Qnity Electronics Price Targets Lifted to $139 and $130 After Q4 Revenue Beat
Analysts from RBC Capital and Goldman Sachs raised price targets to $139 and $130 after Qnity Electronics’s Q4 revenue reached $1.19 billion, beating estimates by $35.4 million, while EPS of $0.82 topped projections by $0.18. Full-year revenue rose 10% to $4.75 billion with projected fiscal 2026 sales of $4.97–5.17 billion.
1. Analyst Ratings and Price Targets
RBC Capital reiterated its Buy rating on Qnity Electronics and raised its price target from $133 to $139, while Goldman Sachs maintained its Buy stance and lifted its target from $110 to $130 in response to the company’s strong fiscal results.
2. Quarterly Earnings Performance
In fiscal Q4 2025, Qnity Electronics delivered $1.19 billion in revenue, surpassing estimates by $35.43 million, and reported EPS of $0.82, outperforming consensus by $0.18, marking its first quarterly report since the spin-off.
3. Full-Year Fiscal 2025 Results
The company closed fiscal 2025 with $4.75 billion in revenue, up 10% year-over-year, and achieved a gross profit of $2.195 billion, compared with $1.996 billion in the prior year, driven by growth in both Semiconductor Technologies and Interconnect Solutions segments.
4. Fiscal 2026 Guidance and Outlook
Management forecasts fiscal 2026 revenue between $4.97 billion and $5.17 billion and expects continued EBITDA margin expansion if customer capacity utilization ramps as production scales.