RBC Capital Raises PT and Maintians a Buy on Qnity Electronics (Q)

​Qnity Electronics, Inc. (NYSE:Q) is one of the Best Up and Coming AI Stocks to Buy. On March 1, RBC Capital reiterated a Buy rating on the stock and raised the price target from $133 to $139. Earlier, on February 27, Goldman Sachs also reiterated a Buy rating on Qnity Electronics, Inc. (NYSE:Q) and raised the price target from $110 to $130.

​The positive sentiment is based on the company’s fiscal Q4 2025 earnings, released on February 26. This was the company’s first quarterly earnings since its spin-off into an independent company in November. Qnity posted $1.19 billion in revenue for Q4, surpassing estimates by $35.43 million, along with an EPS of $0.82, which also surpassed consensus by $0.18.

​For the full-year, the company posted $4.75 billion in revenue, up 10% year-over-year, driven by robust performance from both Semiconductor and Interconnect segments. Gross profit for fiscal 2025 came in at $2.195 billion, up from $1.996 billion a year ago. Looking ahead, management anticipates fiscal 2026 revenue to be in the range of $4.97 billion – $5.17 billion.

​RBC Capital said in a research note that they remain positive on Qnity Electronics, Inc. (NYSE:Q) following its earnings beat. The firm highlighted that the company posted strong top-line and EBITDA growth. RBC Capital noted that the EBITDA margins can continue to grow if “customer capacity utilization continues to ramp.”

​Qnity Electronics, Inc. (NYSE:Q) supplies specialized materials and solutions for the semiconductor and electronics industries through two segments: Semiconductor Technologies and Interconnect Solutions.