Qnity

Qnity Electronics reported Q3 revenue of $1.56 billion (up 22% year‑over‑year) and adjusted EPS of $1.46, both above consensus, and raised full‑year sales, EBITDA, EPS and free cash flow guidance. Management highlighted strong memory capacity utilization and multiyear AI-driven demand, with momentum across Semiconductor Technologies and Interconnect Solutions. The stock initially fell after the midterm results but the company reiterated profitable growth and customer strength with partners including Samsung, TSMC, Nvidia and Apple. Analysts lowered the price target to $165 from $180 while maintaining a buy-equivalent rating. » Mere på cnbc.com

Apple expanded its partnership with Qnity to have the company produce advanced films for the variable aperture camera system in the iPhone 18 Pro. The tighter tie to Apple is positive for Qnity and suggests the relationship may continue for future iPhone generations. Analysts remain cautious on Qnity shares, citing stronger conviction in its fast-growing data center business and concerns about consumer electronics headwinds like rising memory prices. » Mere på cnbc.com

Qnity Electronics recognizes an indemnification obligation of $43 million from the DuPont settlement over PFAS emissions in North Carolina, equal to 44% of DuPont’s after-tax obligation. The liability was recorded in Q2 2026 and remained unchanged. The amount corresponds to about 0.16% of Qnity’s market capitalization ($26.25 billion) and the company shows solid short-term liquidity (current ratio 2.01). » Mere på de.investing.com

Qnity has introduced the Stackplane product family of CMP slurries for advanced packaging applications, including hybrid bonding and through-silicon vias (TSV). The platform includes five series (SP1000–SP5000) for wafer, die and glass planarization as well as panel-level applications, and complements the portfolio with CMP pads and post-CMP cleaning solutions. Qnity is presenting the products at SEMICON Taiwan and at the International Conference on Planarization/CMP Technology in Seoul. » Mere på de.investing.com

At the Deutsche Bank Technology Conference, Qnity said that the expansion of AI infrastructure is significantly accelerating demand for semiconductor materials and that advanced packaging and thermal management are becoming the main growth drivers. The interconnect solutions division recently grew organically by 28%; three top areas recorded over 50% growth in the first half. The company aims to generate about USD 100 million of additional EBITDA through a transformation program, raise the gross margin from the high-40s into the low-50s, and is using its independence from DuPont to speed up capacity expansions and acquisitions. » Mere på de.investing.com