|
| Total return | +25.8% | +26.2% |
| S&P 500 (SPY) | +18.1% | +85.1% |
| Per year | — | — |
| Volatility (annualized) | 54.5% | 44.7% |
| Max drawdown | -34.7% (Jun 2026→Sep 2026) | -29.2% (Jun 2026→Oct 2026) |

## Peers (Semiconductor Equipment & Materials)
ENTG (Entegris, Inc.) USD 146.87 -8.87% · TER (Teradyne, Inc.) USD 343.21 -9.75% · ONTO (Onto Innovation Inc.) USD 231.95 -11.99% · AMKR (Amkor Technology, Inc.) USD 44.05 -7.48% · NVMI (Nova Ltd.) USD 329.44 -3.75% · FORM (FormFactor, Inc.) USD 113.34 -11.52%

## More
Full page: https://nexqual.com/Q · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt